Instructions for EPA Sanitary Survey App for Marine and Fresh Waters


EPA 820-F-24-002

INSTRUCTIONS FOR EPA SANITARY SURVEY
APP FOR MARINE AND FRESH WATERS

Revised December 2024



This Document Provides Instruction For:

Requesting Credentials to the EPA Sanitary Survey App for Marine and Fresh Waters

•	Request Access Credentials (Username and Password) [jump to sectionl
Accessing the Surveyl23 Application

•	Option A. Instructions for downloading the Surveyl23 app on your smart phone or tablet
[jump to sectionl

•	Option B. Instructions for downloading the Surveyl23 app to your computer or web
browser [jump to sectionl

Steps for Downloading and Using the Sanitary Surveys inSurveyl23

1.	Instructions for downloading the sanitary surveys in the app [jump to sectionl

2.	Tips on completing the survey [jump to sectionl

3.	Instructions for submitting and saving sanitary surveys [jump to sectionl

Viewing and Exporting Your Sanitary Survey Data

•	Option A. Retrieving data using the Data Export Tool [jump to sectionl

•	Option B. Retrieving data using the Survevl23 Website [jump to sectionl

•	Option C. Retrieving data using EPA's ESRI GeoPlatform [jump to sectionl

-------
Requesting Credentials to the EPA Sanitary Survey App

Request Access Credentials (Username and Password)

Before you can access the EPA Sanitary Survey App for Marine and Fresh Waters you will need to
request a username and password from EPA. Go to https://gpdashboard.epa.gov/reauest/ to
request your credentials using the GeoPlatform User Account Request Form (Figure 1). All fields on
the form will need to be completed and click the box "I'm not a robot". For the Response/Project,
select Freshwater and Marine Sanitary Survey.

At time of account creation, your account will be set to a General User which only has permission to
submit, view, edit and download your own data.

User Account Request Form

Use the form below to request an EPA account and/or to request access to
groups for a specific emergency response or project.

First Name *

Last Name *

Email *

This email will be associated with your account.

Organization *

Response / Project *

You will be assigned to this response / project.

Figure 1. Sanitary Surveys GeoPlatform User Account Request Form

After the GeoPlatform User Account Request Form is submitted, you will receive a username and
temporary password within 48 hours. Your access credentials will allow you to access the surveys
usingSurveyl23 on your smartphone, tablet and computer as well as download your data from EPA's
Geo- Platform (see detailed instructions on the following pages).

• External users (i.e., non-EPA), when you sign into the ArcGIS Online (see Step A.2a), you
will be prompted to change your password.

• EPA user accounts will be linked to their LAN User ID after requesting access to the App.
All EPA staff are automatically granted a full GeoPlatform organizational account the
first time they access it. Staff can request access to the surveys by emailing
EPA_SanitarySurveyApp@epa.gov and will be automatically added to the group. Follow
the instructions in Step A.2b to login into ArcGIS Online.

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessing the Survey123 Application

Important

If there is no WiFi or Internet
connection in the field, down
load the surveys before going
into the field to conduct the
sanitary survey.

This section contains instructions for accessing the EPA Sanitary
Survey App for Marine and Fresh Waters using the Survey 123
app on a mobile device (e.g., phone, tablet) and a web browser.
The Surveyl23 app and the EPA Sanitary Survey App should be
downloaded before going into the field. By downloading the sur-
veys in advance, you will be able to access and complete them
without the need for WiFi or an Internet connection.

Option A: Instructions for Downloading the Surveyl23 App on Your Smart Phone or
Tablet

Step A.l: Download Surveyl23 Application to Use the EPA Sanitary Surveys for Marine and Fresh
Waters

Download and Install the Surveyl23 application (Figure 2) onto
your mobile device from the Google Plav Store or Apple app store.

Surveyl 23
for ArcGIS

ESRI

Figure 2. Icon forSurvey 123

Step A.2a. Sign in to Surveyl23 for External Users

(1) Enter the username and temporary password
provided to sign into ArcGIS Online (Figure 3). Note
that the extension "EPAEXT" in the username is not
case sensitive.

ArcGIS Surveyl 23 wants to access your
ArcGIS Online account information ©

(esri

8 Username

Password

Forgot username? or Forgot
password?

Your ArcGIS organization's URL X

O O G O

Privacy

Figure 3. Login Screen for ArcGIS Online

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

-------
Accessingthe Survey 123 Application

(2) Once you have logged in for the first time, you will be prompted
to change your password (Figure 4). Enter the old password and
then a new password and re-enter new password in Confirm
password following the password tips provided.



Password Tip

Password must not match usemame

•	Cannot be same as old password
Must be at least 13 characters long

•	Contain at least 1 letter(s) (A Z, a z)

•	Contain at least 1 number(s) (0 9)

•	Must be different from the last 12

passwords

Figure 4. Password change screen

Sign in to ArcGIS Online

(3) You will then be prompted to enter a security question (Figure
5). Once you've completed this step you will see the My Survey
123 home screen and you can begin downloading the surveys
by following the steps for downloading and using the sanitary
surveys.



Note

If you are unable to access the surveys, please
contact EPA SanitarySurveyApp@epa.gov.

Security Question and
Answer

tesri

A security question has not been
set for your account. Setting a
security question and answer allows
you to reset your password if
needed. Choose a question from
the drop down menu below and
enter your answer in the input box
provided.

Security Question:

Select one	•

Answer:

Figure 5. Security question screen

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessingthe Surveyl23 Application

A.2b. Sign in to Surveyl23 for EPA Users

(1)	Select Your ArcGIS organization's URL (Figure 6).

(2)	Type in "EPA" (not case sensitive) as the organization and select Continue (Figure 7).

(3)	You will then be redirected to a second screen (Figure 8). Select EPA Enterprise again.

(4)	Select the Login.gov when prompted to "Select a Login Method" (Figure 9).

(5)	You will then be redirected to the Login.gov screen to select LOGIN.

(6)	Agree to the privacy policy.

