Support topics that center around Administration within PEARS
Programming Managers and Organization Administrators can use the Manage Sites page to add, edit, merge, or delete sites. Staff with these roles can also mark sites inactive and export site data. To delete, merge, or mark a site inactive, follow the steps below. To jump to a specific section, click on one of the following … Read more
Programming Managers and Organization Administrators can use the Manage Sites page to add, edit, merge, or delete sites. Staff with these roles can also mark sites inactive and export site data. To add demographic data to a site, follow the steps below. From the PEARS homepage, hover the cursor over the gear icon and click Manage … Read more
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. When a new staff member is added to your organization or a current staff member starts using PEARS, create a new user account for them in PEARS … Read more
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
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
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
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
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
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
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