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You are asked if you want to print an obligation form for this re-initiated member.
+Print Obligation Form+ | Yes | | No | +---------------------+ |
Select "Yes" to create and print the obligation form.
Select "No" if you do NOT want to print a form.
If "Yes", the obligation form is created and can be printed.
If a member's current status is CONWITH or WITHDRAWN, and the current status date is within the last 24 months, you can re-instate the member. If the member was changed to CONWITH or WITHDRAWN longer than 24 months ago, you must re-initiate the member as a new member, or request dispensation in writing from the General Office.
If a member's current status is DROPPED, RESIGNED or SUSPENDED, dispensation is required. If the status date is within the last 24 months, you can request dispensation on line. If the member was changed to DROPPED, RESIGNED or SUSPENDED longer than 24 months ago, you must re-initiate the member as a new member, or request dispensation in writing from the General Office.
If a dispensation is required, and it has been requested and granted, you can re-instate the member.
Note: A member cannot re-instate unless all dues owed, up through the current month, and all other fines and fees have been paid.
Select the REINSTATE menu option to re-instate a member.
| Reinstate Member - Keep Same Initiation Date |
| REINSTATE Reinstate a Member |
|
23.1 Re-instate Screen
After you select REINSTATE from the menu, the "re-instate" input screen
is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
At Branch :
Member ID : Last Photo:
Name, Last : First : MI :
Address 1 :
Address 2 :
City :
State/Prov :
Country : ZIP/Postal : Send Mag :
Telephone :
Craft : Class : Tax Sched :
Init Date : Service Yrs :
Curr Status : Status Time :
Effective : Dues Group :
Employer ID : Employee#: Payroll Ded:
100% Emp Dues: Local PAC: Council PAC:
Member name or ID? ____________________________________________________________
<ESC>=Exit MEMBER REINSTATEMENT <F2>=Back <F1>=Help
|
23.2 Re-instate Member Input
The following sections describe each of the re-instatement procedure
prompts.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
You are asked for the affiliate ID.
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 member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After a member name or ID is entered, information about the member is displayed.
After the member's information is displayed on the screen, you are asked if this is the correct member to be re-instated.
+Correct Member to Re-instate+ | Yes | | No | +----------------------------+ |
Select "Yes" if this is the correct member, and you want to proceed with the re-instatement.
Select "No" if you do NOT want to re-instate this member.
Note to Local and General Office Users: If the member owes for assessments, the following message is displayed.
Member Has Assessments Due at Council UBC04003
Only the Council Can Reinstate
Press the RETURN key to continue
|
A local user can NOT re-instate a member who owes for Council assessments.
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 there are any financial alert notes for this member, you are asked if you want to view these notes.
+View Financial Alert Notes?+
| Yes |
| No |
+---------------------------+
Financial Alert Notes exist for this member.
|
Select "Yes" if you DO want to view the financial alert notes.
Select "No" if you do NOT want to see the financial alert notes.
If "Yes", the financial alert notes are displayed.
If this member has previously re-instated 3 or more times, you are asked if you want to continue with this re-instatement.
+Continue to reinstate+
| Yes |
| No |
+---------------------+
Member has reinstated 3 or more times
|
Select "Yes" if you do want to continue with this re-instatement.
Select "No" if you do NOT want to re-instate this member.
Depending on the current status (i.e. SUSPENDED, DROPPED, WITHDRAWN, etc.), dispensation may be required. If dispensation is required, displayed messages will tell you if the dispensation request can be done on line. Members who have been inactive more than 24 months must be re-initiated.
Member is in status SUSPENDED.
Must reinitiate as a new member or
request dispensation from the General Office.
Press the RETURN key to continue
|
Press [Enter] to continue.
If a dispensation has already been requested, and it has been granted, you can continue with the member re-instatement.
Dispensation is required to re-instate this member. You are asked if you want to submit an on line/automated dispensation request.
+Send automated dispensation request+ | Yes | | No | +-----------------------------------+ |
Select "Yes" to automatically submit the dispensation request to the General Office.
Select "No" if you do not want to submit a dispensation request.
