Practices refer to the on-the-ground restoration work you will complete through the life cycle of the proposed, or funded, project. You can enter practices within specific Sites or you can create your practices independent of sites.

Important: If your project will be installing the same practice at multiple locations, you will need to create a practice tile for each installation location.

Background: Calculating estimated reductions in Practices

FieldDoc calculates the estimated reductions for Nitrogen, Phosphorus, and Total Suspended solids within each practice. Most models that FieldDoc uses to calculate reductions almost use the following inputs to calculate the estimated reductions:

  • Practice Type

  • Practice Location

  • Extent of the practice geometry

As you enter information into each of the Practice components, FieldDoc is working behind the scenes to calculate your estimated reductions. By the end of the setup for each practice the system will provide you with the estimated reduction outputs.

1. Create a Practice

Option 1: Add practices individually

On your site summary dashboard, click the plus sign button to add a new practice. Create additional practices within your site as separate tiles.

Option 2: Import a batch of projects

The importer allows you to create multiple practice tiles simultaneously. The importer accepts .zip files with archived ESRI files: .shp, .shx, .dbg, and a .prj (WGS1984). The system is optimized for 500 sites or less.

FieldDoc will separate each polygon as a separate practice that will appear as a unique tile in FieldDoc.

Once you have imported your file you will enter into each practice tile to add a description, select the Practice Type and confirm the practice name.

2. Name your Practice

Give your practice a unique name that is easily identifiable. This name will appear on the tile for your reference.

Click the "OK" button.

3. Complete the Edit Practice Page

On the Edit Practice page you will enter general and additional information necessary to start calculating your modeled pollution reductions.

Fields to enter:

Name: This is not tied to anything but is useful as a quick reference to you and your team. If you are installing the same practice at multiple locations, make sure to differentiate the practice name to reduce confusion.

Description: Add any additional details about the practice to this field. This field will be helpful for future reference when you return to add installation reports.

Practice Type: Click the link "+ Click here to select a type for this practice" to select a practice type from the available list.

The list aligns with what practices the funding program added for your selection. In this list, you can see which models are tied to the practice. Click "more" in the description to read the entire description of each practice.

Once you have discovered the correct practice, tap the circle to select a practice and click "Save".

The system will return you to the practice edit page.

Site: If you added sites to your project, you can select from the available sites. Skip sites if you did not include any sites in your project.

Privacy: Private practices and relevant metrics will not appear on dashboards. Program managers for the assigned grant program will still be able to see the locations.

Click the blue "save" box to save your work.

4. Add Practice Location

FieldDoc will deliver you to the practice location page. This page is important to grab the location and the extent of your practice. Refer back to the Practice Type description for instructions on what type of geometry to use (point, line, or polygon) and what your practice location footprint should delineate (footprint or drainage basin).

You can draw the extent directly on the map or you can upload a shapefile with the specifications listed below. Watch the practice tutorial to see the delineation in action.

Click the black "save" button to save your geometry. You can also double-click the geometry to edit the shape.

5. Review automated metrics

After you have clicked "save" on your location page,

FieldDoc returns you to the practice summary page. On this page you will be able to review any metrics that the system modeled for you and identify a list of additional metrics tied to this program and practice that you need to manually add.

You may need to add in additional inputs in order for the modeled metrics to calculate. And you may need to add in your targets for the additional metrics, such as number of trees planted.

6. Click the Reporting icon to add in the remainder of your metric information.

The Reporting module has multiple tabs with locations to add in information. Let's walk through each tab that relates to practice setup.

Review practice extent

The practice extent relates to the geometry that you drew or uploaded as your practice location. You can override that extent by entering in an alternative here. The number entered here will be used in all models. Click "save" when done.

Enter Metric Goals

All metrics that the program managers have tied to this practice appear on the metric goals page. Add in targets for any manually managed goals. For example, in this practice you would add in miles of riparian restoration and number of trees planted. These are the intended goals once installation is complete. Click the check mark beside each metric and click the save button to confirm all of your entries.

Modeled Inputs

Any practices that require additional or alternative inputs in order to calculate reductions will have a link here where you can enter that information. If you are interested in learning more about the models, links to background documentation is also available here for your edification.

Click the "X" in the top right-hand corner to return to the practice summary page.

7. Practice and Project Summary Page Updates

The information that you have inputted into this practice can be reviewed on the practice summary page.

Throughout the period of performance, you will return to your project to add new installation reports. As those installation reports are added the installation progress will map on this dashboard and roll up to both the project and program summary pages.

To add more practices, return to your project summary page and click the "+create" button to repeat this process.

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