Add Partners

Learn how to link partnership records to other PEARS records.

The Partners section allows you to link existing partnership records to records in other modules. This documents which partners contributed to a specific activity or story.

Applicable Modules

The Partners section is available in the following modules:

• Program Activities

• PSE Site Activities

• Indirect Activities

• Success Stories

How to Add a Partner

1

Navigate to the Partners section

Click Partners in the progress panel of the record you are working on.

2

Click Add a Partner

Click Add a Partner to begin linking a partnership record.

3

Select the partner

Choose the partner's name from the dropdown list. The list contains all Partnership records reported in your organization for the current reporting period.

TIP: If the partner you need is not listed, the partnership must first be created in the Partnerships module.

4

Document contributions

Select the partner's contributions to the record.

5

Save the partner

Click Save to add the partner to the record.

Managing Partners

After adding partners, you can:

• Add more partners by clicking the Add button.

• Edit a partner's contributions by clicking the Edit button.

• Remove a partner from the record by clicking the Delete button.

When finished, click Save and Continue to proceed to the next section, or Save to preserve changes and view record details.

TIP: When copying individual records within the same reporting period, partners transfer automatically. The Copy Multiple feature does not copy partner associations.