Copy a PSE Site Activity

Learn how to copy a PSE Site Activity to one or more sites in PEARS.

You can copy a PSE Site Activity to create duplicate records for one or more sites simultaneously. This is useful when the same PSE effort applies to multiple locations.

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

1

Navigate to PSE Site Activities

From the PEARS homepage, hover over the Engage menu and click PSE Site Activities.

2

Open the PSE Site Activity

Click the PSE Site Activity you want to copy to open the record.

3

Click Copy

On the general overview form, click the Copy button.

4

Select information to include

Select which information categories should be included in the copied records.

5

Specify the number of copies

Enter the desired number of copies to create.

6

Designate sites

Select the site for each new record. Use the add button to add additional sites, or the delete button to remove site entries.

7

Click Copy

Click Copy to create the duplicated records.

8

Review the copies

Review all copied records to verify data accuracy and modify as needed.