(7)	Enter your email address and Login.gov password or select "Sign in with government employee ID
(Figure 10)."

(8)	Check the box to accept the Login.gov Rules of Use and Continue.

(9)	Choose Present PIV/CAC card or click the link "choose another authentication method: (a) Text, (b)
Automated phone call, or (c) Government employee ID and continue (Figure 11).

(10)	Enter One-time code, select "Remember Browser" and Submit (Figure 12).

Sign in to ArcGIS Online ¦©

ArcGIS Surveyl 23 wants to access your ArcGIS
Online account information f?;

Sign in with

AreGIS login

tesri

a us



S Password

Forgot userriame? or Forgot password?

Your ArcGIS organization's URL

o o

o

Privacy

Figure 6. EPA user login in

Sign in to ArcGIS Online

ArcGIS Surveyl 23 wants to access your ArcGIS
Online account information (?)

Sign in with

ArcGIS login

fesri

Your ArcGIS organization's URL

EpA

maps.arcgis.com
I	J Remember this URL





Continue J

O O

3 O



Privacy

Figure?. Enter"EPA"

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessingthe Surveyl23 Application

< Sign in to ArcGIS Online @

ArcGIS Surveyl 23 wants to access your ArcGIS
Online account information Cf)



Sign in to U.S. EPA with

fesri

EPA Enterprise

ArcGfS login

Privacy

Figure 8. Select EPA Enterprise

< Sign in to ArcGIS Online ®

I SEPA

EPA GATEWAY

Select a Login Method

© FAQ
® Help
9 Rules of Behavior
$ Privacy & Security Notice

(^81

Figure 9. Enteryour LAN usemame and
password or log in with your PIV card

< Sign in to ArcGIS Online ®	An

¦4

EPA Production is using
Login.gov to allow you to
sign in to your account
safely and securely.

Email address

Password

~ Show password

Figure 10. Login.gov Sign In

B

i official website of the United States governmer



Ologin.gov V>EPA

Present your PIV/CAC

Present the PIV/CAC that you
associated with your account.

Present PIV/CAC card

Don't have your PIV or CAC
available?

Choose another authentication method

Cancel

i An official website of the United States government
Here's how vou know v

0 LOGIN.GOV vvEPA

Enter your one-time code

We sent a one-time code to (***)
***-9772. This code will expire in 10
minutes.

One-time code

~ Remember this browser

0 Send another code

Figure 11. Choose Authentication Figure 12. Enter One-Time Code
Method

*Please note that the green arrows refer to the steps described in section A.2b.

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessing the Surveyl23 Application

Option B: Instructions for downloading the Surveyl23 app to your Computer or Web
Browser

Step B.l. To access go to: https://epa.maps.arcgis.com/home/index.html. Then click on the Sign In
button on the top right corner (Figure 13).

Map Scene Groups

<3.

pi -j*-. 2—~

U.S. Environmental Protection Agency

ALERT! For GPO account holders who select ArcGlS login instead of EPA Enterprise to sign in: Multi-Factor Authentication (MFA) will be
required by October 1,2022. Guidance for the simple process of enabling two-factor authentication can be found in this document.
More information will be provided to EPA GPO Admins (intranet only) to assist users with this transition. After October 1,2022, accounts
without MFA will be disabled. All EPA Enterprise logins already enforce MFA and are unaffected by this change. For questions about this
process, please email geoservices@epa.gov.

Figure 13. GeoPlatform main screen

Step B.2. To sign in, external users will need to
follow Step A.2a, while EPA users will need to
follow Step A.2b. These steps are on pages
3 - 5 (Figure 14).

External users

Step B.3: Select Groups on the main menu (Figure 15).

£tesri

ArcGlS login

I a

I 1 ficep nyi jigrwd ir

Forgot usttftiame? or ftatgcit p-iis

'Jaf a member erf this argancMtian?

Figure 14. Sign in window

Home Map Scene

Groups

I *4'

U.S. Environmental Protection Agency

) I / 3gm\ *^08^18 : mm *

Figure 15. GeoPlatform main menu after logging in

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessing the Surveyl23 Application

Step B.4. Select the Group Freshwater and Marine Sanitary Surveys - General Users (Figure 16).
In the Recently added content (Figure 17) you can view some of the surveys. Select View All Group
Content at the top of the icons (shown in Figure 17) or at the bottom of the page to see all of the
surveys.

Freshwater and Marine Sanitary Survey - General Users
Owner: sfonte01_EPA

Created: Jun 29, 2020 Last updated: Feb 16, 2022 Viewable by: |™] Organization
A group of general users for entering and viewing their own survey data

p Delete group

Figure 16. Freshwater and Marine Sanitary Surveys -- General User-Group

You will find four types of files in this folder for each of the sanitary surveys: a Web Map, a Form,
and two Feature Layers. You can hover over the icon to see the name of the file type. Web Maps and
Feature layers are part of each survey form and the Form pulls data from each of these files.

Freshwater Annual Survey_G..
® Feature Layer ~

Created:..! 24
Updated: JLl 24, 2020
View count:l16

4- r°

frese.derri..

Feature Layerfor
User Permissions

Freshwater Annual Survey_G..
HI Forr

Create!: Jui 24. 2020
!: J jI 24,2020
View coiVit: 147

frese.deri

+ c°

Acceu
Vour
Data

Freshwater Annual Survey_G.
Feature Layer ^

Created: Jul 14, 2020
Updated: Jul 17, 2020
View count: 5,120

frese.derri..

View all group content

Form

Feature Layerfor
Accessing Data

fjPBafe

WMaat \

* JkSft'Hk
fr.

Freshwater Annual Survey_G..
H Web Map
Create¥™Jui 24, 2020
Update!: Jul 24, 2020
View co!pt: 1,060

frese.deri... |g) +

Web Map

Figure 17. Sanitary survey files types on the EPA GeoPlatform

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Accessingthe Surveyl23 Application

r	^

Note

After clicking on the sur-
vey form, the name list-
ed here will not be yours
but rather the name of
the developer.

