United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Prompts if "No" to "Gets SSN/SIN Displayed on F8 in Mbr Inquiry/Maintenance"

You are asked if this user does employer dues remit entry. 



   +ADD: Does user process employer dues remit entry+ 
   |  Yes                                           | 
   |  No                                            | 
   +------------------------------------------------+

Select "Yes" if the user processes employer dues remittances.

Select "No" if the user does not do employer dues remit entry.

If "No", the user's SSN/SIN access is set to "NONE", and no other access prompts are displayed.

If "Yes", you are asked if the member's SSN/SIN (member ID) should be displayed when doing employer dues remit entry. 



   +ADD: Display member SSN/SIN in employer dues remit entry+ 
   |  Yes                                                   | 
   |  No                                                    | 
   +--------------------------------------------------------+

Select "Yes" if the member's SSN/SIN (member ID) should be displayed during employer dues remit entry.

Select "No" if the SSN/SIN (member ID) is not to be displayed during remit entry.

If "Yes", the user's SSN/SIN access is set to "REMIT".

If "No", the user's SSN/SIN access is set to "NONE".

Menu Type

You are asked which type of menu you want to set up for this user. 



   +-----ADD: Menu Type------+ 
   |  Select Standard Menu   | 
   |  Create Custom Menu     | 
   +-------------------------+

Select "Select Standard Menu" if you want to assign one of the standard menus to this user.

Select "Create Custom Menu" if you want to create a customized menu for this user.

Selecting a Standard Menu

If you selected "Select Standard Menu", a list of the standard menus is displayed and you are asked to select the menu that you want this user to use. 



   +--------------ADD: Select Predefined Menu--------------+ 
   |  Affiliate - All Processes                            | 
   |  Affiliate Inquiries & Reports Only                   | 
   |  Affiliate Membership - No Referral, Contracts, Etc   | 
   |  Affiliate Referral, Contracts, General Inquiries     | 
   +-------------------------------------------------------+

Select the appropriate menu for this user.

Creating a Custom Menu

If you selected "Create Custom Menu", a list of function groups is displayed. You can then select the functions you want this user to perform, and a customized menu which includes the selected functions, will be created. 



   +----------------------Select Function Group----------------------+ 
   |  SECURITY      Account Maintenance & Secured Processes          | 
   |  MEMBERPROC    Member Entry & Updates                           | 
   |  APPLICANT     Applicant Entry & Processing                     | 
   |  TRANSFER      Transfer Processing                              | 
   |  CHARGEPAY     Dues, Charges, Payments Processing               | 
   |  CONTRACTPROC  Contracts & Contractors Processing & Inquiries   | 
   |  CONTRACTINQ   Contracts & Contractors Inquiries Only           | 
   |  REFERPROC     Referral / Out of Work Processing & Inquiries    | 
   |  REFERINQ      Referral / Out of Work Inquiries Only            | 
   |  AFFSETUP      Affiliate Set Up Codes & Maintenance             | 
   |  DISPENSATION  Dispensation Request & Inquiry                   | 
   |  MEMBERINQ     Membership & Inquiries Reports Only              | 
   |  FINANCEINQ    Financial Inquiries & Reports Only               | 
   |  AFFINQ        Affiliate Inquiries Only                         | 
   |  OFFICER       Officer Maintenance & Inquiry                    | 
   |  EXPORT        PC Export Files                                  | 
   +-----------------------------------------------------------------+

Select one or more of the function groups that you want to include in the customized menu for this user.

CODS Access

Note: If the user does not have access to the CODS System, this prompt is skipped.

You are asked what type of CODS access this user is to have. 



   +------ADD: CODS Access-------+ 
   |  Read/Inquiry only access   | 
   |  Full Read/Update access    | 
   +-----------------------------+

Select "Read/Inquiry only access" if the user can only read or inquire on CODS data.

Select "Full Read/Update access" if the user can read AND update CODS data.

CODS Coordinator

Note: If the user does not have access to the CODS System, this prompt is skipped.

You are asked if this user is a CODS coordinator. 



   +ADD: Is User a CODS Coordinator+ 
   |  Yes                          | 
   |  No                           | 
   +-------------------------------+

Select "Yes" if the user is a CODS coordinator.

Select "No" is the user is not a CODS coordinator.

TRAIN Access

Note: If the user does not have access to the TRAIN System, this prompt is skipped. Currently, only General Office users have access to the TRAIN System.

You are asked what type of TRAIN System access this user is to have. 



   +ADD: Access to TRAIN System+ 
   |  READ                     | 
   |  UPDATE                   | 
   +---------------------------+

Select "READ" if the user can only read TRAIN System data.

