Enter the Application Number and the applicant's Full Legal Name exactly as on file.
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List Applications
Applications still in progress, most recent first. If you don't see who you're looking for, search or filter below.
Name
Application #
Date
Access Code
Member ID
Mobile
Email
Status
Missing
No applications match those filters.
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Showing up to 20 at a time
Global Prospects — Input Express
Everyone every Recruiter has logged, most recent first. Filter by city, convert someone once they're ready, or credit a Recruiter for a lead who applied on their own.
Name
City
Mobile
Logged By
Logged
Flags
No Prospects match that filter.
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Application:—
Applicant:—
Current Stage:—
Access Code:—(read back only after verifying the caller's identity)
Member ID:—
1
Join PMES
2
Apply Now
3
Reference Check
4
Barangay Clearance
5
Board Review
6
Share Capital Payment
7
Sign the Pledge
8
Active Membership
This application is on hold.
This application has been disapproved.
↓
Edit Application Details
Editable
Corrects what the applicant submitted. Does not affect Conditions, Board Decision, Payment, Signature, or Stage — those stay in their own sections below.
Personal Information
Profile Photo has not been uploaded yet.
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Uploaded.
Address
Contact Information
Emergency Contact
Work, Savings & Payment
PMES Certificate, Barangay Clearance, Government ID & Share Capital Payment
The people who will receive this member's benefits from BUPCC in the event of demise or disability. Naming a beneficiary at apply time is optional, so this may start empty — add or complete them here once the member lets you know.
#
Full Name
Relationship
Birth Date
Email
Mobile
Added By
No beneficiaries on file yet.
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Beneficiary added.
Membership
Member ID
—
PMES, Barangay Clearance & ID Updating
Join PMES Detail
Action needed
PMES Waived.
PMES Preference
—
Self-Reported Attended Date
—
Session Selected
—
Possible match found in the PMES roster
This applicant may have already attended PMES on their own before applying:
Have they been honest and true to their word? Any dishonesty or broken promises?
Service and Excellence
When they take something on, do they follow through responsibly and do it well?
Cooperation and Solidarity
Do they work well with others / contribute to shared efforts?
Human Dignity and Respect
How do they treat other people? Any concerns?
Growth and Development
Are they open to learning and self-improvement?
Stability and Accountability
Do they meet financial obligations responsibly? Do they take responsibility for their actions?
Closing
Would you recommend them for cooperative membership? Anything else we should know?
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Saved.
Reference 2 —Not yet verified
Relationship
—
Contact
—
Focus
Guiding Question
Context
How do you know the applicant, and for how long?
Integrity
Have they been honest and true to their word? Any dishonesty or broken promises?
Service and Excellence
When they take something on, do they follow through responsibly and do it well?
Cooperation and Solidarity
Do they work well with others / contribute to shared efforts?
Human Dignity and Respect
How do they treat other people? Any concerns?
Growth and Development
Are they open to learning and self-improvement?
Stability and Accountability
Do they meet financial obligations responsibly? Do they take responsibility for their actions?
Closing
Would you recommend them for cooperative membership? Anything else we should know?
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Saved.
Cooperative Reference 1 — —Not yet verified
Representative: —
Focus
Guiding Question
Context
Confirm the applicant's dates of membership and standing with this cooperative.
Integrity
Were they honest and transparent in their dealings — applications, disclosures, reporting? Any misrepresentation or fraud?
Cooperation and Solidarity
Did they participate actively in cooperative life? Did they work with the group, or against it?
Human Dignity and Respect
How did they treat fellow members, officers, and staff? Any disputes or conflict?
Stability and Accountability
Did they meet financial obligations responsibly (loans, share capital, dues)? Ever suspended, expelled, or sanctioned? Currently in good standing?
Closing
Would this cooperative readmit them today? Anything else relevant to share?
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Saved.
Cooperative Reference 2 — —Not yet verified
Representative: —
Focus
Guiding Question
Context
Confirm the applicant's dates of membership and standing with this cooperative.
Integrity
Were they honest and transparent in their dealings — applications, disclosures, reporting? Any misrepresentation or fraud?
Cooperation and Solidarity
Did they participate actively in cooperative life? Did they work with the group, or against it?
Human Dignity and Respect
How did they treat fellow members, officers, and staff? Any disputes or conflict?
