Mark a Partner Report as Complete

Review the completion requirements for a partner report and submit it in PEARS.

Marking a partner report complete signals that reporting on that partner is finished for the selected reporting period(s).

Completion Requirements

A partner report can be marked complete once all of the following are true:

• At least one reporting period is selected.

• A Depth of relationship is selected.

• Do you have assessments to report? is answered — and if Yes, at least one assessment is recorded.

• Do you have accomplishments or lessons learned to report? is answered — and if Yes, at least one entry is recorded.

• Any required Custom Data fields are answered.

The progress panel shows a checkmark beside each satisfied section.

NOTE: Depth of relationship is the one General Information field that blocks completion on its own. A report imported from legacy Partnership data may arrive without it — those reports stay incomplete until the field is filled in.

Mark the Report as Complete

1

Open Mark as Complete

From the partner report, click Mark as Complete in the progress panel.

2

Review the checklist

Any unmet requirement is listed here. Resolve each one before continuing.

Screenshot: The Partner Report Mark as Complete page with the confirmation message and the Mark as Complete button, beside the Progress panel showing a checkmark next to General Information, Partner Activities, Assessments and Accomplishments & Lessons

3

Confirm

Toggle the record to complete. The Completed column on the Partner Reports list updates.

Reopening a Report

A completed report can be marked incomplete again to make changes.

NOTE: Editing and deleting a report is locked once its reporting period is older than the previous period, with a one-period grace. See Moving Data between Reporting Periods.