Copy a Program Activity

Learn how to copy an existing program activity in PEARS to create a new record with the same general information.

You can copy an existing program activity to create a new record that starts with the same general information. This saves time when you are creating multiple similar program activities.

1

Navigate to the Program Activity

From the PEARS homepage, hover over the Engage menu and click Program Activities. Select the program activity you want to copy from the list to open its detail page.

2

Open the Copy Form

On the program activity detail page, click the More dropdown menu and select Copy.

3

Edit the Program Name

The Program Name field is pre-filled with "Copy of" followed by the original program activity name. Edit this name to give the new record a unique, descriptive name.

4

Select Data to Copy

The general information from the original program activity is always included in the copy. You may also choose to copy additional sections by checking the corresponding boxes:

• Attached Surveys — Copies the surveys attached to the original program activity.

• Collaborators — Copies the collaborator list from the original.

• Partners — Copies the partner list from the original (if applicable).

• Program Demographics — Copies the demographic data from the original.

• Custom Data — Copies any custom data sections (such as SNAP-Ed or 4-H data) from the original.

• Sessions / Virtual Modules — Copies all sessions or virtual modules from the original.

Use the Select All or Select None buttons to quickly check or uncheck all options.

CAUTION: Select only the data that applies to the new program activity. For example, if the new program activity will have a different audience, you should not copy the Program Demographics, as the demographic data from the original may not apply.

5

Copy the Program Activity

Click the Copy button to create the new program activity. PEARS creates the record and opens it for editing.

NOTE: Some data sections may not be available for copying if the original and new program activities use different reporting period formats. For example, demographics and youth programming data cannot be copied from a pre-2023 program activity to a 2023+ program activity because the data formats are different.