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
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, 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
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
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
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
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