Bulk Actions

Use bulk actions to copy or edit multiple records at once across PEARS modules.

Bulk actions allow you to copy or edit multiple records at the same time. This feature is available across most modules in PEARS and can save significant time when managing large numbers of records.

TIP: Only records visible on the current page are processed during bulk actions. Increase the number of rows displayed per page to select more items at once.

Supported Modules

Bulk actions are available in the following modules:

• Direct Contacts

• Program Activities

• PSE Site Activities

• Social Marketing Campaigns

• Partnerships

• Coalitions

• Indirect Activities

• Success Stories

• Quarterly Efforts

• Action Plan Reports

NOTE: Bulk copying is not available for Direct Contacts, Success Stories, or Quarterly Efforts. These modules only support bulk editing.

Bulk Copy Records

1

Navigate to the module

From the PEARS homepage, navigate to the module containing the records you want to copy.

2

Filter the list

Use the available filters to locate the records you want to copy, such as filtering by reporting period or program area.

3

Select records

Check the boxes next to the records you want to copy.

Screenshot: Module list view with checkboxes selected next to several records, showing the Copy Items and Edit Field buttons above the list

4

Click Copy Items

Click the Copy Items button above the list.

5

Configure copy preferences

In the popup menu, configure the copy preferences such as the target reporting period or other options specific to the module.

Screenshot: The Copy Items popup dialog showing configuration options including target reporting period selection

6

Click Copy

Click Copy to create the duplicated records. PEARS validates the selections and provides a status update when the operation is complete.

TIP: Records are copied to the Current Reporting Period unless you choose another option. Organization admins can also copy to the Next Reporting Period, but only after it has been initialized. Menu options vary depending on the module type.

Bulk Edit Records

1

Navigate to the module

From the PEARS homepage, navigate to the module containing the records you want to edit.

2

Filter the list

Use the available filters to narrow down the records you want to update.

3

Select records

Check the boxes next to the records you want to edit.

4

Click Edit Field

Click the Edit Field dropdown menu above the list.

5

Choose the field to modify

Select the field you want to change from the dropdown options.

Screenshot: The Edit Field dropdown menu expanded showing available field options for bulk editing

6

Enter the new value

Enter or select the new value for the field.

7

Click Update

Click Update to apply the changes. PEARS confirms success or reports any validation errors.