Mark an Action Plan as Complete

Learn how to mark an action plan as complete in PEARS and understand the approval workflow for state-level plans.

After completing all required sections of an action plan, you can mark the record as complete. The behavior differs based on the plan level.

Check Completion Status

The Plan Progress panel on the right side of the action plan detail page shows your completion percentage and a checklist of required sections:

• General Information

• Collaborators

• Situation Assessment

• Outputs

• Outcomes & Indicators

• Custom Data (if required by your organization)

Screenshot: The Plan Progress panel on the right side of the action plan detail page showing the completion percentage, a checklist of sections with green checkmarks for completed items, and the Mark as Complete button

TIP: All items in the Plan Progress checklist must be marked as complete before you can mark the action plan as complete.

Mark as Complete

1

Open the Action Plan

Navigate to the action plan detail page.

2

Click Mark as Complete

Click the Mark as Complete button. If any required sections are incomplete, PEARS displays a list of the missing items.

3

Confirm

Confirm that you want to mark the action plan as complete.

• Individual and Unit plans are marked as complete and become visible to other Extension staff.

• State-level plans are submitted for review. The status changes to Submitted and a reviewer will approve the plan or request changes.

Screenshot: The Mark as Complete confirmation dialog showing the plan title, completion status, and the Confirm button to finalize the action plan

Approval Workflow (State-Level Plans)

State-level action plans go through a review process after submission:

1

Plan Submitted

When you mark a state-level plan as complete, its status changes to Submitted and a reviewer is notified.

2

Reviewer Approves or Requests Changes

The reviewer can:

• Approve the plan — The status changes to Approved and the plan is finalized.

• Request Changes — The status changes to Changes Requested and you receive an email with the reviewer's feedback. You can then edit the plan and resubmit.

Mark as Incomplete

To make changes to a completed action plan, click the Mark as Incomplete button on the detail page. This reverts the plan to draft status.

CAUTION: For state-level plans, marking as incomplete changes the status back to Draft and removes it from the review queue. You will need to resubmit the plan for approval after making your changes.