This document describes a new feature that allows you to move records from one reporting period to another. This feature is available for users listed in the PEARS Directory as a Data Manager.
Select the records to be moved to a different reporting period by using the checkbox next to each record.
Click the Edit Field button.
Select Reporting Periods option.
Select the appropriate Reporting Period to move the data.
Click Update.
Review the pop-up to confirm that the Edit is completed.
✓ TIP:
Data Managers for your organization are listed in the PEARS Directory.
✓ TIP:
Use the first checkbox in the Heading row to select all records visible in the list view.
✓ TIP:
If no options appear in the drop down. It is possible the records you have selected are incompatible to be moved to a different reporting period. For example, records with Extension program areas cannot be moved in the same bulk edit as SNAP-Ed program areas.
✓ TIP:
You may see a pop-up that is due to the Edit being Incomplete. You may have errors preventing the edit from completing. If there are further questions while utilizing the Bulk Actions on PEARS, please see the Support Document for Bulk Actions.