2022 User Manual

Trace Surveys

 

 

Program: Citrus Canker (CC) 

 

Application: ArcGIS Survey123 

 

Host: USDA-MRP Enterprise GIS portal 

CHECK URL! https://maps.mrp.usda.gov/arcgis/

 

Survey Title: PPQ CC [ST] Trace Forward Surveys 2022 

 

 

** Refer to the “Mobile Data Collection Tools” public webpage for all training 

documentation and videos. 

2022 Disclaimer: Training techniques or workflows held within are designed as basic job aids. Mobile collection tools and technology 

used are constantly being improved upon. End users should consult with management for current workflows and standards.

Cesar Calderon, USDA APHIS PPQ, Bugwood.org
Last Updated: 7 March 2022 11:33 2

Contents 

Overview..............................................................................................................................................................................3

Pre-requisite Training Recommendations.................................................................................................................3

Install ArcGIS Survey123 ...............................................................................................................................................4

Mobile Device (Android or iOS)..............................................................................................................................4

Desktop (PC)..................................................................................................................................................................5

Sign In to USDA-MRP Enterprise GIS portal (All devices)...................................................................................6

Download Survey (All devices).....................................................................................................................................9

Delete Survey (if desired).......................................................................................................................................10

Complete a Survey (All devices)...............................................................................................................................10

Inbox .............................................................................................................................................................................11

The Data Form...........................................................................................................................................................14

Contact Attempts...........................................................................................................................................................15

Edit a Survey...................................................................................................................................................................15

Send or Save Completed Surveys............................................................................................................................16

Outbox...........................................................................................................................................................................17

Getting Help....................................................................................................................................................................18

APHIS PPQ..................................................................................................................................................................18

Cooperators & Other Nonfederal Users ............................................................................................................18

All Training Resources.............................................................................................................................................18

End User Tools Request links: Support Request (End User Tools) Mobile Device Request Training Request

Contact: WebGIS.Connect@usda.gov

 
Last Updated: 7 March 2022 11:33 3

Overview 

This document provides guidelines for conducting electronic data collection for 

the Citrus Canker (CC) program using the ArcGIS Survey123 application on mobile 

devices. The application was developed to reflect program specifics and is 

intended to replace paper surveys.

Individual surveys have been configured for participating states indicated in the 

title of the survey itself by the two-letter state abbreviation.

Pre-requisite Training Recommendations 

End User Tools strongly suggests the following pre-requisite training prior to performing field data collection 

using the “PPQ CC [ST] Trace Forward Surveys 2022”/ “TRAINING PPQ CC Trace Forward Surveys

2022” data collection tools:

Topic Location/Resource 

Pest Program Survey Protocol Pest Program National Operations Manager

Pest Program Data Collection Requirements Pest Program National Operations Manager

Introduction to ArcGIS Survey123 Playlist

(self-paced video training and user guide)

Mobile Data Collection Tools webpage

Introduction to ArcGIS Survey123 playlist

If applicable: iPad Basics Mobile Data Collection Tools webpage

Optional: “Field Data Collection” Playlist APHIS YouTube

Mobile Data Collection Tools webpage 

 

ArcGIS Survey123 

Mobile Application
Last Updated: 7 March 2022 11:33 4

Install ArcGIS Survey123 

Mobile Device (Android or iOS) 

Be Prepared 

You will need to confirm the following in place:

• A phone or tablet that runs Android or iOS (Apple)

• A reliable Wi-Fi connection

• eAuthentication ID/Password

• APHIS ESRI Enterprise (Portal) account

**If you already have the ArcGIS Survey123 application, skip to Sign In to ArcGIS Enterprise**

App Store 

ArcGIS Survey123 is available through the App Store for both Android and iOS devices for free. 

Search by name (ArcGIS Survey123) and select install or get.

Apps@Work 

APHIS PPQ devices have automatic installation of ArcGIS Survey123 application. If not installed, 

the app can be found within the Apps@Work application.

Open the “Apps@Work” application on your main screen (Figure 1).

