Learn how to add collaborators to an action plan in PEARS.
The Collaborators section allows you to grant other PEARS users access to view or edit your action plan. Collaborators can also be marked as contributors.
TIP: Only staff members with active PEARS accounts can be added as collaborators. The creator of the record is automatically listed as a collaborator.
Add a Collaborator
1
Navigate to the Collaborators Page
After saving a new action plan, PEARS automatically takes you to the Collaborators page. You can also access it from the action plan detail page by clicking Collaborators in the progress panel.
2
Click Add Collaborator
Click the Add Collaborator button. A dialog box appears.
3
Select a User and Set Access
Search for and select the PEARS user you want to add. Set their access level to View & Edit or View Only, and optionally mark them as a Contributor.
Screenshot: The Add Collaborator dialog showing the user search field, Access Level dropdown with View & Edit and View Only options, and the Contributor checkbox
4
Save
Click Save to add the collaborator.
Continue to the Next Step
After adding collaborators, click Save and Continue to proceed to the Situation Assessment page.