Stability and Accountability
Did they meet financial obligations responsibly (loans, share capital, dues)? Ever suspended, expelled, or sanctioned? Currently in good standing?
Closing
Would this cooperative readmit them today? Anything else relevant to share?
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Saved.
Cooperative Reference 3 — —Not yet verified
Representative: —
Focus
Guiding Question
Context
Confirm the applicant's dates of membership and standing with this cooperative.
Integrity
Were they honest and transparent in their dealings — applications, disclosures, reporting? Any misrepresentation or fraud?
Cooperation and Solidarity
Did they participate actively in cooperative life? Did they work with the group, or against it?
Human Dignity and Respect
How did they treat fellow members, officers, and staff? Any disputes or conflict?
Stability and Accountability
Did they meet financial obligations responsibly (loans, share capital, dues)? Ever suspended, expelled, or sanctioned? Currently in good standing?
Closing
Would this cooperative readmit them today? Anything else relevant to share?
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Saved.
This is Personnel's read of the calls above — not a decision. The Board weighs it alongside its own deliberation when recording the actual Board Decision.
Both references must be verified first.
Reference Check marked Completed.
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Recommendation & Board Review
Final decision
—
—
Personnel's Recommendation (for the Board's independent consideration)
—
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Recorded in addition to your Staff PIN name, as an extra layer of certainty on who logged this Board Review.
Board Votes
Action needed
Mark each director present if they attended, then record their vote. Unchecked = absent, no vote recorded.
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Board votes saved.
Record Board Decision
Action needed
Existing Board Decision on file:—
Not ready for Approval yet: "Approved" is disabled below until both are Completed. On Hold and Disapproved remain available.
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Decision recorded.
The applicant's outcome email has been sent automatically.
Manual Follow-Up Needed: this applicant has no email on file, so no automatic outcome email was sent. Please call or text them the decision directly.
Signature reviewed — now counts toward Conditions of Admission.
Not yet signed — consider calling the applicant to remind them, or point them to sign.html with their Application Number and Access Code.
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Recorded.
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Delete Application
Delete This Application
Cannot be undone
Permanently deletes this Application record, its Beneficiaries, and its Board Votes, and releases any claimed PMES seat. Type this application's Access Code below to confirm.
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Application deleted.
Belated PMES Reports — Pending Review
Raw self-reports from Trainers about a PMES that already happened but wasn't logged in BMAS at the time. Finalizing one creates a real Session and real Bookings, each attendee starting at Verification Outcome "Not Yet Verified" — no Certificate can be generated until that attendee is independently confirmed.
Trainer
Date / Time
Modality / City
Attendees Reported
Actions
No belated PMES reports pending review.
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Finalize Report Into a Session
Action needed
Correct anything the Trainer got wrong before confirming — this is what becomes the permanent record.
Attendees
One row per attendee. Full Name is required; Mobile and Application Number are optional but help Staff verify and match faster.
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Session finalized.
Finalize All Pending Reports
Action needed
One block per report. Fix anything before confirming — this becomes the permanent record, the same as finalizing one at a time.
Add a New Session
Action
This name is not yet PMES Certified — a Certificate of Completion cannot be issued for this session until BUPCC certifies them (Admin Module → PMES Trainers).
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Session created.
Find a Booking
Search by applicant name, mobile number, email, or Application Number — across every session, including standalone joins from the public PMES sign-up form that were never tied to an Application.
Title
Name
Session
Mobile
Email
Application #
Attended
No bookings match that search.
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Edit Attendee Details
Action
Title, name, and mobile number only. To move someone to a different session, cancel this booking and re-add them there.
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Saved.
PMES Sessions
Scheduled sessions, soonest first. If you don't see what you're looking for, search or filter below.
Date & Time
City
Modality
Capacity
Booked
Remaining
Status
No sessions match those filters.
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Session
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BUPCC Trainer
Printed on every Certificate of Completion generated for this session. Update any time — before, or even after, the session date.
This name is not yet PMES Certified — a Certificate of Completion cannot be issued for this session until BUPCC certifies them (Admin Module → PMES Trainers).
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Trainer name saved.
Add a Walk-in Attendee
Action
For someone who attended this exact session without a prior booking. Recorded as Attended immediately and does not count against this session's Capacity.
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Attendee added.
Verify Attendance — —
Action needed
This is a belated (after-the-fact) PMES claim. Contact this attendee directly and record what they say — no Certificate can be generated until this reads Confirmed.
