Empower Your Business with Lead management systems for Inventory
See airSlate SignNow eSignatures in action
Our user reviews speak for themselves
Why choose airSlate SignNow
-
Free 7-day trial. Choose the plan you need and try it risk-free.
-
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
-
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Lead management systems for inventory
Lead management systems for inventory
airSlate SignNow benefits include easy document management, secure eSignatures, and a user-friendly interface. Take advantage of airSlate airSlate SignNow to simplify your document workflows and increase productivity.
Ready to streamline your lead management systems for inventory? Try airSlate SignNow today and experience the convenience of efficient document signing.
airSlate SignNow features that users love
Get legally-binding signatures now!
FAQs online signature
-
How do you create a lead tracking system?
Inventory management software solutions Real-time reporting. Automated inventory tracking. Purchase order management. Barcode scanning. Demand forecasting. Production planning. Multichannel sales order management. Integration with other business systems. Inventory Management Solutions & Strategies [Ultimate Guide] unleashedsoftware.com https://.unleashedsoftware.com › blog › inventory-... unleashedsoftware.com https://.unleashedsoftware.com › blog › inventory-...
-
Can Zoho generate leads?
Customized web forms for lead generation Don't miss out on any interested leads visiting your website. Zoho CRM helps you capture leads from your landing pages hosted on WordPress, Unbounce, Joomla, and other content management systems with ease, without typing a single line of code.
-
Does Zoho do lead scoring?
Identify sales-ready leads with lead scoring. Have you ever heard complaints about the quality of leads being passed from marketing to sales? If you haven't, you have a good thing going! But if you're like the rest of us, Zoho CRM's lead scoring functionality can be a lifesaver.
-
How do I create a deal from lead in Zoho?
You can create deals individually by: In the Deals module, click New Deal. In the Create Deal page, enter the deal details. Click Save.
-
Can Zoho deal with leads?
Lead management software is a tool that facilitates the work of a sales representative by simplifying the management of repetitive daily tasks: tracking the progress of ongoing deals, creating new opportunities, reminding the salesperson of the next actions to be taken (send an email, make a phone call, follow up with ... Lead Management Software: the Complete Guide - noCRM.io nocrm.io https://.nocrm.io › resource › lead-management-soft... nocrm.io https://.nocrm.io › resource › lead-management-soft...
-
What is a lead management system?
The top 9 best lead management CRM software in 2024 are: Pipedrive. Salesflare. Close CRM. Freshsales. Salesforce Sales Cloud. HubSpot. Zoho CRM. Active Campaign. Shape. Top 9 Best Lead Management CRM Software For 2024 setshape.com https://setshape.com › blog › best-lead-management-crm... setshape.com https://setshape.com › blog › best-lead-management-crm...
-
What is the difference between lead and deal in Zoho?
Deal status is different from Leads status. The scope of leads module is over once you qualify it. From there-on, the business opportunity has to be managed from the deals record. Deals are to be created when the prospect is ready to start evaluating your products and services.
-
What are the five major stages of lead management?
How To Manage Sales Leads Define your potential leads. Determine your lead generation sources. a customer relationship management (CRM) tool. Obtain necessary information through questions. Segment your leads. Create urgency in your sales cycle. Nurture your leads. Improve your sales lead management through analytics. 8 Tips for Effective Sales Leads Management in 2024 - Bluehost bluehost.com https://.bluehost.com › blog › managing-sales-leads bluehost.com https://.bluehost.com › blog › managing-sales-leads
Trusted e-signature solution — what our customers are saying
How to create outlook signature
hi i'm mariah salazar welcome to using the led service line inventory solution webinar let's get started today's presenters include howard crothers and alex kback howard manages the esri team building solutions for water wastewater and storm water he has over 25 years of experience using gis to support water utilities alex is the project engineer on the pipeline solutions team with a focus on water wastewater and stormwater industries he has seven years of experience in the water industry and has been with esri for four years howard i'll pass it to you to get us started thanks mariah so real briefly uh the topics we're going to cover today are a very brief uh introduction to arcgis solutions if you're not familiar with them and then we'll segue into the importance of lead service inventories and talk about some common challenges that water utilities face in doing lead service inventories we'll then talk about the freely available esri solution and how that helps overcome those challenges alex will demonstrate the solution to you we'll then share some tips and some things to think about uh when using the solution alex will then show you how to deploy the solution and talk a little bit about uh data loading if you have existing data and then we'll end by answering your questions so first off if you're unfamiliar with arcgis solutions and that's the as routine that alex and i are both part of they're freely available industry-specific arcgis configuration so the lead service line inventory solution that we're focusing on today is one of these freely available arcgis configurations so if you have arcgis licensing you're just able to take these uh these configurations and deploy them at no additional cost your organization also all of our arcgis solutions are fully supported so you're able to call esri technical support and get support on any of our solutions we have over a hundred solutions available today across a variety of industries including water waste water and storm water and you can just go to solutions.esri.com to see all of the available arcgis solutions so let's now focus on today's topic the dangers of exposure to lead have been known for years and one of the ways that you can be exposed to lead is through drinking water it's estimated that there's between six and 10 million u.s homes today that have lead service lines now if you don't know what a water service line is it's the pipe that