After you have created a PC export file in ULTRA, you can download the file to your PC.

To download an export file, follow these steps:

• Select the "WWWUBCJA - Web Site UBCJA.ORG" menu item which allows access to the UBCJA web site and your ULTRA export files. This option brings up the UBCJA.ORG web site.
• Scroll down to the bottom of the web page. You will see a section labeled "Your Personal Download Files". Each export file that you have on the system will be displayed, and will be available for downloading.
  NOTE --- Only your own files will be displayed. Access to the files is controlled by your user ID so that your files are not available to other users on the web page.
• From here, you can left click on the file name that you want, and download it to your PC.

If, for example, you are entering data and you need to leave your computer for some reason, you can lock your session and return to it later instead of having to exit the procedure and log off. When you return to your computer, you can unlock the session, and continue with the data entry.

When a session is locked, it can only be unlocked by the user who locked it, because a password is required to unlock the session.

Locking a Session

You can lock a session when you are at:

• a prompt that requires you to TYPE in data
• a menu option that executes a procedure; examples: NEWMEM, MEMINQ

The [F8] key is used to lock sessions.

For example, if you are at the following prompt:

Phone? __________

and you want to lock your session, press the [F8] key.

After you press [F8], you are asked if you actually want to lock this session.

+-------Really Lock Session--------+ | Yes Lock this session | | No Do NOT lock this session | +----------------------------------+

Select "Yes" if you DO want to lock this session.

Select "No" if you do NOT want this session locked.

If "Yes", the session is locked, and the following is displayed:

This session belongs to TESTER and is locked +-Locked Session Options-+ | UNLOCK this session | | LOGOFF this session | +------------------------+

Unlocking a Session

To unlock a session, select the "UNLOCK" option.

+-Locked Session Options-+ | UNLOCK this session | | LOGOFF this session | +------------------------+

After "UNLOCK" is selected, you are asked for your password.

Password? ____________________ For Security, Your Password Will Not Be Displayed While You Type It

Enter your password.

After you enter your password, you are returned to either the entry prompt or menu that you were at, when you locked your session.

Logging Off a Locked Session

If your session is locked, and you want to log off the system, select the "LOGOFF" option.

+-Locked Session Options-+ | UNLOCK this session | | LOGOFF this session | +------------------------+

After "LOGOFF" is selected, you are asked if you actually do want to log off.

+Really Log off this Session+ | Yes Log off | | No Do NOT log off | +---------------------------+

Select "Yes" to log off this session.

Select "No" to return to the locked session options menu.

2.7 Entering Member Names, IDs

Member name or ID? ____________________________________________________________

At this prompt, you can enter the member's name, SSN/SIN or UBC ID.

Member Name Entry:
If you enter the member name, you can enter any of the following in upper, lower or mixed case:

full or partial first name or initial and full or partial last name; examples: Thomas Johnson Thom Johnson T Johnson Thomas John Thom John T John full or partial last name, comma, space (optional), full or partial first name or initial, or no first name; examples: Johnson, Thomas Johnson, Thom Johnson, T Johnson John, Thomas John, Thom John, T the first letters of the last name, dash, some more letters from last name; for example, if "johns-n" is entered, you might find: Johnson Johnston Johnsnik for multiple last name parts, such as "Thomas Van White", you must designate the end of the last name with a comma; for example: van white, van white,t van wh-t,

If more than one name is found, a menu of names is displayed. You can then select the member from the list or press <F2> to return to the member name/ID prompt.

Member SSN/SIN Entry:
The SSN/SIN is either the social security number or social insurance number.

If this is a US member, enter the social security number (SSN).

If this is a Canada member, enter the social insurance number (SIN).

Enter only digits. Do NOT enter dashes or spaces. For example, if the social security number is "123-12-1234", enter "123121234".

You must enter all nine digits of the SSN/SIN.

