Why Create a Pact?

General and Standard Users must create unique Pacts every time they want to share their Activity data with third parties in FieldDoc. A common example of when you will use a Pact is to submit data to Grant Funders who require applicants to share Activity data as part of their Grant Application or Funding Process via FieldDoc.

Let's walk through how to create a Pact.

Step 1. Create a new Pact

Each new application needs its own Pact. Pacts require a unique opportunity code.

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Find your Opportunity Code

If you do not know the correct opportunity code, please reach out to your Funding Program Manager or [email protected] if you do not know who to contact.

We recommend that you Name your Pact to match the title of your application to your funder. The Description is an excellent place to enter in an overview reference of your Pact to orient your collaborators and future self.

Step 2. Add Your Activities

Once you have configured your Pact Summary Page, you can start adding Activities. You have three options here.

1. Create new Activities directly in the Pact. (These new Activities will be added to your Portfolio)
2. Import file allows you to add new Activities from an existing .csv, geoJSON, or Shapefile. (These new Activities will be added to your Portfolio).
3. Link Activities from your Portfolio.

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Make sure your Activities are fully configured

Review Create Activities to confirm you have included all required data in your Activity configuration.

Once added to the Pact, you will have a view of all Activities associated with this Pact. Activities can be edited and implementation progress can be tracked from within this Pact.

Step 3. Add Opportunity Metrics

The Manager of this Pact Opportunity created a list of key target metrics that they will be tracking. General Users will assign one or many metrics to each Activity and enter in the planned_value target for each one.

Step 4. Submit to Funder

Once you have added your relevant Activities and included the Funder-requested Metrics, you are ready to submit the entire Pact to the Funder. From the Pact Overview Page, click the submitbutton. Once submitted, your Pact will appear in the Funder's account for review. They may add more data to your Pact, such as the award status, award amount, dates of project period, and unique identifiers.

Tutorial

This tutorial walks you through how to create a Pact and Submit it to a Funder.

Video

Create a Pact and then create activities within the Pact

Create Activities and then add them to a new Pact

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Additional Pact Data Options

Above, we walked through the simple steps to create, populate, and submit a Pact. There are a lot more configuration options in each Pact. Check out our article on Pact Fields for a detailed deep dive.

• Parties Lists every user in FieldDoc that can view this Pact.
• Collaborators Invite users outside of your organization to participate in managing this Pact or view it.
• Funding Funding Managers can track the funding sources used to fund this Pact.
• Partners Allows General/Standard Users to indicate partner or match associated with this Pact.
• Documents & Images Import Images associated with your Pact.
• Atlas View a map of your Activities from the context of your Pact.