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Council PTA Units Portal
(CUP)Murali VasudevanIT ArchitectIT PhilanthropistElixir Addons by Elixir Systems, IncCerritos CA 90703https://[email protected]/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!