Tap Uncategorized and locate “ArcGIS Survey123”. 

(Figure 2)

Select by tapping ArcGIS Survey123 from the list and 

select “Install” to install.

If you still need help, open a ticket with CEC IT. 

(CECHelpDesk@usda.gov or 877-873-0783)

Figure 1. Apps@Work icon

Figure 2. Apps@Work “Uncategorized” list view
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Desktop (PC) 

Be Prepared 

You will need to confirm the following in place:

1. A laptop or PC 

2. A reliable Wi-Fi connection

3. eAuthentication ID/Password

4. APHIS ESRI Enterprise account

For Desktop installation, go to this URL: 

https://www.esri.com/en-us/arcgis/products/survey123/resources

Scroll down a little and locate the heading “ArcGIS 

Survey123 field app” in the middle column of options.

Select the link to download/install the appropriate version 

for your Operating System. 

For APHIS users, this is normally “Windows x64”. (Figure 

3)

The file should only take 1-2 minutes to download. 

Once the download is complete, click on the caret (See 

Figure 4) and choose “Open”.

Select “Next” and “I accept the license.” and “Next” as 

the install wizard prompts you. Finally, select “Finish” to 

complete the install.

Figure 3. ArcGIS Survey123 desktop download

Figure 4. Open download
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Sign In to USDA-MRP Enterprise GIS portal (All devices) 

Once the application is installed, locate the Survey123 App icon and tap to 

open it. (Figure 5) 

**You will need to sign into USDA-MRP Enterprise GIS portal to find 

surveys shared with your user account. See details below.

Once opened, ArcGIS Survey123 presents a landing screen with sign-in options (Figure 6). 

On first opening the application, you will have to add the ArcGIS Enterprise Portal. Once 

established, your device saves this as a sign in option.

Choose the option “Manage ArcGIS Connections” (Figure 6) and then + Add connection (Figure 7) 

located in the bottom left.

Manually type in the URL for the APHIS ArcGIS Enterprise 

Portal. (Figure 8)

https://maps.mrp.usda.gov/arcgis

And select “Add”.

It may take a moment or two for the connection to be 

established.

**If you have done this previously, tapping Settings (gear in the top right corner) will show you a 

list of ArcGIS connections. Be sure the above URL is selected.

Figure 6. Manage ArcGIS connections

Figure 7. Add connection

Figure 8. Type in URL

Figure 5. ArcGIS Survey123 icon
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ArcGIS Enterprise (https://maps.mrp.usda.gov/arcgis) should now be listed with a check mark on 

the left. (Figure 9)

Tap the back arrow in the upper left and choose Sign in with ArcGIS Enterprise 

(https://maps.mrp.usda.gov/arcgis) Figure 9 and 10 

Tap the blue “eAuth Account” button. (Figure 11)

Figure 11. APHIS Enterprise login option

Figure 9. ArcGIS managed connections list

Figure 10. Sign in options
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You will be presented with the USDA 

eAuthentication Log In. 

Complete the form with your User ID and Password 

and tap “Log In with Password”. 

Links are also provided on this screen to recover 

forgotten User Id and Password if needed. (Figure 

12)

Figure 12. USDA eAuth Log In
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Download Survey (All devices) 

To locate and download surveys. You can find the options to “Download Surveys” either by 

tapping the profile icon in the top right corner or the button offering the same along the bottom 

middle of the screen. (Figure 13) Either option is acceptable.

All surveys shared with you will be listed for download. Choose the cloud icon to the right of the 

title “PPQ CC [ST] Trace Forward Surveys 2022”/ “TRAINING PPQ CC Trace Forward Surveys 2022” 

and the survey download will start. (Figure 14) 

Once downloaded, click the back button (arrow in the upper left corner in Figure 14) to return to 

your list of “My Surveys”.

Open the survey by clicking on its icon. (Figure 15) 

Follow steps to complete a survey as described in the Complete a Survey section of this document. 

Figure 13. Download Surveys options

Figure 14. Download - Cloud icon

Figure 15. Downloaded survey icon
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Delete Survey (if desired) 

You may need to free memory on your device or simply clean out old unused surveys. These can 

be deleted easily.

