Union workflow
Union education, training & meeting sign-ups.
Let members register for steward training, new-member orientation, workshops, meetings or union events by phone.
What to capture
Ask what your reps actually need.
The workflow can use the same labels your education committee or local office already uses, so phone registrations arrive in a familiar format.
Member details
Name, local/unit, employer, worksite and preferred contact information.
Course or event
Steward training, health and safety, orientation, bargaining meeting, workshop, conference or local event.
Date / session
Which session the member wants to attend and any alternate choice.
Role / experience
Member, steward, officer, committee member, organizer or other role if relevant to the session.
Accessibility / logistics
Only ask for accommodation or logistics details that your organization actually needs to arrange participation.
Confirmation
Send the member a confirmation email with the relevant next-step links when configured.
Your process stays in charge. Union Call Forms collects and routes information. Your local decides how the information is reviewed, represented, filed, escalated or stored.