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 Outputs. The Outputs page displays. Enter the intended outputs, describing what activities, products, or deliverables are planned. Click Save and continue to save the page … 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. Click the Mark as Complete button to indicate all information has been added. For … Read more
From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be edited: The action plan details display. Click the Edit button: The General Information page displays. Use the links below the progress bar to navigate to different sections of the action … Read more
From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be deleted: The action plan details display. Click the Delete button: A confirmation message appears. If the action plan should be deleted, click Yes. To cancel, click No. The action plan no longer … Read more
From the PEARS homepage, hover over the Plan menu and click Surveys. The Surveys list displays. Select a survey to print. The Survey details display. Click Print Survey. The Print page displays. Right-click on the Print page, and select Print.
Instead of creating a new survey, you can copy an existing survey and make changes. Copy a survey if changes are needed for the new fiscal year, or if a similar survey is needed. From the PEARS homepage, hover the cursor over the Plan menu and click Surveys: The Surveys list displays. Select a survey to … Read more