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A practical course on the mobile collection, updating, and use of spatial data with ArcGIS Field Maps, Survey123, and QuickCapture. Participants learn how to select the most suitable Esri application for different fieldwork tasks, prepare mobile data-collection workflows, and capture information reliably even without a stable internet connection.
You will learn the respective strengths and applications of ArcGIS Field Maps, Survey123, and QuickCapture and apply them to typical scenarios in environmental management, infrastructure, public administration, and emergency management.
You will configure maps and forms for mobile data collection, record locations, attributes, and photographs, and develop suitable offline strategies. You will also explore quality controls, user guidance, and best practices for efficient and traceable fieldwork processes.
By the end of the course, you will be able to select an appropriate mobile ArcGIS solution, prepare data-collection projects, and capture spatial information quickly, consistently, and accurately in the field.
• Select the appropriate Esri application for different mobile use cases
• Prepare maps and layers for field data collection
• View, collect, and update data with ArcGIS Field Maps
• Create and use custom forms with Survey123
• Record events and observations quickly with QuickCapture
• Document photographs, positions, and descriptive information
• Configure offline maps and work areas
• Improve data collection through required fields, value lists, and validation rules
• Monitor data quality and synchronisation
• Organise mobile workflows securely and efficiently
• Basic knowledge of ArcGIS Desktop or ArcGIS Pro
• A fundamental understanding of layers, attribute tables, and spatial data
• Experience using smartphones or tablets
• A compatible mobile device with the required applications is helpful
*We customize the course outline and content to your specific needs and relevant use cases.
Module 1: Introduction to Mobile Mapping
• Purposes and applications of mobile GIS solutions
• Benefits of digital rather than paper-based data collection
• Typical workflows from preparation to final evaluation
• How ArcGIS Pro, ArcGIS Online or ArcGIS Enterprise, and mobile applications work together
• Requirements relating to data, devices, user accounts, and permissions
• Comparing online and offline workflows
• Selecting suitable applications for different collection tasks
Module 2: Overview of the Esri Applications
• ArcGIS Field Maps for map use, navigation, and data collection
• Survey123 for structured, form-based surveys
• QuickCapture for rapid event-based data collection
• Capabilities and limitations of each application
• Distinguishing map-based and form-based collection
• Matching simple and complex fieldwork tasks with suitable applications
• Combining several applications within a shared workflow
Module 3: Preparing Data and Maps for Fieldwork
• Selecting suitable feature layers and tables
• Defining fields, data types, and permitted values
• Using domains and value lists to improve data entry
• Defining required fields and default values
• Optimising symbology and labels for mobile screens
• Reducing and organising map content clearly
• Configuring editing, sharing, and access permissions
• Publishing maps and layers for mobile applications
Module 4: Working with ArcGIS Field Maps
• Opening and using maps in Field Maps
• Identifying and displaying the user’s current position
• Collecting point, line, and polygon features
• Updating existing features and attributes
• Adding photographs and other attachments
• Using search, filtering, and selection functions
• Accessing map information and pop-ups in the field
• Reviewing and correcting collected information
Module 5: Navigation and Orientation with Field Maps
• Using maps for orientation in the field
• Searching for destinations and features
• Using route guidance and navigation functions
• Interpreting position and direction of travel
• Selecting suitable map scales and basemaps
• Understanding spatial relationships on site
• Combining navigation and data collection within one workflow
Module 6: Offline Work with ArcGIS Field Maps
• Requirements for offline use
• Preparing offline-enabled maps and layers
• Defining map areas for specific operational locations
• Downloading basemaps and operational data to mobile devices
• Collecting data without mobile or wireless connectivity
• Synchronising changes when a connection becomes available
• Identifying synchronisation conflicts and transfer issues
• Managing offline data and device storage efficiently
Module 7: Forms with ArcGIS Survey123
• Applications of structured forms
• Creating and publishing simple surveys
• Configuring questions, data types, and input fields
• Using required fields, default values, and guidance
• Creating selection questions and controlled value lists
• Collecting photographs, positions, signatures, and other information
• Structuring forms logically and clearly
• Displaying or supplementing existing records
Module 8: Intelligent Survey123 Forms
• Using conditional questions and visibility rules
• Applying calculations and automatic field values
• Defining validation rules and input restrictions
• Using repeat groups for multiple related entries
• Controlling questions based on previous answers
• Adapting forms for different roles or operational scenarios
• Reducing invalid or incomplete submissions
• Testing and improving form workflows
Module 9: Rapid Data Collection with ArcGIS QuickCapture
• Typical uses of QuickCapture
• Configuring projects and buttons for common events
• Collecting data with a single button press
• Connecting automatic attributes to individual buttons
• Recording location, time, and user information
• Adding photographs and additional details
• Using QuickCapture for inspections, observations, and event reporting
• Designing interfaces for fast and reliable operation
Module 10: Positional Accuracy and Mobile Collection
• Fundamentals of positioning on mobile devices
• Differences between device GPS and external GNSS receivers
• Effects of surroundings, buildings, and vegetation on accuracy
• Considering accuracy information during collection
• Controlling submissions using defined accuracy thresholds
• Correcting locations manually where appropriate
• Assessing accuracy requirements for different operational tasks
• Documenting positional quality clearly
Module 11: Best Practices for Efficient Workflows
• Designing collection processes from the field user’s perspective
• Reducing the number and complexity of required inputs
• Using clear field names and guidance text
• Applying default values and automatic calculations
• Optimising maps and forms for small screens
• Standardising recurring tasks
• Developing suitable application combinations for multi-stage processes
• Conducting test runs before operational deployment
Module 12: Data Quality and Quality Assurance
• Checking the completeness and consistency of mobile submissions
• Using required fields, domains, and validation rules to prevent errors
• Reviewing spatial and attribute plausibility
• Checking the quality and relevance of photographs and attachments
• Identifying incomplete or invalid records
• Organising review, correction, and approval processes
• Tracking changes and editing status
• Defining quality criteria for the relevant use case
Module 13: Synchronisation, Collaboration, and Data Security
• Synchronising information between mobile devices and the ArcGIS platform
• Defining user roles and editing rights
• Controlling data access for internal and external personnel
• Considering simultaneous editing and potential conflicts
• Managing device security and access protection
• Handling personal or sensitive information appropriately
• Preventing data loss through suitable synchronisation and backup strategies
• Documenting responsibilities and operational procedures
Module 14: Evaluation and Further Processing
• Reviewing collected information in ArcGIS Pro and ArcGIS Online
• Filtering and checking new and updated records
• Preparing data for maps, dashboards, and reports
• Evaluating attachments and photographs
• Correcting or returning invalid records
• Visualising operational progress and geographical coverage
• Providing results for internal processes and decision-making
Module 15: Practical Project – A Mobile Data-Collection Workflow
• Analysing a typical fieldwork process
• Selecting a suitable application or combination of applications
• Preparing a layer, map, or form
• Configuring required fields, value lists, and quality rules
• Creating an offline work area
• Collecting sample data with a mobile device
• Synchronising the data and reviewing the results
• Evaluating and improving the complete workflow
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