Step B.5. Select only the Form (i.e., with the swimmer pictogram or
paper icon in Figure 17) by clicking on the name of the survey
form (e.g., Marine Sanitary Survey). Once the form opens, you can
choose to either open the survey in the browser or in the Surveyl23
app. Click on Open in Surveyl23 drop-down menu, and then select
Open in browser or Open in Surveyl23 app (Figure 18). If you select
the Open in Surveyl23 app, you will be redirected to a download
page.

| Home Map Scene Notebook

Groups

Content

Organization

o. &

3

Marine Routine Survey_General Users









Overview



*3

Remove from Favorites

Survey 123 Form for Marine Routine Survey
|S) Form by Popelka.Sarah_EPAEXT

Item created: Jul 21,2020 Item updated: Apr 16,2023 View count: 158

Open in Survey123 v



Open in browser
Open m Survey 123 app

Description

An in-depth description of the item is not available.

Layers

Marine Routine Survey_General Users

Details

Size: 1.294 MB

ID: 26084a5c9bf04fa397ae6f227c30d2f8

~~~~~
~ QE1

Figure 18. Opening Survey 123 from your browser

Step B.6. Click Download to download the Surveyl23
app. You will be redirected again to the ArcGIS Surveyl23
Resource Page to download the appropriate ArcGIS
Surveyl23 app for your processing system (Figure 19).

Step B.7. Once you've downloaded the Surveyl23 app
on your computer, follow the steps for downloading and
using the sanitary surveys on pages 3 - 5. External users
will need to follow Step A.2a, while EPA users will need to
follow Step A.2b to sign in.

ID

ArcGIS Survey123

II Gel it from	£ Download Sfltht	^ CPU a,

¦¦ Microsoft m App Store I 9 Google Play

Already have the app installed?

Open the survey

Figure 19. Download foryour
processing system

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Downloading and Using the Sanitary Survey

Steps For Downloading and Using the Sanitary Survey

1. Instructions for Downloading the Survey in the App

Step 1: Download EPA Sanitary Surveys in Surveyl23

As a first-time user of the App, once you log into the Survey 123
app with your credentials, you should see an image like Figure 20
that says, "Looks like you don't have any surveys on your device."
Select Download Surveys. Then go to Step 2a. If you had previously
downloaded surveys or if a new version of the survey is released,
you will need to update your surveys to the latest versions (see
Step 2b).

Step 2a: Downloading Surveys for First Time

Select the sanitary survey(s) you wish to download to your device:

•	Marine Routine Survey

•	Marine Annual Survey

•	Freshwater Routine Survey

•	Freshwater Annual Survey

There may be a slight delay in seeing the surveys because they are
loading. Downloads occur one at a time by selecting each download
icon next to each survey. After downloading the surveys for the
first time, go to Tips on Completing the Survey (page 12) or instruc-
tions for Submitting and Saving Sanitary Survey Data (page 14).

Step 2b: Downloading Newer Versions of Surveys

Periodically, EPA will make updates to the surveys and you will
need to download the latest versions of the surveys before you
can begin using them. When downloaded, newer versions of the
surveys will appear on your IViy Surveys page and will replace
previously downloaded surveys on your device.

You may see on your My Surveys screen, notification that there
are updates available. There may be instances where you may
need to delete an old survey before downloading a newer
version. Follow these instructions when downloading newer
versions.

Delete old surveys first: There isn't a batch process to delete all
old surveys at once, so each old survey will have to be deleted
individually. To delete old surveys, open each survey by clicking
on the survey icon; and then click on the triple horizontal bars on
the upper right-hand corner (Figure 21); and then click Delete
Survey. Make sure you do it for each survey.

My Surveys X

I

Looks Sike you clo^'t have any surveys
on '/pur device

Down load Surveys

Figure 20. Download surveys in
Sun/eyl23



I Delete Survey ^

Sur

<1 Offline Maps

WJ- */1 Frei



Sur



Owr







Moc



Collect



Inbox



Drafts



Sent



Figure 21. How to delete surveys

10 EPA Sanitary Survey App for

Marine and Fresh Waters Instructions

-------
Downloading and Using the Sanitary Survey

After deleting all old surveys, you can proceed with downloading the newer versions. Figure 22 is the
notification you will see on your My Surveys screen when updates available.

My Surveys ft

K^>

Updates available: 4 y

Figure 22. Updates available notification

To download the latest versions, begin by selecting the Person icon in Figure 22 or your initials
(this is the icon to the right of icon on the top right of the page).

Click C Download Surveys to download the survey. A list of surveys to be updated will appear. If the
survey needs to be updated, it will have a cloud icon next to it. Click the cloud icon next to each
survey.

From time to time, based on user feedback and enhancements, the surveys will be updated. EPA
will notify users when newer versions of the surveys have been released, so users can ensure they
are using the latest versions. These instructions can be used to download newer versions of the
surveys.

Return to My Surveys by selecting the back arrow.

Step 4: Opening the Survey

Select the survey you plan to complete by clicking on the survey icon (e.g., the marine annual survey
has this icon).

Marine Routine Survey_Generel Users —

Marine Annual
Survey_G*n©ral

Click the Collect button at the bottom of the screen to open
the survey to begin entering your sanitary survey data.

Collect

Give Surveyl23 permission to access your location or camera
data to allow for full application functionality.

Step 5: Begin Collecting Data

To begin entering data, use the navigation arrow buttons at
the bottom of the screen (Figure 23) to navigate through the
sur-vey pages.

Navigation arrow button—

Intro: Basic Location
Information

Fill in what you can. Required fields have a red asterisk.
Beach Name *

If available, enter the beach name as labeled on the sampling
location map (below).

