United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Change User Account

After you make changes, you are asked if you want to change this user account record. 



   +CHANGE User Account+ 
   |  Yes              | 
   |  No               | 
   +-------------------+

Select "Yes" to change this user account record.

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

Press <ESC> to abort this change procedure.

If "Yes", this user account information is changed.

Changing Other Affiliate Access/Key User Affiliates Information

After the data for the user is changed, you can add other affiliate access information, or change current access information.

If the user is a key user for some locals in the council, you can change the list of affiliates that the user is a key user for.

9.2.8 Deleting 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 "Delete a User Account" option to delete a user account record.

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

Find User By Name/ID

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



   +DEL: 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 
 +DELETE User Account+ 
 |  Yes              | 
 |  No               | 
 +-------------------+

Delete User Account

You are asked if you want to delete this user account record. 



   +DELETE User Account+ 
   |  Yes              | 
   |  No               | 
   +-------------------+

Select "Yes" to actually delete this user account record.

Select "No" to save this user account record.

Press <ESC> to abort this delete procedure.

If "Yes", this user account record is deleted.

9.2.9 Inquire on 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 "Inquire on a User Account" option to inquire on a user account record.

The following sections describe the prompts displayed when you do an inquiry.

Find User By Name/ID

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



   +INQ: 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        : AHEART 
First Name     : ANDREW 
Last Name      : HEART 
Affiliate ID   : UBC01444 -- Tucson Local 
Aff Branch     : NOTUCSON -- North Tucson 
Phone Number   : (520) 555-4344 
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: Affiliate - All Processes 
Function Groups: 
CODS Access    : UPDATE      CODS Coordinator: Yes  TRAIN Access: NONE 
 +Show Other Affiliate Access+ 
 |  Yes                      | 
 |  No                       | 
 +---------------------------+

If the user has access to other affiliates, you are asked if you want to display the other affiliate access information.

If "Yes", the other affiliate access information is displayed. For example: 


12-Nov-2002    United Brotherhood of Carpenters and Joiners of America    Page 1 
                               Other Affiliate Access 
 
User ID: AHEART 
Name   : ANDREW HEART 
Aff ID : UBC01444 -- Tucson Local 
 
Other    Other 
Aff ID   Affiliate Name                       Menu File 
-------- ------------------------------------ ---------------------------------- 
UBC01111 Pala Mesa Valley                     Affiliate - Member Inquiry Only 
UBC01448 Benson Local                         Affiliate - Member Inquiry Only 
UBC04094 Silver State DC                      Affiliate Inquiries & Reports Only

If the user has key user affiliates information, you are asked if you want to display that information.

If "Yes", a list of the key user affiliates is displayed.

9.2.10 List 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 "List Users" menu option to create a list of user accounts.

Affiliate ID

You are asked for the affiliate ID that you want to create a user account list for. 



 LIS: Affiliate ID? ________

Enter the affiliate ID that you want to list users for.

If the affiliate is not active, a message is displayed. You can then proceed to create the list or not.

Proceed

You are asked if you want to proceed with creating the user account list. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to create the user account list.

Select "No" to return to the previous prompt.

If "Yes", the user account list is generated.

Example of User Account List

The following is an example of a user account list which is sorted by user last name: 


12-Nov-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                         Affiliate 35 -- San Rafael, CA 
 
                                         Key    Key 
                                         User   User  Sec   CODS   CODS 
Name                     User ID      Local Cncl User Accss Coord Juris Inactive 
------------------------ ------------ ----- ---- ---- ----- ----- ----- -------- 
MICKEY ROONEY            MROONEY      Y     N    N    N 
DALE TRACY               DTRACY       N     Y    Y    Y     Y     Y 
SALLY WISE               SWISE        Y     N    N    N

Chapter 10
SECKEY - Security/Key/CODS User Inquiry

The SECKEY - Security/Key/CODS User Inquiry menu option is used to inquire on security users, key users and CODS coordinators within a council.

Note: This option can only be run by General Office users and security users. 



        |                           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 inquire and report on security and key users and CODS coordinators.

10.1 Security/Key/CODS User Inquiry Input Screen

After SECKEY is selected from the menu, the security/key/CODS user inquiry input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Inquiry Type  : 
 
Include Users : 
 
Output Option : 
 
1st Sort By   : 
2nd Sort By   : 
 
 
 
 
 
 
 +------Inquiry Type-------+ 
 |  Key & Security Users   | 
 |  Key Users              | 
 |  Security Users         | 
 |  CODS Coordinators      | 
 +-------------------------+ 
 
<ESC>=Exit                 Security & Key User Inquiry       <F2>=Back <F1>=Help

10.2 Prompts and Responses

The following sections describe the prompts displayed and responses entered when you inquire on security and key users and CODS coordinators.

Selecting Key/Security/CODS Users

You are asked which users that you want to inquire on. These will be the users in your council. 



   +------Inquiry Type-------+ 
   |  Key & Security Users   | 
   |  Key Users              | 
   |  Security Users         | 
   |  CODS Coordinators      | 
   +-------------------------+

Select "Key & Security Users" to include all security users and key users in your council.

Select "Key Users" to include only the key users.

Select "Security Users" to include only the security users.

Select "CODS Coordinators" to include only the CODS users.

Output Option

After you select the users, you will be creating a "Master Report".

Sort Order

You are asked how you want to sort the selected user data. 



   +-------1st Sort By-------+ 
   |  Last Name              | 
   |  Primary Affiliate ID   | 
   |  Council                | 
   |  District               | 
   +-------------------------+

Select one of the sort options from the menu.

You can optionally select a second field to sort by. For example, you might want to sort by affiliate ID and then user name within affiliate ID. 



