Delete an Action Plan Report

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select the action plan report that needs to be deleted. The action plan report overview page displays. Click the Delete button. The Delete Action Plan Report confirmation page displays, providing an overview of the action … Read more

Create a Quarterly Effort

From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Click on the Add button:  Fill out the Reporting period, Quarter, Program areas, and Cooperative Extension Appointment fields: Add any comments that need to be noted regarding the quarterly effort. In the File Attachments field, upload related files as … Read more

Bulk Actions in PEARS 

Summary:  As of June of 2023, PEARS users are now able to copy, update, and edit multiple records within a module at a time. This new function slightly changes the list view to include a column of checkboxes. Affected Modules: Direct Contacts  Program Activities  PSE Site Activities  Social Marketing Campaigns  Partnerships  Coalitions  Indirect Activities  Success … Read more

Add Multi-State & Integrated Project Details

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

Add Effort & Contacts

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

Auto Calculate Quarterly Effort Contacts

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

Mark a Quarterly Effort as Complete

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

Edit a Quarterly Effort

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

Delete a Quarterly Effort

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

Add a New Direct Contacts Record

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