Activities records

IN THIS ARTICLE

Where do activity records fit within an organization portfolio? How are they shared with funders? When is funder information available within an activity record?

---

Activities

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.

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.

Examples of Activities include:

• Conservation strategies, such as building wildlife corridors or placing conservation easements on parcels.

• Restoration strategies, such as planting cover crops, installing bioretention rain gardens, and expanding urban tree canopies.

• Sustainability strategies, such as conserving grasslands, managing forests, or protecting sensitive habitats.

• Community engagement strategies, such as implementing monitoring programs, conducting educational series, or leading research initiatives

In Legacy FieldDoc, Activities were called Practices. The change in FieldDoc 2.0 reflects the expanded list of nature-based work that can be tracked in FieldDoc. Restoration BMPs like cover crops, tree plantings, and wetland restoration are still supported as Activity_Types. The expanded list includes additional work such as convenings, monitoring, and research.

---

Activity records

Each activity record is represented by a tile in your portfolio. You can switch between views to see activity records as tile, 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.

Activity records are the fundamental unit in FieldDoc. It's the place where all data about the work will be stored. The information here may be visible and moved around FieldDoc to view in different contexts, or pushed to other parties via integrations.

For information on the data that is managed within Activity Records, check out the articles in the Activities Essentials section:

Activities Overview

General Settings

Geometry

Activity metrics

Models

There are some rules for how activity records are organized within portfolios that are helpful to understand.

Organize your activity records

Activity records can be organized within a single Project folder and Section; however, this is optional. You can access all of your Activity records from the Activities view within your portfolio.

Add new activity records

Regardless of the entry point where you add a new activity record to your FieldDoc workspace, it will be added to your Portfolio. For example, if you add activities directly to a Pact, those records will also be added to your workspace portfolio.

Sharing Activity Records

Visibility

Any user with Admin or Read-Only access to your Organization's workspace can see all of your activity records while they are looking at the workspace's portfolio.

Any records they are linked to a Pact will be visible to the program managers associated with the Pact.

Activity records and their accompanying data roll up to the hierarchical contexts, such as within Sections, Project Folders, and Workspaces for Organizations. For Programs, Activity record data is visible within Pacts, Programs, and Funding Sources.

Managing data

Activity record data can be managed within each activity record, through table views, or via integrations and workflows.

Activity Record Fields

Field Name	Instructions
Name	Give each Activity in your portfolio a unique, easily identifiable name. This is a text field.
Description	Provide any additional details about your Activity that you'd like to share. The description will be visible through all Pacts.
Activity Type	Select from the universal list. The Activity Type you select will load any relevant model(s) in the models section.
NEIEN	Map this Activity to NEIEN best management practice specifications. Align activity metadata and implementation measurements with Environmental Information Exchange Network specifications. This information enables implementation tracking and crediting by state governments and the U.S. Environmental Protection Agency.
Extent	FieldDoc calculates extent based on the dimensions (area, length, etc.) of an activity's geometry. Many models and activity types use this number to calculate estimated nutrient and sediment reductions and other parameters. FieldDoc uses the World Geodetic System (WGS84, EPSG:4326) as its reference coordinate system. Note that the estimated extent value generated by FieldDoc may differ from values produced by other systems that process geospatial data. If necessary, fill out the "User-defined extent" inputs below to override the FieldDoc-generated extent.
Completion Status	Track the completion status for this activity. Enter the date when the activity was fully installed by clicking the "Mark activity as completed" button. An activity is complete when all implementation work is finished. Note: The activity completion date is not generated by FieldDoc. It must be entered manually.
State Reporting	For use by users that are submitting their Activities to State Reporting Leads for crediting.
Inspection Log	For use by users that choose to demonstrate ongoing functionality of an installed Activity, or BMP.
Section	A mid-level organizing feature to add to multiple Activities.
Privacy	When the privacy setting is turn on, the activity can only be viewed and edited by project collaborators and program managers. Geographic data related to this activity will not appear on dashboard maps.