The following article outlines how to use the Collaborators section that is found within most PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add a Collaborator Edit a Collaborator Delete a Collaborator View Collaborator Data Overview In the Collaborators … Read more
From the PEARS homepage, hover over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be copied: The action plan details display. Click the button labeled “Copy Plan to…” Depending on the details of the Action Plan being copied, the copy options displayed may include: Copy … Read more
From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Click the green Add button: The General Information page displays. First, enter a Title for the action plan. From the drop-down list, select the Reporting period that applies to the action plan. The current reporting period and upcoming reporting … Read more
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
This support document provides step-by-step instructions on registering as an attendee for an event. From the organization’s main event page, select the event you plan to register for, opening the event details. Click on Register Now. The registration workflow will open, where attendee name and email address will be entered. Next, you will select your … Read more
Navigate through the Plan menu to the Community Events section. Click the Add button to create a new event, opening the General Information page. Red asterisks indicate required fields. Here you will provide key event information, including a description, summary, the location, and set the start and end dates and times of the event. Optionally, enter … Read more
Navigate through the Plan menu to the Community Events module. Navigate to the Payment section to set up payment options. On the Payment page, indicate that the event has a fee. Additional payment settings will appear after saving the page. On the Payment Settings page, select which payment method(s) will be accepted for this event. Optionally, add instructions … Read more
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
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, search for registrants or filter by attendance status, payment status, registration type, and more. Registration details can be exported to an Excel spreadsheet. To … Read more
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