Learn how to create a new quarterly effort record in PEARS.
This article walks through the steps to create a new quarterly effort record in PEARS.
TIP: The red asterisk * next to the heading of a field indicates that the field is required.
1
Navigate to Quarterly Efforts
From the PEARS homepage, hover over the Reflect menu and click Quarterly Efforts.
2
Click Add Quarterly Effort
On the Quarterly Efforts list page, click the Add Quarterly Effort button.
3
Select a Reporting Period
Screenshot: The quarterly effort creation form showing the Reporting Period, Quarter, Cooperative Extension Appointment, and Program Areas fields
In the Reporting Period field, select the reporting period for this quarterly effort record.
4
Select a Quarter
In the Quarter field, select the quarter you are reporting on:
Oct-Dec
Jan-Mar
Apr-Jun
Jul-Sep
NOTE: The quarter cannot be changed after the record is saved. Each quarter must be unique per user and reporting period.
5
Enter Cooperative Extension Appointment
In the Cooperative Extension Appointment field, enter your appointment as a decimal value between 0.0 and 1.0. For example, enter 0.75 for a 75% appointment.
6
Select Program Areas
In the Program Areas field, select the program area(s) that apply to your work during this quarter. At least one program area is required.
7
Add Comments and Uploads (optional)
In the Comments field, enter any additional notes about your effort for the quarter. In the Uploads section, attach any relevant documents.