Member UBC ID Entry:
The UBC ID is "U" and an 8-digit number that is assigned to each member by the ULTRA system. For example: U12341234. When printed, the UBC ID usually is formatted as: U-1234-1234.

You can enter all eight digits of the UBC ID, or you can enter "U" followed by the first digits of the UBC ID number to get a menu of IDs and names. For example, if you are looking for a member with a UBC ID starting with "12341", you can enter these digits to get a list of members whose UBC IDs start with "12341". You can then select the member from the list.

2.8 F4 Key for Member ID Defaults

When you enter a member's name/ID, ULTRA stores that member's ID. Later, if you are in another procedure and are asked for a member's name/ID, you can press the [F4] key and the previous member's ID will be the default. You can then press ENTER, to accept the default and display the member information.

The following information explains the requirements that must be satisfied before a local/affiliate can go to Full Auto processing/updating.

This chapter also describes the data that needs to be set up, and the data that needs to be entered or updated in membership records.

3.1 Paid Through Dates

The "paid through dates" on the last day of the month before you are going on Full Auto updating, should accurately reflect your members payments and balances as of that date. In other words, whatever "paid through date" and balance would be correct for the last day of the month during which you have told us to turn on Auto Updating, is what you enter.

Here are three examples based on a target of turning on Full Auto updating during the month of June (no later than 2:30 PM EST on June 30, for example). In these examples the monthly dues amount is $25.00.

1. Example of a Past Due Member
   The member's last "paid through date" is March 30. You do not receive any payments during the month of June. The member now owes $75.00. Their "paid through date" would remain as March 30, with a $75.00 balance. On July 1, the Auto Update function will automatically change the member's status to ARREARS, charge them dues for July, and change their balance to $100.00.
2. Example of a Member Who is Paid Through May 31
   If the member does not pay any dues in June, their "paid through date" would remain as May 31, and their balance would be $25.00 as of June 30. On July 1, the Auto Update will charge the member for July dues, and change their balance to $50.00.
   If the member pays their June dues during June, you would change their "paid through date" to June 30, and the balance would be $0.00. On July 1, the Auto Update will charge the member for July dues and change their balance to $25.00.
3. Example of a Member Who is Paid Through to December 31
   The member's "paid through date" will be December 31, 1998. You will enter a credit balance for the months of dues not yet charged for as of June 30. Since the member has a credit balance, you would enter $150.00 CR as their balance as of June 30. On July 1, the Auto Update will charge them for July dues and change their balance to $125.00 CR.

3.2 General Office Correspondence

Once you have updated all of your membership records, and started processing on the new system, you no longer need to send the following information to the General Office:

• Daybook sheets or diskettes
• Change of status
• Request for withdrawal or conditional withdrawal

You will, temporarily, need to continue sending Transfers to the General Office until all affiliates are using the new system. At that point, the Transfers will be handled electronically between the clearing and receiving Local or Council.

You need to continue sending a signed membership application with obligation, to the General Office.

3.3 Check List

1. Dues codes and finance codes have been set up.
2. All members have had a dues fee code assigned to them. Run the DUESCODE - Members by Dues Code Report menu option on the Report/Inquiry Procedures menu, to verify that this has been done.
3. Updating members "paid through dates" and balances, is being done by selecting the DATAREVIEW - Mass Data Review and Update menu option. Do NOT use the PAYCHRG - Member Payments, Charges Entry menu option. The PAYCHRG - Member Payments, Charges Entry menu option can only be used to enter and post dues payments once a member has been charged dues. Dues can only be charged on the system after Auto Updating is turned on.
4. "Paid through dates" and current balances on ALL members have been updated based on the target end of the month when Auto Updating will be turned on (see June 4, 1998 Information Bulletin for explanation and examples).
5. The only members who have a "0" current balance are those whose "paid through date" is the same as the target end of the month date. If you ask for Auto Update to be turned on during June so it charges dues on July 1, only those members whose paid through date is June 30 will show a "0" balance. Members with earlier "paid through dates" (past due), and those paid further in advance, will show either a balance owed or a credit balance.

