Mark a Direct Contacts Record as Incomplete

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 incomplete:   The Direct Contact details display. Click on the Mark as Incomplete link: The Mark as Incomplete section displays. Click Mark as Incomplete: A pop-up window displays, … Read more

Edit a Direct Contacts Record

From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Select a record to edit.   The Direct Contact details display. Click the Edit button: The Direct Contacts General Information page displays. Click on whichever page needs to be edited: Edit the record details as needed.For more information on … Read more

Delete a Direct Contacts Record

From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Select a record to delete. The Direct Contact details display. Click the Delete button: A page displays asking to confirm the deletion. Click Yes to confirm: The Direct Contacts list displays, along with an image confirming the successful deletion … Read more

Copy a Program Activity

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to copy. The Program Activity details display. Click More, and select Copy. The Copy page displays. By default, “Copy of” is added to the beginning of the Program Activity name. Change the name of the … Read more

Create a Program Activity

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activity list displays. Click Add:  The General Information page displays. First, choose a name for the Program Activity. Each organization may suggest naming conventions. If applicable, in the Program Areas field, select the program areas associated with the Program Activity. Select multiple … Read more

Add SNAP-Ed Custom Data to a Program Activity

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit.The Program Activity details display. Click SNAP-Ed Custom Data:The SNAP-Ed Custom Data page displays.  If applicable, select a template. Other fields on the SNAP-Ed Custom Data page will be automatically filled out, based on … Read more

Add Youth Programming Data

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit.   The Program Activity details display. Click Youth Programming:   The Youth Programming page displays: From the drop-down list, select the delivery mode of the program. From the drop-down list, select the project … Read more

Add Survey Evaluations to a Program Activity

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit. The Program Activity details display. Click Evaluation: The evaluation page displays: Under the question “Did you perform any evaluations of this program activity”, select Yes or No from the drop-down menu. Using surveys … Read more

Collect Survey Response Data with a Public Link

From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit. The Program Activity details display. Click Evaluation: The evaluation displays, listing attached surveys: To generate a public link to collect participant responses, click the third action button. Options to share the survey are … Read more

Enter Survey Response Data

From the PEARS homepage, hover the cursor over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit. The Program Activity details display. Click Evaluation: The evaluation page displays, listing attached surveys: To enter participant responses from paper surveys, click the first action button. The Add New Response form … Read more