Partner Assistance & Relationship

Shows partners by depth of relationship and the assistance provided to them.

Location

This panel appears on the following dashboards:

• SNAP-Ed Dashboard

• Highlights Dashboard

It sits in the Partners and Contacts group, beside the legacy Partnership and Coalition Assistance and Relationship (Legacy) panel.

Modules Included

• Partners

• Partner Reports

• Community Relationships (CRM)

Filters

Applied Filters

• Viewable records — Only partners the current user can see in the Partners list are included.

• Reporting Year, Program Areas, Unit — Applied through the partner's reports.

Non-Applicable Filters

• Collaborators — Partners have no collaborators; record sharing grants replaced them.

• Verified, Interventions, Projects, Primary Curriculum, Session Date Range — Not applicable to partner records.

Calculations

1. PEARS retrieves all viewable partners matching the current dashboard filters.

2. Two charts are generated:

   • Assistance Provided — Counts the interactions logged against each partner by assistance type.

   • Depth of Relationship — Each partner is placed by the depth recorded on its most recent report.

Additional Notes

• Depth of relationship lives on the Partner Report, not the partner, because a relationship deepens over time. Reading only the most recent report keeps the bars summing to the partner total instead of counting a partner once per depth it has ever held.

• Assistance is now recorded as an interaction type rather than a field on the record, so this chart counts interactions. There is no "assistance received" direction in the new model, which is why this is a single chart rather than the legacy panel's mirrored received/provided pair.