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 […]
Articles Tagged: DMS Executive
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 […]