Beach ID

Beach ID is a unique identifier assigned by EPA to beaches
receiving BEACH Act grants. To search for Beach ID, go to the
Beacon 2.0 website and enter the Beach Name.

Sampling Station ID

Sampling Station ID is a unique identifier assigned by state/tribal
program in WQX as monitoring location identifiers, including
those for beaches in the BEACH Act program. To search for
Sampling Station ID, go to Water Quality Portal-

WQX Organizational ID

The Water Quality Exchange (WQX) Organization ID is required
for all organizations submitting data through the WQX Web. This
ID is unique from any previous STORET Org IDs. To determine if
your organization has a WQX Org ID, search the 'Organization ID'
field in the Water Quality Portal at i

Surveyor Name *

1 of 6

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

Figure 23. Freshwater Routine Sanitary
Survey - Page 1

-------
Downloading and Using the Sanitary Survey

2. Tips on Completing the Survey

Survey Features

While several questions at the beginning of the survey are required (as indicated by a red asterisk,
*) most ofthe survey questions are optional. As you enter the data, you will see the following
features: embedded questions when entering certain responses; questions with repeats that allow
you to enter data for up to 10 entries; sections that collapse to hide information and reduce length
of survey; and sections for taking (multiple) photos. See the screenshots to learn more about these
features.

Embedded questions that appear when you select Yes for certain responses in certain
sections of the surveys. Below is an example of how Part 3: Bather Load expands to
show embedded questions after selecting "Yes."

X Marine Routine Survey_General Users —

Part 3: People (Number of
Beach Users)

Are there bathers or recreators (swimmers,
boaters, waders, etc.) present at the beach or
water body?

• Yes
No

Total People in Water

Total People Out of Water

Total People At Beach

Autopopulated from previous two entries.

< 5 of 6 >

Questions with repeats allow you to enter data for up to 10 entries. In the example below,
press "+" to add more entries

Click here to add more
. entries

Marine Routine Survey_General Users

Part 3: People (Number of
Beach Users)

Are there bathers or recreators (swimmers,
boaters, waders, etc.) present at the beach or
water body?

Yes
No

5 of 6

Press the " ~ " button below to add
information for another activity.

Limited to 10 per survey.

1 of 1

f ^

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

-------
Downloading and Using the Sanitary Survey

Sections that collapse to hide information and reduce length of survey. In the example
below, pressing the arrow on the top left will collapse the bacteria samples section
and "+" to expand the section.

Sections for taking or uploading (multiple) photos. In the example below, press "+"
to add more photos.

Click here to launch
the camera on your
device

Click here to upload
photos from a file on
your device

Click here to add
more entries

| ] 13

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

-------
Downloading and Using the Sanitary Survey

3. instructions for Submitting and Saving Sanitary Survey Data

Submitting the Survey

Step 1. Once you've completed the
survey, use the check button at
the end of the survey to validate the
submission (Figure 24). Once the app
checks that all the required fields are
filled in, the survey will be considered
complete and ready to be submitted to
the EPA GeoPlatform.

If you don't click the check button,
your work will not be saved.

Figure 24. Freshwater Routine Sanitary Survey
- Page 6

Step 2. The Survey Completed window (Figure 25) will appear
with three choices - Send now; Continue this survey; or Save this
sur- vey in the Outbox.

•	Send now: This will upload your data to the EPA GeoPlat-
form if you have WiFi or Internet access. Once your data
is on the GeoPlatform you can view and download.

•	Save this survey in the Outbox: This will save your survey
to the Outbox folder on the main screen for the survey
below the Collect button. Select this option if your
device is offline or you have no WiFi or Internet access.

» Once you have reconnected to WiFi or the Internet,
return to the saved survey in the Outbox to submit
your survey to the EPA GeoPlatform.

All surveys sent to the EPA GeoPlatform are saved to a Sent
folder on the main screen for the survey below the Collect button
(Figure 29). These surveys can be edited and resubmitted or
data can be copied to a new survey (Figure 26). An edited and
resubmitted survey will replace the previously submitted data.
Surveys submitted can also be viewed in the Inbox (Figure 29).
Select Inbox and then Refresh to load the surveys you have
submitted.

o

Survey Completed

Your device is online.

What would you like to do?

pS* Send now

L-> Continue this survey

Save this survey in the Outbox

~ 14

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

Figure 25. Survey completed screen

©

Sent Survey

This survey has already been sent.
What would you like to do?

Edit and resend survey
Copy the sent data to a new survey

Figure 26. Edit or resubmit survey

-------
Closing and Returning to your survey at a later time

By clicking the close button in the top
left-hand corner (Figure 27), you will
be prompted to Save the Survey in the
Drafts (Figure 28). The draft survey
will be saved in a Draft folder on the
main screen for that survey below the
Collect button (Figure 29). To edit or
complete the draft survey, reopen the
same survey form again, select the
Drafts folder and find the draft survey
you want to complete. Begin adding
additional information to complete the
survey.

Close button

09

Confirm Close

What would you like to do?

Close this survey and lose
changes

» Continue this survey
' Save this survey in Drafts

Tip

Unable to complete
a survey? That's OK
save your surveys as
a draft and come back
later

Figure 28. Saving the survey as a draft

Survey Homepage

Based on your selection in the previous steps, the intro
page for your survey may look like Figure 29.

