Edit a Quarterly Effort

  1. From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts:
      Track, Quarterly Efforts
  2. The Quarterly Efforts list displays. Select a quarterly effort record to edit:
    Select Quarterly Effort
  3. The quarterly effort detail view displays. Click the Edit button:
    Quarterly Effort Edit Button
  4. Edit the record details as needed.
    For more information on Quarterly Effort fields, see the documentation article for the specific section: General Information or Effort & Contacts.
  5. The number of contacts can be auto-calculated by clicking Auto Calculate Contacts:
    Quarterly Effort Contacts
  6. 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.Save and Continue or Save