Introduction

Implementation is both a field and a process for tracking progress toward a goal for non-modeled metrics within activity records. This guide covers how to enter implemented values for non-modeled metrics and mark activities as completed_on when work is finalized.

What is the difference between a planned_value and an implemented_value?

Planned Value (planned_value)

All non-modeled metrics have two quantitative values. The first is planned_value, which represents the intended outcome once work is completed. Examples include:

• acres reforested
• number of volunteers reached
• number of trees planted

Every metric within an activity record must have a planned_value assigned.
Note: This is an editable field, meaning users can update the planned_value if necessary during the period of performance.

Implemented Value (implemented_value)

The implemented_value field tracks progress toward the planned_value. Users can update this field at any time based on their tracking and reporting schedule.

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Where did Reports go?

In previous versions of FieldDoc, users created Reports within Practices to demonstrate progress toward implementation. That feature has been removed to streamline data entry.

• Now, progress is tracked directly in the implemented_value field within each activity record.
• Historical reports have been migrated into the implemented_value implementation process.

If your metric records appear inaccurate, contact [email protected] for assistance.

Track Implementation Progress

Implementation values can be added at any time during the activity’s period of performance. Since there is only one implementation field, if you are tracking progress incrementally, you must replace the existing value with the latest number.

Step-by-Step Guide: Entering an implemented_value via an activity record

1. Launch the Edit Activity modal for your selected Activity record.
2. Open the Metrics Tab.
3. To enter implemented_value for Programmatic metrics, select the Pact and choose the target Pact. The associated Programmatic metrics will load.
4. Click the three dots to edit and enter the implementation value.
5. Click "Save" to finalize the update.

** Note: implemented_value can be updated throughout the period of performance. Always replace the existing value with the latest number.

Step-by-Step Guide: Entering an implemented_value within a Pact

1. Open the Pact that you want to update.
2. Navigate to the Activities tab, which displays linked activity records.
3. You can modify linked records anytime using the Create, Import, or Link action buttons. Only linked activity records are available for tracking and shared with your funder.
4. Open the Metrics tab. Ensure all relevant metrics and planned_values are listed.
   Copy key metric data: Select and copy the following fields: practice:name practice:key metric:name metric:key
5. Go to the Implementation tab.
6. Add all reportable metrics to the implementation grid. Paste the copied metric data into the appropriate fields.
7. Type in the implemented_value in the appropriate field.
8. Review the updates on the Pact Overview page to confirm what your Funding Program Manager will see.

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TIPS for using implementation grid view

You only need to copy and paste metrics into the grid once. When updating progress, simply modify existing values.

Adding new activity records or metrics? You must manually add them to the Implementation Grid View.

Mark Activity record as complete

Step-by-Step Guide: enter completed_on date via edit activity modal

1. Launch the Edit Activity modal for your selected Activity record.
2. Select the Completion tab.
3. To the best of your ability, select the date that represents the date that the activity was completed to specification.
4. The system will affiliate the attestation with the user who set the completed_on date. This is a non-editable field.

Step-by-Step Guide: Activity Completed_on date via grid view

When an activity is fully completed (i.e., installed to specification or the period of performance has ended), mark it as complete by entering a completed_on date.

1. Within the Activity tab grid view, scroll to the completed_on field.
2. When you select a completed_on cell, a calendar field will appear. To the best of your ability, select the date that represents the date that the activity was completed to specification.
3. The system will automatically log the attested_by field based on the user who inputted the completed_on date.

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Tips for completed_on data entry

The completed_on field applies to each Activity record, not the Pact.

Only enter a completed_on date when the entire Activity is finished.

If an Activity is ongoing but the Pact-funded portion is complete, do not mark it as completed.

Find specific Program Guidance

Each funding program has its own data entry guidelines. While your Funding Program Manager is the primary contact for program-related inquiries, FieldDoc provides a Program Guidance section with instructions for select funding programs to assist you.

🔎 To find program-specific guidance:

1. Go to the Find your Program Guidance to get specific guidance.
2. Look for instructions tailored to your funding program.