If "Yes", you are asked to provide information regarding the dispensation request. An explanation is required.
Provide explanation concerning dispensation request:
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
Press F12/Do Key When Finished
|
Press [F12], the "Do" key after you have completed entering the dispensation request information.
After you have entered the dispensation request information, you are asked if you want to proceed with submitting the request to the General Office.
+Proceed to send automated dispensation request+ | Yes | | No | +----------------------------------------------+ |
Select "Yes" to submit the dispensation request.
Select "No" if you do not want to submit the request.
If "Yes", the dispensation request is automatically submitted to the General Office.
If this member's SSN/SIN is found in the pending JATC apprentice file, some JATC information is displayed, and you are asked if this is the same person. For example:
+--------------------------------------------------------+
| Existing JATC Information on File |
| SIN/SSN: 555-55-8212 |
| UBC ID : U-7772-0087 |
| Name : Clarence Dancer |
| Address: TUCSON, AZ 85702 |
| B'day : 02/03/1996 |
| Council: UBC04003 |
| JATC : VALLEYVIEW |
+--------------------------------------------------------+
+Is this the person you wish to reinstate?+
| Yes |
| No |
+-----------------------------------------+
Person with this SSN/SIN on file in JATC data
|
Select "Yes" if this pending JATC person is the same as the member to be re-instated.
Select "No" if this is not the same person. If "No", the following message is displayed, and you will not be allowed to re-instate this member.
Duplicate SSN/SIN found in ULTRA and Pending JATC.
Contact the JATC to resolve conflicting SSN/SIN.
Press the RETURN key to continue
|
Press [Enter] to return to the member name/ID prompt.
If a name that is similar is found in the pending JATC apprentice file, the following is displayed, and you are asked if the member being re-instated is one of the listed pending JATC persons.
+---------Is Member Being Reinstated One of These JATC Individuals---------+ | | | Member ID Member Name Council Status Status Date | | U-7772-0087 Dancer, Clarence UBC04003 PENDING 04/04/2003 | |--------------------------------------------------------------------------| | Not One of These JATC Individuals | +--------------------------------------------------------------------------+ |
If one of the pending JATC persons is selected, information in the JATC file is displayed, and you are asked if this is the person that you are going to re-instate.
+--------------------------------------------------------+ | Existing JATC Information on File | | SIN/SSN: 000-00-0000 | | UBC ID : U-7772-0087 | | Name : Clarence Dancer | | Address: TUCSON, AZ 85702 | | B'day : 02/03/1996 | | Council: UBC04003 | | JATC : VALLEYVIEW | +--------------------------------------------------------+ +Is this the person you wish to reinstate?+ | Yes | | No | +-----------------------------------------+ |
Select "Yes" if this is the same person that you want to re-instate.
Select "No" if this is not the same person.
If no dispensation is required, the following message is displayed, and you are asked if you want to continue and enter financial data.
+----------------------------------------------------------------------+
| |
| According to Section 47 of the Constitution, in order for a |
| member to reinstate and keep their original initiation date, the |
| member must pay "all back dues for the period of withdrawal". |
| In addition, the member must pay any fines or assessments owed. |
| All payments must be posted to ULTRA before ULTRA will allow the |
| reinstatement process to be completed. |
| |
+----------------------------------------------------------------------+
+Continue to Financial Entries+
| Yes |
| No |
+-----------------------------+
Reinstatement effective date: 09/19/2003
|
If the member has been granted a dispensation to re-instate, the following message is displayed, and you are asked if you want to continue and enter financial data.
Note: The effective date of the re-instatement is today, and that date is displayed at the bottom of the screen.
+----------------------------------------------------------------------+
| |
| Dispensation to reinstate the member has been granted by the |
| General President on the condition that the member pay all back |
| dues they owe including the current month's dues plus any fines |
| and assessments on the date of reinstatement. This policy means |
| that all dues and fines must be paid and posted to ULTRA before |
| ULTRA will allow the reinstatement process to be completed. |
| |
+----------------------------------------------------------------------+
+Continue to Financial Entries+
| Yes |
| No |
+-----------------------------+
Reinstatement effective date: mm/dd/yyyy
|
Select "Yes" to continue to the financial entries processing.