•	The Collect button wiil start a new survey

•	The Inbox and Drafts buttons store surveys that
have been started but not yet submitted.

•	The Sent button stores all surveys that have
been sent Here you can edit and resubmit or
copy surveys as discussed on page 13 and 14.

The little notification numbers will update to match
the number of surveys you have submitted and
drafts that you have saved

Downloadingand Using the Sanitary Survey

Fre$hwater Routine
Survey .General Users

Part 4: Potential Pollution
Sources

/n this section, identify visible sources of
pollutants up to 500 feet from the beach
or waterbody boundary and, if possible,
quanity the sources- Use arrow to expand
and collapse sections.

- Discharge Sources

Press the "+" burton below to add
additional records.

Discharge Source Type

What is the discharge source type for the potential
pollution sources?

Wetland

Outfall/Pipe (e.g., stocmwater, sewer,
drain)	1

Figure 27. Freshwater Routine Sanitary Survey
- Page 6

freshwater Routine Survey_Genera! v
Users

S3

Surveyl 23 Form for
Freshwater Routine
Survey

Qiwner: frese.dernek_EPA£XT
Created: 7/16/20 11 42 AM
Modified: 7/22/20 9:53 PM

Collect

15

EPA SanitarySurvey App for
Marine and Fresh Waters Instructions

Figure 29. Freshwater Routine Survey intro page

-------
Retrievingyour Sanitary Survey Data

Viewing and Exporting Your Sanitary Survey Data

It is best to view and download your data from a computer rather than your smart phone. There are
three platforms which may be used to view and download your data (Option A using the Data Export
Tool [jump to section!. Option B using the Surveyl23 website [jump to section!, and Option C using
the EPA ESRI GeoPlatform Mump to section!). These three options are discussed in this section. The
best way to view your data is with the Data Export Tool.

Tip

The Data Export Tool is the best way to view your data
and photos. Use your computer not your smartphone to
view and download data.

v J

Option A: Retrieving Data Using the Data Export Tooi

The Data Export Tool produces a customized report containing all the data collected for one or more
surveys. Of the three options for downloading data, the Export Tool is by far the most straight-
forward method. The advantage to using this tool is that it combines all data including photos into a
single downloadable file.

Step A.l: Access the Data Export Tool

• Open a web browser and navigate to the main page of the Export Tool (Figure 30)

» https://geopub.epa.gov/sanitarv-survev-data-export/welcome

Office of Water - Data Export

EPA's Sanitary Survey App Data Export Tool

The EPA Sanitary Survey App for Marine and Fresh Waters is a mobile app used to conduct routine and annual sanitary
surveys for both freshwater and marine waters. The App can be used by anyone to collect information on potential
sources of fecal pollution and potential harmful algal bloom (HAB) events in local surface waters. It facilitates the
identification of impaired recreational waters for remediation and for making same-day decisions on swim advisories

This data export tool produces a customized report containing all the data collected with each survey in the App.

Figure 30. Data ExportTool Main Page
• Click on the Click to begin button on the main page. This will open another page.

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Step A.2: Sign into the Export Tool
Login using the same credentials (username and password)
used to access the sanitary survey app (Figure 31). After signing
in you will be prompted a second time to click on the Click to
begin button. Select your organization or All My Data from the
dropdown list "Choose the data you would like to review".

Step A.3: Select Survey to Download Data

Click on the app icon or title of any of the surveys shown in
Figure 32 to download your data for that specific survey. You
can only download data from one type of survey (marine or
freshwater, annual or routine) at a time.

Sign in to U.S. EPA

#esri

ArcGIS login



fii Username

© Password

~ Keep me signed in

1)1 Sign In 1

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r Foraot oassword?

¦I EPA Enterprise 1

Figure 31. Data Export Login

EPA Office of Water - Data Export





EPA's Sanitary Survey App Data Export Tool

d d B

Marine Routine	Freshwater Annual	Freshwater Routine

Figure 32. Select Survey to Download Data

Step C.4: Download Data

After you select your survey, Figure 33 will display showing a table with the individual surveys
organized by Survey ID, Beach/Waterbody Name, and Survey data and a map with the locations
surveyed.

yi -7 EPASanitarySurveyAppfor

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Marine Routine Survey

Survey 10

Beacb/Waterbody
Name

TEST Beach
Test Gulf Con

2/16/21
4/3/22

TEST.Salt River
(Columbus 2/12/21

Landing) Beach
TEST.Dorsch
Beach. VI

TEST_Dorsch
FUnrh VI

2/14/21

2 1 - 6 Of 6 < >

3 Include

photo at

| 1

ems per page: 25 ~

g File formal:

CSV

GIS

EPA Office of Water - Data Export

Figure 33. List of surveys to be downloaded

(1) Survey ID, Beach/Waterbody Name and Survey Date can be sorted by clicking on the
field name in the header row of the survey. Click on the box next to one or more
surveys you want to download. You can select all survey for downloading by clicking
on the box in the header. To deselect all surveys, click the box again.

(2) Additional surveys can be viewed by paging through the document using the forward
and back arrows.

(3) The default setting is to include photos with text and numeric survey data with each
download unless Include photo attachments is toggled off.

(4) By default, only 25 surveys are displayed per page, but you can display up to 100
surveys per page by selecting the down arrow next to Items per page to change the
default.

(5) After you select which surveys to download, click the CSV button below the table to
download your survey data or view/use in Excel or another database application. Click
the GIS button to download survey maps to view/use in ArcGIS or import into other
applications.

(6) Click the green arrow to download the data. Note that the arrow is green when
