UNITE - Log in screen – usernames and passwords created through SSO - Single Sign On and IMSe. Credentials shared with IMSe and KLMS.

Sign in from perspective of officer/staff at the IUPAT level.

Once logged in you are presented with a dashboard. This dashboard is content that has been pushed out by IUPAT, HQ and District Councils. Area for officers/staff and students to come in to see articles that have been created for them. Think of this as a social media network for your organization. Split up into two areas for your members: MY COMMUNICATIONS and MY CONNECTIONS. Any cards that have specific links, members can click on those hyperlinks and will take them out to those specific sites.

MY ACCOUNT

MY WALL:

Can create articles two separate ways: View all communications (top right corner) or My ACCOUNT – TOOLS – MY WALL. Articles are also referred to as cards, posts, or messages. As an administrator you will have the ability to post content to the Wall

+ADD to create. Red asterisks are required fields, this rule applies to all areas of UNITE Type – 3 options: Announcements, Documents and Call to Action

• Announcements – general announcement
• Documents – any document you want to make available to your members
• Call to Action – stand out more than an announcement such as a political event you are asking your members to participate in.
• Promote – promoting a specific article will keep it at the top of the list on the dashboard. Sorting on dashboard works by date. If you do not promote a card, it will show the most recent news forward and the first 3 articles are displayed
• Organizations - choose which organization to create post based on level of

access. Content created by a District Council will be visible to all organizations that fall under that District Council

• Category – default category is General
• Expiration – can pre-set when an article expires. If creating for a specific event, you will not need to remember to go back and remove post after that event is over
• Images – select upload button to browse file on our machines. Choosing the

upload button under Header Image will sit onto of card and the insert/edit image icon will place image inside article.

• Title – customized title for article
• Content – customize content for article
• Attachment – select +choose button or link icon to add attachments such as class schedules or links to pdf’s

Save once finished

Edit/Delete - after article has been created, can go back at any point to edit or delete. (Icons on bottom right of news cards). Update content, delete attachments or photos, add new links or photos, and save. Will automatically apply those changes to the article.

Dashboard – filters specific categories. When a user signs in and looks for a

specific Announcement, Document or Call to Action on dashboard, they can isolate all cards.

Expired – any articles previously created that have expired are still accessible here. Just not front and center. As an admin, editing an expired article works the same way. An expired article can be edited with updated information, change expiration date, and will make post current again.

Note – At this time there is not storage limit to expired articles.

MY PROFILE:

Information from a user perspective. Can only see My Account and 6 Support tabs. Members can update their own information.

• Contact - name, address, phone numbers, email addresses, opt-in or opt-out, demographics. From a user perspective, information can be updated. Addresses are auto populated based on data from USPS. This helps verify correct addresses for future mailing.
• Secure Data – read only for members. Social security numbers, (SIN for Canadian members), and DOB. Information stored separately here due to special security around PII (Personally Identifiable Information)
• Membership – read only for members. Can see current information which is driven by IMSE
• Education/Training - read only for members. For apprentices in an active program. Shows current hours and hours needed
• Setting and Security- based on level of access, can change default settings to grid view/list view. Can change/update passwords or security questions. Members can upload a profile picture which functions the same way as uploading photo on Wall post. If they give the browser access to their camera or using a smart device, they can select “take picture” to take a snapshot photo and insert into profile
• Trade/Skills – each member has one primary Trade/Skill. Additional trades/skills can be associated to the member

MY EDUCATION:

• Programs - shows apprentices what active programs they are enrolled in. Same information as displayed in Education tab under My Profile but this area will show where they stand in the program. See how many employers’ hours recorded for OJL and how many required hours needed. Only can have 1 program at a time
• Training/Certification - where all training and certifications documents are stored. Will also show courses completed

MY EMPLOYMENT:

• Employers – view information tied to dues employers, locations, shift, start and end date. User/members can add employers to their record but cannot edit the employer.
• Hours Reported – hours reported by the employer through the pension fund system. Member can log in and see what hours, date hours reported and who reported the hours.

MY TIME:

• New Entry – available to an apprentice to report their OJL.
• Waiting Approval – shows any time has been submitted but not yet approved. Broken up into specific categories so they can see hours approved and how many recommended. Any periods in Draft status display in different color.
• Rejected – timecards that have been submitted and rejected. Apprentice will also receive communication that time has been rejected but information will be displayed here as well
• Approved – all hours that have been submitted and approved. Summary of where member stands in program

MY COMMUNICATIONS:

Any emails or text message communications sent to that member. After 3 failed email communications to a member, the system will automatically list member to Opt-Out. As an administrator, you can check status of communication: Delivered, Opened and Engaged.

Schedule communications to go out on specific dates and times automatically. Send a test communication to view final presentation of email or text, test communications are sent to user creating the communication. Utilize Distribution Lists to send targeted communications to, option to exclude specific members on that communication.