Tap the survey icon to open it and then tap the menu at the 

top right. Then select “Delete Survey”. You will be asked to 

confirm your choice and the survey is deleted. (Figure 16)

Complete a Survey (All devices) 

Follow directions previously outlined under the Install ArcGIS Survey123 section to install Survey123 

and Download Survey (All devices) to download ““PPQ CC [ST] Trace Forward Surveys 2022”/ 

“TRAINING PPQ CC Trace Forward Surveys 2022”. 

Be Prepared 

You will need the following:

1. Device – mobile or desktop

2. Fully charged battery or access to a power supply

3. Wi-Fi ON to Refresh Inbox before and after collecting survey data.

4. GPS enabled (iPad HINT: Settings app > Privacy > Location Services ON)

5. Wi-Fi OFF while surveying (for mobile devices)

6. Keep your eAuthentication username/password handy. You may need to sign in on return 

to Wi-Fi connection.

Citrus Canker uses the Survey123 Inbox to access prepopulated surveys and add new information 

about contact attempts or plant collection activities. (Figure 17)

Figure 16. Delete Survey

Wi-Fi ON

Open 

downloaded 

survey

Refresh Inbox Wi-Fi OFF

Collect Data 

Save to 

Outbox

Wi-Fi ON

Open 

Outbox/Send 

Refresh Inbox

Figure 17. Disconnected Inbox survey workflow
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Inbox 

IMPORTANT: CC Trace Surveys contain pre-loaded location data (Shipping Information section). 

To edit surveys, you must first load them into the Inbox, while connected to Wi-Fi.

1. Inbox: Tap the Inbox bar. (Figure 18)

If you wish to limit the surveys you load to a certain map extent, tap the Map button. Zoom and 

pan the map to your desired map extent. Then tap the "Refresh" button to see survey sites within 

that area displayed on the map. See example for Washington state in Figure 19. Next, click the 

"List" button to see a list of the shipping names and addresses for that map area.

2. Refresh: If you wish to review all surveys, regardless of their locations, 

tap the "Refresh" button, then view the "List". (Figure 20)

Once the inbox is updated, you may disconnect from Wi-Fi and leave to 

collect data in disconnected mode, if going to the field. If working from 

the office, you can stay connected.

Figure 20. Refresh 

button in the Inbox

Figure 18. Inbox bar

Figure 19. Example pre-loaded location extent to Washington state.
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3. Pre-loaded Location: Locate and tap to open the survey to update from the list. (Figure 21) 

The survey to update can also be located and chosen from the map view by tapping on the 

symbol.

Use the Search box at the top of the screen, if needed, to search by name, address, or 

coordinates.

4. Choose View to view only and choose Edit to edit. 

(Figure 22)

5. Once opened, always confirm the Shipping Information

section contains autopopulated location information.

6. Tap the group needed (Contact Attempts or Plant Collection) to open the group of 

questions associated. 

7. Answer the questions in the data form carefully.

8. Be sure that you understand the input required by reading the “hints”. For instance, 

Contact By asks the user to “Enter your name” according to the hint given. (Figure 23)

Figure 21. Pre-loaded location list view within the Inbox

Figure 22. View or Edit Inbox survey

Figure 23. Example of a required field and hint
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9. Once complete, review your data entries and tap the check mark in the lower right corner to 

complete your survey and proceed to the Send or Save Completed Surveys section (Figure 

24)

 

HINT: If you are interrupted or must leave the 

survey at any point, select the “X” at the upper 

left corner and choose Save in Drafts. (Figure 

25)

The Drafts option then appears along with the Collect and Inbox bars. Choose the Draft bar to 

return to the incomplete survey. (Figure 26)

 

Figure 24. Tap check mark to submit your survey

Figure 25. Close Survey and Save in Drafts 

Figure 26. Collect, Inbox, and Draft bars
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The Data Form 

1. Carefully review and complete the Shipping Information section before moving onto the 

Contact Attempts section. If not correct, explain needed corrections in the Contact Notes 

section.