Some users work with member data for more than one local or branch, and they need to switch from local to local or branch to branch. The CHGLOC menu option allows a user to change from one local and/or branch to another.

| Other | | CHGLOC Change User Local | | POSTITVIEWER View Post-Its | | READIM Read Instant Message | | NEWPASSWORD Change Your Password | | KEYUSER Key User Access | | USERS User Maintenance | | SECKEY Security/Key/CODS User Inquiry | | RESETPC Reset PC Configuration |

This chapter explains how a user can change from one local or branch to another.

4.1 Change User Local Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 +-----Select Affiliate------+ | UBC00408 Phoenix, AZ | | UBC01327 Phoenix, AZ | | UBC01444 Tucson Local | | UBC01914 Phoenix, AZ | | UBC02093 Phoenix, AZ | +---------------------------+ <ESC>=Exit Change User Local <F2>=Back <F1>=Help

Select Affiliate

A list of the local affiliates that you can change to, is displayed.

+-----Select Affiliate------+ | UBC00408 Phoenix, AZ | | UBC01327 Phoenix, AZ | | UBC01444 Tucson Local | | UBC01914 Phoenix, AZ | | UBC02093 Phoenix, AZ | +---------------------------+

Select the affiliate you want to change to from the menu.

Select Branch

If the affiliate you selected has branches, a list of the branches that you can change to, is displayed.

+-----------------Branch------------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

Select the branch you want to change to from the menu.

Change Local/Branch

You are asked if you actually want to change to the selected local and branch (if there are branches).

+-----------------Branch------------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

Select "Yes" to make the local/branch change.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this change.

If "Yes" the local and/or branch change is done, and you will see the name of the affiliate you changed to, displayed in the second heading line.

The POSTITVIEWER - View Post-Its menu option allows you to view/read post-its. Post-its are messages created by the General Office, and sent to the General Office and/or the affiliates.

A post-it message might contain information about upcoming installations, system down time, etc.

| Other | | CHGLOC Change User Local | | POSTITVIEWER View Post-Its | | READIM Read Instant Message | | NEWPASSWORD Change Your Password | | KEYUSER Key User Access | | USERS User Maintenance | | SECKEY Security/Key/CODS User Inquiry | | RESETPC Reset PC Configuration |

This chapter explains how to view post-it messages.

5.1 Post-It Viewer Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 +Read Post-its?+ | Yes | | No | +--------------+ There are 3 Post-its <ESC>=Exit VIEW POST-ITS <F2>=Back <F1>=Help

5.2 Reading/Viewing Post-its

You are asked if you want to read/view the post-its.

+Read Post-its?+ | Yes | | No | +--------------+

Select "Yes" if you want to read/view the post-its.

Select "No" if you do not want to view the post-its.

If "Yes", a menu of the post-its is displayed. For example:

+--------------- Post Its ----------------+ | Exit | |-----------------------------------------| | | | Urgent Post Its | | 1) 21-Aug-1998 Test Urgent post-it | | | | Normal Post Its | | 2) 21-Aug-1998 Test normal post-it | | 3) 12-Aug-1998 test post it 3 | +-----------------------------------------+

The post-its are divided into "Urgent" and "Normal" groups. You can read any of the post-its on the menu.

Select the post-it that you want to read/view.

After you select a post-it from the menu, you can display that post-it on the screen or print it out.

The following is an example of a post-it displayed on the screen:

Hi All, There will be an installation on Sunday, August 16th, 1998. You will notice some changes to contractor processing when you log in on Monday, August 17. UBC Operations +------------------------------------------------------------------------------+ | Previous Next Exit | +------------------------------------------------------------------------------+

Select "Previous" to display the previous screen of text.

Select "Next" to display the next screen of text.

Select "Exit" when you are done reading/viewing the post-it.

You can read/view one or more of the post-its at any time.