In the record you are working on, click Partners.
- The Partners page displays. To begin reporting partners, click Add a partner.
- The Add Partner window displays. In the Partner field, select the name of the partner from the drop-down list.
- Select the partner’s contributions to the record.
- Click Save.
The partner now appears in the list.
- Add, edit, or remove partners as needed:
- To add other partners, click the Add button and follow steps 5-7 above.
- To edit a partner’s contributions, and click the Edit button next to the applicable partner’s name.
- To remove a partner from the record, click the Delete button next to the applicable partner’s name.
- To add other partners, click the Add button and follow steps 5-7 above.
- Once all partners have been added, click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
✓ TIP:
The Partners section allows you to link Partnership records to other PEARS records. Depending on your organization's settings, they may have turned the Partners section on or off for different modules.
✓ TIP:
The partners drop-down field lists all Partnership records reported in your organization for the current reporting period.
✓ TIP:
If a partner involved in the record is not listed, go to the Partnerships module in PEARS and add a new record.
For more information on adding a Partnership record, see the following article: Create a Partnership.
For more information on adding a Partnership record, see the following article: Create a Partnership.
NOTE:
When copying records, partners are only copied over for individual records copied to the same reporting period.
Partners are not copied over when the Copy Multiple feature is used to copy records.
Partners are not copied over when the Copy Multiple feature is used to copy records.