The following article outlines how to complete the Custom Data section that may be included within PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list:
Overview
The Custom Data section can be used to collect data in PEARS that is specific to an organization’s work or reporting needs. Each organization can determine if custom data is needed in each module. Organization Administrators can design fields to include in the Custom Data section.
The Custom Data section may appear in the following modules and exports:
- Action Plans
- Community Relationships (CRM)
- Direct Contacts
- Program Activities
- PSE Site Activities
- Social Marketing Campaigns
- Indirect Activities
- Partnerships
- Coalitions
- Success Stories
- Quarterly Efforts
- Action Plan Reports
Add Custom Data
- When a new record is created in PEARS, the Custom Data section is listed after the Collaborators section:
- On the Custom Data page, enter data into the fields listed.
- Click Save and Continue to save the page and move to the next section or click Save to save progress and view the record details.
✓ TIP:
Using the Custom Data section is optional in PEARS. Your organization may choose not to collect custom data. Please follow guidance from your organization on how to use this section.
✓ TIP:
Organization Administrators can add custom data fields via the Manage Custom Fields administration page.
NOTE:
For modules that do not include the Collaborators section, Custom Data is listed after the General Information section.
NOTE:
If custom data is added, existing data has be saved in order to display the custom data section.
✓ TIP:
A red asterisk * next to the heading of a field indicates that the field is required. You will not be able to save until you have added input into that field.