Programs

IN THIS ARTICLE

Curate the metrics, activity types, and funding sources that matter most to your program. Launch Opportunities and invite grantees, restoration practitioners, and partners to submit their work using your tailored templates. Watch as a shared dataset comes to life—letting you compare, analyze, and understand impact across every submission.

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Programs

With FieldDoc, you will manage your restoration or land protection programs’ metrics and targets from one convenient location. Programs are managed by Program Managers - FieldDoc users subscribed at the Aggregator level.

How Programs work

Programs are only visible to their designated Program Managers. With support from The Commons team, Program Managers configure each program with a curated list of metrics and activity types. Within the program, you’ll also create Opportunities—time-bound submission windows that allow other FieldDoc users to share activity records from their portfolios. These Opportunities often align with an RFP application process or serve as a final report deliverable under a grant agreement.

🌱 Learn more: Opportunities

To submit activity records to an Opportunity, users create a Pact using a unique Pact Opportunity Code.

Once a user creates a Pact, they can begin linking activity records from their portfolio to it. These standardized records may include:

• Activity Types Selected from a standard list. The choice activates relevant metrics and models for consistent, robust analysis.

• Geometries Mapped locations that show where the work will occur.

• Extent The size of the activity—typically in acres or linear feet.

• Modeled Environmental Outcomes Calculated using industry-standard tools to estimate the expected environmental benefits.

• Programmatic Metrics Metrics defined by the Program, along with a planned outcome to be achieved by the end of the project.

Once users submit their Pact, it becomes visible to you as the Program Manager. You’ll be able to:

• Search for submitted Pacts and their activity records

• Edit attribute data within the Pact including:

  • Pact Status

  • Contract start and end dates

  • Unique identifiers (eg a Grant ID)

  • Award Amount

  • Funding Sources

• View data rollups across Pacts in FieldDoc Atlases and Program Overview Pages

• Integrate Pact data with tools like ArcGIS Online and Felt Maps to support prioritization and align with your business plan or blueprint

Configure your Program

Working with The Commons, Program Managers at the Aggregator level will provide key details to set up your program. These details include:

• Program Name

• Short program description

• Website

Curate a list of metrics

Provide The Commons with a list of all programmatic metrics you want assigned to your Program. This list should include:

• Each metric name

• Target values

• Baseline progress (if available)

These metrics will be made available to all activity records linked to a Pact within your Program. Users can assign the relevant metrics to their activity records and track progress toward the targets over time.

Curate a list of Activity Types

Narrow the universal list of Activity Types by selecting only those relevant to the work your program funds. FieldDoc allows you to curate this list during program setup. When users create new activity records within their Pact, they’ll be able to choose from your tailored list—saving time and keeping submissions aligned with your funding priorities.

Configure your Pact Opportunity

Provide The Commons with:

• A Pact Name

• The Open Date

• The Close Date

• Funding Sources

The Commons will configure the Pact Opportunity and generate a unique Pact code to share with users. Pacts are not discoverable without this code.

Review submitted Pacts

Program Managers can view any Pacts that have been submitted by users to the available opportunity.