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, use Search / Filter above.
Name
Application #
Date
Access Code
Member ID
Mobile
Email
Recruiter
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
Email
Logged By
Logged
Flags
PMES Attendance
No Prospects match that filter.
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Link PMES Attendance
Action needed
Searching the PMES roster…
No matching PMES attendance found for this Prospect (same name + mobile, attended within the last 12 months, not already linked elsewhere).
Likely match:—
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Linked.
—
Application:—
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 Code of Conduct
8
Active Membership
This application is on hold.
This application has been disapproved.
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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
Pick the BUPCC Member who recruited this applicant. If the recruiter is not a Member yet, type their full name. Overrides every other source. Leave blank and save to clear.
Cooperative Membership History
Cooperative History 1
Cooperative History 2 (optional)
Cooperative History 3 (optional)
References
Reference 1
Reference 2
Cooperative Reference 1
Cooperative Reference 2 (optional)
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Saved.
Beneficiaries
Editable
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.
Tag members exempted from PMES (e.g. prior cooperative experience). For recognition and reports; it does not change the Full Path.
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:
Reference Check is complete (or waived). Nothing more to do here.
Reference Check Detail
Action needed
Reference 1 —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?
Reference Questionnaire: Not sent
Link:
PIN: — read or text this to Reference 1 during a short identity-confirmation call. Do not send the PIN to the applicant.
Copied — paste into your SMS/Messenger to Reference 1.
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Submitted answers (pending your review):
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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?
Reference Questionnaire: Not sent
Link:
PIN: — read or text this to Reference 2 during a short identity-confirmation call. Do not send the PIN to the applicant.
Copied — paste into your SMS/Messenger to Reference 2.
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Submitted answers (pending your review):
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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
Board Review opens once this application is on the Board's agenda.
Final decision
—
—
Personnel's Recommendation (for the Board's independent consideration)
—
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Filled in automatically from your Staff PIN and can't be edited — one Staff PIN, one accountable person on record.
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:—
Conditional Acceptance active.
Not ready for Approval yet: "Approved" is disabled below until all four gatekeepers are Completed — "Approved — Conditional Acceptance" is available in the meantime. On Hold and Disapproved remain available too.
Conditional Acceptance unlocks Share Capital Payment + Signing and issues a Member ID now, while one or more gatekeepers are still outstanding — no vote, loan, or election until those clear. Auto-resolves to full Approved once they do, or comes back here for a real decision after 15 days.
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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.
Received the signed paper copy in person? Record the details, then mark it signed.
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Recorded.
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.
The one-page Applicant Summary the Board reviews, with each reference's status and any waiver reasons.
Pre-Voting is the blank packet for the directors' review and for marking by hand at the meeting. Post-Voting shows the votes and final decision recorded in the Portal, ready for signing.
Something didn't go through — for Post-Voting, record the Board votes first.
Print Unsigned Copy is for applicants who sign in person. Print Membership Application Form appears once the signature is completed.
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The signed Membership Application Form becomes available once the applicant's signature is completed.
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Signed paper copy received
Not yet received.
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Available once the Board Decision is Approved (or Approved — Conditional).
After Board approval, call or visit the applicant to announce the approval and prepare them to pay Share Capital and sign the Code of Conduct and Subscription Agreement. Record it here.
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No Member ID yet — the Welcome Letter becomes available once it is issued.
The Welcome Letter for the new member, signed by the Chairman.
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Prepare the acknowledgment letter for this applicant: details are filled in from the application, editable, and nothing is saved.
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Filled in from the application. Change anything you like; nothing is saved.
Please check the name and subscribed capital.
Letter Preview
Documents for the member. The Welcome Letter is available once the Member ID has been issued.
No Member ID yet — the Welcome Letter becomes available once it is issued.
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Trainings
Editable
Continuing-education and governance trainings this member has completed — feeds BUPCC's annual CDA Certificate of Compliance reporting. Training programs themselves are configured once in Admin Module → Trainings.
Title
Date(s)
Hours
HA
Certificate
No trainings on file yet.
Don't see it listed? Add it first in Admin Module → Trainings, then come back here.
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Training logged.
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.
PMES Recruitment Results
Everyone who attended a PMES session, their status today, and who recruited them. Recruiter and origin fill in automatically from the application or the Recruiter's prospect log; use Edit to set or correct one by hand.
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Attendees
Name
Mobile Number
Session
Status
Recruiter
Origin
No attendees match.
Who recruited ?
Edit
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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 #
Recruiter
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. If you don't see what you're looking for, use Search / Filter above.
Date & Time
City
Modality
Capacity
Booked
Remaining
Status
No sessions match those filters.
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Session
Thank-You Letter to the Host
For a TODA, company or group that allowed BUPCC to conduct this PMES. The date, place and attendee count come from this 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
Global Assign — Recruiter
Bulk
Credits one BUPCC Member as recruiter for every attendee in this roster who is still Not recorded. Anyone who already has a recruiter is left as is.
Title
Name
Mobile
Email
Application #
Recruiter
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.
Share Capital
Your Staff PIN doesn't have Share Capital Access yet. Please ask the Chairperson to turn it on in Admin Module > Staff PINs.
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
City
Subscription Agreement No.
Status
Balance Payable
Due Now
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
Subscription Agreement No.
Amount Due
Letters This Month
Lost or damaged copy? Use Reprint (same number, same figures). Wrong letter? Cancel it with a reason (needs the Chairperson's Super Admin PIN or an Override PIN), then generate a new one. Letters are never deleted.
SCC Serial No.
Member
Amount Due
Generated
Status
No letters for this month.
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Cancel Letter
Approval needed
The letter stays on record as Cancelled and its number is never reused. After cancelling, a new letter can be generated for this member.
Record a Subscription Agreement
Note: You may proceed recording the Subscription Agreement with no AR/PR/SI Ref No.
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 Subscription Agreement No. automatically (format: BUPCC-YYYY-SA-###, e.g. BUPCC-2026-SA-001) — you don't need to type one in.
No members or applicants matched that.
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—
Member ID:—
Subscription Agreement:—
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.
Payment Ref. No.
Correct Receipt No.
Changes the Receipt No. only (not the amount, date or mode). The change is recorded in the payment's notes. Super Admin PIN required.
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No payments logged yet.
Print Blank Agreement
For meetings where the plan is decided together. Prints an Agreement with the name and address filled in; every number, the date and the control number stay blank to complete together.
Type an Application No. to print straight away, or a name to pick from the matches. Leave it empty to use the member currently open on the Record tab.