My Documents:

Documents or letters shared with the member and/or specific to that member (current CBA, meeting notes). A member can search for keywords tied to a specific document. All documents are stored on the cloud so will work on mobile devices

My Survey:

Members can see all surveys that they have participated in that were sent out through the UNITE platform. Select a specific survey and view results, stats and details

APPS:

Single Sign On - usernames and passwords created through SSO - Single Sign On and

IMSE. Credentials shared with IMSE and KLMS. Will only work if a user has access to IMSe and KLMS. Members will not need to have multiple passwords

Video:

MEMBERSHIP

ORGANIZATIONS:

Information pertaining to each organization/ sub-organization within your administrative visibility.

From here you can view a District Council/ Local…

• Contact info. (details specific to that organizations)
• RSS Feeds (Allow Feed from syndicated news sites to create content for your wall)
• Positions (Officer and staff`)
• Docs
• Notes
• Configure (Upload your Logo and Banner for your Local)
• Manage Custom Fields (create custom field that does not already exist for flexible data tracking)
• Custom Fields (Assign existing Custom Fields)
• Roster Change Log (any updates/ changes made to member records)

Note: You can change the view of your Organization page by clicking on the  Icon to expand the Org. Card

EMPLOYERS:

Information for each IUPAT employer within Organization

• Contact info.
• Positions (Positions of individuals at the employer/ point of contacts)
• Docs
• Notes
• Assignments (Manage the list of employers that are active for organization)

EMPLOYER LOCATIONS:

Specific locations of an Employer that an individual member works at. One Employer can have multiple locations.

Dues Employers

• Contact info.
• Docs
• Notes

COMMUNICATE - DISTRIBUTION LISTS:

Allows you to create very specific filters based-on fields/data associated to your members.

• You can later recall a list for communications (E.g., all Active – Regular members in your org.)
• You can select custom fields that you have created/applied to members to filter you list
• All lists created are dynamic: any changes made to a member will reflect their status on the list

(E.g., if a member retires, they will no longer be on the “Active members” list)

COMMUNICATIONS:

• All completed communications that have been sent via email/text or surveys to members in your group (Local, District Council). From here you can…
• View communication message details, content and what Distribution List was used
• Recipients: who received the message, who opened/viewed it and who engaged (clicked attached link)
• View survey results: how respondents voted (what each member voted – unless it was anonymous)

Note: If a message sent to a member (email/ text) fails 3-times, that contact number/email will be marked as invalid. It will update their members record and any future communications will show Opted-Out.

• You can create a New communication campaign. From here you can…
• Send a ‘test’ message (sent to you) to see how it will look to members
• Schedule a time/ date for when you want it sent (if not immediately)
• Exclude specific members from a Distribution List
• Emailed communications allow you to choose from your primary/ secondary email address as the sender (reply-to address) OR if you have an address configured to the organization you are a part of. You can also enter a Sender Display name so your recipients can recognize who sent it

SURVEY BUILDER

• You can choose for surveys to be sent only to members with Active user accounts
• They always have expiration dates
• You can make surveys anonymous
• Set responses to be required before moving on to next question
• Surveys can have various response options (yes/no, range, or custom pick lists)

COMMUNICATE TEMPLATES:

You can create an email Header image/ disclaimer which you can include in future messages

MAILING LABELS:

For use with common Avery label printers and full label sheets. Can be used with Dist. List.

LETTERS:

Actual letters are created here. Can download template or sample letter. Add letterhead and signatures.

LETTER TEMPLATES:

DC letter templates are created/stored here. New member signups, apprentice status letters, etc.

CONNECT

ROSTER:

All relevant information pertaining to your membership. By default, ‘card-view’ displays the information

Member records display the same information from the ‘My Profile’ page from an admin perspective.

Aside from viewing all member record data; you can…

• search by name, type, status etc.
• expand/ collapse a card
• expand a card in full screen view
• email or text a person from a card
• one touch call to a member from a mobile device 

In each member card you view/ edit a member’s

• Contact info
• Membership
• Secure data
• Employment
• Training & Certification
• Account
• Trade/ Skills
• Communications received
• Votes
• Changes made to their record in the past
• Documents attached to them
• Notes
• Custom fields attached to them
• User account (Active user account and send email password reset)

ROSTER DIRECTORY:

Generate a directory of your entire roster from here or select a distribution list for a smaller listing, preformatted directory list.

OFFICER DIRECTORY:

Local officers within a local or at the District Council level. Preformatted list (dial and email on mobile device).

SUPPORT

USER MANAGEMENT:

Password resets, revoke rights to log in

HELP:

Get Support – Knowledge base and FAQ’s. Send an email to IUPAT Helpdesk. SUPPORT@IUPAT.ORG