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Roster
Title
Name
Mobile
Email
Application #
Booking Status
Attended
Verification
Actions
No bookings for this session yet.
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Delete Session
Delete This Session
Cannot be undone
Only allowed if this session has zero bookings. Cancel any bookings via Find a Booking first.
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Session deleted.
Super Admin Verification
This panel controls every PIN tier — Staff, Recruiter, and Override. Enter the Super Admin PIN to continue.
That PIN wasn't accepted.
Issue a Staff PIN
This grants full Personnel Portal access — Reference Check, Board Review, Delete Application, everything. Only issue it to an actual BUPCC Personnel member.
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Issued Staff PINs
Name
Staff PIN
Date Issued
Issued By
Status
PMES Trainer
Actions
No Staff PINs issued yet.
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Issue a Recruiter PIN
Ask the Member first — this issues a PIN that lets them lodge applications on behalf of others (Applicant path only, not the full Portal). Enter their Member ID once they've agreed.
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Issued Recruiter PINs
Name
Member ID
Recruiter PIN
Date Issued
Issued By
Status
PMES Trainer
Actions
No Recruiter PINs issued yet.
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Issue an Override PIN
Lets its holder bypass the post-Board-Decision lock on one action at a time (Vice Chairman, Manager, or whoever else you designate). The record re-locks immediately after each use — there's no session-wide unlock.
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Issued Override PINs
Name
Override PIN
Date Issued
Issued By
Status
Actions
No Override PINs issued yet.
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BUPCC Org Chart
Click any box to view or edit that person/section — photo, position, and signature all live here now, not in Airtable.
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No chart data yet.
Edit Section
No Photo
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No Signature
PNG with a transparent background prints best on certificates.
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+ Add a Section Under This Box
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All Members — Subscription Agreement Status
Every Member on file, whether or not a Subscription Agreement has been recorded for them yet. Click a row's Look Up button to jump straight to it below.
Member
Member ID
Document Control No.
Status
Balance Payable
Missing
No Members found.
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Payment Reminder Letters
Generates a Share Capital Contribution reminder letter for every Open Agreement with a balance already due — a Personnel-triggered monthly routine, not an automatic one. Each letter carries its own serial number and includes the current Cooperative Update message (edit it in Airtable's "Cooperative Update Message" table).
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Review Before Generating
Action needed
Uncheck anyone you don't want a letter for right now. Confirming creates a permanent, serialized record for each checked member.
No Open Agreements currently have a balance due — nothing to generate.
Generated Letters
SCC Serial No.
Member
Document Control No.
Amount Due
Record a Subscription Agreement
Enter the details straight from a signed paper Subscription Agreement. A member may only have one Open Agreement at a time — look them up first to check. A member signs a new Agreement every time they top up their Share Capital, so each one gets its own serialized Document Control Number automatically (format: BUPCC-YYYY-SA-###, e.g. BUPCC-2026-SA-001) — you don't need to type one in.
No members matched that name.
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Existing Open Agreement — already on file
—
—
—
—
—
—
—
—
—
Attach a scanned copy or log a payment against this Agreement below. A member may only have one Open Agreement at a time — to record a new one for this member, first mark this Agreement Fully Paid or Superseded in Airtable, then look them up again here.
Agreement setup fields — only needed when starting a brand-new Agreement
Payment Schedule (computed)
Generated from the figures above — useful as a reference when the paper Agreement has no Payment Schedule Annex attached yet.
Installment #
Due Date
Amount
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Log a Payment
For an installment or additional top-up coming in after the Initial Payment — each one gets its own Acknowledgment Receipt No.
Payment Schedule Status
Month #
Due Date
Amount Due
Amount Paid
Status
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Payment History
Payment
Date
Amount
Mode
Purpose
Month #
Receipt No.
No payments logged yet.
Recorded Subscription Agreements
Document Control No.
Member
Member ID
Date of Agreement
Subscribed Capital
Mode / Duration
Balance Payable
Status
Recorded By
No Subscription Agreements recorded yet.
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PMES Certified Trainers
Everyone eligible to be named as a session's Trainer and have a Certificate of Completion issued under their name — Staff PINs and Recruiter PINs combined, since those are the only two tables a real Trainer PIN can live in. Certifying someone here requires a Signature Image already on file for their Staff/Recruiter record; if they don't have one yet, upload it from the Staff PINs or Recruiter PINs tab first.