Create your activity

IN THIS ARTICLE

We step through how to create a single activity record to meet basic tracking requirements.

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Create your activity

There are a lot of pathways in FieldDoc through which you can create your activity records and add attribute data. When you're getting started, this is the simplest way to create an activity record from either within your workspace portfolio or within an existing Pact.

1

Choose + Create Activity Button

This button can be found in many places, including your workspace home page, the portfolio activity view, or within the Activity tabs of a Project, Section, or Pact Activity view.

2

Name your activity

Each activity record should have a unique name. We recommend using your organization's tracking system or giving it a name that helps you and your colleagues quickly identify the record. A common strategy is to include the location and activity type. For example, Smith Farm Loafing Lot.

3

Open the Edit Activity modal

Once you have created your activity, you can add attribute data to it. To add data, open the Edit Activity modal in the upper right hand corner.

4

Select the Activity Type

FieldDoc manages a universal list of Activity Types. The activity types represent on-the-ground and real world work that is completed for nature-based solutions, such as restoration, conservation, and sustainability measures, community-engagement efforts, and critical research, monitoring, and observation work. While assigning an Activity Type is not required to create your record, it is necessary to use if you want to turn on calculations based on FieldDoc-hosted models.

🌱 Learn more: Activity Types

5

Geometry

FieldDoc provides draw tools so that users who do not have access to GIS software can delineate the footprint of their work within the activity record. Use the point, line, or polygon to delineate your activity footprint or implementation area.

You can only add one geometry per activity record.

If you already have geospatial data, there’s no need to use FieldDoc’s draw tools. Instead, use the importer to create your activity records. The system will automatically assign the geospatial data to each new record during the import process.

6

Calculate environmental benefits

Open the Models tab and review the inputs required to run the calculation. Once you have the correct input(s) entered, click Run. The outputs will appear on the right hand side. These are now attached to this activity record and will appear on the overview page of the record.

🌱 Learn more: Models

7

Organization & Programmatic Metrics

You can manually track progress toward target outcomes on the Metrics tab. If you are a standard user with a portfolio of organization metrics, you can select metrics from your curated list and set targets. For all users, once you have associated the activity record with a Pact, you can select the Pact to view the Programmatic list of metrics and assign relevant ones to your activity record.

If you are tracking the same metric within your organization and for funding programs, they will not For example, if you are tracking the number of trees planted, you can record that metric for both your own portfolio goals and to meet the reporting needs of your investors.

Once an activity is created, it is visible within your portfolio. Repeat this process to add more individual activity records.