Select "No" if you do not want to proceed with this member.
If "Yes", you will be asked for the payments and charges.
You are asked for the dues group code.
Note: The dues group code is not asked if the member is re-instated by the General Office.
Note: If the member is class RETIRED, the dues code is not asked for, but is automatically set to 50ARETIRED.
+------------------------Dues Group------------------------+ | No Dues Code | |----------------------------------------------------------| | 50ARETIRED Retired Member Dues - Sect 50A $6.00 | | 50DISABLED Section 50 Disabled Dues $6.00 | | CTR_APP1 counter dues - apprentice 1 $21.00 | | CTR_APP2 Counter dues - apprentice 2 $24.50 | | CTR_APP3 Counter dues - apprentice 3 $25.00 | | CTR_APP4 Counter dues - apprentice 4 $25.50 | | CTR_HON Counter dues honorary $0.00 | | CTR_JOUR Counter dues - journeyman $26.00 | | CTR_JOUR2 Counter dues 2 journeyman $27.00 | | CTR_LIFE Counter dues - life member $5.00 | +----------------------------------------------------------+ |
A menu of dues group codes is displayed.
Select the appropriate dues code from the menu.
If the member's financial data is out of balance, you are asked to get it corrected before re-instating the member.
+----------------------------------------------------------------------+
| |
| Member's financial data is not in balance. Please submit a |
| "Member Out of Balance" request to have this taken care of |
| before reinstating this member. |
| |
+----------------------------------------------------------------------+
Press the RETURN key to continue
|
Press [Enter] to continue and skip this member. You can then get the member's balance corrected and then re-instate them.
If the member is in balance, you can continue with the re-instatement.
If you are NOT a local user, you are asked which day book the charge and payment transactions are to be recorded in.
+-Record Charges/Payments in-+ | Member's Local Day Book | | Council Day Book | +----------------------------+ |
Select "Member's Local Day Book" to record the transactions in the day book of the local the member belongs to.
Select "Council Day Book" to record the transactions in the council's day book.
The system checks for any current balance, and uses the dues paid thru date to calculate the back dues charge amount. You are asked if you want to post the calculated back dues charge.
+Post back dues charge of $nnn.nn+ | Yes | | No | +--------------------------------+ |
Select "Yes" to post the back dues charge.
Select "No" to return to previous prompt.
You are asked if you want to enter additional charges for re-instatement fees or assessments.
+Enter additional fees/assessments charges+
| Yes |
| No |
+-----------------------------------------+
Additional Back Dues Charges Posted
|
Select "Yes" if you DO want to enter additional charges.
Select "No" if you do NOT want to enter any more charges.
If you are entering additional charges, you are asked for the finance code.
+-----------Select Finance Code------------+ | BOOKS_CARP Carpenter books | | BOOKS_MISC Misc books | | BOOKS_WOOD Books for woodworking | | CORRECT Correction Entry | | INITFEE Initiation fees | | PERMIT Work permit | | REFUNDMBR Member Refund | | REINSTATE Re-instatement Fee | +------------------------------------------+ |
Select the appropriate finance code from the menu.
You are asked for the charge amount.
Re-instatement Fee charge? _______ |
If a default amount is displayed and it is correct, press [Enter] to accept the default, or enter a dollar charge amount.
You are asked if you want to post the additional fees/assessment charge.
+Post Re-instatement Fee charge of $nn.nn+ | Yes | | No | +----------------------------------------+ |
Select "Yes" to post the additional fee/assessment charge.
Select "No" if you do NOT want to post the additional charge.
If "Yes", the charge is posted.
You can enter more fees/assessment charges if you wish.
You are asked if you want to enter a payment.
+Enter payment+ | Yes | | No | +-------------+ |
Select "Yes" if you do want to enter a payment.
Select "No" if there is no payment to enter.
If "No" and there are charges that need to be paid, the following message is displayed:
Member has $nnn.nn in open charges.
Can not reinstate unless charges are paid.
Press the RETURN key to continue
|
Press [Enter] to return to the member name/ID prompt.
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