Leak Survey Compliance Dashboard

Configure dashboard

The Leak Survey Compliance Dashboard can be configured and shared with compliance managers to provide a holistic view of leak surveys within a service territory. To configure the Leak Survey Compliance dashboard, create a Dashboard.

Create a dashboard

  1. Verify that you are signed in to your organization with privileges to create content.
  2. Click the Apps button in the header of your site. Add an application
  3. Select the Operations Dashboard app.
  4. Click Create Dashboard.
  5. Provide a title for your dashboard.
  6. Optionally specify search tags, a summary, and a target folder.
  7. Click Create Dashboard.

Add a map

  1. Click the Add button.
  2. Select Map from the menu.Add a map element
  3. Search for Leak Survey Compliance Dashboard and select the map.
  4. Specify any settings for the map and click Done.

Survey status

To view leak surveys due this year by status, complete the following steps.

  1. Add a pie chart element and select All Surveys layer as the data source.
  2. Configure the data tab settings:
    • Filter: Filter configuration in Pie Chart element
    • Categories From: Grouped Values
    • Category Field: Survey Status
    • Statistic: Count
  3. Configure the appearance of the pie chart, including color ramp and labels in the chart and slice tabs.
  4. Configure the general settings:
    • Title: Survey Status

Overdue surveys

To view leak surveys past their due date, complete the following steps.

  1. Add a indicator element and select Overdue Surveys layer as the data source.
  2. Configure the data and general tab settings:
    • Display Type: Count
    • Title: Overdue Surveys

Past compliance surveys

To view leak surveys past their compliance date, complete the following steps.

  1. Add a indicator element and select Over Compliance Date layer as the data source.
  2. Configure the data and general tab settings:
    • Display Type: Count
    • Title: Surveys Past their Compliance Date

Overdue and past compliance surveys

To view leak surveys overdue and past their compliance date, complete the following steps.

  1. Add a list element and select All Surveys layer as the data source.
  2. Configure the data tab settings:
    • Filter: Overdue and past compliance filter configuration in List element
    • Sort Field: Survey Due On
  3. Configure the list tab settings:

    • Line Item Text:

      
                    {SURVEYTYPE} - {MAPGRIDNAME}

                    {SURVEYSTATUS}: {ASSIGNEDTO}
                    Due on: {DUEDATE}
                    Compliance date: {COMPDATE}

  4. Configure the general and action tab settings:
    • Title: Overdue and Past Compliance Date
    • Feature Actions: Show pop-up, Highlight, Zoom to

Survey due in 30 days

To view leak surveys that will be due soon, complete the following steps.

  1. Add a list element and select All Surveys layer as the data source.
    • Filter: Overdue and past compliance filter configuration in List element
    • Sort Field: Survey Due On
  2. Configure the list tab settings:

    • Line Item Text:

      
                     {SURVEYTYPE} - {MAPGRIDNAME}

                     {SURVEYSTATUS}: {ASSIGNEDTO}
                     Due on: {DUEDATE}
                     Compliance date: {COMPDATE}

  3. Configure the general and action tab settings:
    • Title: Due in 30 days
    • Feature Actions: Show pop-up, Highlight, Zoom to

Survey due in 60 days

To view leak surveys that will be due soon, complete the following steps.

  1. Add a list element and select All Surveys layer as the data source.
    • Filter: Overdue and past compliance filter configuration in List element
    • Sort Field: Survey Due On
  2. Configure the list tab settings:

    • Line Item Text:

      
             {SURVEYTYPE} - {MAPGRIDNAME}

             {SURVEYSTATUS}: {ASSIGNEDTO}
             Due on: {DUEDATE}
             Compliance date: {COMPDATE}

  3. Configure the general and action tab settings:
    • Title: Due in 60 days
    • Feature Actions: Show pop-up, Highlight, Zoom to

Survey due in 30 days

To view leak surveys that will be due soon, complete the following steps.

  1. Add a list element and select All Surveys layer as the data source.
    • Filter: Overdue and past compliance filter configuration in List element
    • Sort Field: Survey Due On
  2. Configure the list tab settings:

    • Line Item Text:

      
       {SURVEYTYPE} - {MAPGRIDNAME}

       {SURVEYSTATUS}: {ASSIGNEDTO}
       Due on: {DUEDATE}
       Compliance date: {COMPDATE}

  3. Configure the general and action tab settings:
    • Title: Due in 90 days
    • Feature Actions: Show pop-up, Highlight, Zoom to

Save the dashboard

  1. Save the dashboard and edit the item details:
    • Name: Leak Survey Compliance Dashboard
    • Summary: A dashboard to monitor leak surveys.
    • Description: Use this dashboard to view compliance information for leak surveys in your service area. This dashboard includes elements to better understand the due date of leak surveys.
Top