Assessments, Accomplishments & Lessons

Record partnership assessments, accomplishments, and lessons learned on a partner report in PEARS.

Both of these sections begin with a Yes/No question. Answering it is required before the report can be marked complete, and answering Yes requires at least one entry.

TIP: Answering No marks the section complete with nothing recorded. That is a deliberate answer — "we did not assess this partnership this period" — rather than an empty section.

Assessments

The Assessments section records formal evaluation of the partnership.

1

Answer the prerequisite question

Do you have assessments to report? Select Yes or No. The assessments table appears only when you answer Yes.

Screenshot: The Partner Report Assessments page with Do you have assessments to report? set to Yes, the Add assessment button, and the assessments table with Assessment tool used, Date, Brief Description of Results and Actions columns

2

Add an assessment

Click Add to open the assessment form.

Screenshot: The Create Item dialog for adding an assessment, with Levels of Collaboration Scale selected in Assessment tool used, a Date, a Brief Description of Results entered, and the Submit and Cancel buttons

3

Select the Assessment Tool Used *

In the Assessment tool used dropdown, select the tool used to report on this partnership. If you select an Other option, a Please specify other assessment tool field appears and is required.

4

Set the Date

In the Date field, select when the assessment was carried out.

5

Describe the Results

In the Brief Description of Results field, record the assessment's outcome — a score, a level, or a short summary.

6

Save

Click Save. The assessment appears in the table. Add as many as you need, one at a time.

NOTE: The assessment tool list offers partnership-type tools only, and it has no blank or None option — whether an assessment happened at all is what the section's Yes/No question answers.

Accomplishments and Lessons

The Accomplishments & Lessons section records what the partnership achieved and what you learned from it. Both live in one table, distinguished by the entry's type.

1

Answer the prerequisite question

Do you have accomplishments or lessons learned to report? Select Yes or No. The table appears only when you answer Yes.

Screenshot: The Partner Report Accomplishments & Lessons Learned page with Do you have accomplishments or lessons learned to report? set to Yes, the Add accomplishment or lesson learned button, and the table with Type, Description, Date and Actions columns

2

Add an entry

Click Add to open the form.

3

Select the Type *

Choose whether this entry is an accomplishment or a lesson learned.

4

Enter a Description *

Describe the accomplishment or lesson learned.

5

Set the Date (optional)

Select when it occurred.

6

Save

Click Save. Add each accomplishment and lesson one at a time.

Next Steps

• Mark a Partner Report as Complete — Submit the finished report.