Select "UPDATE" if the user can read AND update TRAIN System data.

Add User Account

You are asked if you want to add this new user account. 



User ID        : JFROST 
First Name     : JACK 
Last Name      : FROST 
Affiliate ID   : UBC01111 -- Pala Mesa Valley 
Aff Branch     : MESA     -- Mesa Branch 
Phone Number   : (760) 555-8800 
Email Address  : [email protected] 
Systems Access : ULTRA,TRAINING,CODS 
UBC Key User   : Yes       For Entire Council: Yes 
Key User Aff's : 
 
 
Security User  : No             Override User: No 
May Resequence : Yes          Ref Hist/Skills: Yes  Restricted Skills OK: Yes 
Mass Data Rev  : Yes             Restrict Mbr: Yes  Auto Update Callin: No 
F8 SSN/SIN     : Yes       Access SSN/SIN Chg: Yes 
Proc Emp Remit :            SSN/SIN Emp Remit:      SS Access: FULL 
 
Predefined Menu: Affiliate - All Processes 
Function Groups: 
CODS Access    : READ        CODS Coordinator: No   TRAIN Access: NONE 
 +ADD User Account+ 
 |  Yes           | 
 |  No            | 
 +----------------+

Select "Yes" to add this new user account.

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

Press <ESC> to abort this add procedure.

If "Yes", this new user account is added. A message tells that the new account has been added, and displays the user ID.

Work on Other Locals

After the user account is added, you are asked if this user is authorized to work on other locals.

Note: This prompt is skipped if this user is a council user, because council users can work with data for any local in the council. 



   +ADD: Is this user authorized to work on other locals+ 
   |  Yes                                               | 
   |  No                                                | 
   +----------------------------------------------------+

Select "Yes" if this user CAN work on other locals.

Select "No" if this user can only access data for this local.

If "Yes", you are asked for the information about the other locals that the user can access. See Section 9.2.5, Other Affiliates Access Entry for information on how to enter the data regarding the other locals that the user can work on.

Key User Affiliates Access

If this user is a key user for specific locals in the council, you are asked for the information on the locals that this key user is to have access to. See Section 9.2.6, Maintain Key User Affiliate Access for information on entering key user affiliates.

9.2.5 Other Affiliates Access Entry

If the user can access other affiliates, the following screen is displayed: 



User ID  : MWILSON 
User Name: MARY WILSON 
 
 Other 
 Aff ID   Menu to Use 
 -------- -------------------------------------------------- 
 
 
 
 
 
 
 +Other Affiliates Access Option-+ 
 |  Add Other Affiliate Access   | 
 +-------------------------------+

Select "Add Other Affiliate Access" to enter new information about the affiliate(s) that the user can access.

Other Affiliate ID

You are asked for the ID of the affiliate that the user can access. 



 ADD: Enter other affiliate ID user can access? ________

Enter the ID of the affiliate that the user can access.

You can enter the affiliate number which is a number from 1 to 99999.

After the ID is entered, the affiliate name is displayed.

If the entered affiliate ID is not in the user's council, the entry will not be allowed. Only a General Office user can set up cross-council affiliate access.

If a General Office user has entered an affiliate ID not in the user's council, they are asked if the entry should be allowed. 



   +Allow other affiliate access+ 
   |  Yes                       | 
   |  No                        | 
   +----------------------------+ 
                Affiliate UBC00003 is not in user's council UBC04003

Select "Yes" if the user can work on the other affiliate.

Select "No" if the entry is now allowed.

Menu Selection

You are asked for the menu that will be displayed when the user is accessing the other affiliate. 



   +--------------ADD: Select Predefined Menu--------------+ 
   |  Affiliate - All Processes                            | 
   |  Affiliate - Member Inquiry Only                      | 
   |  Affiliate Inquiries & Reports Only                   | 
   |  Affiliate Membership - No Referral, Contracts, Etc   | 
   |  Affiliate Referral, Contracts, General Inquiries     | 
   +-------------------------------------------------------+

Select one of the predefined menus from the displayed list.

Add Access Information

You are asked if you want to add the other affiliate access information. 



Other Aff ID: UBC01448 -- Benson Local 
 
Menu to Use : Affiliate Membership - No Referral, Contracts, Etc 
 
 
 
 +Add Access Info+ 
 |  Yes          | 
 |  No           | 
 +---------------+

Select "Yes" to add the other affiliate access information.

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

If "Yes" the information is added for this user.

9.2.5.1 Changing Other Affiliate Access Information

You can change the information regarding the other affiliates that the user can access. To make changes, select the "Change Other Affiliate Info" option. 



