Council Units Portal - CUP

Council PTA Units Portal

(CUP)Murali VasudevanIT ArchitectIT PhilanthropistElixir Addons by Elixir Systems, IncCerritos CA 90703https://www.elixiraddons.comcontact@elixiraddons.comwww.linkedin.com/in/elixirinc/

Why?• Improved communication• Timely notifications on document upload• Reminders to units• Google Calendars for units• Contact forms for units

• Members can contact their unit• Units can contact Council board

• Improved compliance• Document submissions online on time

• Avoid Audit/Compliance issues• Financial documents of units • Meeting Minutes (monthly)

• Keep track of per capita due payments from units• Other forms due to council

Roles – Three types of users

Secured access• Login required – Member only area• Three kind of users with different level of access• Council PTA Board members – Maximum controls• Unit presidents - create users for the unit• Unit Board members

Accurate Information• Updatable user profile• Updatable unit profile• Beginning of Academic year• Change of officers – update online• Create new users (new officers)• Remove users (outgoing officers)• Self service

Document Mess!• Financial documents of units • Not submitted on time• Audit/Compliance issues

• Meeting Minutes (monthly)• Other forms due to council• Issue paper/eCards to members• Membership roster submissions• Payment to Council PTA

CUP Solution• Dashboard – easy to view• Overdue indicator• Review indicator

• Overdue/review counts• Review and Approve• Upload various documents electronically• No more paper trails• Easy to Manage, Track, Report

Document upload status

Unit Portal • PTA Member Portal (PMP)• Manage units tasks, member registration, renewals, payments• Integrate with CUP

PTA Family!

CUP Scope

PMP Scope

National Family!