If you have received an email requesting that you set up your grant award in FieldDoc, then this article is for you. The guidance provided here is only intended for current NFWF Grant Awardees who are populating work from existing grant agreements into FIeldDoc.

Set up your account

To enter FieldDoc, you must create a user account. Navigate to www.fielddoc.org/register to create your account if you do not already have one. After you have created your account it must be added to an organization.

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Find your organization

The FieldDoc team has prepared part of your organization account in preparation for your project setup. Your organization should already be available in FieldDoc, but if you are not provided a suggested organization to join, please reach out to [email protected].

• For step-by-step guidance, visit the Create your account article.

Find your Pact

Pacts are a feature in FieldDoc that allows General Users to share Activity Data with third parties with whom they have an agreement. In the case of the Delaware River Program, a Pact represents a grant agreement between a Grantee and the National Fish and Wildlife Foundation Delaware River Program.

As part of your grant reporting compliance, you will be entering data from your project activities into FieldDoc to track the location, activity type, impact, and progress.

Once you have completed the two-step account configuration, you are ready to get started with the Pact set up process. When you log in to the system, you will arrive on your home page.

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Collaborating on Pact Configuration

All users within the same organization have access to the same organization data. This means that you can co-manage the project setup process with your colleagues. It also allowed us to create a Pact and put it into your account.

If you have technical service providers assisting with your Pact set up, each individual will need to create their own FieldDoc account within their own organization. Once they have accounts configured, you can give them collaborator access to the Pact. At that time, they can create activity records or add metric data that is still owned by your organization.

On your home page, all Pacts associated with your organization will be discovered in the Pacts section of your Portfolio.

Click into the Pact with the same title as your Grant Agreement.

Add Collaborators

If you have partners outside of your organization who will be supporting your Pact configuration, you must invite them to the Pact. All partners must already have a FieldDoc account. Share out the Create your account article to help get new users on-boarded to the system.

Add Activities

Activities are the base record type for your Pact. You will add Activities to your Pact that align with the work outlined in your grant agreement. Read the Essentials articles on Activities to learn more about the attributes that you will input to create each record. The Delaware River Program Managers can only see Activities from your organization portfolio.

You have three options for adding activity records:

Create Activities within your the Pact

When you create new activities directly within your Pact, they will also be added to your organization portfolio. The benefit of creating the activity from within the Pact is that you avoid the "link activities" step.

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Avoid creating duplicate records

Do not recreate an activity in your Pact that is already in your organization portfolio, as this will create a duplicate record. If the activity already exists, use "Link Activities" to add the record to your Pact.

Link Activities

We recommend linking activities to this pact if you have already created the activities within your portfolio. All of the activity attribute data will be available within the pact and it will be easy to add programmatic metrics.

Import Activities to your Pact

If you have an existing file with your activity data, you can import the records directly to the pact. Once imported, you will need to add in missing data, such as assigning an activity type to each record.

Add Metrics

Once you have entered your Activities, the Delaware River Program metric(s) will be available to add to each activity record. We recommend reviewing the official list of suggested metric associations provided in the RFP guidance before getting started.

Add metrics from the pact grid

The fastest way to add metrics and target values is from within the pact. The grid view makes it easy to move through the entire configuration quickly. Remember, each row represents a single metric. If you have an activity where you need to report multiple metrics, you will need to have multiple rows with that Activity. Let's see it in action.

Add metrics within each Activity Record

If you want to add metrics from drop down lists, we recommend using the metrics view within each activity record.

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