connects a water main to a customer so the customer could be a residence it could be a commercial building or maybe a school or something like that and when those lead services when those service lines have a lead material or have fittings in them that are led lead can leech out of those of the material and into the drinking water in the in the service line now the danger of lead service lines and really the need to replace them has been known for for years and there have been a lot of small utilities that have wanted to tackle this problem but haven't had a good way to manage the information and also haven't had the funding available to tackle it especially when uh lead service is uh when the service line is led on the customer side and we'll talk about that in a few minutes and what that means there's also been a number of large utilities that have deferred replacement activities in favor of testing and sampling and customer notification now the replacement of lead service lines is absolutely necessary for communities to reduce exposure to lead and drinking water it's really the best way across an entire community to uh to safeguard the community as a whole from lead exposure and there is a new epa lead and copper rule revision and that's commonly referred to as the lcrr that makes identifying and removing these lead service lines a priority for all utilities so if you will it closes the loopholes and around the uh the old regulations about lead service lines and it really provides some very firm uh guidance on how to manage them going forward and need to inventory them so i just want to share a few highlights of the lcrr specific to lead service lines if you take the time to read the lcrr it is a few hundred pages and it's very comprehensive it includes uh it includes regulations and rules around sampling around customer notification around replacement activities depending on lead thresholds in your community and corrosion control activities but our solution and our focus today is around lead service lines and it's our current understanding of the rules that by october 16 2024 all water systems must create an inventory of lead service lines or be able to demonstrate the absence of lead service lines now that lead service line inventory must be updated at a minimum annually but as you see alex demonstrate the solution you'll see the importance and really the ease of keeping that inventory up to date in real time the lcrr also requires that that led service line inventory be made publicly available with location identifiers meaning that the community can look at that information and understand where in the community these lead service lines are it can be shared as a list a table or a map obviously at esri we believe a map is by far the most efficient way an impactful way to share this information out with your community if you're a water system that serves over 50 000 people you're required to put your lead service line inventory on your website if you serve under 50 000 you can put it on your website or make it available for review at the utilities office we also think by far the most efficient and cost-effective way to make your lead service line inventory publicly available is to put it on your website regardless of the the size of of your your utility or the number of customers that you serve now there are some additional items in the are like i mentioned sampling notifications uh things like that that we have not configured the solution to to um to support however those workflows can be very easily supported by just doing some configurations of core arcgis so what are the benefits of doing a lead service line inventory well what comes to everybody's mind immediately is compliance with the lcrr i mean you are basically you're not basically required to you are required to you have to do a lead service line inventory as i mentioned or be able to demonstrate the absence of lead services in uh in your utilities service area but beyond that service line inventories are really valuable tools they help you understand the scope of the problem so you know without an inventory you have no idea how big of a problem led service lines are in your service territory and really where they're a problem and there's definitely geographic patterns that will emerge as to where lead service lines are a problem in typical water utility service areas it's also a guide to help you prioritize your activities and target your replacement actions you're going to use that inventory to help manage your replacement program and again you're going to use that inventory to inform the community about their risk of lead exposure and it's also a way to show your your ratepayers how you are taking action to safeguard their health now as alex and i talk to water utilities all around the country uh from small rural water utilities to large urban water utilities we kept seeing this common set of challenges around doing lead service line inventories and the first one that we saw was that let service line what service lines are our service lines in general are really a complicated thing to uh to create a system to manage they're they're a complicated uh really set of information and that's because while we talk about them as lead service lines and certainly you know the public at large tends to think about them as a single you know line they're they're really complicated assets and they have multiple components to them so typically a lead service line has both or a service line in general water service line has both a public side and a private side the public side is the responsibility the property of the water utility the private side uh is the property and the responsibility of the um of the building owner and those two lines meet typically at a curb stop or maybe a uh you know a meter pit or uh or a valve or something like that and sometimes where those two lines meet is inside of the house particularly in colder colder areas lastly you may have some fittings along those lines that are that may contain leads so like goose necks aura or pigtails so it's a fairly complicated piece of data and it's hard for water utilities to custom design a system to manage this this data there's a lot of utilities that have a lack of documentation or documentation that's that's hard to um hard to access that contain some information about service line materials so the tap card you see on the left of the slide is actually the tap card for my house and it's basically unusable right so you cannot glean from that for