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Completing Meter Reads with Navigator and Workforce Esri GeoConX 2018

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Page 1: Completing Meter Reads with Navigator and WorkforceModel Builder or ETL (FME) 2. Append via ArcGIS Online 3. ArcGIS API for Python 4. REST API for Feature Layers . 25 ... Hardware

Completing Meter Reads

with Navigator and

Workforce

Esri GeoConX 2018

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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

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2

Background

Gas System Support

Group

Responsible for reading

meters.

Drive vans and wirelessly

capture usage information

via ERT device on meter.

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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.

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4

Background

Requirements

3. Use existing iPads

and optimize routing

on-the-fly with turn-

by-turn directions

based on location.

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5

Data

Spreadsheet

100-300 orders per

day.

Covers “ERT’ed”

meters only.

Derived from and

checked against CIS.

*Data not real

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6

Data

Orders divided by

shop.

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Solution

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8

Applications

Data

Preparation

Work

Assignment Navigation

or

Source: Safe Software

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9

Configuration Steps

Build and Configure:

1. Workforce Project

2. Data Preparation

Process

3. Navigator Basemap

and settings

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10

Workforce

Workforce for ArcGIS for

assigning routes.

One route per day for each

shop.

Provide hyperlink in

assignment description field.

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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

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12

1. Create Project

2. Add Assignment

Types

Workforce Project Configuration

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13

1. Create Project

2. Add Assignment

Types

Workforce Project Configuration

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14

Workforce Project Configuration

3. Add Mobile Workers

4. Add More

Dispatchers

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15

Workforce Project Configuration

3. Add Mobile Workers

4. Add More

Dispatchers

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16

Workforce Project Configuration

Initial Setup Complete

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17

Workforce Project Configuration

5. App Integration / Location Tracking

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18

Workforce Project Configuration

6. Configure Dispatch and Mobile Worker Maps

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19

Applications

Data

Preparation

Work

Assignment Navigation

or

Source: Safe Software

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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.

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21

Data Preparation

Daily Workforce

Assignment Creation 3. Stores URL string with call to

Navigator in Workforce

assignment “description” field.

John Doe

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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)

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23

Data Preparation

Other Ways of Creating

Workforce Assignments

Programmatically

Source: Safe Software

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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

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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

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26

Data Preparation

Multiple Ways of Creating Workforce Assignments

Programmatically: 3. ArcGIS API for Python

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27

Data Preparation

Multiple Ways of Creating Workforce Assignments

Programmatically: 4. REST API for Feature Layers

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28

Applications

Data

Preparation

Work

Assignment Navigation

or

Source: Safe Software

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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

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30

Navigator URL Scheme

Source: esri

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31

Navigator URL Scheme

Source: esri

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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

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33

Target Workflow

Assign Routes to

Crews

Initiate Route and Start

Assignment

Drive Route and

Complete Assignment

Create Routes and

Assignments

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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

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Dispatch Workflow

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36

Workforce: Dispatch Workflows

View

Worker

Status

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37

Workforce: Dispatch Workflows

Assigning Route Assignments

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Mobile Workflow

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39

Mobile Workflow

Assignment

Received

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40

Mobile Workflow

Accept

and Start

Work

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41

Mobile Workflow

Tap URL

to launch

Navigator

and start

route

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42

Mobile Workflow

Route is

displayed

and starts

turn-by-

turn

directions

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43

Mobile Workflow

Route is

comprised of

the stops that

were passed

by the URL.

Mark Finish

when route

done.

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44

Mobile Workflow

Workforce

keeps

breadcrumbs.

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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

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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

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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.

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Q&A