AUP Compliance Portal
User Guide

Open a browser and go to the portal URL. You'll land on the login screen. Enter your KEJ email address and password, then click Sign In.

aup-portal-iota.vercel.app/login

• Go to aup-portal-iota.vercel.app in any browser (Chrome, Edge, or Safari all work).
• Type your KEJ email address — typically aup@jaxflacpa.com for Pam, or whatever address was set up for your account.
• Type your password and click Sign In.
• The portal automatically takes you to the Firm Dashboard — your home screen.

The Season Grid is the first screen you see after logging in. It shows every school in a spreadsheet-style table so you can quickly spot what needs attention — who's missing bank ratings, who hasn't been visited, who's gone quiet.

aup-portal-iota.vercel.app/firm — Season Grid

Understanding the Summary Cards

Five cards at the top give you the season at a glance: Total Schools, Visits Complete, Bank Ratings Pulled, In Progress, and Complete. Each number reflects live data from Supabase.

Filter Chips — Finding What Needs Attention

The four chips above the table let you instantly filter down to exactly what needs action:

• All — shows every school (default)
• ⚠ No Bank Rating — schools where the bank rating hasn't been pulled yet
• ⏳ Visit Pending — schools where the in-person visit hasn't been marked done
• 🔴 Waiting on School — engagement open but no documents received yet

You can also type a school name or DOE number into the search box on the right to find a school instantly.

Opening a School

Click anywhere on a school's row — the whole row is clickable. The Open › link in the last column is just a visual cue.

Click ≡ School List in the top navigation to switch to the card view. Each school appears as its own card showing name, status, document progress, visit status, and bank rating. Click any card to open that school's binder.

School List — card view

When you hover over a card, its border turns blue to confirm it's clickable. The card view and the Season Grid show the same data — use whichever layout you prefer.

When you click a school, you enter its binder. This is organized exactly like Pam's physical binder — the same numbered tabs down the left side, with each tab's contents on the right.

Bayside Christian Academy — school binder

Navigating the Left Sidebar

The left sidebar lists all document sections. Each tab has a small color-coded square:

Click ‹ All Schools in the top nav to return to the Season Grid.

At the top of every school's binder, three toggle buttons let you mark major milestones. These feed back into the Season Grid so the whole season's progress is visible from the home screen.

School header bar — milestone toggles and action buttons

When you click any binder tab in the left sidebar, the right panel shows every item in that section — who's responsible for it, its status, and any matched uploaded files.

Tab detail — items with received / outstanding status

What the Labels Mean

Every item has a small colored tag showing who is responsible:

Marking an Item Received

• Find the item in the appropriate binder tab.
• Click the ○ Mark Received button on the right side of that item's row.
• The button turns green and shows ✓ Received — saves immediately.
• To unmark it, click the green button again — it toggles back to outstanding.

Tab 3A has a built-in bank rating tool that searches the FDIC and NCUA databases to find each bank and generate a direct link to its Bauer Financial rating report.

Tab 3A — Bank Rating Lookup

• Click Tab 3A in the left sidebar.
• In the first empty row, type the account label (e.g. "Operating Account") and the bank name (e.g. "VyStar Credit Union").
• Click Look Up (or press Enter). The portal searches FDIC and NCUA automatically.
• When the bank is found, click Open Bauer Report PDF → to see the official safety rating in a new tab.
• Confirm the star rating on the Bauer page, then come back and click the correct number of stars to save it.
• If the school has multiple accounts, use the additional rows (up to 4 per school).

Tab 6B handles the school calendar requirement. Once the school submits their academic calendar, the portal can automatically count instructional days and verify the school meets the 170-day minimum.

Tab 6B — School Calendar

• Click Tab 6B in the left sidebar.
• If the school uploaded their calendar through the school portal, it appears here automatically. If not, click Upload Calendar to add it yourself.
• Once a calendar file is present, click Analyze Calendar. The portal reads the calendar and counts instructional days — takes about 15–30 seconds.
• Results show the total count with a green ✓ pass or red ✗ fail against the 170-day minimum.
• Click any month tile in the breakdown to see the specific dates counted for that month.

Click ☑ Progress at the bottom of the left sidebar to open the consolidated checklist. Every single required item across all document sections appears here with its current status — perfect for a quick end-of-day check or when Keith asks "where are we?"

Binder Progress Checklist — full item inventory

The overall progress bar at the top shows your percentage toward completion. Each section below it collapses the items inside and shows the count — green header means that tab is done, yellow means partial. Items marked with ✓ are received; ○ means still outstanding.

The Comm Log is a private notes section attached to each school. Schools cannot see this. Use it to record anything you'd write on a sticky note or legal pad — phone calls, visit notes, follow-up decisions, anything Keith might ask about later.

Communication Log — internal notes per school

• Click ✎ Comm Log at the bottom of the left sidebar.
• Type your note in the text box. Good notes include: date called, who you spoke to, what was promised, and any follow-up needed.
• Click Add Note — or press ⌘+Enter (Mac) / Ctrl+Enter (Windows) as a shortcut.
• Your note appears immediately at the top of the list, timestamped with your name.

From inside any school's binder, click ✉ Draft Status Email in the header. The portal instantly generates a formatted status email showing which documents are still needed and which have been received — organized by binder tab, ready to paste into Gmail or Outlook.

Draft Status Email modal

• Open a school's binder and click ✉ Draft Status Email in the header bar.
• Review the draft. Outstanding documents appear on the left (orange); received documents on the right (green).
• Click Copy to Clipboard.
• Open Gmail or Outlook, start a new email to the school, and paste (⌘V or Ctrl+V). Formatting carries over.
• Add the school's email address, review, and send.

When a school's binder is sufficiently complete, click the 📋 Generate AUP Report button in the header. The portal assembles a structured report using the documents and data collected for that school.

AUP Report modal — print-ready draft

• Before generating, click Report Readiness in the left sidebar to confirm the major sections are green.
• Click 📋 Generate AUP Report in the school header bar.
• Review the report in the popup — you can scroll through it or print to PDF using the Print / Save as PDF button.
• Share with Keith for his review and signature.

Each school has its own separate login. When a school logs in, they see a much simpler portal with two tabs: Upload Documents and Document Status. They cannot see any other school, cannot see your Comm Log, and cannot see any firm-side information.

School portal — Upload Documents tab

School portal — Document Status tab

Upload Documents tab: Schools drag and drop files onto the upload zone, or click Choose Files. The portal automatically identifies most documents by filename. The school confirms the label and clicks Upload.

Document Status tab: Shows every required document organized by binder tab, with green or yellow indicators showing who is responsible. Schools use this to see what they still need to send.

Status Colors — What They Mean

Things to Keep in Mind