Export Site Data

Programming Managers and Organization Administrators can use the Manage Sites page to add, edit, merge, or delete sites. Staff with these roles can also mark sites inactive and export site data. Exporting site data allows you to review site details in bulk. The following article provides more information on exporting site data from PEARS. To jump … Read more

Search for Data

From the main menu, all users can access a site-wide search page. This page can be used to search for data across multiple PEARS modules. To search, type a keyword into the search field and hit the enter key. All applicable records that the current use has access to view will appear in a list. … Read more

Add a Board Member

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members.  Before the performance review start date, update board member information, as needed To add a new board member, … Read more

Edit Board Member Information

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members. Before the performance review start date, update board member information, as needed. Make sure the correct unit, start/end date, … Read more

Remove a Board Member

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members. Before the performance review start date, update board member information, as needed. To remove an existing board member, … Read more

Add a Unit Director

Some organizations appoint staff members to oversee and coordinate the overall work taking place within each unit. If your organization uses unit directors, these staff members can be designated in PEARS in order to receive additional permissions for their management roll. For a list of permissions given to each unit director, see the following article: Extension Directory Roles … Read more

Edit a Unit Director

Some organizations appoint unit directors to oversee and coordinate the overall work taking place within each unit. If your organization uses unit directors, these staff members can be designated in PEARS in order to receive additional permissions for their management roll. For a list of permissions given to each unit director, see the following article: … Read more

Remove a Unit Director

Some organizations appoint unit directors to oversee and coordinate the overall work taking place within each unit. If your organization uses unit directors, these staff members can be designated in PEARS in order to receive additional permissions for their management roll. For a list of permissions given to each unit director, see the following article: … Read more

Manage Custom Fields

Organization Administrators can use the Manage Custom Data page to create additional fields for data collection within their organization. This management page allows administrators to add, edit, and delete custom fields, as needed. Once custom fields have been created, they can be added to modules for data entry. Custom fields can also be re-ordered or … Read more

Manage Lists

Programming Managers and Organization Administrators can use the Manage Lists page to add list items, edit list items, delete list items, or re-order list items. This page can also be used to prepare lists for the next reporting period. The following article outlines how to perform each of these management tasks. To jump to a … Read more