the private side of my water connection really any useful information about the service for my house we have other water utilities that don't actually have the records about what was installed on the private side because those records are actually in a municipal uh building department and oftentimes they are paper records of course we're dealing with buried pipes so you can't easily put eyes on these pipes to understand what the material is and really visual confirmation is the ultimate source of truth and that may require you to mobilize staff out in the field to you know open curb stop boxes or you know go into meter pits or sometimes enter somebody's house to be able to visually confirm the materials well progressive utilities can leverage technology to optimize your lead service activities and to help you safeguard community health and stay in regulatory compliance and one of the ways that you can leverage technology is to deploy our free lead service line inventory solution now what that solution enables you to do are these five primary workflows to inventory your lead service lines and manage that inventory to manage a lead service line replacement program to track your compliance share that led service inventory with the public and then tell your story to the public about how your utility is working to reduce the possibility of their exposure to lead when you deploy the lead service line inventory solution what you're really getting is a system a complete system of apps that are designed to all work together to be able to do that inventory and manage the inventory what you're getting is you're getting a lead service line inventory configuration for arcgis pro so this gives you a desktop gis application that enables you to do high volume data edits this is also where you're going to do some predictive analytics which we do suggest that you do then we'll talk more about that in a moment we give a lead service line inventory web application and that web editor application enables technicians at your utility with the appropriate permissions to be able to go and map your service locations and also to update service line materials we're also providing a led service line mobile editor configuration and that's intended for field staff so that enables fieldstaff the gps the location of services it also enables field staff to do verifications and capture data right in the field when they're doing a material verification we're providing a led service line replacement manager web app and that web app is tailored towards engineers that need to manage the utilities replacement activities we're also providing a led service line viewer web app that is a view only application that allows anybody in the utility again with the appropriate permissions to be able to view any of your service line information and also be able to see where replacement activities are happening we're providing a lead service line dashboard and that's aimed at managers and executive directors that gives them a a view into your compliance activities that they can appropriately manage both your organization's inventory activities as well as your your replacement activities to make sure that you're in compliance and lastly we're providing a lead safe community arcgis hub site you can think of that arcgis hub site as a pre-configured website that is set up that so you can easily modify it to tell your utility story about how you're addressing lead services embedded in that website is a lead service line excuse me public viewer web application and that's where you are exposing or sharing a subset of your lead service line inventory as an interactive map right real time data out to the public so it's a very simplified view for the public that allows them to understand in real time your lead service line inventory and interact with it and this is all uh back-ended by arcgis online so this is a sas or a cloud-based deployment now we are working on making the solution available through arcgis enterprise if you would like to use arcgis portal and we hope to be able to offer that option shortly um so i'm going to cover after the deployment of the solution what you're going to see in your organization and also i'm going to run through some of the apps to show how they work so after deploying the solution you're going to see these 19 items in a lead service line inventory folder in arcgis online so i can scroll down to show these it's a combination of services maps apps a dashboard and also the hub site that howard had mentioned so to start we're going to start with the lead service line viewer so this is a view only app there is no editing taking place in this application the first thing you may notice are the is the symbology we're utilizing multi-attribute symbology to show both the utility side lead category and the customer side led category on the same point so if we look at the legend on the right the left side of the circle is the utility side and the right side is the customer side and there are four categories the red is lead yellow is galvanized requiring replacement blue is non-lead and gray is unknown and those four categories were taken from the leading copper rule revision and 4 on each side there's a combination of 16 different categories next in the map you may also notice on top of these symbols are these dots so over here we have on the right side which is the customer side for this point we have it on the left side which is the utility side it may appear on both sides or on either side and what those dots are representing is whether or not the material has been verified so if there is a dot appearing on a specific side of the circle that means it has not been verified so once it does become verified and you update that attribute that dot will disappear looking over on the left we have a few filters to help prioritize work and to help filter out certain combinations of lead categories so at the top we have an unverified or unknown service line so these are the service lines that you're going to want to prioritize because you have not verified the material or you don't know what the material is so you can turn that on and it will filter out the map underneath that we also have a lead categories filter which for right now is set to lead on either side and if we turn that on now we're only seeing the service lines that have lead on either side or on both sides so we can use a combination of these filters to help target the activity that we want to perform and also to prioritize which service