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 “More” button and select the applicable copy option. A new action plan record is created, and an alert message confirms the copy was successful. … 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. Enter a Title for the action plan and enter the general details to describe the plan’s target areas. Optionally, in the Comments field, add any general … Read more
From the PEARS homepage, hover over the Plan menu and select 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 “No” … Read more
After configuring the details for a registration type (attendee, sponsor/vendor, volunteer, other), the Form Builder appears. Add the elements by dragging and dropping them from the panel on the right side of the screen.As you build your form, we recommend renaming the field of the element(s), located under ‘properties’. This field name will display in … Read more
Navigate to the Plan menu to the Community Events module. Click the Add button to create a new event. The General Information section opens, where basic event details about the event are added. Further down the page, under the Additional Information section, choose whether you would like to add registrants who sign up for this event … 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. To add an outcome, click the Add Outcome button, or click the hyperlink text … 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