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!