Create a Direct Contact

Learn how to create a new direct contact record in PEARS.

This article walks through the steps to create a new direct contact record in PEARS.

Screenshot: The Create Direct Contact form showing the Reporting Period dropdown, Date Range selector, Unit field, Program Areas multi-select, Action Plans field, Comments text area, and Uploads section

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

Navigate to Direct Contacts

From the PEARS homepage, hover over the Engage menu and click Direct Contacts.

2

Click Add Direct Contact

On the Direct Contacts list page, click the Add Direct Contact button.

3

Select a Reporting Period

In the Reporting Period field, select the reporting period for this direct contact record.

4

Select a Date Range

In the Date Range field, select the date range during which the contacts occurred.

5

Select a Unit

In the Unit field, select the extension unit responsible for these contacts. This field defaults to your primary unit.

6

Select Program Areas

In the Program Areas field, select the program area(s) that apply to the contacts made during this period. At least one program area is required.

7

Select Action Plans (if applicable)

In the Action Plans field, select any action plans associated with these direct contacts.

8

Add Comments and Uploads (optional)

In the Comments field, enter any additional notes. In the Uploads section, attach any relevant documents.

9

Save and Continue

Click Save and Continue to save the record and proceed to the Demographics page.