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You are asked for the member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After the member's name or ID is entered, the member data is displayed.
If there are any general alert notes for this member, you are asked if you want to view these notes.
+View General Alert Notes?+
| Yes |
| No |
+-------------------------+
General Alert Notes exist for this member.
|
Select "Yes" if you DO want to view the general alert notes.
Select "No" if you do NOT want to see the general alert notes.
If "Yes", the general alert notes are displayed.
If, for example, you want to change the middle name, you do NOT have to press [Enter] through numerous items to get to the middle name field. You can display a list of fields, select "Middle Name", and make the change.
To get a list of the fields that can be changed, press the [Select] key. A menu list of the fields is displayed. For example:
+--------------------------------------------------------------------------+ | Affiliate ID | UBC Pension | | Status Code | Original Affiliate ID | | Status Date | Original Initiation Date | | Classification Code | Original Initiation Fees Paid | | Craft Code | Prior Tax Schedule | | Working at Trade | Last Affiliate ID | | Last Name | Cause of Death Code | | ..... | ..... | +--------------------------------------------------------------------------+ |
The other fields that can be changed, are displayed when you arrow over.
If you select "Middle Name" from the list, the "Middle name?" prompt is displayed and you can press [Enter] to accept the current data or make a change by typing over the current data.
After you accept or change the "Middle name" data and press [Enter], you are placed at the next field's prompt. If you want to make a change to a different field, press [Select] and the menu of field names will be displayed again. You can then select another field to change.
If you need help in changing data, you can press the [Help] key to get information on the data item, or refer to Section 12.2, New Member Input Prompts, to get detailed information on any of the data items. |
After you have completed all the changes, you can press the [Do] key. When you press the [Do] key, the last prompt which is "Change this record", is displayed.
+Change this record+ | Yes | | No | +------------------+ |
Select "Yes" to actually change the member record.
Select "No" to go to the last field that can be changed.
To abort this change, press <ESC>.
If you select "Yes", the record is changed, and a menu bar of options is displayed at the bottom of the screen.
+------------------------------------------------------------------------------+ | Next Member Notes Alt Contact Mbr Inquiry Exit | +------------------------------------------------------------------------------+ |
The menu options are:
| Next Member | return to the member ID prompt to maintain another member's data | |
| Notes | review and/or maintain the member's notes | |
| Alt Contact | add or update additional phone numbers and/or alternate contact information | |
| Mbr Inquiry | do an inquiry on this member | |
| Exit | exit the member maintenance procedure and return to the member processing menu |
Select one of the menu options.
Note: For detailed information on member notes, you can refer to Chapter 17, MEMNOTES - Member Notes.
The member SSN/SIN change procedure is used to change a member's social security or social insurance number. When a member's SSN/SIN is changed, all records associated with the member (notes, history, etc.) are also changed to reflect the new SSN/SIN number.
The member SSN/SIN change information is entered using this procedure. The SSN/SIN is not actually changed at this time, but is changed during the nightly batch run.
To enter the information on a SSN/SIN change, select the IDCHANGE menu option.
| Member and Dues Processing |
| NEWMEM New Member Entry |
| PAYCHRG Member Payments, Charges Entry |
| CHANGE Member Maintenance |
| IDCHANGE Member SSN/SIN Change |
| MOVEWALKIN Move Walk-in to Member |
| MEMNOTES Member Notes |
| ALTCONTACT Alternate Contact Maintenance |
| DUESCLASSCHA Future Dues/Class Change Maint |
| CONWITH Mass Conditional Withdrawal |
| MEMGOINITDISP Change Mbr GO Init Disp Flag |
|
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Old Member SSN/SIN:
Member Name :
Affiliate ID :
ID Country :
Change SSN/SIN to :
Reason :
Member name or ID? ____________________________________________________________
<ESC>=Exit Member SSN/SIN Change <F2>=Back <F1>=Help
|
Note: Unless specifically specified, you can enter data in upper, lower or mixed case.
To exit at any time, enter EXIT or press <ESC>.
To return to a previous prompt, press <F2>.
To get help for any menu item or input prompt, press the [Help] key or <F1>.
You are asked for the old member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After the name or ID is entered, the member name, current SSN/SIN and affiliate ID are displayed.
You are asked for the new country name. The country is required data.