surveys are selected, otherwise it's gray. A zip file of your data will be created for
downloading. Change the filename and click Save to a location on your device.

(7) Click to exit the Data Export tool.

Figure 34 shows a sample of the downloaded data. Each survey is a separate row in the table.

objectid

6763e1be-2be3- Test

EPA

2021-02-1; 64c45'52.2

17°46'53.0 Yes Send

f 108be42-7ae1 -4 TEST Salt F VI558328

USEPA

2021-02-1; 64c45'22.2

17°46'29.8 Yes QAPP will be emailed to EPA

39dbbcd 1 -603e-' TEST Dorse VI896490

USEPA

2021-02-1-64= 53'06.3

17°42'12,5 Yes QAPP will be emailed to EPA

373c52c6-c58b-' TEST Dorse VI896490

USEPA

2021-02-1' 64°53'06.3

17°42' 12.5 Yes QAPP will be emailed to EPA

b6d34dbe-5aOO-' TEST Beach

EPA

2021-02-1 <75°05'10.4

38°20'27.3 Yes QAPP will be emaild to EPA

Figure 34. Sample of downloaded data

EPA Sanitary Survey App for

1 8

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Option B: Retrieving Data Using Surveyl23 Website

The Surveyl23 website is tied to the GeoPlatform, They share users, groups, data, etc. The
Surveyl23 website provides another option to view and export survey data collected with the EPA
Sanitary Sur- vey App for Marine and Fresh Waters.

Step B.l: Sign into the Surveyl23 website

• Open a web browser and navigate to the ERA'S ESRi GeoPlatform

» https://survevl23.arceis.com/

• Log in with your username and password

Step B.2: View your data

Click on the My Surveys tab on the top of the page to view surveys you have access to view
submitted data for in the Surveyl23 website (Figure 35). Surveys with data will appear with a
record(s) number on the survey icon.

ArcGIS Surveyl 23

My surveys Help

My Surveys

-f- New survey )

_General User

All surveys ~

Count: 4

Freshwater Annual Survey..

by frese.derrick_EPAEXT

Freshwater Routine Surve..

by Popelka.Sarah_EPAEXT

Marine Annual Survey_Ge..

by fulton.lisa_EPAEXT

oil S

Marine Routine Survey_G..

by Popelka.Sarah_EPAEXT

Figure 35. My Surveys in Surveyl23 for ArcGIS

To quickly access your data,
click this Data icon.

Once you click on the survey icon for which you submitted data (Figure 35), you can view your data
several ways:

• The Overview tab provides high level information about the status of this survey such as
summary information on the total number of surveys submitted, number of submitters,
and the first and last date of data submission (Figure 36).

• The Analyze tab provides functionality to analyze the answers to individual survey ques-
tions. This feature is currently disabled.

• The Data tab provides a map and table view of the data you have submitted. You can
filter the data, generate reports, etc... and export your data in several formats (Figures 37
and 38).

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Marine Routine Survey^General Users ^

( Overview y Analyze Data

Survey123 Form for Marine Routine Survey

Owner: Popelka.Sarah_EPAEXT, created: Jul 21, 2020, updated: Apr 16, 2023

(T)

f Feb 12 \

( Apr3 \

I 2021 J
^ '

I 2022 J

\^ ^

Total records Total participants

First submitted On

Last submitted On O

Surveys count: 6 (total: 6)

fifi 2/12/21-5/30/23

Tip

If you're having problems re
viewing your data click CTRL
F5 (PC) or Command R (Mac)
to reload data screen.

Figure 36. Overview tab Survey 123 ArcGIS

View your data in the Data tab

Select Data (Figure 37). Note: If your survey data does not display
as shown in the table below the map in Figure 37 you may need
refresh your view (CTRL F5 [PC] or Command R [Mac]). In the data
tab you can view your data in two ways:

(1) View your data in the table at the bottom of the window (Figure
37). You may need to adjust the table size by pulling the table
tab up. Here you can toggle between data tables.

. View sections of the survey

Freshwater Routire Survey .General U

= C 8 2/12/21 - 5/30/23 V

Op*n 'm Mao V<*
-------
Retrievingyour Sanitary Survey Data

Tip

Click data points on your map to view
data and photos in the side pane

(2) View your data by clicking your sampling location point
on the map (Figure 38). This will open a new window
display to the right of the map where you can scroll
through your data and photos as they appear in the
sanitary survey app.

2. View data inside display window

Freshwater Routine Survey_General Users

C (Si 2/12/2! - 5/30/23 V Filter Repo-il Export • I Open in Map View Form

ChlC»<|0

Ma mil
Pacific

Freshwater Routio... * SARPBarriei
Yaterbody Type Beach/ Waterbody

e (including Great Test.Blue Cypress

North
'A tin fit ii
Oc t an

Bacteria Samples

Sampling
Station(s)/ID

WQX

Organizational ID

Sir,, Gann.n FAO, NOAA. USGS, EPA | Esri Garmin FAO. NOAA USGS. EPA
ssSe...x Beach Users Images * Discharge Sources * Algae, HABs and ... x
Start Date & Time End Date & Time Date and Time Surveyor Name

ToV

Freshwater Routine Survey^General
Users

ifonie01_EPA

General
I nformation

Waterbody Type

Lake (including Great Lake)

Beach/Waterbody Name
TestJJIue Cypress Lake

Survey Dates Time
V Apr 6.2021,4:20:00 PM

Apr 6, 2021. -4:20 W

Samantha Fontenelle

Figure 38. View the data and photos in the side window in Survey 123 ArcGIS
Step B.3 Exporting Your Data

To download survey data, on the Data tab, select Export in the toolbar above the map (Figure 39).
Choose your preferred format for the export file. After some processing time, the file will download
to your local workstation. Note: You can filter the results before exporting them. If you do this, the
exported file will only contain the filtered data.

To download your photos, select your sampling location point on the map (Figure 39). Scroll through
this window to view photos. Right click on photos and select Save Image As to save photos.

Export button to export data

Freshwater Routin^jjp

¦wy^jerteral Users

Overview Analyze (~ Data

= C
+

2/12/21 • 5/30/23

k t -.n I Export » I Open in Map Viewer

Form view (
Chicago "~g

s m o x

Freshwater Rout
Waterbody Type

Bacteria Sampies

Sampling
Statton(s)/ID

List of Activities Se...

WQX Survey Date &

Organizational ID Time

Esri, Germio, FAO NOAA. USGS. EPA ; Esri Gerr-m. FAO. NOAA USGS, EPA
