> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/administration/administration/directors.md).

# Directors

Add and manage Extension Unit directors in PEARS.

Directors are staff members who manage Extension Units within your organization. This tool allows administrators to add and manage director assignments, including which user serves as director for each unit and during which time period.

{% hint style="warning" %}
**NOTE:** Directors is an Extension-only feature.
{% endhint %}

## Getting Started

To access Directors, click the **cog icon** in the top navigation bar, select **Organization Settings**, then choose **People & Access → Directors**. The list view displays all director records for your organization.

![Screenshot: The Directors list page showing a table of director records with columns for director name, extension unit, start date, and end date](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-911e0d7ace76112538959a81e84c4a86e7ccb314%2Fdirectors-list.png?alt=media)

## List View

The director list displays the following information:

* **Name** — The staff member's name
* **Unit** — The Extension Unit they direct
* **Start Date** — When the directorship begins
* **End Date** — When the directorship ends (blank if ongoing)

### Filters

Use the filters above the list to narrow results:

* **Position Status** — Select **Current** to show only active directors (service dates include today) or **Past** to show records that have an end date. The list shows current directors by default.
* **Unit** — Filter by one or more Extension Units

## Add a Director

Click **Add** to create a new record.

{% stepper %}
{% step %}

### Select Director

Type at least two characters of the staff member's name in the **Director** field and select them. Only active users in your organization are shown. This field is required.
{% endstep %}

{% step %}

### Select Extension Unit

Select the **Unit** that this person directs. This field is required.
{% endstep %}

{% step %}

### Enter Service Dates

Enter the **Start Date** for when the directorship begins. This field is required. Optionally enter an **End Date** for when it ends.

{% hint style="info" %}
**TIP:** The start date must be before the end date. Date ranges cannot overlap with existing director records for the same user and unit.
{% endhint %}
{% endstep %}

{% step %}

### Save

Click **Add** to create the director record.

When a director is saved with active dates (start date is today or earlier and end date is today or later, or blank), PEARS automatically grants the director user director access for Performance Reviews. Each time a director record is saved, PEARS removes that access if the user no longer has an active director record.
{% endstep %}
{% endstepper %}

## Edit a Director

From the list view, click a director's row to open the edit form. You can update the director, unit, and dates, then click **Update** to save your changes.

{% hint style="warning" %}
**NOTE:** Director records cannot be deleted. To end a directorship, set an **End Date** on the record.
{% endhint %}