New country? UNITED STATES___________________________ |
The current country is displayed as the default.
If the country is correct, press [Enter] to accept the default, or enter a country name.
You are asked for the NEW social security number, or new social insurance number.
Social Security Nbr? _________
or
Social Insurance Nbr? _________
Enter Member SSN/SIN or Enter 'GENERATE' if the Member SSN/SIN is Not Known
|
If this is a US member, enter all digits of the new social security number (SSN). If this is a Canada member, enter all digits of the new social insurance number (SIN).
Enter only digits. Do NOT enter dashes or spaces.
If the entered SSN/SIN already exists, a message is displayed. If an entry has already been input for this SSN/SIN change, a message is displayed.
Note: You should only generate a new SSN/SIN number if the SSN/SIN is unknown.
You are asked for the reason the old SSN/SIN number is to be changed.
Reason : _________________________________________________________
_________________________________________________________
|
Type in the reason for this change. You can enter approximately 100 characters of text.
You are asked if you want to proceed with this SSN/SIN change.
+Proceed to Change Member ID+ | Yes | | No | +---------------------------+ |
Select "Yes" to proceed with the member SSN/SIN change.
Select "No" to return to the reason prompt.
Press <ESC> to abort this change process.
If "Yes", the following message is displayed:
Member ID will be changed to US 777-67-7784
Press the RETURN key to continue
|
After you press [Enter], the change information is displayed, and you are asked if this is really your intent, and if you want to proceed with this SSN/SIN change.
+Is this your intent?+
| Yes |
| No |
+--------------------+
By choosing YES member ID will be changed from US777667784 to US777677784
|
Select "Yes" if you do want to proceed with this SSN/SIN change.
Select "No" to return to the previous prompt.
Press <ESC> to abort this change process.
If "Yes", the SSN/SIN will be changed when the nightly batch is run.
The MOVEWALKIN - Move Walk-in to Member menu option is used to move persons who have a current classification of WALKIN or WALKAPP to a membership classification.
The MOVEWALKIN procedure changes the walk-in's status to DROPPED, and then allows the walk-in to be re-initiated as a member.
| Member and Dues Processing |
| NEWMEM New Member Entry |
| PAYCHRG Member Payments, Charges Entry |
| CHANGE Member Maintenance |
| IDCHANGE Member SSN/SIN Change |
| MOVEWALKIN Move Walk-in to Member |
| MEMNOTES Member Notes |
| ALTCONTACT Alternate Contact Maintenance |
| DUESCLASSCHA Future Dues/Class Change Maint |
| CONWITH Mass Conditional Withdrawal |
| MEMGOINITDISP Change Mbr GO Init Disp Flag |
|
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate :
At Branch :
Member ID :
Name, Last : Suffix :
First : Nickname:
Middle : Last Photo:
Address 1 :
Address 2 :
City :
State/Prov :
Country : ZIP/Postal: Send Mag:
Telephone :
Date of Birth: Age: Gender:
Class : Craft:
Init Date : Tax Sched:
To Journeyman: Signed Supp Dues: Auth Bargaining:
Prior Member : Last Affiliate: CLIC Donation:
Political Aff: EEOC Data: Citizen:
Polling Dist : Language: Dues Code:
100% Emp Dues: Employer ID: Employee#:
Payroll Ded : Local PAC : Council PAC:
Affiliate ID? ________
<ESC>=Exit Move Walkin Member <F2>=Back <F1>=Help
|
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
Affiliate ID? ________ |
You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked for the branch ID. This is the ID of the branch the member is associated with.
Note: The branch ID is not asked if the affiliate does not have branches.
+----------------Branch ID----------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+ |
A menu of branch IDs is displayed.
Select the appropriate item from the menu.
You are asked for the member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After a member's name or ID is entered, the member data is displayed. If the classification is not WALKIN or WALKAPP, a message is displayed and you can NOT continue processing.
