> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/reflect/partner-reports/assessments-and-accomplishments.md).

# 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.

{% hint style="info" %}
**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.
{% endhint %}

## Assessments

The **Assessments** section records formal evaluation of the partnership.

{% stepper %}
{% step %}

#### 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](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FBDW2hCmR3ilrPfVYtVS7%2Fpartner-report-assessments-section.png?alt=media)
{% endstep %}

{% step %}

#### 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](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2F3f5QJxKiVVhfkfclZX3A%2Fpartner-report-assessment-modal.png?alt=media)
{% endstep %}

{% step %}

#### 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.
{% endstep %}

{% step %}

#### Set the Date

In the **Date** field, select when the assessment was carried out.
{% endstep %}

{% step %}

#### Describe the Results

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

{% step %}

#### Save

Click **Save**. The assessment appears in the table. Add as many as you need, one at a time.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
**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.
{% endhint %}

## 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.

{% stepper %}
{% step %}

#### 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](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FPF4YJxL7O3wj1bgZnQC6%2Fpartner-report-accomplishments-lessons-section.png?alt=media)
{% endstep %}

{% step %}

#### Add an entry

Click **Add** to open the form.
{% endstep %}

{% step %}

#### Select the Type **\***

Choose whether this entry is an accomplishment or a lesson learned.
{% endstep %}

{% step %}

#### Enter a Description **\***

Describe the accomplishment or lesson learned.
{% endstep %}

{% step %}

#### Set the Date (optional)

Select when it occurred.
{% endstep %}

{% step %}

#### Save

Click **Save**. Add each accomplishment and lesson one at a time.
{% endstep %}
{% endstepper %}

## Next Steps

* [Mark a Partner Report as Complete](/reflect/partner-reports/mark-a-partner-report-as-complete.md) — Submit the finished report.
