Madalyn From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to edit. The details of the quarterly effort reported display. Click Multi-State & Integrated.The Multi-State & Integrated page displays. First, determine if any projects need to be reported. If there are no multi-state or … Read more
From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to edit. The details of the quarterly effort reported display. Click Effort & Contacts.The Effort & Contacts page displays. Fill out the Critical Issue fields: If the Contacts section is listed, complete all applicable fields. The … Read more
In each Quarterly Effort record, PEARS can automatically calculate your total contacts for the quarter based on data reported in Program Activities and Direct Contacts. For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following five … Read more
From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to complete. The details of the quarterly effort reported display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete button. This success … Read more
From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a quarterly effort record to edit: The quarterly effort detail view displays. Click the Edit button: Edit the record details as needed.For more information on Quarterly Effort fields, see the documentation article for the specific section: General … Read more
From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The quarterly efforts list displays. Click on the quarterly effort record that needs to be deleted: The detail view of the quarterly effort appears. Click the red Delete button: The confirmation page displays. Review the information about the quarterly effort to confirm … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts detail page displays. Click on the Add button: The Direct Contacts General Information page displays: Place the cursor in the field labeled Unit. A drop-down list of available units displays. Click on a unit from the list to assign to … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs demographics information: The Direct Contact details display. Click on the Demographics link: The demographics page displays: If the interactions for this record were recorded in the CRM, the Auto-calculate option can … Read more
In each Direct Contacts record, PEARS can automatically calculate your total contacts for the quarter based on data reported in the Community Relationships module (CRM). For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following four … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs to be marked as complete: The Direct Contact details display. Click on the Mark as Complete link: The Mark as Complete section displays. Click Mark as Complete: A pop-up window displays, … Read more