Filter for Collaborators

Using filters in PEARS can narrow down the records listed, to help you find records more quickly. Follow the steps below to use filters to find records in which you (or another use) are listed as a collaborator.
    1. Select the module in which you would like to find a record. For this example, hover the cursor over the Engage menu and click Program Activities:
      Select Program Activities from Engage menu


    2. The Program Activity list displays. By default, only records from the current reporting year that you have created are listed. The Reporting Year and Created By filters that are automatically applied appear above the list of records.
      Reporting Period and User Filters
    3. Your name is automatically selected in the “Created By” filter to show records that you have added. Click the next to your name to remove the selection.
      Remove Created By Filter Criteria
    4. Click the next filter titled: Collaborators. To find records in which you are listed as a collaborator, start typing your name in the Collaborator field. Select your name from the drop-down list.
      Collaborators Filter Selection
    5. The list now displays records in which you are listed as a collaborator. Your name appears above the list in the Collaborators filter, to show the filter criteria currently applied.
      Collaborators List View