Collaboration is at the heart of most nature-based work, and our expanded Account Management features make it easier than ever. Whether you're working with contractors, technical service providers, or internal teams, FieldDoc allows you to maintain clear ownership and visibility of your records, even when multiple parties are involved.

This update eliminates the need for complicated handoffs or permission issues—everyone works from the same dataset but with clear roles and access controls. By streamlining collaboration, you can now focus more on the impact of your work and less on managing who has access to which parts of your data.

Documentation: Account Management Overview | Organization Account Management

Join us for a live workshop series designed to enhance your skills and deepen your understanding of key tools and strategies offered in FieldDoc 2.0.

Each session runs on Thursdays from 11:00 - 11:45 AM ET through the end of January, 2025.

Upcoming Workshops:

12/05: Portfolio Management
12/12: Collaboration 101
12/19: Sharing Work with Funders
12/26: No Workshop (Holiday Break)
01/02: Modeling
01/09: Build Your Data Management Skills
01/16: Mapping
01/23: Reporting
01/30: Advanced Features

Don’t miss this opportunity to grow your FieldDoc expertise!

Register Now!

🌿 Applying to the Chesapeake & Atlantic Coastal Bays Trust Fund RFP? Applications are due in MDNR's Grants Gateway on December 13.

Applicants! Don't miss our live walkthrough of FieldDoc on December 3rd at 1:00 PM!
We’ll cover:
✅ Key updates to the system
✅ Simplified reporting processes
✅ Tips to prepare your application to meet the Trust Fund’s requirements

Whether you’re a seasoned FieldDoc user or just getting started, this session will help you navigate the recent system updates and maximize your impact.

📅 Mark your calendars and join us for this essential walkthrough as we help you streamline your reporting and strengthen your proposal.
🔗 Register now: https://airtable.com/appH9IkpNkq1ru4Ub/pag0h5Y8BTMuHDfrh/form

Visit the MDNR Chesapeake & Atlantic Coastal Bays Trust Fund section for specific FieldDoc Program Guidance.

Expanding beyond water quality BMP implementation. We’ve transitioned from the limited "Practice Types" to a broader concept of “Activities,” making FieldDoc a versatile tool for managing a wider range of nature-based initiatives.

This change reflects the growing diversity of projects our users are working on—from habitat restoration and soil health to reforestation and sustainable agriculture.

By switching to Activities, FieldDoc is now a go-to platform for all kinds of conservation work, not just water quality-focused projects. No matter what kind of nature-based activities you're engaged in, you can now track and manage your projects efficiently, ensuring they align with your organization’s environmental goals.

Manage all of your work from one central organizing system. The latest FieldDoc updates represent a significant leap forward in how FieldDoc supports users in managing and optimizing their nature-based work. These features are designed to empower you with the tools you need to drive impactful environmental change. It may be boring, but a key feature that's needed is a centralized place to organize your work.

Each Organization's Portfolio does just that. It organizes your work in one, searchable location. Additionally, you can add customizable metrics to your Portfolio to track your Organization's progress toward target goals with each activity record.

FieldDoc is no longer just a tool for grant reporting; it's now a comprehensive solution for managing all of your nature-based projects in one place. With the introduction of Portfolios, you can easily organize and oversee your entire body of work without the need to tie everything to a specific funding program. This shift gives users more control, allowing them to share only the relevant records with third parties, funders, or collaborators—empowering organizations to manage and share data on their own terms.

Gone are the days of fragmented data management. Whether you’re juggling multiple projects or working with several partners, Portfolios give you the flexibility to centralize your data while selectively sharing the right information. This is a game-changer for organizations, giving them a holistic view of their nature-based work while retaining full autonomy over what they share and with whom.

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Quick Start

The power of a spreadsheet, inside FieldDoc. For those who prefer working in a spreadsheet-style view, FieldDoc’s new Table Editing feature is a game-changer.

You can now view and update multiple records at once, just like you would in Excel or Google Sheets, but with the added benefit of FieldDoc’s powerful data structure. This feature will not only save you hours of manual work but also improve data accuracy and efficiency.