lines we want to visit first so this would be performed by the engineers or the operations manager whoever is determining which service lines need to be replaced this is also utilizing filters so we have a replacement status filter that is set up with the four and you can see them on the right hand side and the legend we have these different replacement statuses so we have a need replacement which is what it's set to right now doesn't need replacement scheduled replacement as well as it's been replaced and so you can utilize the batch attribute at a batch attribute editor that is also provided in the app to grab as many of these points as you would like if you want to schedule them and so right now we have it set to needs replacement and we can grab these three these three service lines that we know need to be replaced and we can update them to scheduled replacement and we can also give it a scheduling date so maybe we're replacing these three months out so we can change this to a 12 and we can also update the reason for replacement to be led and this is a very important field because this reason for replacement is being utilized in the dashboard which i'll get to in just a minute so we can click save on that and you'll see that it has now disappeared from the map because it's filtered out it is now scheduled to be replaced and if we turn off the filter we can see that it is now turned into a scheduled to be replaced yellow triangle in the dashboard this can be used to see high level statistics of lead in the system we have uh going from left to right uh lead and unknown service lines gauge so the reason we've combined lead and unknown together is that unknown ing to the lead in copper rule revision unknown is assumed to be led until it is verified to not be led so that's why going back to our lead service line viewer it is important to know which materials have been verified and which ones have not been verified and this is uh working against the total count of lead of service lines in your system we also have account for unverified service lines account for unknown service lines and then we have a couple of replacement statistics the replacement statistic on the left is a percentage of replaced led service lines over a two rolling average and that two-year rolling average was also taken from the leading copper rural revision that if a water system is above the lead threshold which i believe is 15 parts per billion they need to replace three percent of those service lines on a two-year rolling average so that's where we get that number and then we also have a total number of replace lead service lines over time beneath them we have graphs that support the statistics above so we have a utility side uh lead categories a customer side led categories and then we also have percentages of the res those replacement statuses that i just showed and we also have uh the hub page that howard had mentioned so this hub page is completely customizable um so first i'll go through what we include and then i'll show how to customize it so out of the box it's going to come with accounts for the utility side lead service lines account for the customer side lead service lines as well as the total number of replaced lead service lines it also includes that public facing map that howard mentioned and we've also simplified the symbology so it's not using the multi-attribute symbology which can be a little bit confusing for the public we've simplified it to use single symbology beneath that we've included some steps at the uh that the utility may be taking to reduce lead exposure in the system and also we provided some documentation on understanding the health issues with lead as well as linking out to some more documentation if they want to explore that further to customize the hub page you would just click the edit button and it will bring it into edit mode you can change the theme of your hub page to match the theme of your organization so you can change the colors and you can also add using this layout you can add different elements to the map as well as delete certain elements on the map so if i wanted to change the title instead of let's let's save community just maybe you want to call it lead in our community you can change that if you wanted to add a survey or a map you could just drag them in and they will show up in the website uh so for now i'm going to pass it back to howard for some implementation tips thanks alex all right so as utilities have been deploying the uh our lead service line inventory solution we've gotten some really good questions and we thought it would be helpful on this webcast to just cover a few of them because it will make your implementation easier so one of the most frequent comments we've gotten back from water utilities is that they've noticed and i'm sure you you all have as well that we are representing service lines in a different way in this solution remember the solution is a fully self-contained system that's designed to do a led service line inventory and so we're managing the data a little bit differently than what you would expect with an asset centric gis so in an asset-centric gis and by that i mean you know a traditional water gis implementation where you map every you know asset that's part of your system you would typically represent your service lines as one line maybe two if you uh have both the private the public side of the line you're gonna have a curb stop a meter a tap you know etc well it's pretty cumbersome when it comes to doing a lead service line inventory to have to you know touch all those different pieces of data and then report on them so what you've chosen to do is to represent data differently in the solution and represent all of your services as simply a point but it's been a little jarring for some folks that are used to that very asset-centric gis now the good news is you can pass data and alex is going to talk a little bit about that in a moment between the lead service line inventory and really you know any other implementation that you have of gis or really any other business systems that you have as well that may also need to share information about the the service lines so just keep in mind that the lead service line inventory is designed to function as a standalone system in fact you do not have to be using arcgis as a system of record for your water asset data to get started you can simply hit the deployment button and immediately start to use this as a standalone system however you can load data from