completing meter reads with navigator and workforcemodel builder or etl (fme) 2. append via arcgis...
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Completing Meter Reads
with Navigator and
Workforce
Esri GeoConX 2018
1
Peoples Gas
Founded in 1850
Deliver natural gas to about
843,000 customers in the city
of Chicago.
~20 GIS staff supporting
Peoples Gas and North Shore
Gas
2
Background
Gas System Support
Group
Responsible for reading
meters.
Drive vans and wirelessly
capture usage information
via ERT device on meter.
3
Background
Requirements
1. Route meter reading
vans to specific
orders (succession /
turn on orders).
2. Provide a way to
assign routes to
each district shop
crew.
4
Background
Requirements
3. Use existing iPads
and optimize routing
on-the-fly with turn-
by-turn directions
based on location.
5
Data
Spreadsheet
100-300 orders per
day.
Covers “ERT’ed”
meters only.
Derived from and
checked against CIS.
*Data not real
6
Data
Orders divided by
shop.
Solution
8
Applications
Data
Preparation
Work
Assignment Navigation
or
Source: Safe Software
9
Configuration Steps
Build and Configure:
1. Workforce Project
2. Data Preparation
Process
3. Navigator Basemap
and settings
10
Workforce
Workforce for ArcGIS for
assigning routes.
One route per day for each
shop.
Provide hyperlink in
assignment description field.
11
Workforce Project Configuration
Workforce Web App
Project Creation (6 steps) and Configuration
1. Create Project
2. Add Assignment
Types
3. Add Mobile
Workers
4. Add More Dispatchers
5. App Integration /
Location Tracking
6. Configure Dispatch
and Mobile Worker Maps
12
1. Create Project
2. Add Assignment
Types
Workforce Project Configuration
13
1. Create Project
2. Add Assignment
Types
Workforce Project Configuration
14
Workforce Project Configuration
3. Add Mobile Workers
4. Add More
Dispatchers
15
Workforce Project Configuration
3. Add Mobile Workers
4. Add More
Dispatchers
16
Workforce Project Configuration
Initial Setup Complete
17
Workforce Project Configuration
5. App Integration / Location Tracking
18
Workforce Project Configuration
6. Configure Dispatch and Mobile Worker Maps
19
Applications
Data
Preparation
Work
Assignment Navigation
or
Source: Safe Software
20
Data Preparation
Daily Workforce
Assignment Creation 1. Scheduled ETL process
extracts coordinates from
service pipes for those listed
in spreadsheet.
2. Creates 3 assignment points
with necessary attributes
populated.
21
Data Preparation
Daily Workforce
Assignment Creation 3. Stores URL string with call to
Navigator in Workforce
assignment “description” field.
John Doe
22
Data Preparation
Daily Workforce Assignment
Creation 1. Workforce requires some
attributes to be populated for
every assignment created
2. Each assignment record must
have geometry.
3. Some optional attributes can be
populated programmatically
Attribute Field Description Workforce
Mandatory
description URL to launch
Navigator
No
status State of assignment Yes
priority Level of Urgency No
assignmentType Type of assignment
(Succession Turn
On)
Yes
location Local District Yes (if manually
created)
23
Data Preparation
Other Ways of Creating
Workforce Assignments
Programmatically
Source: Safe Software
24
Data Preparation
Creating Workforce
Assignments
Programmatically: 1. Model Builder or ETL (FME)
2. Append via ArcGIS Online
3. ArcGIS API for Python
4. REST API for Feature Layers
25
Data Preparation
Multiple Ways of Creating
Workforce Assignments
Programmatically: 1. Model Builder or ETL (FME)
2. Append via ArcGIS Online
3. ArcGIS API for Python
4. REST API for Feature Layers
26
Data Preparation
Multiple Ways of Creating Workforce Assignments
Programmatically: 3. ArcGIS API for Python
27
Data Preparation
Multiple Ways of Creating Workforce Assignments
Programmatically: 4. REST API for Feature Layers
28
Applications
Data
Preparation
Work
Assignment Navigation
or
Source: Safe Software
29
Navigator
Can call specific functions in
Navigator using a URL scheme.
Allows for route creation/initiation
and optimization.
Route between the stops is
calculated on the device using
the navigation settings and the
map data available on the
device. Source: esri.com
30
Navigator URL Scheme
Source: esri
31
Navigator URL Scheme
Source: esri
32
Navigator URL Scheme
Additional Capabilities: Provide stop name
Stops by address
Specify a custom starting point
Optimize order of routes
Specify travel mode (driving, walking, etc.)
Automatically start navigating
Enable notifications when navigation
complete
33
Target Workflow
Assign Routes to
Crews
Initiate Route and Start
Assignment
Drive Route and
Complete Assignment
Create Routes and
Assignments
34
Target Workflow
Assign Routes to
Crews
Initiate Route and Start
Assignment
Drive Route and
Complete Assignment
Create Routes and
Assignments
Workforce
Navigator
Navigator
ModelBuilder
or
FME
or
Append
Workforce
Dispatch Workflow
36
Workforce: Dispatch Workflows
View
Worker
Status
37
Workforce: Dispatch Workflows
Assigning Route Assignments
Mobile Workflow
39
Mobile Workflow
Assignment
Received
40
Mobile Workflow
Accept
and Start
Work
41
Mobile Workflow
Tap URL
to launch
Navigator
and start
route
42
Mobile Workflow
Route is
displayed
and starts
turn-by-
turn
directions
43
Mobile Workflow
Route is
comprised of
the stops that
were passed
by the URL.
Mark Finish
when route
done.
44
Mobile Workflow
Workforce
keeps
breadcrumbs.
45
Hardware & Training
4 iPads for field use.
Pilot with small user group (~3 crew
members)
Automation of ETL process is key.
Gas System Support conducted testing and
training
46
Planned Improvements
More extensive automation
Build routes and routing sequences for
other types of tasks
Reporting and visualization of routes
Tighter integration with non-GIS systems
Web AppBuilder
47
Lessons Learned
1. Pilot with small tech-friendly group and implement
feedback quickly.
2. Creating individual assignments for each stop was
too onerous.
3. Use of Navigator requires very little training.
Q&A
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