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 have the ability to edit the name of the compliance area as well as the instructions they wish to provide for local units when submitting their compliance submission. 

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

Screenshot 2024-01-16 at 11.19.42 AM.png

From here, you can click to View each area of compliance and edit the name as well as the instructions that you wish to give to the local unit 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 not allow them to submit their compliance without a document added. 


At the bottom of this page, you also have the ability to permit/restrict your Council/District/Region leaders to approve/reject compliance submissions as well.  This can be beneficial if you are a large state and want to share the load of reviewing these submissions with your Council/District/Region leadership. 


If you wish to have any of these areas added/removed to your site, please Contact Support in order to request compliance areas to be added/removed.  Adjustments in due dates are also submitted accordingly. 

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.