Covenant does not split their dues and levy files by bargaining for us so currently we need to manually split them for Finance before they can import them. To do that we use a splitter file (see attached). Process Save all dues and levy files to folders for each time period. There are usually two […]
Category: DMS
UNA Send: send.una.ca
Secure File Sharing Use https://send.una.ca when you have a file that is too large to send as an e-mail attachment. Send allows any type of file, including videos (.mp4), pictures (.heic, .png, .jpeg), files (.pdf, .doc and .docx), and more. To start, you will click the Select a File button and follow the […]
Communication Auto-Ingest E-mail Addresses
Sending e-mails to any of these address types will capture the entire contents of the message – as well as any attachments – as a new Communication record and hook up all the recipients that match something in DMS as a Connected Item. You do this by sending to @dms.services addresses. The “entered by” field […]
Updating WebCatalog software and Widgets (WebApps)
If you are using WebCatalog (see UNA Help document: Use Zimbra as a Web App on your computer ) to access Zimbra Mail, DMS Web, Forums (or any internet link you created into a WebApp or widget), you should update the WebCatalog app from time to time to take advantage of the current features and […]
Creating Numbered File Templates
Numbered File Templates allow a list of timeline events to be specified for automatic insertion whenever a new Numbered File is opened with a given classification, file type, and collective agreement trio. Templates can be configured for any combination of these three attributes. For example: CARNA files under the Provincial agreement CARNA files under the […]
Setting Up Employer List Uploads
These are instructions for admins or LRO’s who have Employers that need to upload employee lists, dues reports, rebate files, or billing reports. The bulk of the setup will need to be done by Systems. The information Systems will need is: Information Required: Employer Name Bargaining Unit Name Lists being uploaded (Employee List/Dues Report/Rebate File/Billing […]
Local Public Contact Number
You can enter in DMS a phone number you wish to use as the Local’s Public Contact Number. This number will appear on the UNA.ca Locals list (https://una.ca/locals) and will also be the contact number given out by Reception if a Member needs to reach the Local. To enter a contact number, please log into DMS, […]
Delegate Entitlement in DMS Web
Delegate Entitlement Counts Delegate Entitlements are found in individual events in DMS Web: https://dms.una.ca/events If you need Delegate Entitlement information ( District Numbers, Local Numbers & Entitlement Letters ) you’ll need access which can be granted by the Systems department. Once you have access, find the Event from the Events page ( link above ) […]
Record navigation on DMS Web
In many areas of DMS Web, you may come across a set of record navigation controls near the upper right corner. They will look like this: These controls allow you to easily navigate between the records in your current “set” without, for example, needing to constantly flip back and forth between the list and detail […]
DMS – Essential Services 0% Proposals.
Here is the overview for the new Essential Services 0-Hour Proposals section: A new function has been added to the Essential Services page in DMS Web (https://dms.una.ca/essentialservices) This function serves to show all of the Staff Plans where the employer has not entered any essential services staffing information. To access this, click on the 0-Hour […]