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

Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within 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 Custom Data Overview The Custom Data section can be used to collect data in … Read more