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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
  8. Document upload status
  9. Unit Portal • PTA Member Portal (PMP) • Manage units tasks, member registration, renewals, payments • Integrate with CUP
  10. PTA Family!
  11. CUP Scope
  12. PMP Scope
  13. National Family!
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