your asset centric representation into the system and also load and also sync data uh between the system and any other system that you have that has information about your services in it also and alex did a really good job of explaining this you know keep in mind right that while we're using those points for simplicity uh and there's in fact some very sophisticated um um some work going on to symbolize them with these sort of split dots uh and the split dots are a a best practice that we actually observed um a number of utilities that are very successful using gis now to manage their their lead service replacements uh and programs and inventory programs we basically adopted this this symbology set because we're seeing you know other utilities use this very successfully uh but what's what's really behind these simple points is this very you know well-designed data structure and i think this is one of the real significant time savings or benefits of using the solution is you don't have to figure this out on your own you know instead we've done the work to figure out what are the essential data elements that you need to include in a lead service line inventory for um you know reporting and uh for actually you know doing the the inventory and the field verification work and managing your replacement work and uh and your but you are able to extend this it's very easy for you to add you know additional attributes or fields in here if there are other things that your utility wants to capture but out of the box there's behind those very simple points and those simple to use maps is this very rich data structure you should also have noticed that there's multiple options for populating service line information or you know there's overlap in what some of the apps do and that's intentional because we want to give your organization the option to use the best apps to get the job done so this ships with a lead service line inventory arcgis pro configuration and this is where you're going to import existing gis service line data in alex is going to demo this to you this is also where you can geocode your billing roster let's say that you have no existing service line information maps well the quickest way to get started is probably just take your billing roster and geocoding it to get all your customer points on the map and once you do that you can begin to move those to the appropriate location where services are but all of your customers of course must have a service providing water to them so it's a really quick way to get started you're also going to use this app to digitize your service line locations and you can use a variety of materials to do that you know cad files heads up digitize you know whatever you want to do you're also going to do predictive analysis and we suggest that you do do some predictive analysis and arcgis pro would be the place to do that we're also giving that lead service line uh inventory web editor and that's great for technicians who aren't gis professionals to just give them a simple web app to go in and digitize line locations and update line materials and lastly we do have that uh mobile app for use in the field as well and that's really designed for gps and service line locations or uh recording verifications on the spot in the field now you can load existing service line data uh using arcgis pro and again alex is going to show this and he's going to go a little deep on the on the demonstration of this but we also think that there's some you know really good uh tradecraft in here if you haven't seen anybody use arcgis pro and the data loading tools before um alex is gonna demo those as well but it's easy to get data from another system uh or from your asset centric representation into this solution and really important to understand it's also easy to get data out of this and update another system and that's because we've included fields for asset ids and an account ids so if you want to then sync data back out of this inventory solution and use it to update maybe your uh you know your media your meter data or your cis or your work order system or whatever it is now if you do take the time to read the lcrr there is some very good information there and really strong suggestions that you should be using predictive analysis and we absolutely agree with that to assume service line material types so a few things to keep in mind nationally lead services were banned from being installed after june 19 1986 so if any service was installed after that date it's very you know logical to assume that that is not a lead service now of course many individual communities banned the installation of lead services long before that national ban so what you want to do is look at your local plumbing codes and and understand when in your community the led services were prohibited from being installed some potential analytic uses uh well certainly you could and should go get property records or building permits because this is going to help you establish your likely service line installation dates you can also cross reference those as i mentioned with local plumbing regulations and that's also going to help you establish likely lead or non-lead and then you can use those assumed those assumed attributes right or those assumed as assumed descriptions so you can identify services that are likely to be led as you would identify those as assumed led and then you can use those as you know your high priority work to work against to do field verifications similarly you can identify services that cannot possibly be led because of their installation date as a as non-led and really what you should be using is this predictive analysis work to optimize your uh your verification work and then that's really also going to drive priority on your replacement activities so i do have my my mobile device screen sharing up and running so before getting into deployment and migrating your data into the solution i can show a workflow using the mobile app um so right now we are looking at my phone so we're going to focus on the point in the upper central part of the screen it has an unknown utility side uh and a lead on the customer side and both sides have not been verified so if i'm a meter reader or if i'm a field technician out in the field and i notice that that the material has not been verified i can open up the meter pit and look at both sides of the service line and that i can do a visual verification of the material on either side so we can click that point and we can now edit