What is a Pact?

Pacts were introduced as a FieldDoc feature in 2024. They are an essential update to the structure of FieldDoc that allows users to do two very important things.

1. Users can now share and report on the same Activity to multiple funders or third-parties without having to make duplicate records of the Activity.
2. Users can now create their portfolio of Activities prior to sharing them to funders.

Pacts are agreements between General/Standard Users and Program Managers to share and track Activity-based information in FieldDoc. Program Managers set up Pacts within their Opportunities, complete with a list of approved Activities and associated Metrics.

Pacts allow General and Standard Users to share Activities from their Portfolio with third-party Program Managers. Within each Pact, a General User will be able to share all associated Activity information while also adding target metrics identified by the Program Manager.

Pacts in the General User Data Model

Pacts are an external component of the General User Data Model. They are the mechanism through which General and Standard Users can share their Activity Data with third parties that use FieldDoc for Activity Tracking, such as to meet grant reporting compliance requirements.

Impact of the Pact Update

For users who used FieldDoc before 2024, Pacts demonstrated a huge shift in data management in the system.

• General/Standard Users now fully own their activity data and can share subsets of their broader portfolio to their funders. This increases autonomy and the ability to use FieldDoc for complete program management, not just to meet single foundation reporting requirements.
• General/Standard Users can now create Activities before associating them with a funding program. This allows users to build and manage a portfolio that is reflective of their organization's priorities and planning schedule while also preparing data to meet funding and reporting requirements.
• General/Standard Users can now share the same Activity with multiple Funders. This will not only reduce desk time in management and reporting but it will also increase confidence in the accuracy and integrity of your Activity data by reducing the vulnerabilities of double counting and duplicate reporting.
• General/Standard Users that adopt FieldDoc to manage their entire portfolio can start to integrate their Activity Data with ArcGIS Online, Airtable, or other third-party systems that will enable further analysis, sharing, transparency, and visibility of your nature-based work. Your Activity data is a valuable asset. We believe the Pacts module empowers all Restoration Practitioners to scale the use of this data to innovative initiatives, partners, and technologies.

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Pact Tips

Each Pact is created uniquely for a participating Funding Program. The Pact has unique metrics, Activities, and open dates where Pacts can be submitted. You cannot search for open Pacts in FieldDoc. Each Pact has a unique ID which the Funding Program Managers can share with target users.

• You can add Collaborators to your Pact once it is created.
• Pacts should only be created by the Organization that will be creating an agreement with the Pact Opportunity. For example, technical service providers that are supporting the creation of a Pact should not create the Pact and submit it. Organization ownership of a Pact cannot be changed after the Pact is created.
• Any Activities created within a Pact will be added to the Portfolio of the Organization of the user that created the Activity.

Next, let's create a Pact!