Summary: Guide_SWSiteInspElecChklsts_20190628
GUIDE TO USING THE
MUNICIPAL CONSTRUCTION
STORMWATER SITE INSPECTION TOOLKIT
ELECTRONIC CHECKLISTS
Prepared for
City of Tumwater
555 Israel Road Southwest
Tumwater, Washington 98501
Prepared by
Herrera Environmental Consultants, Inc.
2200 Sixth Avenue, Suite 1100
Seattle, Washington 98121
Telephone: 206-441-9080
June 28, 2019
Note:
Some pages in this document have been purposely skipped or blank pages inserted
so that this document will copy correctly when duplexed.
pjj 17-06726-000_guide_swsiteinspelecchklsts_20190628.docx
CONTENTS
Introduction………………………………………………………………………………………………………………………………………………….. 1
Accessing and Deploying the Checklists in the Field ……………………………………………………………………. 2
Adapting Checklists to Meet Local Needs ………………………………………………………………………………………. 4
Options for Streamlining Data Collection and Output …………………………………………………………………. 5
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
INTRODUCTION
This guide provides instructions on using a set of electronic checklists to support pre-, during,
and post-construction stormwater site inspection activities. The five checklists are available for
download in three different formats: Microsoft Word document, fillable PDF, and electronic
Survey123 form. These tools were developed as part of a Grant of Regional or Statewide
Significance from the Washington State Department of Ecology (Ecology). Input was provided
by a regional group that included the City of Tumwater, City of Lacey, City of Olympia, and
Thurston County. The overall goal of the project is to support compliance with the municipal
stormwater National Pollutant Discharge Elimination System (NPDES) permit by improving
effectiveness of municipal construction site inspectors and providing a more consistent site
inspection framework that can be implemented in Washington jurisdictions. The five checklists
include:
These checklists are accompanied by two fact sheets to support implementation and adaptation
of the checklists by local jurisdictions. All materials are available for download on the
Washington Stormwater Center Website at <http://www.wastormwatercenter.org/stormwater-
construction-site-inspection-resources>. This guide will address the following:
Accessing and deploying the checklists in the field
Adapting checklists to meet local needs
Options for streamlining data collection and output
Initial Erosion and Sediment
Control (ESC) Inspection
Construction ESC Inspection
Post-Construction ESC
Inspection
Construction of Permanenent
Stormwater BMPs/Facilities
Inspection Checklist
Post-Construction of
Permanent Stormwater
BMPs/Facilities Inspection
Checklist
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Accessing and Deploying the Checklists in the Field
1. Download the Survey123 .xlsx files provided with this toolkit. Each of the five field forms
has its own .xlsx file:
o Checklist1_InitialESC
o Checklist2_ConstructionESC
o Checklist3_PostConstructionESC
o Checklist4_ConstructionPermanentBMPs
o Checklist5_PostConstructionPermanentBMPs
2. Download and install the Survey123 Connect for ArcGIS desktop application:
<www.arcgis.com/home/item.html?id=9a0a850521174e78b8d08d3a66cbf34c>.
3. Launch Survey123 Connect for ArcGIS and log in using your organization’s ArcGIS Online
(AGOL) credentials.
4. Select New Survey and the File radio button. Click on Browse for XLSForm and
navigate to the location where you saved Checklist1_InitialESC.xlsx. Change the title of
the survey to Initial ESC Inspection and click Create Survey.
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
5. To publish the survey to your AGOL account so that it is available on your mobile device,
click the cloud on the left side of the form preview and then click Publish Survey.
6. Repeat steps 4 and 5 for all five checklist files. Each checklist will be stored as a separate
survey.
7. Download the free Survey123 data collection app to your mobile device from your
device’s app store. Log in using the same AGOL credentials that you used to publish the
form. Inside the app, go to “Download Surveys†and download each checklist to the
mobile device.
8. Complete construction site inspections in the field by filling out the form for each type of
inspection as needed. Make sure to:
a. Identify your location using the interactive map in Project Information.
b. Take detailed notes and photos for any inspection items that require corrective
action. Communicate with the contractor and follow your local jurisdiction’s procedures
regarding enforcement of corrective actions.
9. After completing the site inspection in the field, log in to <http://survey123.arcgis.com>
using your AGOL credentials and click on your published form.
10. Click on the Data tab on the top of the page and then select Export and File
Geodatabase. This will download all of your inspection data (point locations) and any
attached photos. This may take several minutes depending on the number of photos you
have taken. Data can be exported in alternative formats; see Options for Streamlining
Data Collection and Output in this guide.
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Adapting Checklists to Meet Local Needs
Jurisdictions can alter these forms as needed to suit local procedures. Because the checklists
were produced using Survey123 Connect, the form structure cannot be edited in the online
Survey123 drag-and-drop interface. However, the .xlsx files can be modified using the
Survey123 Connect for ArcGIS desktop application. Users can edit language, add/remove
questions, adjust multiple choice responses, etc. ESRI currently provides resources on their
website under “XLSForm Essentials†to help new users understand editing procedures and other
advanced features that users might like to incorporate, such as cascading or external selects,
built-in formulas, etc.
