Module Category: Technology

PRC Management in DMS

This module covers how to do the following in UNA’s Data Management System (DMS):

  • Adding & removing PRC management access
  • Locating PRC records
  • Approving & rejecting electronically-submitted PRCFs
  • Entering paper PRCFs into DMS
  • Editing/updating PRCFs
  • Manager Response Forms
  • Managing PRCFs such as identifying the stage in the PRC process
  • Closing PRC records
  • Documenting PRC Committee meetings & creating agendas

Only Local Executives are able to grant or revoke PRC management access in DMS. To have access to the above DMS functions, PRC Committee members who are not Local Execs must be granted access by their Local Executive.

Approving Expenses, LOAs & Payments

In this module, learn where to view locally funded submissions for Union Leaves of Absence (LOAs) & locally funded Expense Claims in order to process payments to members for events, meetings, & other expenses. Additionally, learn about the Accounts Payable system & how to issue cheques via mail to vendors & other payees. Click a lesson below to get started.

Expense Claims & LOA Requests

In this module, you will learn about the differences between a Union Leave of Absence (LOA) request & an Expense Claim as well as which process to use (or both!) when attending a union event or submitting a union-paid expense. Click a lesson below to get started.

New Duespayers & Members

In this module, learn about providing a Local orientation to new employees as well as how to submit & process membership applications, in both online & paper formats.