Create an Action Plan

  1. From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans:
    Plan, Action Plans
  2. The Action Plans list displays. Click the green Add button:
    Add Action Plan
  3. The General Information page displays.
    Action Plan General Information Page
  4.  First, enter a Title for the action plan.
    Action Plan Title
  5. From the drop-down listselect the Reporting period that applies to the action plan. The current reporting period and upcoming reporting period are listed.
    Reporting Period
  6. From the drop-down list, select the appropriate Level of the action plan (Individual, Unit, or State).
    Action Plan Level
  7.  From the drop-down list, select the appropriate Type of the action plan.
    Action Plan Type
  8. Optionally, select a State level action plan to link.
    Linked State Plan
  9. From the drop-down list, select all Program areas that apply to the action plan. Select multiple program areas or a single program area, as needed.
    Action Plan Program Areas
  10. From the drop-down list, select the Unit that the plan is targeting.
    Action Plan Unit
  11. Optionally, in the field labeled Other Contacts for this plan, search for other PEARS users who are working on this plan.
    Action Plan Other Contacts
  12. In the field labeled Critical Issues (formerly Grand Challenges), check the boxes of all grand challenges that the plan targets.
    Action Plan Critical Issues (Formerly Grand Challenges)
  13. Optionally, in the Comments field, add any general information not captured in other fields.
    Action Plan Comments
  14. In the File Attachments field, upload related files as needed. To upload files, click Select to choose files from the computer’s file explorer. Alternatively, drag and drop files into the gray area.
    Action Plan File Attachments
    You may upload many different types of files, including: Word documents, PDFs, Excel workbooks, jpg, png, and others.
  15. 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 and Continue or Save