Edit a Quarterly Effort

Learn how to edit a quarterly effort record in PEARS.

Follow the steps below to edit an existing quarterly effort record.

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

Navigate to Quarterly Efforts

From the PEARS homepage, hover over the Reflect menu and click Quarterly Efforts.

2

Select a Quarterly Effort

The Quarterly Efforts list displays available records. Click the record you want to edit.

3

Click Edit

On the quarterly effort detail page, click the Edit button.

Screenshot: The quarterly effort detail page showing the Edit button and record summary information

4

Edit the Quarterly Effort

Modify the quarterly effort details as needed. For field-specific guidance, refer to:

• Create a Quarterly Effort — General Information

• Demographics and Effort — Contacts and demographics

5

Save

Click Save and Continue to save changes and proceed to the next section, or click Save to save and return to the record detail page.