Mark a Quarterly Effort as Complete

Learn how to mark a quarterly effort record as complete in PEARS.

After completing the general information, demographics and effort, and any required custom data, you can mark the quarterly effort as complete.

Completion Requirements

Before a quarterly effort can be marked as complete, the following requirements must be met:

• Demographics complete -- All demographic fields (gender, race, and ethnicity) must be filled in.

• Custom data complete -- If your organization requires custom data fields, those must be filled in.

NOTE: If any required sections are incomplete, PEARS displays a list of missing items when you attempt to mark the record as complete.

1

Open the Quarterly Effort

Navigate to the quarterly effort detail page.

2

Click Mark as Complete

Click the Mark as Complete button. If any required sections are incomplete, PEARS displays a list of missing items.

Screenshot: The Mark as Complete button on the quarterly effort detail page and the resulting confirmation or error message listing incomplete sections

3

Confirm

Confirm that you want to mark the quarterly effort as complete. The record is now finalized and a Completed badge appears on the detail page.

Mark as Incomplete

To make changes to a completed record, click Mark as Incomplete on the detail page to re-enable editing.