Add Situation Assessment

From the PEARS homepage, hover over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit:   The action plan details display. Click Situation Assessment.The Situation Assessment page displays: If a needs assessment was performed for this action plan, select “Yes” from the drop-down list. Otherwise, leave … Read more

Registration Form Templates and Blocks

Navigate to the Manage Event Form Templates in the administration drop down. A list of templates and blocks created within the your organization. Click the Add button in the top right to create a new template. Give the template a description, select if it’s a template or block, and finish by clicking create. The Form Builder appears. … Read more

Manage Registrations

Navigate to a specific event in the Community Events module. Once you’ve selected an event, click the Manage Registrations button in the top right of your screen. The Manage Registrations screen displays. On this screen, the registrants can be filtered by attendance status, payment status, and registration type.  Once you select a registrant you are able to Update … Read more

Create a Community Event

Navigate through the Plan menu to the Community Event section. Here you will add the details of the new event. There are several required fields including: The name of the event, a summary, when the event is, and where the event will be held (if the event is marked as in person). Additionally, there are optional fields … Read more

Add Outcomes & Indicators

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit: The action plan details display. Click Outcomes & Indicators.The Outcomes & Indicators page displays: Before adding a new outcome, make sure the proper category is selected.There are three categories: … Read more

Add Deliverables

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit: The action plan details display. Click Deliverables.The Deliverables page displays: Optionally, enter the Intended outputs of the plan, describing what events, documents, or other items will be produced as … Read more

Mark an Action Plan as Complete

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to complete: The action plan details display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete button.For Individual and … Read more

Edit an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be edited: The action plan details display. Click the Edit button: The General Information page displays. Use the links below the progress bar to navigate to different sections of the action … Read more

Delete an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be deleted: The action plan details display. Click the Delete button: A confirmation message appears. If the action plan should be deleted, click Yes. To cancel, click No. The action plan no longer appears … Read more

Print a Survey

From the PEARS homepage, hover over the Plan menu and click Surveys: The Surveys list displays. Select a survey to print. The Survey details display. Click Print Survey:The Print page displays: Right-click on the Print page, and select Print.