Activities
The base unit for FieldDoc data.
Last updated
The base unit for FieldDoc data.
Last updated
IN THIS ARTICLE
Think of FieldDoc as a growing repository of your nature-based work. The fundamental unit is an activity record, which you can create for any action you're taking in support of nature-based solutions. Each activity record can include a wide range of attribute data, such as environmental models to estimate benefits and geometries to map its location on the landscape. Over time, you can track implementation progress towards installation completion and then continue to monitor the functioning of the activity.
You can organize your records within your portfolio using Project Folders and Sections. When you're ready, you can share records with funders, export them, or use integrations to connect with other applications.
Each activity record is represented by a tile in your portfolio. You can switch between views to see activity records either as a grid or on a map. Regardless of the view you choose, these records contain a wealth of information about your nature-based work. Activity records help you plan, track, and report progress toward completion, as well as assess the impact of your work in achieving target goals. The first step is to create activity records within your organization's workspace.
An activity record should represent a single implementation or a representative example of a single implementation. Each activity record should be verifiable, if required, by the activity owner or by other authorized FieldDoc users, such as Program Managers or Collaborators. Keep this in mind when creating an activity record and delineating its geospatial boundary. For example, activity record geometries should not be delineated at the scale of an entire watershed, county, or state. Doing so may disrupt FieldDoc’s functionality.
Learn more about delineating the
FieldDoc makes it easy to create activity records within the platform, but if you already have data ready to port into the system, we have options to get that data into the system too!
To use geospatial data when creating an activity:
If you have a shapefile or other geospatial file, you must start by using the "File Import" option. This is the only way to associate your file with a new activity.
Important: You cannot import a file after the activity record has already been created. There is currently no option to upload or link geospatial data from within an existing Activity record.
Use the Create Activity button if you do not have a geospatial file for this record or a spreadsheet with prepared data. This will allow you to use FieldDoc's Map Editor to delinate the activity footprint.
You can create an activity from multiple entry points: on Home Page, within a Project, or within a Pact.
Open the Workspace where you want to create the activity record.
Enter a Name for the Activity.
From the Activity Overview Page, open the three vertical ellipses and select Edit Activity. This opens up the Edit Activity Modal.
Now you can enter in all of the attribute information that you have for this record.
Activity Type - Choose from the universal list. Click Save once you have selected the activity type.
Geometry - use the point, line, or polygon draw tools to delineate the activity location on the map. TIP - if you draw a line or polygon, you can grab the extent
or set a custom extent on the Extent tab.
Organization Metrics - If you have a list of organization metrics, you can select metrics and set planned_values
for all relevant metrics. (TIP - the activity must be assigned to a Pact before you can add programmatic metrics!)
Models - If you selected an Activity Type and there is an associated model, you can calculate model outputs on this tab. Most models require a geographic component, taken from the geometry, and an Unit Value.
For more information on any individual section, please visit the corresponding article.
To edit an existing activity record, open the Edit Activity modal. From this view, navigate to the area that you would like to update and make your change. Remember to click save!
The following provide a brief overview of the different attributes that you can attach to each Activity record.
The geometry tab opens the Map Editor. From this view users can draw a geometry type to delineate the activity record footpring. FieldDoc provides basic draw tools for points, lines, and polygons.
Both Organizational Metrics and Programmatic Metrics can be added to individual activity records. Metrics will include a planned_value
and implemented_value
to track progress towards organizational goals.
Where available, you can choose to turn on environmental models that are associated with the selected Activity Type
.
There are two pathways that you can take to share an Activity with a funder:
Within a Pact, navigate to the Activities tab. You can create new records by clicking Create or Import File.
If you open an activity record, you can link it to a Pact without leaving the record from two locations: within the Edit Activity modal or from the Overview>Pact tab. From these views, you can create a new Pact or manage your Pact connections. You can also jump over to the Pact overview page using the hyperlink.
If you are adding or to your records, check out the corresponding articles for options for how to add those in expedited actions, like using table views.
Open the Geometry tab. Use the draw tools to for this record.
All fields in the activity record are optional; however, some Program Managers may have specific data standard requirements that must be met. Find your for specific instructions.
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All activity records that you create become part of your portfolio. You can share some activity records to one or many third parties via .
All activities that you create are placed into your portfolio. All of these activities can be linked to one or many Pacts. Once an activity is linked to a Pact, from that Program can be added to the activity record.