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

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

Create an Indirect Activity

From the PEARS homepage, hover over the Engage menu and click on Indirect Activities: The Indirect Activities list displays: Click the green Add button: The General Information page displays: In the field labeled as Title, assign a name to the record: If the Program Area and Action Plan fields display, click on the drop-down menu to assign … Read more

Add Intervention Channels and Reach to an Indirect Activity

From the PEARS homepage, hover over the Engage menu and click on Indirect Activities: The Indirect Activities list displays. Click the indirect activity that you would like to add intervention channels to: The indirect activity General Information page displays. Click on the Intervention Channels and Reach link: Click the Add Intervention Channel button: The Add Intervention … Read more

Mark an Indirect Activity as Complete

From the PEARS homepage, hover over the Engage menu and click on Indirect Activities: The Indirect Activities list displays. Click the indirect activity that needs to be marked complete: The General Information page displays. Click on the Mark as Complete link:   Click the Mark as Complete button:   ✓ TIP: Marking an Indirect Activity Incomplete: … Read more

Edit an Indirect Activity

From the PEARS homepage, hover over the Engage menu and click on Indirect Activities: The Indirect Activities list displays. Click the indirect activity that needs to be edited: The indirect activity overview page displays. Click Edit: Edit the Indirect Activity details as needed. For more information on Indirect Activity fields, see the documentation article for the … Read more

Delete an Indirect Activity

From the PEARS homepage, hover over the Engage menu and click on Indirect Activities: The indirect activities list displays. Click on the indirect activity that you would like to delete:   The detail view of the indirect activity appears. Click the Delete:   The confirmation page displays. Review the information about the indirect activity to confirm … 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

COVID-19 Impact

The COVID-19 Impact field was created in April 2020 to help organizations track the impact of the novel coronavirus on planning programs and delivering activities. This field is optional and can be added or removed as needed. The following article outlines how to add the COVID-19 field for data entry, defines the drop-down options listed … Read more