Edit a User Account

User Managers and Organization Administrators can use the Manage Users page to add, edit, or deactivate user accounts. Staff with these roles can also export user account data. To edit a user account, follow the steps below. From the PEARS homepage, hover over the gear icon and click Manage Users:  A list of active users displays. … Read more

Mark a User Account Inactive

User Managers and Organization Administrators can use the Manage Users page to add, edit, or deactivate user accounts. Staff with these roles can also export user account data. To deactivate a user account, follow the steps below. It can be helpful to mark a user account as inactive when a staff member retires or leaves the … Read more

Extension Reporting Period Transition Checklist

Reporting in PEARS is organized around reporting periods. For Extension organizations, each reporting period may follow the Federal Fiscal Year (Oct 1 – Sept 31) or the calendar year (Jan 1 – Dec 31), as needed. When transitioning from one reporting period to the next, you may need to perform the following administrative tasks within … Read more

SNAP-Ed Reporting Period Transition Checklist

Reporting in PEARS is organized around reporting periods. For SNAP-Ed organizations, each reporting period follows the Federal Fiscal Year (Oct 1 – Sept 31). When transitioning from one reporting period to the next, you may need to perform the following administrative tasks within the system: Update Open and Close Dates Organization Administrators have access to … Read more

Reporting Period Transition FAQs

Can multiple reporting periods be open at one time? No, only one reporting period can be open for data entry at one time. Data Managers have access to clean data from previous reporting periods, as needed. When a new reporting period begins, what happens to data from previous years? How can I view data from … Read more

Export User Account Data

User Managers and Organization Administrators can use the Manage Users page to add, edit, or deactivate user accounts. Staff with these roles can also export user account data. Exporting user data allows you to check user account details and permissions in bulk. The following article provides more information on exporting user data from PEARS. To jump … Read more

Manage Program Area Teams

Organizations that use PEARS to record Extension data can optionally assign each user to a Program Area Team role. For organizations that work in Program Area Teams, these roles can be used to track roles within the organization and to grant permissions. Program Area Team roles include: Leader, Consultant, Member, and Follower. User Managers and Organization … Read more

Manage Organization Settings

Several features in PEARS can be managed at the organization level. These features are designed to adjust your organization’s reporting structure or improve efficiency. Most features will apply for all staff members using PEARS in your organization. Organization Administrators have access to view and adjust organization settings. To change certain settings, administrators will need to … Read more