Imagine editing entire rows of records at once, spotting inconsistencies more easily, and making bulk changes in a fraction of the time. Whether you’re updating project details, tracking activities, or managing metrics, Table Editing gives you the flexibility and control you need to manage your data with ease. We’ve done the math, and this feature alone could save you hours of desk work—while significantly boosting your excitement for data management!

Assign Activity Types via Tables

Each Activity benefits from having an assigned Activity Type. With the new table view, you can skip the single record configuration and access the universal list of Activity Types from the grid view. Simply click the drop-down list and search for the correct type to assign to the record. Then move on to the next row!

Add Metrics and Planned Values

From the grid view, you can easily assign metrics to your activities. Once you pick them from your pre-created list, add the planned target values. Throughout the lifespan of the Activity, you can track progress towards implementation - again, with table views!

Geospatial views with analytics at your fingertips. We’ve made it easier than ever to access and visualize your geospatial and metric data with Atlas Views.

Now, you can dive into your data from virtually any context—whether you’re viewing an individual project, a larger program, or your organization’s entire portfolio. With just a click, you can launch an interactive map view that combines geospatial data with key metrics, making it simple to analyze performance, track progress, and communicate results. This expanded access to Atlas views transforms how you interact with your data, providing real-time insights and the ability to make more informed decisions.

By enhancing both the Map Editor and Atlas Views, FieldDoc is making it easier to scale, track, and share your data across all levels of your organization and with external partners. Whether you’re managing multiple projects or simply looking to visualize the impact of your work, these tools ensure you have everything you need to make the most of your data.

We've created a more powerful geospatial tool. FieldDoc continues to raise the bar when it comes to geospatial data management, offering powerful tools to handle geospatial information alongside your other project data.

With our latest updates, we’ve enhanced the platform’s ability to manage, visualize, and analyze geospatial data, giving you even more flexibility and insight. Whether you’re tracking restoration projects, analyzing environmental impacts, or sharing results with stakeholders, our new mapping and data visualization features make it easier than ever.

The new Map Editor in FieldDoc is more intuitive and powerful than ever. We've taken the tools you know and love and supercharged them to offer a seamless geospatial editing experience. Now, you can edit records and geometries directly within the same view, which means less time switching between screens and more time refining your data. You can also customize geometry colors, import spatial data from external sources, and even create new activities directly on the map.

Whether you're drawing new project boundaries, updating restoration sites, or visualizing the spread of your work, the enhanced Map Editor gives you full control over your geospatial data.

Documentation: Map Editor

Streamlined implementation tracking lets you more efficiently report your progress toward goals. Keeping up with implementation progress can often involve navigating multiple screens and countless clicks. The grid view centralizes all relevant information, allowing you to monitor progress with fewer clicks and more clarity.

This streamlined approach not only helps you stay on top of your work but also ensures that your reporting is accurate and up-to-date without the need for repetitive data entry. Whether you’re tracking installations or monitoring project milestones, FieldDoc’s grid and single-entry options make it effortless to stay organized and focused on your goals.

As you track progress toward implementation, views on summary pages and Atlases will visualize your progress.

Multiple Implementation Options

Previously, users had to enter into each Practice and create a report each time they wanted to submit a progress report to the Practice Funder. We have overhauled that process in two significant ways.

Report implementation progress via grid views

First, users can report progress toward implementation for all metrics within a Project, Activity, or Pact view.

Report metric implementation progress with Edit Activity

Second, users can track progress towards goals for both organization metrics and Pact Program metrics.

Say "Goodbye!" to single record data entry. Data management for nature-based projects is notoriously time-consuming, but FieldDoc is taking the “dirty work” out of it with new, time-saving features designed to make your life easier.

Whether you’re moving data in and out of the system or cleaning up existing records, FieldDoc’s latest tools simplify and accelerate the process, giving you back valuable time to focus on achieving your environmental goals. With these features, data management becomes less of a chore and more of a strategic asset, empowering you to make better decisions and deliver greater impact for your projects, funders, and partners.

Manually entering data one record at a time is a thing of the past.

With FieldDoc’s Batch Import feature, you can now upload large datasets in one go, mapping fields from your import file directly to the FieldDoc schema. This not only saves you hours of desk time but helps to keep your data clean and ready for the next stage of reporting or analysis. Whether you’re importing data from another system or organizing information from the field, this feature ensures that your data management process is efficient and accurate.