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Council
PTA Units Portal
(CUP)
Murali Vasudevan
IT Architect
IT Philanthropist
Elixir Addons by Elixir Systems, Inc
Cerritos CA 90703
https://www.elixiraddons.com
contact@elixiraddons.com
www.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!

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Council Units Portal - CUP

  • 1. Council PTA Units Portal (CUP) Murali Vasudevan IT Architect IT Philanthropist Elixir Addons by Elixir Systems, Inc Cerritos CA 90703 https://www.elixiraddons.com contact@elixiraddons.com www.linkedin.com/in/elixirinc/
  • 2. 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
  • 3. Roles – Three types of users
  • 4. 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
  • 5. 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
  • 6. 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
  • 7. 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
  • 9.
  • 10.
  • 11.
  • 12. Unit Portal • PTA Member Portal (PMP) • Manage units tasks, member registration, renewals, payments • Integrate with CUP