This webinar begins by introducing how the new data model changes the way grantees create applications and generate implementation reports to meet funding requirements. Watching this webinar will help you familiarize yourself with the updated reporting processes.

We’ll cover how to create an application, but it’s also essential to stay informed by attending webinars hosted by Funders using FieldDoc to understand the specific requirements of each funding opportunity.

The majority of this webinar focuses on implementation. We’ll dedicate most of our time here because, although FieldDoc 2.0 significantly simplifies implementation reporting, it introduces a completely new workflow that all users need to learn. Key highlights include:

• Tracking progress towards metric goals.
• Incorporating additional activity records outside of a Pact that need to be included.
• Adding programmatic metrics to activity records.

By the end of this session, you’ll have a solid understanding of FieldDoc 2.0 and will be equipped to impress your team with how much smoother it is to create applications and share reports with Funders.

Recap & Keep Learning!

Data migration from legacy FieldDoc to FieldDoc 2.0

No data was lost in the migration from the legacy system!

When you log in to FieldDoc, you’ll notice a new record type - Pacts. You'll notice that the names of Pacts match those of Projects. They are identical! This is because we transitioned all of your existing Project data into corresponding Pacts with the same names. Pacts are linked to the same activity records, which are still organized within Project folders. Rest assured, activity records were not duplicated during this process.

Your Projects have been reconfigured to serve as "folders" rather than the primary source of grant compliance data. For every Project that existed in FieldDoc prior to November 11, 2024, we created a corresponding Pact. Each Pact includes links to the practice records within the Project folder—now referred to as Activities—that were previously only associated with the Project.

If your account included any test Projects or Activities, we created Pacts for those as well. To keep your workspace organized, we recommend performing some housekeeping: review your account and delete any test Pacts, Projects, or Activities you no longer need.

It’s important to note that any Projects or Activities added after November 11, 2024, were not automatically included in the new Pacts. These records are managed under the new system and workflow. If you’ve added new data since this date, you’ll need to manually incorporate it into the appropriate Pact or create a new Pact as needed.

By understanding these changes, you can better navigate the updated system and ensure your data is organized and accessible for compliance and reporting purposes. Let us know if you need any assistance!

Create an Application

FieldDoc has de-coupled Organization Portfolios, the records of conservation and restoration work practitioners are implementing across the landscapes, from Funding Opportunities. This change provides better ownership and data-sharing practices for all data users in the system. Applications are now created through Pacts.

🌱 Check out: Create a Pact for an overview of how to create your Pact, or Find your Program Guidance for specifics.

Submit A Report: Implementation

Track progress toward implementation and share that progress with your funder! You can batch add your implementation progress via Pacts, or update individual records.

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How to add activities to a Pact after the pact has been created

Pacts have a hand "Link Record" feature that allows you to link any activity record from your portfolio to a Pact. So if you're creating new records throughout the project period, remember to add the activities the pact and programmatic metrics to each record as you go along.

COMING SOON: Implementation

FieldDoc features impacted by these workflows

Modeled Metrics

Models must be 'turned on' within each activity records (in Legacy FieldDoc most models were automatically activated).

🌱 Check out: Modeled Metrics for instructions on how to activate models to calculate environmental benefits.

Programmatic Metrics

FieldDoc now hosts two type of metrics: Organization Metrics and Programmatic Metrics. All metrics continue to be tracked within activity records. However, users can now also track implementation directly within Pacts as well!

🌱 Check out: Programmatic Metrics for steps on how to add programmatic metrics to your activity records (Big hint - first you need to create a Pact!)