For Organization Tracking

FieldDoc is designed specifically to support organizations managing nature-based initiatives by offering an intuitive, structured, and powerful platform. It enables you to:

Centralize and Standardize Your Data

• Create, organize, and manage activity records

• Consolidate all of your organization's restoration and conservation project data into a single, unified system.

• Standardize analytics using the universal list of activity types

• Set organization metrics

• Ensure consistency and accuracy across your initiatives.

Simplify Reporting and Accountability

• Easily share structured records with multiple funders and stakeholders.

• Generate consistent, high-quality reports aligned with funding requirements.

Measure Real-World Impacts

• Calculate impact with environmental models

• Track project progress and quantify ecological impacts with standardized metrics.

• Clearly demonstrate tangible results and environmental improvements.

Enhance Collaboration and Visibility

• Build an atlas of footprint and impact

• Enable collaboration between staff, partners, and technical service providers.

• Share data selectively and securely, increasing transparency and trust.

Streamline Funding Applications

• Quickly align your activities with funders' requirements via the Pact feature.

• Leverage historical records to simplify future funding applications.

FieldDoc empowers your organization to efficiently manage, analyze, and communicate the impact of your nature-based projects—saving time, strengthening partnerships, and amplifying your conservation outcomes.

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Getting started with organization tracking

First, you will want to decide how you want to organize your portfolio. Use the section below to understand the components of a portfolio and how they align with the important nature-based work underway at your organization.

Components of a portfolio

How do you organize your nature-based data? At FieldDoc, we recognize that there are a lot of overlapping ways to describe nesting components of nature-based work, so we try to stay as generic as possible. FieldDoc provides a nested folder structure in which you can organize your nature-based records.

🌱 Learn more: Portfolio

Diagram of the organization of a nature-based portfolio in FieldDoc.

Project Folders

Project folders are an optional organization unit. They are a general folder in which you can add sections and individual activity records. We recommend using Projects to organize a distinct initiative or geographic area within your organization. You will be able to build, manage, and analyze data within distinct project folders. 👉 Projects

Project overview page

The Project Overview page offers a dynamic snapshot of all your activity records and metrics, giving you real-time insights into your project’s landscape. As you add or update activity records, this page instantly reflects your latest data—keeping you informed and empowering you to make better decisions!

Site Sections

The "Sites" section provides additional organizational structure within your project folders. If your organization manages an extensive library of activity records, you can group them into clearly defined Sites to streamline management and coordination. Common approaches include organizing records by landowner, county, or specific sub-project—allowing you to quickly find, track, and report on your work! 👉 Sections

Activity Records

The basal unit for all of the nature-based work in your portfolio is Activity records. Records do not need to be nested in Folders and Sections, but if they are, they can only be within one. The Activity records contain all of your nature-based data. The data that you input and track within these activity records is rolled up in aggregate to view within Site Section Overviews and Project Folder Overviews and can be shared to funders via Pacts. 👉 Activity records

Activity records can be viewed from a table view, where quick editing can take place.

Activity records all include their own overview page as well, from which data entry can be accomplished.

Feature Highlights for Standard Organization Accounts

Once you have determined how you want to structure your data, you can import existing records or create records within your portfolio. Features within the FieldDoc application will not only help you create your records but will also make it easy to share your work to funders within FieldDoc and integrate with third-party applications to further the reach of your work.

Pacts

Allow for easy data sharing and reporting to meet funding program requirements. 👉 Pacts

Orient your impact using Map Editor & Atlas

Build an atlas of footprint and impact. 👉 Atlas

Calculate your environmental benefits with Models

Based on the selected Activity Type, Location, and extent, use the available models to calculate estimated environmental benefits. 👉 Model Outputs

Bring the team together with Collaboration

Working together is natural. Invite your partners and technical service providers to your Workspace to share data management and retain data ownership of nature-based records. 👉 Workspaces

What are your goals? Track progress with Organization Metrics

Standard users can set clear metrics and target outcomes for your workspace within the Portfolio f. Then, assign these metrics to individual activity records, enabling precise tracking of your progress toward implementation throughout the project's duration. Interactive dashboards and the dynamic atlas provide real-time visibility, allowing you to effortlessly monitor your organization's progress toward achieving your goals. 👉 Organization Metrics