Welcome to the PEARS homepage! This is the first page you see when you log into PEARS. The homepage provides an overview of your reporting for the current year, a list of your unfinished items, and a log of your recent activity. The main menu at the top of the page allows you to access other sections of PEARS where you can track your work, analyze data, and get help. For more details on each part of the homepage, see the following article. Click one of the links listed below to jump to a specific section:
Main Menu
The main menu displays at the top of the screen, from any page in PEARS. The main menu is the main navigation bar from which you can access all parts of PEARS.
For more information on each piece of the main menu, see the list of menu items below:
The Plan menu includes modules related to preparatory work or reporting:
- Action Plans*
- Surveys
- Professional Development*
- Performance Review Plans*
The Performance Review Plans module is only available for Organization Administrators.
The Track menu includes the primary data-entry modules. These modules are used to report different types of work performed throughout the year:
- Action Plan Outcomes*
- Quarterly Efforts*
- Direct Contacts*
- Program Activities
- Success Stories
- Indirect Activities
- Partnerships
- Coalitions
- PSE Site Activities**
- Social Marketing Campaigns**
- CRM (Community Relationships)*
The Review menu includes modules that enable administrators to view or approve data:
- Action Plans*
- Professional Development Plans*
- Event Proposals*
The Analyze menu includes modules that allow all users to download and review data reported in PEARS. An export is listed for each module under the Track menu, allowing users to download data from each module into an Excel file. A number of reports are listed as well.
- Reports
- Module Exports
- Survey Data Exports
The magnifying glass icon allows users to access a site-wide search page. This page can be used to search for data across multiple PEARS modules. For more information on using the search page, see the following article: Search for Data.
The gear icon displays for administrators and provides access to the following management pages:
- Manage Users
- Board Members*
- Directors*
- Manage Lists
- Manage Sites
- Manage Reporting Periods
The question mark icon includes reference pages. Use these pages for help with PEARS or for additional information:
- Support
- Resources
- Directory
- Board Members*
The Board Members page is only available for Unit Directors.
Each user’s username displays in the main menu. The Manage Account page is available for all users. This page can be used for password changes or to view information regarding permissions. For users with access to multiple organizations in PEARS, other organizations can be accessed through the Switch Organization page.
- Manage Account
- Switch Organization
- Sign Out
Overview
The Overview section provides information about your data from the current reporting year. A label appears below the section, listing the current user’s name and the current reporting periods for reference. Records that you have created are included in the Overview section. Additionally, records in which you are listed as a collaborator that contributed are included.
Success Stories
The Success Stories section lists details from Success Story records you have created during the current reporting year.
For more information on each piece of the main menu, see the list of menu items below:
Unfinished Items
A list of Unfinished Items displays at the bottom of the homepage. This list can help you track records that you may need to finish before the end of the current reporting year. Records from the current reporting year that have not been marked as complete are listed. Records that you have created are included in the list. Additionally, records in which you are listed as a collaborator that contributed are included.
For more information on each piece of the main menu, see the list of menu items below:
Recent Notifications
The PEARS Team occasionally posts notifications regarding maintenance windows, training opportunities, or recent updates. Recent notifications are listed at the top of the homepage.
Click on the listed link to view the notification message:
Recent Activity
On the right-hand side of the homepage, a list of data you have recently worked with is included. Click the title of a record to jump to the data in PEARS.
Symbols indicate the type of work performed:
- The plus icon indicates a record was created.
- The pencil icon indicates a record was edited.
- The “x” icon indicates a record was deleted.
For more information on each piece of the main menu, see the list of menu items below:
NOTE:
The modules available for you to use in PEARS depends on the needs of your organization:
* These modules are only available for organizations that use PEARS to report Cooperative Extension data.
** These modules are only available for organizations that use PEARS to report SNAP-Ed data.
* These modules are only available for organizations that use PEARS to report Cooperative Extension data.
** These modules are only available for organizations that use PEARS to report SNAP-Ed data.
NOTE: Review Menu
The modules under the Review menu are only available for organizations that use PEARS to report Cooperative Extension data.
The following permissions can give users access to module(s) under the Review menu:Organization Administrator
State Level Action Plan Reviewer
Professional Development Opportunity Reviewer
Supervisor
The following permissions can give users access to module(s) under the Review menu:
NOTE: Analyze Menu
The data available for you to view depends on your permissions in PEARS. You can automatically view records that you have created in PEARS. The following permissions can give you access to additional data:
Collaborator permissions
Viewable Unit permissions
Viewable Program Area permissions*
Editable User permissions
Supervisor role in PEARS
Program Area Team Leader role in PEARS*
Program Area Team Consultant role in PEARS*
Data Manager role in PEARS
* These permissions are only available to organizations that use PEARS for Cooperative Extension reporting.
* These permissions are only available to organizations that use PEARS for Cooperative Extension reporting.
✓ TIP:
For more information about collaborators, see the following article: Collaborators.