Beach Users Images x Discharge Sources x Algae. HA8s and ... x
Start Date & Time End Date ft. Time Date and Time Surveyor Name

Right click, Save
As to save

Figure 39. Exporting your data and saving your photos in Surveyl23 ArcGIS

/~\ a EPASanitarySurveyAppfor

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Option C: Retrieving Data Using EPA's ESRI GeoPlatform

Step A.l: Sign into EPA's ESRI GeoPlatform

• Open a web browser and navigate to the EPA's ESRI GeoPlatform

» https://epa.maDs.arcgis.com/home/index.html

• Log in with your username and password

Step A.2: Find your data

• After logging in, click on the Groups on the main menu (Figure 15).

• Select "Freshwater and Marine Sanitary Surveys - General User" (Figure 16).

In the "Freshwater and Marine Sanitary Surveys - General User", you will see Web Maps, Forms
and Feature Layer files (see Step 3.4) for each survey. The data you submitted is stored in the
Fea- ture Layer called "Access Your Data" for each respective survey (Figure 40).

Step A.3: Access your data

Click on the Feature Layer called "Access Your Data" for the survey for
which data was collected (Figure 40).

This will open the Access Your Data screen (Figure 41). From here, you
can choose to view and/or export your data.

Step A.4. View your data

Once you open Access Your Data (Figure 41), you can view your data several ways:

• Using the Data tab to view data in tabular format (Figure 42). This is the best option for
viewing your data and photos.

• Using the Visualization tab to view data spatially (Figure 43).

• Using the Map Viewer to view data in tabular and map forms (Figure 44).

¦ Access

' Vour

Data

Freshwater Routine Surv...

® Feature Layer ^

Figure 40. Access data icon

r\r\ EPASanitarySurveyAppfor

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Marine Routine Survey_General Users

Access
Vour
Data

Remove from Favorites

A brief summary of the item is not available.

®l Feature layer by Popelka.Sarah_EPAEXT

Item created: Apr 16,2023 Item updated: May 2, 2023 View count: 19

Description

An in-depth description of the item is not available.

Layers

Marine_Routine_Survey

Point layer

, MRS_Bacteria_Samples

Point layer

Open in Map Viewer Classic

Open in Scene Viewer

Open in ArcGIS Desktop *

Export Data

Details

Export to Shapefite
Export to CSV file
Export to KML
Export to Excel

Source: Feature Servi| txport to FGDB
Created from: Marine

layer

Data updated: Apr 1 £

Export to GeoJSON
Export to Feature Collection

Schema updated: Ap
Size: 0 KB Export to GeoPackage
ID: 8335e53ef00643e/>.wwM .

Figure 41. View data submitted to the GeoPlatform

Tip

The data tab is the best option for viewing your data

and photos on the GeoPlatform

View your data using the Data tab

Figure 42 shows data for surveys conducted using the Data tab. Use the scroll bars at the bottom of
the table to navigate through the various sections of the survey (from left to right). You may also
use the drop-down menu to view specific sections of the survey.

Freshwater Routine Survey_General Users

^~D

Visualization

Dropdown Menu I

Layer: | Freshwater_Routine_Survey

Table

Fields

Double-click a val

lue in the table to change it.

Data updated: May 26, 2023, 1:28 PM I

Freshwater_Routine_Survey (Features: 6, Selected: 0)

® GloballD

Waterbody Type

Beach/Waterbo...

Beach ID Sampling Statio...

WQX Organizat... Survey Date & T... Start Date & Time E

8eab6908-8a58-

Lake (including

Test 2

2/12/2021,6:45

4f90-9363-

Great Lake)

6ce4dba9eabf

c5871d5c-9f01-

Lake (including

Test_Blue Cypress

4/6/2021,4:20 PM

4552-81 c9-

Great Lake)

Lake

7fdcbb729d76

5e9fcb75-2f34-

River or stream

Test_Odd water

3/23/2021, 11:06

47d0-b993-

Figure 42. Data display from the data tab

/-jq EPASanitarySurveyAppfor

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

View your data using the Visualization tab

Figure 43 shows the data displayed spatially using the Visualization tab. When viewing data using
Visualization, you may need to adjust the map (i.e., zoom in or out) to see your data point(s) on the
map. Click on a data point to view the data collected.

Freshwater Routine Survey_General Users

Overview Data

Visualization

Layer: Freshwater_Routine_Survey J

Save As New Layer 1

Change the layer's default style, filter,
pop-ups and labels.

Vancouver

London Germany

Paris Q. '1

13 ft # ® A> 1 •••

Toronto

Milan

—

MiTcn Chicago .

New York

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• Freshwater Routine Survey

[Ml

San
Francisco

Los ^ggeles

TestOdd water

OBJECTID 8

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Waterbody Type River or stre;

Beach/Waterbody Name Test_Odd
water

Accra

Beach ID

500 lOOOmi

Sampling Statlon(s)/ID w

z | L Esri, FAO, NOAA. USGS | Esri, FAO, NOAA. USGS 1 1

Figure 43. Data viewed using the visualization tab

When there are many points in the same area of the map, you may need to disable or adjust the
clustering to find your data. To do so, click on the Cluster Points icon shown in Figure 44 and the
Enable Clustering menu will appear. You can also see how to scroll between multiple sam- pie
points that are clustered closely together (the red dot may represent multiple data points). To see
the clustered data points, click the small arrow on the top right corner of the data box to scroll
between surveys. Arrow to scroll

Freshwater Routine Survey_General Users

Layer: Freshwater_Routine_Survey

y Enable Clustering

Enable Pop-ups

Cluster Points

lyer^d

Change the layentdefauIt style, filter, pop-ups and labels.

la Ss "9 ieR, i -

Freshwater Routine Survey

OBJECT©

GloballD

8a58-4f90-
9363-

6ce4dba9ea
Lake

(including
Great Lake)
Beach/Watsrbody Name Test 2
Beach ID

Sampling Station(s)/ID
WQX Organizational ID

Waterbody Type

| Zoom to View Summary

Figure 44. Disable or adjust clustering points to find sampling

location

rvi

ryn EPA Sanitary Survey App for

Marine and Fresh Waters Instructions

Tip

Not seeing all your data points?
Check the clustering settings or, in
the dialog box, click the arrow on
the right

1 " m

