Editing Your Compliance Settings as a State Leader

As a State PTA, you have the ability to have up to 10 different areas of compliance within your site for your local units to submit through their local sites. These areas are defaulted to be titled accordingly but can be customized to whatever name you wish to call them: 

1. Budget
2. Bylaws
3. 990 Filing
4. Insurance
5. Financial Review/Audit
6. State Forms/Requirements
7. Training/E-Learning
8. Minutes
9. Licenses
10. Other

State leaders can edit the name of the compliance area and the instructions they wish to provide for local units when submitting their compliance submissions. 

Editing Compliance Settings

1. To edit the compliance title and instructions, go to Compliance > View Submissions and click the Settings link. 

2. Click View to open each area of compliance. You can edit the submission's name and instructions for submitting this area of compliance. You can also choose whether or not to require a document to be uploaded with the submission. Checking the box to require a document will prevent them from submitting their compliance without a document added. 

3. At the bottom of this page, you can also allow regions/district/council leaders to approve or reject compliance submissions. This can be beneficial if you are a large state and want to share the load of reviewing these submissions with your Region/District/Council leadership. 

Please contact Givebacks Support to request compliance areas be added/removed or for adjustments in due dates.

Questions? Contact Givebacks Support.