FieldDoc Project Set Up and Training Modules

Create an account and get familiar with the features and functionality of FieldDoc at a general and detailed level

12 articles in this collection
Written by John Dawes and Erin Hofmann

FieldDoc Architecture

FieldDoc Structure

Learn the four components of each FieldDoc project before you start building your project

Written by Erin Hofmann
Updated over a week ago

Workspace Overview

Everything starts and ends at your workspace

Written by John Dawes
Updated over a week ago

Icons Definitions

Use this cheat sheet to reference the icon navigation

Written by Erin Hofmann
Updated over a week ago

Set Up Your Account

Create your FieldDoc account

Create your user account so that you can access and use the FieldDoc system.

Written by Erin Hofmann
Updated over a week ago

Organization Roles & Approval

Organization Owners will need to approve new users who try to join their organization before the new user's onboarding process is complete

Written by Erin Hofmann
Updated over a week ago

Create your Project

Add Project Collaborators

Add other FieldDoc users to your project to assist with data input

Written by Erin Hofmann
Updated over a week ago

Step 1: Create a new project

Create a new project to submit to a funder

Written by Erin Hofmann
Updated over a week ago

Step 2: Add a New Site (optional)

Add site information to an existing project

Written by Erin Hofmann
Updated over a week ago

Step 3: Create a Practice

Add practice specific information to your sites and projects

Written by Erin Hofmann
Updated over a week ago

Step 4: Add a Report

Update your FieldDoc project as you conduct implementation of your project

Written by Erin Hofmann
Updated over a week ago

Training Webinars

Recorded Webinar: Chesapeake Bay Small Watershed Grants

Watch a tutorial of FieldDoc tailored to applicants of the Chesapeake Bay Small Watershed Grants Funding Opportunity

Written by Erin Hofmann
Updated over a week ago

Video Tutorial: Build a Project

Walk through the entire process from start to finish to create your project, sites, and practices

Written by Erin Hofmann
Updated over a week ago