# Mark a Quarterly Effort as Complete

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.

{% hint style="warning" %}
**NOTE:** If any required sections are incomplete, PEARS displays a list of missing items when you attempt to mark the record as complete.
{% endhint %}

{% stepper %}
{% step %}

#### Open the Quarterly Effort

Navigate to the quarterly effort detail page.
{% endstep %}

{% step %}

#### 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](/files/5VmRzOLaF9dA6tOoyjaB)
{% endstep %}

{% step %}

#### 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.
{% endstep %}
{% endstepper %}

## Mark as Incomplete

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.pears.io/reflect/quarterly-efforts/mark-a-quarterly-effort-as-complete.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
