What is Implementation?

Track progress towards implementation in terms of progress toward Metrics planned values for all Activities in your portfolio.

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Where did Reports go?

If you are a long-term user of FieldDoc, you have been creating Reports within each of your Practices to demonstrate progress toward implementation. That feature has been removed from the system so that you can update progress more efficiently.

Key benefits of Implementation

Measure Progress: Implementation tracking for all metrics is a manual method to track progress toward planned outcomes. For users who communicate progress toward implementation throughout a performance period, implementation progress can be reported at any increment.

Visualize Progress: As implementation towards metric planned values are inputted into the implementation report, a progress indicator visualizes progress on overview pages and the Atlas.

Create an Implementation Report

Implementation progress can only be added once Metricshave been added to your Activities.

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Remember, there are two sources of metrics!

Programmatic Metrics:Metrics can be added to an activity record from an organization's list. Programmatic Metrics can be added from Pacts, once that Pact has been created.

Organization Metrics: Metrics that you are tracking within your organization. These are not shared to third-parties via Pacts. If you need a reminder on how to associate metrics with your activity, visit MetricsEssentials.

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Implementation Replaces Reports

If you used FieldDoc prior to 2024, you attached Reports to your Practices to track progress towards installation. The Implementation feature replaced reports to make tracking progress towards planned values more efficient and effective.

For users who added images and documents to Reports, you still upload and attach those documents to directly Activities.

Once a FieldDoc user has an active agreement with a Program Manager's Organization via a Pact, the user can track progress toward implementation for each awarded activity.

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Specific Program Guidance

Each Program uses FieldDoc uniquely. The FieldDoc team collaborates with Funding Program partners to support grantees and applicants in meeting specific data management needs. While your funding program manager remains the go-to for program-related inquiries, the FieldDoc team provides a Program Guidance section detailing all available FieldDoc funding programs.

Use Find your Program Guidance to get details specific to your need.

All implementation tracking occurs within activity records. In FieldDoc 2.0, you have multiple pathways to demonstrate progress toward implementation: through table views or individual activity records. Let's take a look at both!

Track Progress through Table Views

This process assumes that the activity records in your Pact align with your grant agreement and include non-modeled metrics.

Interim Progress Reports

1. To get started on tracking implementation for a Pact, open up the Pact.
2. To speed up the data input process, you can copy the activities and metrics fields from the Metrics table and paste them into the Implementation table. As you can see, FieldDoc will automatically populate the planned target values in the implementation table.
3. Within the Implementation table, input theimplemented valuefor each record. The inputs will be displayed on the overview page.

Final Reports

If you haven't added any implementation data to your Pact yet, follow the steps above in Interim Progress Reports to make sure that you populate the required fields in your Implementation table. Once your table is populated, follow the steps below:

1. Update the implemented value column.

Mark Activities as "Complete"

1. From the Activities tab, navigate to the completed_on column. Enter in the date that the activity was completed or installed to specification.

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Activity Reminder

Programmatic metrics linked to your Pact are tied to the Program and Pact Opportunity and do not affect organizational metrics connected to the Activity. The completed_on field resides within the Activity record, not the Pact records. Therefore, only enter a completed_on date when the Activity is entirely finished. If the Activity is ongoing but the Pact-funded portion is complete, avoid using the completed_on field to signify completion.