Module Setup

Configure a custom module's name, introduction, and version notes on the Setup page.

The Setup page is where you configure a module version's display name, introduction text, and internal notes. PEARS opens this page automatically after you create a new module or start a new draft version.

Navigate to the Setup Page

From the module detail page, click Edit Draft to open the draft version, then click Setup in the progress panel.

Configure Module Details

1

Module Name

In the Name field, enter or update the display name for this module (up to 50 characters). This name appears in the navigation menu and at the top of the module's landing page.

2

Module Identifier

The Module Identifier field displays the module's slug. You can change the identifier while the module is still in draft and has no responses.

NOTE: The module identifier is used in data exports and internal data storage. Changing it after responses have been collected requires a data migration.

3

Menu Location

The Menu Location field controls where the module appears in the PEARS navigation menus (Plan, Engage, or Reflect). You can change the menu location at any time.

4

Introduction (optional)

In the Introduction field, enter text that appears on the module's landing page above the list of responses. Use this to provide context or instructions for users filling out the module.

5

Version Notes (optional)

In the Version Notes field, enter internal notes about this version of the module (e.g., "Added new demographics section" or "Program year 2026 updates"). Version notes are visible only to administrators on the module detail page.

6

Save

Click Save to save the module setup. Click Save and Continue to save and proceed to the form builder.

Screenshot: The Module Setup page showing the Module Name, Module Identifier, Menu Location, Introduction rich text editor, and Version Notes fields with Save and Save and Continue buttons

Next Steps

After configuring the setup, proceed to Build a Form to design the module's form structure.