Member & Organization Maintenance System (MOMS) Travel Guide

June 1, 2017

Travel User Guide Member & Organization Maintenance System (MOMS)

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TABLE OF CONTENTS INTRODUCTION ________________________________________________________________________ 3 PURPOSE AND SCOPE____________________________________________________________________ 3 POINTS OF CONTACT ____________________________________________________________________ 3 SYSTEM FUNCTIONS ____________________________________________________________________ 3 LOCAL UNIONS ________________________________________________________________________ 4

Approve Travel _________________________________________________________________ 6 Disapprove Travel _______________________________________________________________ 6 Check In _______________________________________________________________________ 7 Check Out _____________________________________________________________________ 9 View of MEMBER DATA __________________________________________________________ 10

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INTRODUCTION This Travel Guide contains all the essential information for the member to make full use of the Member & Organization Management System (MOMS) Travel Features. MOMS is a system that was implemented to manage membership and reporting functions.

PURPOSE AND SCOPE MOMS includes Travel Features to allow members to be approved and disapproved for travel, checked in and out of local unions in which members travel, and to track the status of eligible and traveling members.

POINTS OF CONTACT If assistance is needed please contact the UA Help Desk at (999)-999-9999.

SYSTEM FUNCTIONS The following table shows members that are eligible to travel and the functions that members that use the system can perform within MOMS Travel Feature. Access to these functions will be based on the permissions set for the users. Business Managers (BM) have the ability to approve members within their local’s for travel. Additionally, a BM has the ability to check visiting members in and out of their local’s. Office Professionals (OP) can be granted permission to conduct BM functions by the Local Union’s Business Manager. Both BMs and OPs can access MOMS using any browser (Chrome recommended) at location https://moms.uanet.org. Your credentials for accessing United Association Email will allow members with those rights access to MOMS.

AT - Approve Travel DT - Disapprove Travel CI - Check in CO - Check out V - View Only * all functions include printing and downloading certs

Member Traveling Local Home Local UAHQ

Not Approved for Travel Active - All members (including retired) V None AT AT Inactive member None None V V Approved for Travel, Not Checked In Active - All members (including retired) V CI DT DT, CI Inactive member None None V V Approved for Travel, Checked In Active - All members (including retired) V CO DT DT, CO Inactive member None CO V CO

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LOCAL UNIONS The Home Local is the local in which the member is initiated. The Traveling/Destination Local is the local that a member may be assigned to work. “TRAVEL ACTIVITY” – see module below

“Visiting Travelers” are (Member(s) on Travel Assignment from a Traveling Local/Destination Local)

“UA Traveler Search” allows the BM to search for eligible members from Traveling/Destination Local

A List of Visiting Members will be displayed within the grid above

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“Currently Traveling” are (Member(s) on Travel Assignment from a Home Local)

”Approved Not Traveling” are (Member(s) within a Home Local Approved to Travel not Traveling)

A List of Currently Traveling Members will be displayed within the grid above

A List of Approved Not Traveling Members will be displayed within the grid above

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Approve Travel The member should request travel permission for his/her Home Local Union. The Home Local Union will grant travel permission. This is accomplished by selecting the check box label ‘Approved for Travel’ Please note ‘Approved for Travel = Yes’ in Dashboard

Disapprove Travel The Home Local Union has the ability to remove a member’s travel permission/privilege. If this event occurs when a member is traveling the disapproval takes effect once the member checks out of the Traveling/Destination Local Union he/she is currently assigned. This is accomplished by deselecting the check box label ‘Approved for Travel’ Please note ‘Approved for Travel = No’ in Dashboard

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Check In The member goes to the Traveling/Destination Local Union and presents his/her membership card. The Traveling/Destination Local Union will then scan the QR code on the reverse side of the member card or manually search for the member within MOMS. The Traveling Local Union will check the member in and return the card to the member. Step 1 – Click “Check In” to receive member from Traveling/Destination Local into the Home Local

Step 2 – Confirm Check In Request

[Type a quote from the document or the summary of an interesting point. You can position the text box anywhere in the document. Use the Drawing Tools tab to change the formatting of the pull quote text box.] BMs will not have to “SELECT AN ORG”. BMs will only

have the ability to Check Members In and Out of their

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Step 4 – Review Travel History

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Check Out Once the member is finished with the travel assignment, the Traveling Local Union will check out the member. Step 1 – Click Check Out

Step 2 – Confirm Check Out Request

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Step 3 – Review Travel History

View of MEMBER DATA Members with credentials to access MOMS will be limited to view their Profile and Travel Information

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“Download Certification”

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“Download Member Data”

The Currently Traveling field will display the Traveling/Destination Local/ number when the member is traveling and it will be blank in Member is not Traveling