Collaborators

The following article outlines how to use the Collaborators section that is found within most PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add a Collaborator Edit a Collaborator Delete a Collaborator View Collaborator Data Overview In the Collaborators … Read more

Copy 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 copied: The action plan details display. Click the button labeled “Copy Plan to…”Depending on the details of the Action Plan being copied, the copy options displayed may include: Copy … Read more

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 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 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, … 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: Optionally, enter the Short term outcome(s) for this action plan describing what participants ought to … 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 the cursor 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.