Create an Action Plan Report

  1. From the PEARS homepage, hover over the Reflect menu and click on Action Plan Reports:
    Select Action Plan Reports from Reflect Menu
  2. The Action Plan Reports list displays. Click on the Add button:
    Action Plan Reports Add Button
  3. The General Information page displays:
  4. In the field labeled Reporting period, assign a reporting period to the action plan report:
    Action Plan Outcome Reporting Period
  5. Next, in the field labeled Plan, choose which plan this report corresponds to:
    Plan Field
  6. The Title is automatically listed as [Name of the Action Plan] Report. As needed, adjust the title according to your organization’s reporting requirements.
    Action Plan Report Title 
  7. In the Narrative field, describe the work accomplished related to the linked Action Plan.
    Action Plan Outcome Narrative Field
  8. Optionally, in the Comments field, add any general information not captured in other fields.
    Action Plan Outcome Comments Field
  9. In the File Attachments field, upload related files as needed. To upload files, click browse files to choose files from the computer’s file explorer. Alternatively, drag and drop files into the gray area.
    Action Plan Outcome File Attachments
    You may upload many different types of files, including: Word documents, PDFs, Excel workbooks, jpg, png, and others.
  10. Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
    Save Buttons