   +-2nd Sort By--+ 
   |  none        | 
   |--------------| 
   |  Last Name   | 
   |  Council     | 
   |  District    | 
   +--------------+

Select "none" or a second sort option.

The following sections describe each of the output options.

Proceed

After the users are selected and the sort order is specified, you are asked if you want to proceed with creating the user report. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to create the user report.

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

Press <ESC> to abort this procedure and return to the menu.

If "Yes", the user report is created, and it can be reviewed or printed.

Example of a User Report

The following is an example of a key user and security user report. 


04-Feb-2002              United Brotherhood of Carpenters and Joiners of America                Page 1 
                                  Key/Security/CODS Coordinator Report 
                                Key & Security Users for Council UBC04003 
                              Sorted by Primary Affiliate ID then Last Name 
 
User                                                           Key All  Sec Last 
Aff ID Cncl   Name                       Phone          CODS   Usr Cncl Usr Logon      Email Address 
------ ------ -------------------------- -------------- ------ --- ---- --- ---------- --------------- 
1111   4003   JACK LARSON                (760) 555-7600 NONE    Y    Y   Y  02/01/2002 [email protected] 
1111   4003   DAVE SWAN                  (760) 555-7600 READ    Y    N   N  02/01/2002 [email protected] 
4003   4003   BEVERLY COINS              (602) 272-2700 READ    Y    Y   Y  01/31/2002 [email protected] 
4003   4003   DAVY DILLER                (602) 272-2700 NONE    N        Y  02/01/2002 [email protected] 
4003   4003   ADAM NORTH                 (602) 272-2700 NONE    Y    Y   Y  02/01/2002 [email protected] 
4003   4003   CANDY RAINS                (602) 272-2700 NONE    Y    Y   Y  01/31/2002 [email protected]

Chapter 11
RESETPC - Reset PC Configuration

The RESETPC - Reset PC Configuration menu option is used to control the downloading of PC configuration information to a user's PC. When the configuration information is loaded to the PC, the user is able to do Word mail/merge labels, 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 enable/disable the loading of PC configuration information.

11.0.1 Reset PC Configuration Information Input Screen

When the RESETPC option is selected, the following screen displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Option    : 
 
User      : 
 
Affiliate : 
 
PC Control: 
 
 
 
 
 
 
 +--------------Option---------------+ 
 |  Force Update of PC Config Info   | 
 |-----------------------------------| 
 |  Disable PC Control               | 
 |  Enable PC Control                | 
 +-----------------------------------+ 
 
<ESC>=Exit                    Reset PC Information           <F2>=Back <F1>=Help

11.0.2 Prompts and Responses

The following prompts are displayed when you enable/disable the loading of PC configuration information.

Options

You are asked which of the reset options that you want to perform for the user. 



   +--------------Option---------------+ 
   |  Force Update of PC Config Info   | 
   |-----------------------------------| 
   |  Disable PC Control               | 
   |  Enable PC Control                | 
   +-----------------------------------+

Select "Force Update of PC Config Info" when the user has a new PC, or they have upgraded their operating system or Word. This option updates all the files needed for Word mail/merge, etc.

Select "Disable PC Control" when you want to stop the ULTRA downloads to the user's PC. When this is set to disabled, the user will not be able to do Word mail/merge labels, etc.

Select "Enable PC Control" to turn the ULTRA download ability back on. This option allows ULTRA to download the PC configuration information so the user can do Word mail/merge labels, etc.

Find User By Name/ID

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



    +-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.

Access by User Name

If you are accessing the user by user name, you are asked for the first and last names.

First, you are asked for the first name of the user. 



 First name? _______________

Enter the user's first name.

The first name can be up to 15 characters in length.

Next, you are asked for the last name of the user. 



 Last name? _______________ 
 
                Enter last name without special characters like '

Enter the user's last name using only alphabetical characters.

The last name can be up to 15 characters in length.

Access by User ID

If you are accessing the user by user ID, you are asked for the user's ID. 



 User ID? ____________

Enter the user's ID.

The ID can be up to 12 characters in length.

User Information

After the user name or ID is entered, the current user information is displayed. For example: 



 Option    : Force Update of PC Config Info 
 
 User      : AHEART       -- ANDREW HEART 
 
 Affiliate : UBC01444     -- Tucson Local 
 
 PC Control: Enabled

Proceed

You are asked if you want to proceed with the reset option.

If you are forcing a PC update, you are asked: 



            Use this when you have a new PC or have upgraded operating 
            system or Word.  It updates all the files needed for 
            mail/merge, etc. 
 
   +Proceed Force Update+ 
   |  Yes               | 
   |  No                | 
   +--------------------+

If you are disabling PC control, you are asked: 



            Prevent the ULTRA downloads to your PC.  With this set you 
            will not be able to do Word mail/merge labels, etc. 
 
   +Proceed Disable PC Control+ 
   |  Yes                     | 
   |  No                      | 
   +--------------------------+

If you are enabling PC control, you are asked: 



            Turns the ULTRA download ability back on the PC. 
 
   +Proceed Enable PC Control+ 
   |  Yes                    | 
   |  No                     | 
   +-------------------------+

Select "Yes" to proceed with the entered option.

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

If "Yes", the selected option is completed, and an appropriate update message is displayed. For example: 



      User has been flagged for PC configuration reload upon next login. 
                      Press the RETURN key to continue 
 
                           PC Control disabled. 
                      Press the RETURN key to continue 
 
           PC Control enabled.  Ask user to log off and log back on. 
                      Press the RETURN key to continue

You can then press [Enter] to continue.

Previous Next Contents Index