- From the PEARS homepage, hover over the Track menu and click Success Stories:
The Success Stories list displays. Select a story to complete.
The Success Story details display. Click Mark as Complete.
The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete button.
Your record is now marked as complete and will be included in reports and exports. To show the record is marked as complete, the page title and button now state: Mark as Incomplete. This indicates that the Success Story is currently complete.
✓ TIP:
Success Stories do not following typical viewable permissions. By default, you can only view records you have entered, unless other permissions are applied to your account.
For Success Stories, all users within your organization can see all records.
For Success Stories, all users within your organization can see all records.
✓ TIP:
Mark a record as complete once you have finished reporting all data and have reviewed your work. If you are not finished reporting story data, leave the record as incomplete. You can edit the record and mark as complete at another time, if needed.
✓ TIP:
Once a record has been marked complete, you cannot edit or delete the record. If you need to make changes, mark the record as incomplete. Once you have finished editing, mark the record as complete.
✓ TIP:
To mark a record as incomplete, follow steps 1-2. Then, click the red Mark as Incomplete button:
To show the record is incomplete, the page title and button state: Mark as Complete. Once you mark the Success Story as incomplete, you can make changes as needed.
To show the record is incomplete, the page title and button state: Mark as Complete. Once you mark the Success Story as incomplete, you can make changes as needed.
✓ TIP:
Incomplete records are listed at the bottom of the PEARS homepage as Unfinished Items. Use this list to keep track of reporting you need to finish.