To edit a checklist, open the Survey123 Connect for ArcGIS desktop application, launch the
checklist, and open the XLSForm.
The .xlsx file can then be edited, but users will have to republish the survey; and all users must
re-download on any mobile devices. A note of caution for making edits to the checklists: data
losses can occur if a survey is edited and republished after data has already been collected in the
field.
For more information regarding adaptation of the electronic forms, see the ESRI website:
<https://doc.arcgis.com/en/survey123/desktop/create-surveys/xlsformessentials.htm>
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Options for Streamlining Data Collection and Output
The electronic checklists produced as part of this grant project provide basic functionality for
streamlined, consistent field inspections using a mobile device. When the “survey†(checklist) is
submitted, data can be viewed online and exported (either as a single record or a batch of
records) via the Data tab as shown in step 9 of this guide. There are multiple options for
exporting, printing, and sharing data. Data formats include spreadsheet-style outputs as a
geodatabase, shapefile, excel file, KML, or CSV format. Geodatabase or shapefile exports can be
used to produce maps of the points taken at various inspection locations, which could then be
symbolized by status or used for other tracking and planning purposes.
If a print-style export is needed to share with contractors or other parties, one quick option is to
select the record of interest and print the default view PDF directly from the Data tab. This
option provides limited format control. If more formatting control is desired, users can create a
custom Excel or Access template to load exported data into report format. Another option is the
“Feature Report†function in Survey123 online, which allows the user to import a template and
export a report directly from the online interface (note: this option may consume credits in a
future update of ArcGIS online).
Note: The Survey123 application is frequently updated by ESRI. Functionality described in this
guide is subject to change.
In addition to options for exporting data, there are strategies available to further streamline the
inspection process by pre-populating data. ESRI has detailed information available for using
default answers, calculations, and working with external content (such as a CSV file) that can be
loaded onto the mobile device and used to pre-populate information. This may prove especially
useful for speeding up data entry in the Project Information section of the checklists.
Jurisdictions are encouraged to use and adapt the checklist features to best suit local
procedures and practices for streamlined, consistent inspection documentation.
For more information on pre-populating answers and working with external content, see the
ESRI website:
<https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepopulateanswers.htm>
MUNICIPAL CONSTRUCTION
STORMWATER SITE INSPECTION TOOLKIT
ELECTRONIC CHECKLISTS
Prepared for
City of Tumwater
555 Israel Road Southwest
Tumwater, Washington 98501
Prepared by
Herrera Environmental Consultants, Inc.
2200 Sixth Avenue, Suite 1100
Seattle, Washington 98121
Telephone: 206-441-9080
June 28, 2019
Note:
Some pages in this document have been purposely skipped or blank pages inserted
so that this document will copy correctly when duplexed.
pjj 17-06726-000_guide_swsiteinspelecchklsts_20190628.docx
CONTENTS
Introduction………………………………………………………………………………………………………………………………………………….. 1
Accessing and Deploying the Checklists in the Field ……………………………………………………………………. 2
Adapting Checklists to Meet Local Needs ………………………………………………………………………………………. 4
Options for Streamlining Data Collection and Output …………………………………………………………………. 5
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
INTRODUCTION
This guide provides instructions on using a set of electronic checklists to support pre-, during,
and post-construction stormwater site inspection activities. The five checklists are available for
download in three different formats: Microsoft Word document, fillable PDF, and electronic
Survey123 form. These tools were developed as part of a Grant of Regional or Statewide
Significance from the Washington State Department of Ecology (Ecology). Input was provided
by a regional group that included the City of Tumwater, City of Lacey, City of Olympia, and
Thurston County. The overall goal of the project is to support compliance with the municipal
stormwater National Pollutant Discharge Elimination System (NPDES) permit by improving
effectiveness of municipal construction site inspectors and providing a more consistent site
inspection framework that can be implemented in Washington jurisdictions. The five checklists
include:
These checklists are accompanied by two fact sheets to support implementation and adaptation
of the checklists by local jurisdictions. All materials are available for download on the
Washington Stormwater Center Website at <http://www.wastormwatercenter.org/stormwater-
construction-site-inspection-resources>. This guide will address the following:
Accessing and deploying the checklists in the field
Adapting checklists to meet local needs
Options for streamlining data collection and output
Initial Erosion and Sediment
Control (ESC) Inspection
Construction ESC Inspection
Post-Construction ESC
Inspection
Construction of Permanenent
Stormwater BMPs/Facilities
Inspection Checklist
Post-Construction of
Permanent Stormwater
BMPs/Facilities Inspection
Checklist
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Accessing and Deploying the Checklists in the Field
1. Download the Survey123 .xlsx files provided with this toolkit. Each of the five field forms
has its own .xlsx file:
o Checklist1_InitialESC
o Checklist2_ConstructionESC
o Checklist3_PostConstructionESC
o Checklist4_ConstructionPermanentBMPs
o Checklist5_PostConstructionPermanentBMPs
2. Download and install the Survey123 Connect for ArcGIS desktop application:
<www.arcgis.com/home/item.html?id=9a0a850521174e78b8d08d3a66cbf34c>.
