Pacts
IN THIS ARTICLE
Pacts are collaborative agreements available from a workspace portfolio that align an external aggregator, such as a funding partner, with an organization's work. Together, all users can track activity data, including shared modeled outcomes and metrics. Pacts allow users to define a common framework for implementation—such as restoration targets, climate resilience outcomes, or equity commitments—and track collective progress over time.
Pacts
Pacts are a key feature in FieldDoc that connect restoration professionals implementing critical nature-based work with the partners providing the resources to make that work a reality. Thanks to Pacts, FieldDoc serves as the data system that informs policy action on ecosystem restoration.
Each Pact is represented by a tile within your portfolio. You can create Pacts to share collections of your activities with third parties—for example, to report implementation progress to funders.
A Pact contains a wealth of information about your nature-based work. By linking activity records from your portfolio, you and the Pact Opportunity owner—such as a funding program manager—can exchange essential data about what work will be implemented, where it will take place, and what impact it is expected to have.
Pacts make it easy to share details about your work with investors and partners—any entities that have created a Pact and are ready to receive your data. The first step in sharing your activity records is to locate the Pact Opportunity Code and create your Pact.
Pact Actions
The following sections walk through actions that you may perform in your pact
Create a Pact
In order to share activity records to a third party, such as a funder, you must create a Pact. Each award or agreement should have its own Pact. For specific details related to open individual Pact Opportunities, visit the FieldDoc Guides section.
Find your Pact code
Each funding opportunity has a unique Pact code. Users can find these codes within the Program Guide section for their respective funding opportunity.
Dig in! Interactive Tutorial on how to create a Pact
Step-by-step instructions on how to Create a Pact
Select the + Create button from the Pacts Page (Tip! You can create Pacts from other locations too - look below for more options).
Enter the Pact Opportunity Code. This code is specific to the pact opportunity and may have a timeframe. If you do not know your opportunity code, check the Program Guide, reach out to your program manager, or email [email protected].
Give your pact a Name. We recommend aligning the name with the title of your project as it appears in grant application or award documentation.
Add in a description. This is a helpful field for both the Pact creator, and the Pact Program Manager to reference.
If you give your Pact a generic name, the program managers will not be able to find it in FieldDoc. It is very important that your Pact name match the title of your application or award, unless otherwise requested by the funding program manager.
Tour Pact components
While the core data shared via a Pact is activity records, restoration practitioners can enter additional data into the Pact itself. Let's take a tour!
Link activity records to a Pact
Data can be shared from a Portfolio into a Pact, or organizations can create records within the Pact itself (this data will be added to the workspace's portfolio). This is super helpful for many reasons. Let's take a look at the options to link activity records to a Pact.
Dig in! Interactive Tutorial
Step-by-Step Instructions to Link Activity Records
Open the Activities tab within the Pact.
To access your Portfolio of Activities, click the Link Activities button.
All Activities within your portfolio will appear. You can filter by any of the available fields. Once ready, click the check box to select records to assign to the Pact.
Click Save.
The activity records linked to this Pact can now be associated with Programmatic metrics.
Create new activity records in a Pact
To create new activity records, follow the steps in Essentials: Activity to Create New or Import File.
Submit a Pact for Review
Once you have linked your Activity records and met all of your Program's requirements, make sure you click Submit. This gives the Program Managers visibility of your Pact.
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