   +---Other Affiliates Access Option----+ 
   |  Add Other Affiliate Access         | 
   |  Change Other Affiliate Info        | 
   |  Delete Other Affiliate Access      | 
   |  List Other Accessible Affiliates   | 
   +-------------------------------------+

Select Item to Change

The other affiliates that the user can access are displayed, and you are asked which item that you want to change. 



   +--------------Select Other Affiliate Info to Change--------------+ 
   |  UBC00409  Affiliate - Member Inquiry Only                      | 
   |  UBC01111  Affiliate - All Processes                            | 
   |  UBC01448  Affiliate Membership - No Referral, Contracts, Etc   | 
   +-----------------------------------------------------------------+

Select the item that you want to change from the menu.

Change Menu

The list of predefined menus is displayed, and you are asked to select one of the menus. 



   +--------------ADD: Select Predefined Menu--------------+ 
   |  Affiliate - All Processes                            | 
   |  Affiliate - Member Inquiry Only                      | 
   |  Affiliate Inquiries & Reports Only                   | 
   |  Affiliate Membership - No Referral, Contracts, Etc   | 
   |  Affiliate Referral, Contracts, General Inquiries     | 
   +-------------------------------------------------------+

Select the appropriate menu item.

Change Access Information

You are asked if you want to change the other affiliate access information. 



   +Change Access Info+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to change the other affiliate access information.

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

If "Yes" the information is changed.

9.2.5.2 Deleting Other Affiliate Access Information

You can delete information regarding the other affiliates that the user can access. To delete other affiliate access information, select the "Delete Other Affiliate Access" option. 



   +---Other Affiliates Access Option----+ 
   |  Add Other Affiliate Access         | 
   |  Change Other Affiliate Info        | 
   |  Delete Other Affiliate Access      | 
   |  List Other Accessible Affiliates   | 
   +-------------------------------------+

Select Item to Delete

The other affiliates that the user can access are displayed, and you are asked which item that you want to delete. 



   +--------Select Other Affiliate to Delete---------+ 
   |  UBC00409  Affiliate - Member Inquiry Only      | 
   |  UBC01111  Affiliate - All Processes            | 
   |  UBC01448  Affiliate Inquiries & Reports Only   | 
   +-------------------------------------------------+

Select the item that you want to delete from the menu.

Delete Access Information

The information for the selected item is displayed, and you are asked if you want to delete this other affiliate access information. 



   +Delete~Access~to~Affiliate~UBCnnnnn+ 
   |  Yes                              | 
   |  No                               | 
   +-----------------------------------+

Select "Yes" to delete the other affiliate access information.

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

If "Yes" the information is deleted.

9.2.5.3 Listing Other Affiliate Access Information

You can create a list of the other affiliates that the user can access by selecting the "List Other Accessible Affiliates" option. 



   +---Other Affiliates Access Option----+ 
   |  Add Other Affiliate Access         | 
   |  Change Other Affiliate Info        | 
   |  Delete Other Affiliate Access      | 
   |  List Other Accessible Affiliates   | 
   +-------------------------------------+

List/Report Example

The following is an example of the other affiliate access listing/report: 


11-Feb-2001    United Brotherhood of Carpenters and Joiners of America    Page 1 
                               Other Affiliate Access 
 
User ID: MWILSON 
Name   : MARY WILSON 
Aff ID : UBC01444 -- Tucson Local 
 
Other    Other 
Aff ID   Affiliate Name                       Menu File 
-------- ------------------------------------ ---------------------------------- 
UBC00409 Westside, CA                         Affiliate - Member Inquiry Only 
UBC01111 Pala Mesa Valley                     Affiliate - All Processes 
UBC01448 Benson Local                         Affiliate Inquiries & Reports Only

9.2.6 Maintain Key User Affiliate Access

If the user is not a key user for the entire council, but only for some of the locals in the council, the following screen is displayed, and you are asked to enter the locals that the user is a key user for. 



User ID  : DSWAN 
User Name: DAVE SWAN 
 
Key User    Key User    Key User    Key User    Key User    Key User    Key User 
Aff ID      Aff ID      Aff ID      Aff ID      Aff ID      Aff ID      Aff ID 
--------    --------    --------    --------    --------    --------    -------- 
 
 
 
 
 +Key User Affiliates Option-+ 
 |  Add Key User Affiliate   | 
 +---------------------------+

Select "Add Key User Affiliate" to enter the local affiliates that this user is a key user for.

Local ID

You are asked for the ID of the local that the user is to be a key user for. 



