Madalyn From the PEARS homepage, hover the cursor over the Track menu and click Performance Reviews: The Performance Review list displays. Select a performance review. The Performance Review details display. Click Edit to begin the review. The Supporting Data page displays. For any PEARS data requested, select records to include. If no records are listed, navigate to … Read more
General Information From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add: The General Information page displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Select a Unit for the contact from the drop-down list. Optionally, add Organization, Email, and Phone Numbers. … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be edited: The Contact information displays: Click the Edit link: The editable fields display in the Contact Information section. Make changes to the contact information as needed: If you … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be deleted: The Contact Information displays: Click the Delete button: A pop-up displays, asking for confirmation before deleting the contact. Click Yes, Delete to permanently remove the contact from PEARS: … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information displays: In the Notes section, click on the icon to display a drop-down list of interaction types: Click on whichever interaction type applies: … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction edited: The Contact information displays: In the Notes section, hover over the interaction that needs to be edited: The edit/delete options display: Click the edit button: The … Read more
From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction deleted: The Contact information displays: In the Notes section, hover over the interaction that needs to be deleted: The edit/delete options display: Click the delete icon: A … Read more
When Extension staff create an individual Action Plan in PEARS, they may begin by copying a state-level Action Plan. State-level plans can be created by Organization Administrators and Program Area Team Leaders, but these must go through an approval process before appearing in the Action Plan list. When staff record state-level Action Plans in PEARS, … Read more
From the PEARS homepage, hover the cursor over the Review menu and click on Review Professional Development Plans: The Professional Development Plan list displays: Click on the professional development plan that needs to be reviewed: The Professional Development detail page displays: If the plan needs to be printed for review and signatures, click on the Print button:
When Extension staff create a professional development plan in PEARS, they select professional development events from the Event Catalog. Staff can propose new events to add to the catalog, but these must go through an approval process before appearing in the catalog. When staff record professional development event proposals in PEARS, they submit the event … Read more