Reporting Officers

Each PTA is required to report its list of elected officers to WSPTA. This is done in the Committees module, where the database administrator may assign board roles to names within the PTA’s database. Please note: The individuals to be assigned these officer roles must already have records within the database. If you need help adding records to the database, you can find guides here.
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Topics:
How to Report Your Officers
How to Add/Edit Positions
How to Create Additional Committees
How to Report Officers for Upcoming Terms
How to Report Your Officers
Admins should assign mandatory roles to members through the Committees module.
  1. In the left navigation sidebar, click Committees
     2.  In your committee dashboard, click on the WSPTA card that is displayed
       3.  Click to assign members to a role.
​Note:
Each PTA is required to report, at the very least, a President, Vice President, Treasurer, and Secretary.
       4.  Locate the person you wish to assign, then select the person’s corresponding Assign button
  • You can use the search bar to search by name or email, then select a header to sort the column.
       5.  Click Continue at the bottom right.

​Optional: Once you have assigned a role, you can change a person’s contact info by clicking the pencil icon. When finished editing the contact info, click Continue to save changes.
How to Add/Edit Positions
You may choose to edit the names of the default positions to align them with the labels your PTA uses. For example, you might refer to your Communications person as the Vice President of Communications, so you can change the position name to reflect that. Your PTA might also have an additional position that is not listed, such as a Vice President of Volunteers, so you have the option of adding that to the list of available roles.


To add/edit a position and assign a member:
  1. In your committee dashboard, click on the Local PTA Leaders card that is displayed
       2.  Under the Positions tab, click Edit Positions
       3.  From this page, you can add or edit a position

​To add a position, type in the name of the position in the text box, then select how many people may hold the position at the same time.
Click Save and Add Another Position on the bottom right.
To edit the name of a position listed on the right-hand side of the page, select the pencil icon next to the position you wish to edit.
The position details will appear on the left-hand side. Edit the position name, then click Save Changes.
       4.  When you have finished editing/adding positions, click the Finish button at the bottom right. You will be taken back to your committee dashboard wherein you can select the committee and assign a member to the role you created.
How to Create Additional Committees
Note: While admins can create new committees, they will not be reported to the state. Only the pre-existing committee template will be shared and reported.

  1. Navigate to your committee dashboard and click New Committee near the top left
       2.  Fill in the required general info
  • Committee name
  • Duration details - you may set up committee terms if applicable
       3.  Click Continue at the bottom right

The next page will take you through the process of adding positions. When you have finished adding positions, you can navigate back to your committee dashboard to select the new committee card, then assign roles to members.
How to Report Officers for Upcoming Terms
Note: Upcoming terms will unlock May 1st.

  1. Navigate to your committee dashboard and click on the existing committee for Board and Key Positions
  2. Select the option to Assign positions for upcoming terms
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       3. Choose the upcoming term and select the Assign Positions button.