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.
