Collaborators

Learn how to add collaborators to an action plan in PEARS.

The Collaborators section allows you to grant other PEARS users access to view or edit your action plan. Collaborators can also be marked as contributors.

TIP: Only staff members with active PEARS accounts can be added as collaborators. The creator of the record is automatically listed as a collaborator.

TIP: Collaborators on a State-level or Multi-State action plan can also view records linked to that plan's child plans. For example, a collaborator on a state-level plan can see individual and unit plans linked to it, along with their related records. For Multi-State plans, this visibility extends across organizations — a collaborator can see records linked to state-level child plans in other states. This does not grant access to the other organization itself, only to the linked records.

Add a Collaborator

1

Navigate to the Collaborators Page

After saving a new action plan, PEARS automatically takes you to the Collaborators page. You can also access it from the action plan detail page by clicking Collaborators in the progress panel.

2

Click Add Collaborator

Click the Add Collaborator button. A dialog box appears.

3

Select a User and Set Access

Search for and select the PEARS user you want to add. Set Access to View & Edit (the default) or View Only, and optionally mark them as a Contributor.

Screenshot: The Add Collaborator dialog with a user selected in the User field, the Contributor checkbox checked, the Access dropdown set to View & Edit, the role or contribution text box, and the Save and Cancel buttons

4

Save

Click Save to add the collaborator.

Continue to the Next Step

After adding collaborators, click Save and Continue to proceed to the Custom Data page if your organization has configured custom data, or to the Situation Assessment page otherwise. If the plan does not include evaluation, Situation Assessment is skipped and you go to Outputs.