-------
Retrievingyour Sanitary Survey Data

View your data using the Map Viewer

Figure 45 shows data viewed using Map Viewer. Use the menu on the left-hand side to view the
data for different parts of the survey. To see and toggle between tables in the Map Viewer, select
the section of the survey you would like to see, then click the chart icon m. You can also click on
a data point on the map to view your data. To leave the map viewer, click the back button on your
browser. l. Adjust map size by moving up the map

adjustment tool to view

Home » Freshwater Routine Survey,General Users
13] Details & Add » | /Edit Baseman | H Analysis
O About [I] Content j= Legend ' f~

Contents ^

Q •"•sshwetef Routine Survey General Use's - freshwater —

Routine Survey _—

H(l- [q

Q Freshwater Routine St.Ti/ey General Use's - FRS —

Bacteria Samples Reseat
Q r-eshwatei Routine Su'vey Genera) Use's - FRS SARP

Sarrie: Irnage Repeat
~ @ Topographic
® riusnwate- Routine- Survey General - FRS Wwsr Quality

Image Repeat
B Freshwater Routine Survey General - Bathei Repeat
BS Freshwater Routine Survey General - FRS Bathe- Image
181 Fiesnwater Routine Survey General - FRS OS Repeat

| $ Directions J} Measu'B Ufl

Important

You may need to adjust the
map in order to view the data
which is included as a row in
the table below the map

UNITED
STATES

PlUstugh

.tndlanapohs .PWadelptte

Cinclrrao
InulsxWe

WasKngton

Freshwater Routine Survey General Users - Freshwater Routine Survey (Features: 6, Selected: 0)

@ GlebaJlD Warert>ody Type Beacfi/WatertJOdy Beach ID Sampling

9363-6ce4dba9eabf Lake)

5®9fcb75- 2f34-47dO - Rlvei

WQX Organizational Survey Date & Time I Start Date & time End Date R Ti

21, 6:45 AM
4/6/2021, 4:20 PM
3/23/2021, 11:06 Al

2. View different parts of the survey by
usingthismenu

Figure 45. Data display in map viewer

Step A.5. Exporting your data

To download your data, click Export Data. Ail layers and tables will be exported as one zip file, or as
individual layers/tables (Figure 46).

Freshwater Routine Survey_General Users

Access
Vour
Data

A brief summary of the item is
•9i Feature layer by Popelka.Sar

Description

An in-depth description of the Item Is n

Layers

^ Freshwater_Routine_Survey
FRS_ Bacteria_Samples_Repeat

1. Export all data as a
.zip file

2.Export data from an
individual layer/table by
clicking on the file to open in a
new window and select Export
data.

FRS _SARP _Barrier_lma ge_ Repeat

-f" p ~

Tables

a FRS_Water_Qualfty_lmage_Repeat

Open in Map Viewer Classic

Open »n ArcGIS Desktop -

Export to Slwpefile

ExoorttoCSVfile

Details

Export to Excel

Source: Feature Servij

Export to FGDB

Created from: Freshw

layer

Export to GeoJSON

Data updated: May 2>

Export to Feature Collection

Schema updated: Ap

Size: 0 KB

Export to Geo Package

ID: (iihp04alsp7ft4«rfff

~ ~El

Figure 46. Options for exporting data from the GeoPlatform

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

When you choose to export data, it will not be exported im-
mediately. instead, you will have to save it as a new item in
the EPA's ESRI GeoPlatform. In this example, I have chosen
to Export to a CSV file. You can provide your exported file a
name, tags, etc. Click Enter to add one or more tags to
activate the Export button. Add Summary (optional) and
Change Save in Folder location. Click Export button to create
a new item in the EPA's GeoPlatform (Figure 47).

The export data button will not export the
data immediately - you will first have to
save it as a new item in the EPA's ESRI
GeoPlatform.

Photos will need to be downloaded
separately; see Step A.6.

Export to CSV file

Title:

Freshwater Routine Survey_General Users

Tags:

Categories:
+ Assign Category

Summary:

Save in folder:
sfonte01_EPA

Cancel

Figure 47. Exporting data from GeoPlatform

After exporting your new item, you will be routed to the new item's page in the GeoPlatform. You will
see a Download button on the right-hand side of the page. Click Download to download a .zip file to
your local workstation (Figure 48). See Figure 49 for an example of the data output files in the
.zip file.

Freshwater Routine Survey_Test Data #

Overview Usage Settings

* Editthumbnai!

Add a brief summary about the item.

0 CSV collection by

Item created: May 30.2023 Item updated: May 30, 2023 Number of downloads: 0

'ii Add to Favorites

# Edit

Update

Description

Add an in-depth description of the item.

Add any special restrictions, disclaimers, terms and conditions, or limitations on using the item's content.

f Edit

Item Information

Low High

^ Top Improvement: Add a summary

Details

Figure 48. New items screen to download data

>~\Ci EPASanitarySurveyAppfor

Marine and Fresh Waters Instructions

-------
Retrievingyour Sanitary Survey Data

Freshwater_Routine_Survey_Test_Data.zip

Bather .Repeat . 4 uv

W1?»« ¦» >2*b*M

a a

F-cthw«»tT_(lcnItm«_Survtry_0 csv

VMW83 VUHI

~n:

FRS 8acTime Samptei. Repeat. 1 c«v

Om VJCV2M3 4-1* AM

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vkv^j*,.a«

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FRS Potential Pol)utio»i.5ource5_lmag#.RepMrt.7 ctv

no-

Ivor HAamofi ftml Commi Snouted v*ra Fh>
FRS_JARP.Barr*Mr™ge_Repedt_.! csv

SwTMbym « }?2 bv
-------
Retrievingyour Sanitary Survey Data

You can view your photos by clicking on links under Photos and Files (Figure 51). This will open to
the individual photo to allow you to view each photo. To save the photo, right click on the photo and
then select Save Image As and specify where you would like the photo saved. This process will have
to be repeated for each photo.

Layer: M RS_Water_Quali ty_ I rnag e_Repeat

Doufele-cKck a value in the table to change it.

MRS_Water_QualityJmage_Repeat (Features: 5, Selected: 1}

ParentGloballD

6763©1be*2be3"

f1Q8be42-7«ie1-4
f!0fibe42-7ae1-4
373c52c6-c58b 4
373c52c6-c58b-4

Data updated: Apr 16, 2023,IG^VPM

Photos and Files

View Add

MRS_Water_Quality_Image-20210212-
l^Jjl 053850.jpg
L_ Ti fit; i Ha

^Survey

Figure 51. Viewing and saving your photos

LJ28

EPA Sanitary Survey App for
Marine and Fresh Waters Instructions

-------