Email Action Plans to Board Members

Some states choose to include board members as part of the performance review process. If your state includes board members, they may be asked to review Action Plans that agents in their county have created for the next fiscal year. If a board member has an email address listed, the supervisor can send a link to Action Plans for the board member to review.
To email Action Plan links to board members, follow the steps below.
  1. From the PEARS homepage, hover the cursor over the Review menu and click Performance Reviews:
    Review, Performance Reviews
  2. The Performance Reviews list displays. Click the Email Action Plans to Board Members button.
    Email Action Plans Button
  3. The Email Action Plans window appears. Select the fiscal year and extension unit associated with the Action Plans you would like reviewed. Then, click Send Email.
    Email Action Plans Window
    An alert appears to verify that the emails have been sent. Click OK to return to the Performance Reviews list.
    Emails Sent Alert
  4. Board members for the unit selected will receive an email including links to Action Plans from that unit for the fiscal year selected.
    Action Plan Email