Create an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Click the green Add button: The General Information page displays.  First, enter a Title for the action plan. From the drop-down list, select the Reporting period that applies to the action plan. The current reporting period and upcoming reporting … Read more

Add Situation Assessment

From the PEARS homepage, hover over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit:   The action plan details display. Click Situation Assessment.The Situation Assessment page displays: If a needs assessment was performed for this action plan, select “Yes” from the drop-down list. Otherwise, leave … Read more

Add Outcomes & Indicators

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit: The action plan details display. Click Outcomes & Indicators. The Outcomes & Indicators page displays: Before adding a new outcome, make sure the proper category is selected. There are … Read more

Add Deliverables

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to edit: The action plan details display. Click Deliverables.The Deliverables page displays: Optionally, enter the Intended outputs of the plan, describing what events, documents, or other items will be produced as … Read more

Mark an Action Plan as Complete

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select an action plan to complete: The action plan details display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete button.For Individual and … Read more

Edit an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be edited: The action plan details display. Click the Edit button: The General Information page displays. Use the links below the progress bar to navigate to different sections of the action … Read more

Delete an Action Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Action Plans: The Action Plans list displays. Select the action plan to be deleted: The action plan details display. Click the Delete button: A confirmation message appears. If the action plan should be deleted, click Yes. To cancel, click No. The action plan no longer appears … Read more

Print a Survey

From the PEARS homepage, hover over the Plan menu and click Surveys: The Surveys list displays. Select a survey to print. The Survey details display. Click Print Survey:The Print page displays: Right-click on the Print page, and select Print.

Copy a Survey

Instead of creating a new survey, you can copy an existing survey and make changes. Copy a survey if changes are needed for the new fiscal year, or if a similar survey is needed.  From the PEARS homepage, hover the cursor over the Plan menu and click Surveys: The Surveys list displays. Select a survey to copy. The … Read more

Create a Professional Development Plan

From the PEARS homepage, hover the cursor over the Plan menu and click on Professional Development: The Professional Development Plan list displays: Click on the Add button: The Professional Development creation page displays: In the field labeled Title, provide the professional development plan with a name: Next, choose a Reporting Period: After selecting a reporting … Read more