the attributes um so i notice when i pop open pop open the meter pit that both sides are actually lead so i can update the material to lead i can update i'm not going to fill out every attribute in here but i can now say that it's been verified and that the utility status is now from going from unknown to lead the customer side already says lead but i can update the verification to yes and the customer status is already led and i can art i can also update the replacement status to needs replacement so i can submit that and you'll notice that the point has now changed from gray and red to red and red and both those dots that were on top saying that they have not been verified have disappeared because it has now been verified so i just wanted to show that workflow before moving on so to deploy the solution in arcgis online you'll have a chiclets button at the top near where your sign in is you can click the chiclets button and open the solutions app the solutions app is going to take you to our solutions page and you're going to see all of our solutions listed out we're going to want to search for lead and it should be one of the first ones listed you can click it it's going to provide an overview explaining what the lead service line inventory solution is and it's also going to link out to our documentation to get more information about our solution then you can click get now and it gives you an opportunity to provide your spatial reference so the data that i was just representing is in illinois so i can type in illinois and it's going to filter out to only show those with illinois in the spatial reference and then i would click my spatial reference and hit deploy i'm not going to hit that right now but it takes about 60 to 90 seconds to deploy into your organization and you get all of those 19 items laid out in your organization so now that you have the solution you may want to migrate your data into it now as howard mentioned this is a great standalone solution you can deploy it and you can start collecting or adding service lines right out of the box but if you do have your own data that you want to migrate in i'm going to show a couple of techniques to get your data into the solution so right now we're looking at some sample data and all we're looking at is the lateral line uh the service connection which is the customer point and a parcels layer that's behind it and the object is that we want to combine all of this data or certain certain attributes from these features into a single point so the single point that we're going to use is the service connection so we want to be able to combine the utility side of the lateral line the customer side of the lateral line and the parcels to combine with the service connection to get the necessary data to migrate into the solution so to do that it would be you would run a series of spatial joins now a spatial join is a geoprocessing tool uh that comes with the co it's a core geoprocessing tool and all you have to do is search for it and uh here's the spatial join and you can run this three times to get your data into that point uh but what i'm going to show and i also recommend this is setting it up as a model in model builder and so this strings together uh the spatial joints so that all you have to do is run the tool once and it will combine this data together so that you can migrate it in so i've tried to separate these and label them to make it a little bit easier to understand but basically what we're looking at is we're taking that lateral line which is right here and separating the customer side and the utility side into two separate layers once we separate those we want to now combine them into one feature using the spatial joint so we're creating one lateral line out of the two different sides from there we want to combine that one lateral line with the service connection um and so we run a service connection spatial join so now the information that we wanted to take from the laterals is now combined into that point and then we run another spatial join with the parcels layer to get the necessary data from the parcels layer to join into that point as well so i'm going to run this and we have the parameters already populated you open the map and so this is going to add all those spatial joins to the map at once but we just want to focus on this last one which is a parcel's joint which is this point right here that's laid on top of the older service connection so i can open the attribute table and see that we now have attributes from the service connection which is the account number we have attributes from the lateral which is the facility id or the asset id the date material diameter so this is coming from the lateral and then we also have the site at so the address and the year that the structure on the property was built which came from the parcels so we were able to take attributes from three of the two of the layers and combine them into one of the layers so from there now that we have all the information that we need in a single point we can run the data loading tools so data loading tools are found in python package manager and they would be in if you have them installed already they would be in your installed packages and they're listed as dlt solutions if you do not have them installed you would go to your ad packages and search for it now i've already installed them so they're not going to be listed in my ad packages but you would just search for it and it would be listed as dlt solutions you would click restart pro and they would be listed in your tool boxes right here so we have the data loading tools they come with four different scripts we're only going to focus on create data loading workspace and execute data load so the create data loading workspace i already have it pre-populated so i can bring that up and what we're doing with the create data loading workspace is this is creating a source of target mapping in an excel workbook so we have our parcels join which is what we just created so that's the data from our source that's in the point and we have the target which is the feature service that we just deployed from the lead service line inventory solution in arcgis online we also have some options for predictive field matching and you'll see this in just a second this is able to take similar named fields from the source and target and match them up automatically saving you the work to have to do that and then you specify an output folder once you hit run and it's it's pretty uh instant