Create a Quarterly Effort

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 in the top navigation bar and click Quarterly Efforts.

2

Click Add

On the Quarterly Efforts list page, click the Add button.

3

Select a Reporting Period

Screenshot: The quarterly effort creation form showing the Reporting Period, Quarter, Program Areas, and Cooperative Extension Appointment 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

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.

6

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.

7

Add Comments and Uploads (optional)

In the Comments field, enter any additional notes about your effort for the quarter. In the File Attachments section, attach any relevant documents.

8

Save and Continue

Click Save and Continue to save the record and proceed to the Demographics and Effort page. If your organization has added custom data fields to quarterly efforts, the Custom Data section opens first.

Screenshot: The bottom of the quarterly effort form showing Comments field, File Attachments section, and Save and Continue button