 ADD: Enter local that user is a key user for? ________

Enter the ID of the local affiliate that the user can access. You can enter the affiliate number which is a number from 1 to 99999.

After the ID is entered, the affiliate name is displayed.

Add Key User Local

You are asked if you want to add this local to the list of locals that this key user can access. 



   +Add Key User Local+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to add this key user local.

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

If "Yes" the local is added to the key user's affiliate list.

You can continue adding locals until the affiliate list is completed for this key user.

9.2.6.1 Deleting Key User Affiliates

You can delete affiliates from the key user's list of affiliates that they are a key user for.

To delete affiliates, select the "Delete Key User Affiliate" option. 



   +--Key User Affiliates Option--+ 
   |  Add Key User Affiliate      | 
   |  Delete Key User Affiliate   | 
   |  List Key User Affiliates    | 
   +------------------------------+

Select Affiliate to Delete

The affiliates that the user is a key user for are displayed, and you are asked to select the affiliate that you want to delete. 



   +Select Key User Affiliate to Delete+ 
   |  UBC01115                         | 
   |  UBC01153                         | 
   |  UBC02455                         | 
   |  UBC11111                         | 
   +-----------------------------------+

Select the affiliate that you want to delete.

Delete Affiliate

The affiliate name is displayed, and you are asked if you want to delete this affiliate. 



   +Delete Key User Local UBC11111+ 
   |  Yes                         | 
   |  No                          | 
   +------------------------------+

Select "Yes" to delete the affiliate from the key user affiliate list.

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

If "Yes" the affiliate is deleted.

You can delete one for more affiliates from the key user affiliate list.

9.2.6.2 Listing Key User Affiliates

You can create a list of the key user affiliates by selecting the "List Key User Affiliates" option. 



   +--Key User Affiliates Option--+ 
   |  Add Key User Affiliate      | 
   |  Delete Key User Affiliate   | 
   |  List Key User Affiliates    | 
   +------------------------------+

List/Report Example

The following is an example of a key user affiliates list: 


12-Nov-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                               Key User Affiliates 
 
User ID: DSWAN 
Name   : DAVE SWAN 
Aff ID : UBC01111 -- Pala Mesa Valley 
 
         Key User   Key User 
         Aff ID     Affiliate Name 
         --------   -------------------------------------------------- 
         UBC01115   Green Valley Local 1115 
         UBC01153   Yuma Arizona 
         UBC02455   Crescent City Cal

9.2.7 Changing User Account Records



   +----------------Option-----------------+ 
   |  Reset a User Password                | 
   |  Add a User Account                   | 
   |  Change a User Account                | 
   |  Delete a User Account                | 
   |  Inquire on a User Account            | 
   |  List Users                           | 
   |  Maintain Multiple Affiliate Access   | 
   |  Maintain Key User Affiliates         | 
   +---------------------------------------+

Select the "Change a User Account" option to change data in a user account record.

The following sections describe the prompts displayed when a user account record is changed.

Find User By Name/ID

You are asked how you want to locate/access the user's record. 



   +CHA: Find User by+ 
   |  User Name      | 
   |  User ID        | 
   +-----------------+

Select "User Name" if you want to access the user's record by entering the user name. If this option is selected, you will be asked for the user's first and last names.

Select "User ID" if you want to access the user's record by entering the user ID. If this option is selected, you will be asked for the user's ID.

After the user name or user ID is entered, the current data in the user account record is displayed. For example: 



User ID        : BCOAT 
First Name     : BRYAN 
Last Name      : COAT 
Affiliate ID   : UBC01444 -- Tucson Local 
Aff Branch     : NOTUCSON -- North Tucson 
Phone Number   : (520) 555-4000 
Email Address  : [email protected] 
Systems Access : ULTRA,TRAINING,CODS 
UBC Key User   : Yes       For Entire Council: Yes 
Key User Aff's : 
 
 
Security User  : No             Override User: No 
May Resequence : No           Ref Hist/Skills: Yes  Restricted Skills OK: Yes 
Mass Data Rev  : Yes             Restrict Mbr: No   Auto Update Callin: No 
F8 SSN/SIN     :           Access SSN/SIN Chg: 
Proc Emp Remit :            SSN/SIN Emp Remit:      SS Access: NONE 
 
Predefined Menu: 
Function Groups: Member Entry & Updates; Applicant Entry & Processing; 
CODS Access    : READ        CODS Coordinator: No   TRAIN Access: NONE 
 
 
CHA: User's affiliate ID? UBC01444

All the user data that was entered can be changed except for the first and last names, and the user ID.

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