2. Tap the data entry group needed (Shipping Information, Contact Attempts, or Plant Collection) 

to open the group of questions associated. See Contact Attempts for details on recording 

multiple contact attempts made.

3. Answer the questions in the data form carefully.

Be sure that you understand the input required by reading the “hints”. For instance, Contact 

By asks the user to “Enter your name” according to the hint given. (Figure 27)

4. Once complete, review your data entries and tap the check mark in the lower right corner to 

complete your survey and proceed to the Send or Save Completed Surveys section. (Figure 28)

This entry will appear in the Inbox list but must be refreshed once connected to Wi-Fi.

Figure 28. Tap check mark to submit your survey

Figure 27. Example of a required field and hint
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Contact Attempts 

To enter information on multiple attempts to contact, select the “+” button to open another contact

entry form.

The bar at the end of the table provides the option to delete, toggle through to review multiple 

entries, add another entry, or complete the survey entirely. (Figure 29)

Once finished with all entries, select the check mark in the lower right corner to complete your survey 

and proceed to the Send or Save Completed Surveys section on next page.

 

Edit a Survey 

Since location records are pre-loaded with Shipping Information prepopulated, all data entries to 

these records are considered “edits”. 

If edits are needed to an existing survey, follow the steps under the Inbox section to edit that data 

form and resubmit.

**Always be sure to refresh the Inbox to update data entries.

 

Figure 29. Options to enter information on multiple contact attempts or complete the survey
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Send or Save Completed Surveys 

If you have completed data form and all applicable tables, select the check mark at the bottom right. (Figure 

30)

The “Survey Completed” box that appears next offers a few options (Figure 31): 

• Send now – If Wi-Fi is connected, choose “Send Now”. 

• Continue this survey – If the check mark was pressed in error or you realize there is something more 

to add to the survey, choose this option to return to the survey.

• Save this survey in the Outbox – If not connected to Wi-Fi, choose this option and refer to the section 

to follow on the Outbox. This saves the survey to your device until Wi-Fi connection is obtained and 

you are ready to submit the survey to the online database.

Figure 30. Survey complete checkmark

Figure 31. Survey Completed options
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Outbox

If you collected data while offline or disconnected from Wi-Fi, your surveys were saved to the Outbox (on your 

device waiting for upload). 

When surveys are being held in the Outbox, it appears just under the Inbox with a number indicating how 

many surveys are waiting to be submitted. (Figure 32)

Once returned to a strong Wi-Fi connection, tap the Outbox bar. All collected surveys will be listed and the 

option to “Send” is located at the bottom right corner. (red box in Figure 33)

In the List view, each survey can be reviewed and edited by selection, if desired. To edit a survey, select it and 

choose “Yes” when asked if you want to “edit this survey”. 

You can also choose to view all your surveys in a map view by tapping “Map” along the bottom.

When ready, select “Send” (red box in Figure 33) to submit all surveys waiting in the Outbox to the USDA-MRP

Enterprise GIS portal.

 

Figure 32. Outbox bar

Figure 33. Outbox with surveys saved to send
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Getting Help 

APHIS PPQ 

Be as specific as possible. Include screenshots, error messaging, any troubleshooting you have 

performed, and indicate the type of device (i.e. iPad, laptop, phone, etc.).

For APHIS PPQ users, if you are having issues with the iPad, laptop, Wi-Fi settings, or issues 

dealing with installing software, open a ticket with CEC IT. CECHelpDesk@usda.gov or 877-873-

0783

If you need technical support or help using the ESRI Survey123 application, follow this hierarchy:

1. Your supervisor

2. Local GIS Specialist that supports your area

3. Email WebGIS.Connect@usda.gov

Cooperators & Other Nonfederal Users 

Contact your State Plant Health Director’s office for assistance.

All Training Resources 

As new applications and programs are supported, newly created training documents and self-paced 

training videos are shared on the APHIS public facing website:

Mobile Data Collection Tools

Bookmark this site. Visit often. Provide feedback and ideas freely.