After the member data is displayed, you are asked if this is the correct walk-in to move.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate : UBC01444 -- Tucson Local
At Branch : NOTUCSON -- North Tucson
Member ID : U-7770-4006
Name, Last : Karr Suffix : Jr
First : George Nickname:
Middle : S. Last Photo: No Photo
Address 1 : 970 N. Pima
Address 2 :
City : Tucson
State/Prov : AZ
Country : UNITED STATES ZIP/Postal: 85703 Send Mag: N
Telephone : (520) 555-0970
Date of Birth: 11/09/1969 Age: 30 Gender: M
Class : WALKIN Craft: CARPENTER
Init Date : 03/15/2000 Tax Sched: 001
To Journeyman: Signed Supp Dues: N Auth Bargaining: Y
Prior Member : Last Affiliate: CLIC Donation: N
Political Aff: UNK EEOC Data: UNKNOWN Citizen: Y
Polling Dist : Language: ENGLISH Dues Code:
100% Emp Dues: N Employer ID: JOHNSON Employee#:
P+Correct Walkin to Move+ Local PAC : N Council PAC: N
| Yes |
| No |
+----------------------+
Current status: GOODSTANDG
<ESC>=Exit Move Walkin Member <F2>=Back <F1>=Help
|
Select "Yes" if this is the correct walk-in, and you want to continue with the move process.
Select "No" if you do not want to proceed.
If there are any general alert notes for this member, you are asked if you want to view these notes.
+View General Alert Notes?+
| Yes |
| No |
+-------------------------+
General Alert Notes exist for this member.
|
Select "Yes" if you DO want to view the general alert notes.
Select "No" if you do NOT want to see the general alert notes.
If "Yes", the general alert notes are displayed.
If the walk-in has an old balance, you are asked if you want to zero out the old balance.
+Zero the Old Balance+
| Yes |
| No |
+--------------------+
Member Has Old Balance Outstanding: $3.00
|
Select "Yes" to zero out the old balance.
Select "No" if you do NOT want to zero out the old balance.
You can make changes to the data that was originally entered for this walkin. Each data item is displayed, and you can press [Enter] to accept the current default data, or update the information.
If you need help on any input item, you can press the [Help] key to get information, or refer to Section 12.2, New Member Input Prompts, for detailed information on data items.
The following sections describe data that is input specifically for moving walk-ins to membership classifications.
As you proceed through the data items, you will come to the prompt which asks for the re-initiation date.
Reinitiation date (MMDDYYYY)? ________ |
Enter the date in the format MMDDYYYY.
The date must be a valid date that is today or prior to today, and it must be the same or after the current status date
If the system finds an open General Office initiation fee dispensation, you are asked if the member is to be initiated under this dispensation.
+Initiated Under G.O. Init Fee Dispensation+ | Yes | | No | +------------------------------------------+ |
Select "Yes" if the member is initiated under the General Office initiation fee dispensation.
Select "No" if the member is not initiated under the dispensation.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate : UBC01444 -- Tucson Local
At Branch : NOTUCSON -- North Tucson
Member ID : U-7770-4006
Name, Last : Karr Suffix : Jr
First : George Nickname:
Middle : S. Last Photo: No Photo
Address 1 : 970 N. Pima
Address 2 :
City : Tucson
State/Prov : AZ
Country : UNITED STATES ZIP/Postal: 85703 Send Mag: Y
Telephone : (520) 555-0970
Date of Birth: 11/09/1969 Age: 30 Gender: M
Class : MEMBER Craft: CARPENTER
Init Date : 04/15/2000 Tax Sched: 001
To Journeyman: Signed Supp Dues: N Auth Bargaining: Y
Prior Member : Last Affiliate: CLIC Donation: N
Political Aff: UNK EEOC Data: UNKNOWN Citizen: Y
Polling Dist : Language: ENGLISH Dues Code: CTR_JOUR
100% Emp Dues: N Employer ID: JOHNSON Employee#:
P+Move Walkin+ N Local PAC : N Council PAC: N
| Yes |
| No |
+-----------+
<ESC>=Exit Move Walkin Member <F2>=Back <F1>=Help
|
Select "Yes" to proceed with the move.
Select "No" to return to the previous prompt.
To exit and abort this procedure, press <ESC>.
If "Yes", the member is moved to a membership status.
After the member is moved/re-initiated, you are asked if you want to enter any notes for this member.
+-Notes--+ | Yes | | No | +--------+ |
Select "Yes" if you DO want to enter member notes.
Select "No" if you do NOT want to enter any notes.
If "Yes", you are placed into the notes procedure where you can enter one or more notes for this member.
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