you'll get a data loading workspace folder so we're just going to focus on the data mapping for now and in the data mapping i already have these open we have uh i have one that's this is how you'd see it after out of the box after you click run i also have one that's open um pre-filled out so first we'll review the one this is how you're going to get it out of the box it's already matched up the account id and the address even though the address has a different name it's called site address it was able to match it up for you but it's not perfect it did not match up our facility id for the utility side with the utility asset id from the target so you can just click and the expression column allows you to go through all the fields from your source to match it up to the target we also have these lookup sheets and it's already matched it up for us and what the lookup sheets are referencing are these blue tabs down here at the bottom and these blue tabs and we'll look at material on the utility side for an example the uh they are matching up the domain codes from source to the target so on the left hand side we have the material codes for the domains from the source and on the right-hand side we have the material the codes for the target and using the descriptions has already been able to match up the text codes with the integer codes from the source to the target so we have cast iron is cis in the source it's 83 in the target and it was already able to match that up for us so there's no work that we would have to do there going back to our mapping we have a couple of fields that do not have an exact match and they do not have a lookup sheet already assigned to it and that's the source and the status so the status is what we had seen in the in the app as those colors the lead unknown galvanized required replacement and non-lead and the source is how we know that information so that could be existing records um visual confirmation test results or or that it's an assumption based on certain attributes and we want to use the expression column the expression column gives us the ability to write python functions to be able to combine different attributes to determine what these attributes should be and i'll show an example of that in notepad plus plus uh so i'm not going to go into the full details of of what these if statements are but if we look at this top one we are looking at calculate utility status so that is calculating the utility led category of the utility side and it's using the material field the date and the year that the structure on the property was built and a combination of those three fields to determine whether or not it should be an unknown category a lead category a non-lead category or galvanized requiring replacement and it does the same thing down here with the source it's using the material the date and the year that the structure was built a combination of those to determine whether or not its existing record so the material is already in your existing records or you're using the date or the year that the structure was built to assume whether or not whether or not there's lead on that property so i can show a pre-filled version of this and this is what it would look like when you're referencing those uh python functions so this is referencing what i just showed in notepad plus plus and now we have the necessary matches from source to target filled out in our workbook back in pro we can now run the execute data load tool and i will bring up our map from this is from our deployed solution in arcgis online and i have this preloaded and we can click actually let me open the attribute table first and we can show that there is no data yet and i can click run and this shouldn't take very long especially since there's not too much data to go through and then once it finishes running you would just have to hit refresh and now we have all of our data and i can click refresh on the map and we can see those points show up in the map so looking through one of these examples we could see that it was able to match up the utility material to be led and it also has because there's a material existing records that's one of the functions that i just referenced we have the date and we also have the category as led galvanized pipe was matched up with galvanized pipe and etc so hopefully you know this is a solution that you can use straight out of the box but if you do want to migrate your data in it should not be too difficult especially if you look up the use the data loading tools and use the documentation that comes with the data loading tools there's some great documentation to show you different workflows on how to use the tools so i will send it back to howard to wrap up before taking questions thanks alex so while we're transitioning back to our last couple slides yeah i just want to reiterate what alex said which is you know we went a little deep in showing you data loading but we thought it would be really useful to do that however this solution immediately works out of the box after that you know 60 to 90 second automatic deployment so it's uh it's ready to go but you can certainly use arcgis pro to get your existing data in so as we wrap up today just wanted to leave you with a few thoughts um you know what is that lead service line inventory designed to do it's designed to help you streamline the creation and management of your lead service line inventory help you optimize the replacement program using that up-to-date information to plan your replacement program and manage it it's designed to help you comply with regulations and specifically the lcrr and certainly if there's any state specific regulations that you fall under you can further configure that dashboard to show your progress towards those and it includes the capability to share that led service line inventory out with the public to inform them and it also provides that pre-configured hub website that uh it enables you to really tell your utility stories to your uh to your ratepayers about how you're taking action to safeguard your health now you know we mentioned that you can go to solutions.arcgis.com to access the full catalog of all of our arcgis solutions but you can also go to esriurl.com lead to just get a shortcut right into the documentation for the uh lead service inventory solution and uh you can also deploy it directly from there as well so i just would like to thank you for your time and i'll hand this over to mariah and thank you all for joining us today take care you
Show more