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.

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.