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Manage Lists: Keywords and PSE Changes

Keywords and PSE Changes are now customizable list categories in Manage Lists.

Two new customizable list options were added to Manage Lists on July 11, 2024: Keywords for Success Stories and PSE Changes for PSE Site Activities.

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Keywords

The Keywords field appears in the General Information section of Success Story records and is used to tag topics for filtering and Word Cloud reporting.

  • Keywords were previously shared across all PEARS organizations

  • Organizations can now customize their own keywords list through Manage Lists

  • All organizations retain the full default keywords list unless modified

  • Custom keywords support filtering and appear in Word Cloud visualizations

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PSE Changes

The PSE Changes list controls the options available in the Changes Adopted section of PSE Site Activity records.

  • Organizations can hide specific PSE Changes from data entry options

  • Hidden changes are removed from selection but do not affect existing records

  • New PSE Changes cannot be added — organizations can only show a subset of the existing options

  • Organizations seeking additions for the upcoming fiscal year should contact PEARS Support

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NOTE: Lists for the upcoming reporting year can be adjusted one month before your organization's reporting period is set to open.

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TIP: Review your Keywords and PSE Changes lists before each reporting period to ensure the available options match your organization's needs.

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Related Documentation

  • Manage Lists — Add, edit, and organize customizable list categories

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