3. Launch Survey123 Connect for ArcGIS and log in using your organization’s ArcGIS Online
(AGOL) credentials.
4. Select New Survey and the File radio button. Click on Browse for XLSForm and
navigate to the location where you saved Checklist1_InitialESC.xlsx. Change the title of
the survey to Initial ESC Inspection and click Create Survey.
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
5. To publish the survey to your AGOL account so that it is available on your mobile device,
click the cloud on the left side of the form preview and then click Publish Survey.
6. Repeat steps 4 and 5 for all five checklist files. Each checklist will be stored as a separate
survey.
7. Download the free Survey123 data collection app to your mobile device from your
device’s app store. Log in using the same AGOL credentials that you used to publish the
form. Inside the app, go to “Download Surveys†and download each checklist to the
mobile device.
8. Complete construction site inspections in the field by filling out the form for each type of
inspection as needed. Make sure to:
a. Identify your location using the interactive map in Project Information.
b. Take detailed notes and photos for any inspection items that require corrective
action. Communicate with the contractor and follow your local jurisdiction’s procedures
regarding enforcement of corrective actions.
9. After completing the site inspection in the field, log in to <http://survey123.arcgis.com>
using your AGOL credentials and click on your published form.
10. Click on the Data tab on the top of the page and then select Export and File
Geodatabase. This will download all of your inspection data (point locations) and any
attached photos. This may take several minutes depending on the number of photos you
have taken. Data can be exported in alternative formats; see Options for Streamlining
Data Collection and Output in this guide.
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Adapting Checklists to Meet Local Needs
Jurisdictions can alter these forms as needed to suit local procedures. Because the checklists
were produced using Survey123 Connect, the form structure cannot be edited in the online
Survey123 drag-and-drop interface. However, the .xlsx files can be modified using the
Survey123 Connect for ArcGIS desktop application. Users can edit language, add/remove
questions, adjust multiple choice responses, etc. ESRI currently provides resources on their
website under “XLSForm Essentials†to help new users understand editing procedures and other
advanced features that users might like to incorporate, such as cascading or external selects,
built-in formulas, etc.
To edit a checklist, open the Survey123 Connect for ArcGIS desktop application, launch the
checklist, and open the XLSForm.
The .xlsx file can then be edited, but users will have to republish the survey; and all users must
re-download on any mobile devices. A note of caution for making edits to the checklists: data
losses can occur if a survey is edited and republished after data has already been collected in the
field.
For more information regarding adaptation of the electronic forms, see the ESRI website:
<https://doc.arcgis.com/en/survey123/desktop/create-surveys/xlsformessentials.htm>
June 2019
Guide to Using the Municipal Construction Stormwater Site Inspection Toolkit Electronic Checklists
Options for Streamlining Data Collection and Output
The electronic checklists produced as part of this grant project provide basic functionality for
streamlined, consistent field inspections using a mobile device. When the “survey†(checklist) is
submitted, data can be viewed online and exported (either as a single record or a batch of
records) via the Data tab as shown in step 9 of this guide. There are multiple options for
exporting, printing, and sharing data. Data formats include spreadsheet-style outputs as a
geodatabase, shapefile, excel file, KML, or CSV format. Geodatabase or shapefile exports can be
used to produce maps of the points taken at various inspection locations, which could then be
symbolized by status or used for other tracking and planning purposes.
If a print-style export is needed to share with contractors or other parties, one quick option is to
select the record of interest and print the default view PDF directly from the Data tab. This
option provides limited format control. If more formatting control is desired, users can create a
custom Excel or Access template to load exported data into report format. Another option is the
“Feature Report†function in Survey123 online, which allows the user to import a template and
export a report directly from the online interface (note: this option may consume credits in a
future update of ArcGIS online).
Note: The Survey123 application is frequently updated by ESRI. Functionality described in this
guide is subject to change.
In addition to options for exporting data, there are strategies available to further streamline the
inspection process by pre-populating data. ESRI has detailed information available for using
default answers, calculations, and working with external content (such as a CSV file) that can be
loaded onto the mobile device and used to pre-populate information. This may prove especially
useful for speeding up data entry in the Project Information section of the checklists.
Jurisdictions are encouraged to use and adapt the checklist features to best suit local
procedures and practices for streamlined, consistent inspection documentation.
For more information on pre-populating answers and working with external content, see the
ESRI website:
<https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepopulateanswers.htm>
