Collaborators

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

Create an Action Plan Report

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Click on the Add button: The General Information page displays: In the field labeled Reporting period, assign a reporting period to the action plan report: Next, in the field labeled Plan, choose which plan … Read more

Situation Updates

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select an Action Plan Report to edit. The Action Plan Report details display. Click Situation Updates:The Situation Updates page displays. If applicable, list any updates or changes to the Needs Assessment reported in the Action … Read more

Add Outcome Evidence

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select an Action Plan Report to edit. The Action Plan Report details display. Click Outcome Evidence:The Outcome Evidence page displays.  On the first tab, add Short Term evidence: Next, click on the Medium Term … Read more

Mark an Action Plan Report as Complete

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select an action plan report to complete. The Action Plan Report details display. Click Mark as Complete.  The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete … Read more

Edit an Action Plan Report

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select an Action Plan Report to edit. The action plan report details display. Click the Edit button.  The General Information page displays: Edit the action plan report details as needed.For more information on each … Read more

Delete an Action Plan Report

From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports: The Action Plan Reports list displays. Select the action plan report that needs to be deleted. The action plan report overview page displays. Click the Delete button. The Delete Action Plan Report confirmation page displays, providing an overview of the action … Read more

Bulk Actions in PEARS 

Summary:  As of June of 2023, PEARS users are now able to copy, update, and edit multiple records within a module at a time. This new function slightly changes the list view to include a column of checkboxes. Affected Modules: Direct Contacts  Program Activities  PSE Site Activities  Social Marketing Campaigns  Partnerships  Coalitions  Indirect Activities  Success … Read more

Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within 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 Custom Data Overview The Custom Data section can be used to collect data in … Read more