- 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 period are listed.
- From the drop-down list, select the appropriate Level of the action plan (Individual, Unit, or State).
- From the drop-down list, select the appropriate Type of the action plan.
- Optionally, select a State level action plan to link.
- From the drop-down list, select all Program areas that apply to the action plan. Select multiple program areas or a single program area, as needed.
- From the drop-down list, select the Unit that the plan is targeting.
- Optionally, in the field labeled Other Contacts for this plan, search for other PEARS users who are working on this plan.
- In the field labeled Critical Issues (formerly Grand Challenges), check the boxes of all grand challenges that the plan targets.
- Optionally, in the Comments field, add any general information not captured in other fields.
- In the File Attachments field, upload related files as needed. To upload files, click Select to choose files from the computer’s file explorer. Alternatively, drag and drop files into the gray area.
You may upload many different types of files, including: Word documents, PDFs, Excel workbooks, jpg, png, and others. - Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
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By default, your Action Plan list shows records that you have created in the current reporting year. Click the Filter button to filter for other records.
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Action Plans do not follow typical viewable permissions. In most modules, you can only view records you have entered, unless other permissions are applied to your account.
For Action Plans, all users within your organization can see all approved State level plans and all finished Individual/Unit level plans.
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The red asterisk * next to the heading of a field indicates that the field is required. You will not be able to save the record until you have added input into that field.
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Your organization may have guidelines or recommendations regarding how you should title your action plan. Check with your supervisor for more information.
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For Individual and Unit level plans, the Local or Pilot type can be selected.
For State level plans, the Pilot, Core, or Signature type can be selected.
For State level plans, the Pilot, Core, or Signature type can be selected.
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The "Linked State action plan" field only appears for Individual and Unit level plans. Please check with your administrators if you are unsure how to use this field.
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To remove a selection, click the x to the left of the item's name.
GLOSSARY:
Critical Issues (formerly Grand Challenges) are the themes or focus areas your organization chooses to concentrate efforts on.
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Organization Administrators can edit the list of critical issues via the Manage Lists admin page. For more information about managing lists, see the following article: Manage Lists.