Copy Multiple Coalitions

Use this method of copying if you would like to copy Coalition records from the previous reporting year to the current reporting year.
  1. From the PEARS homepage, hover the cursor over the Track menu and click on Coalitions:
    Track, Coalitions
  2. The Coalitions list displays. Click the Copy Multiple Coalitions button:
    Copy Multiple Coalitions Button
  3. The Copy Multiple Coalitions list displays. By default, records from the current reporting period are shown. Click the filter button to select a previous reporting period.
    Copy Multiple Coalitions Filter
    Once the desired filters have been selected, click Apply to show Coalition records that fit the selected criteria.
    Apply Partnership Copy Filters
  4. Click on the check box next to every Coalition that needs to be copied to the current reporting year:
    Coalition Checkboxes
  5. When all applicable Coalition check boxes have been marked, click the Copy button at the bottom of the page:
    Multiple Coalitions Copy Button
  6. The Coalitions list displays. An alert confirms that all Coalitions selected in step 4 have been copied, and the copied Coalitions are shown in the list:
    Copied Coalitions
  7. Check the copies to make sure all copied data is applicable to the new Coalition records. If needed, edit the Coalitions and save changes.