The Local Admin tab contains tools for completing tasks related to the running of your local. You can change details about the local, produce lists based on membership/employer details, submit/review expense claims for local members, create local events and register members, register members for UNA events, interact with financial information and report vote results. Click […]
Articles Tagged: DMS Executive
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, […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
DMS Web Local Executive – Local Admin – Expenses – Reviewing Expense Claims
The job of reviewing and approving expense claims belongs to the Treasurer unless the claim involved was submitted by the Treasurer. When local members submit expense claims a record of the form appears on their Personal Expense Claims screen and on the Local Admin/Expenses screen. Here you see the listing of submitted expense on the […]
DMS Web Local Executive – Local Admin – Members & Employees – Special Options – Sort&Filter
Each time you conduct a search, a list of the data your search criteria indicated is produced. You are able to manipulate the data in multiple ways. Clicking on a column label sorts the entire table according to the column category. Entering characters into the Filter field conducts a search on the data from your […]
DMS Web Local Executive – Local Admin – Members & Employees – Online Membership
Under Local Admin is the Members & Employees tab. There are several options available on the tab. The Membership Applications table is available for approval of pending membership that have been submitted electronically. Using the button, you can Enter New Membership from Paper Application to have the member’s name appear immediately on your membership list. In […]
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.
DMS Web Local Executive – Local Admin – Members & Employees – Membership Lists
You can search the membership list by entering a Name (or partial) and ID number, or by setting the choice in Membership Status (All, Active, Pending, Associate) to reflect your needs. There are multiple choices available if you Enable the Advanced Options, allowing you to add various parameters to your search. You can search based […]
DMS Web Local Executive – Local Admin – Members & Employees – Modifying Data
Once a list appears, you are able to edit. Click the Detail button in the appropriate entry. When Details appear, pencil/trash/plus buttons and open fields are available for modifications to the data. Click in the fields for Site Phone, LOA Type, and LOA Notes to enter data. You must click the Update button to complete the entry. […]
DMS Web Local Executive – Local Admin – Members & Employees – Removing a Member
Once a list appears showing a member’s data, you can edit the data including Terminating Membership in your local. Click the Detail button in the appropriate entry. Once the details are visible, look for the Membership Information located in upper right-hand corner. The Status is indicated and beside that entry is a button Term Membership. […]
DMS Web Local Executive – Local Admin – Members & Employees – Paper Application for Membership
Enter New Membership from Paper Application The DMS Web options allow you to add a person to your membership list as a Pending member. The name you have may or may not already appear in the DMS. A Person not in DMS Under the Local Admin section there is a blue box Enter New Member from Paper […]
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 […]
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 […]
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 […]
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 […]
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 […]