Copy and edit multiple records at once using bulk actions across PEARS modules.
Bulk actions allow you to copy or edit multiple records simultaneously across supported PEARS modules. This feature is available in Direct Contacts, Program Activities, PSE Site Activities, Social Marketing Campaigns, Partnerships, Coalitions, Indirect Activities, Success Stories, Quarterly Efforts, and Action Plan Reports.
Bulk Copying
1
Navigate to the Module
Open the module containing the records you want to copy.
2
Filter and Select Records
Apply filters to locate the target records. Select records using the checkboxes on the left side of each row. A menu appears showing the selection count.
3
Copy the Records
Click Copy Items to open a popup with copy options. Make your selections and click Copy. The system validates the records, processes the copies, and reports any issues.
NOTE: Bulk copying is not available for Direct Contacts, Success Stories, or Quarterly Efforts. Only records visible on the current page are included in the selection — increase the number of visible rows to select more records.
Bulk Editing
1
Navigate to the Module
Open the module containing the records you want to edit.
2
Filter and Select Records
Apply filters to locate the target records. Check the boxes for the records you want to update. A selection count displays in the menu.
3
Choose a Field to Edit
Click the Edit Field dropdown and select the field you want to modify. A popup appears with the field editor.
4
Apply the Update
Enter the new field value and click Update. The system validates the change and applies it to all selected records.
TIP: Only records visible on the current page are processed. Increase the number of visible rows per page to select and edit more records at once.
