DMS Web Local Executive – Forms

The Forms tab provides access to various forms as they become necessary.  This portion of the DMS will continue to evolve as the need for new forms arises.  Forms will be available for submission of ballots for contests, ticket orders for events, registration of information for Delegate Meetings, etc. Access from FirstClass In some cases, […]

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DMS Web Local Executive – List Manager

List Manager is found in the Local Admin and is used to build and save your own lists in order to conveniently send emails to and view information from different sites, units, and individuals. When List Manager opens there are two options Edit List and My Lists (Local XXX). Edit List is where you are able to […]

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DMS Web Local Executive – PRC Tab

The PRC Tab provides a means for every local to record each PRC Form filed.  This form provides critical information for tracking ongoing problems and solutions the steps taken to resolve the issue and a record of timeline involved.  Such data will provide guidance to the PRC Advisor. The intent is that over time the […]

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DMS Executive PRC – Meetings

This feature allows for notes from Local PRC Committee meetings to be tracked.  Forms discussed at meetings can be attached to meeting documentation. To document PRC Meetings, click on the Meetings tab and then click on File New PRC Meeting. The New PRC Meeting screen will open.  Complete the fields to document the meeting.  Forms discussed in […]

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DMS Web Local Executive – Local Admin – LOA Reports

To run a Report regarding Leave of Absence (LOA) requests, open DMS Web and go to Local Admin, then click on Expenses. Scroll down to the bottom of the page and find the Claim Summary Report.  Click on Show Claim Summary Report. The Claim Summary Report will open.  You can now search for Expense Claims and for LOA Requests. […]

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DMS Web Local Executive – Local Admin – LOA

Leaves of Absence (LOA) are created by a member and need to be either approved or rejected a member on the Local Executive. ** Note that if you are taking a corresponding LOA on a date other than Event Date, it should be scheduled after the Event. ** To Approve or Reject an LOA, you need to log […]

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DMS Web Local Executive – Local Admin – Expenses

This section relates to the expense claims handled by the Local Executive.  You are able to submit a claim for another local member or to approve/reject expense claims submitted.  If one of the Executive submits a claim for a member, then a different executive member must do the review and approval process. Submit Expense for […]

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DMS Web Local Executive – Home Tab

The Home Tab for a local is shown in white on the red bar illustrated below: Clicking on the Home Tab will show the dashboard for the local.  The dashboard provides all the local’s important information at a single glance. Below the Dashboard for your local is your own Personal Information and Membership Information.  

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DMS Executive OH&S – Meetings

This feature allows for notes from Local OH&S Committee meetings to be tracked.  Forms discussed at meetings can be attached to meeting documentation. To document OH&S Meetings, click on the Meetings tab and then click on File New OH&S Meeting. The New OH&S Meeting screen will open.  Complete the fields to document the meeting.  Forms discussed […]

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DMS Executive OH&S – Giving Non-Executive member access to OH&S tab

A Local OH&S Committee may include non-executive members.  In this situation, an executive member assigns an OH&S position to the person using the DMS>Local Admin>Local Detail>Other positions Tab. Go to Local Admin and click on Local XXX Detail in the drop down menu. Click on Other Positions and look to see if the desired Member is […]

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DMS Executive OH&S – Events

Events are used for a chronological time line of OH&S activities.  Once the Form has been completed it will have a Form Number assigned.  All assigned Forms will appear in the Forms screen under List. To add Events, click on the Assigned Number to open up the Form.  Once the Form is open, a Plus Sign […]

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DMS Executive OH&S – Approving or Rejecting Forms submitted by Members

Local Executive members are responsible for Approving or Rejecting OH&S Forms submitted by a member at large. Under Forms, the List tab will display a list of all the Forms submitted by members of the local.  When a member submits a Form, it will be assigned a number and its status will be shown as Submitted.  There will be a note […]

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DMS Executive OH&S – File a New OH&S Form

OH&S Forms allow the Local and UNA to maintain an accurate record of the OH&S incidents.  It records a copy of what was filled out on the paper form.  A list of the people having initially entered and updated the form appear at the top of the form. Click on the OH&S tab then click […]

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