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

Generating Member ID

If you do not know the member ID, you can have the system generate a member ID by entering the word "GENERATE". For example:

Social Security Nbr? generate_

At this time, "GENERATE" is displayed as the member ID. After all the applicant data is entered and you elect to actually add the applicant, the member ID is generated and displayed.

24.2.4 Last Name

You are asked for the last name. The last name is required data.

Last name? ______________________________

The last name can be up to 30 characters in length.

You can enter the last name in upper, lower or mixed case. The system will edit the last name and case the letters appropriately. For example, if you enter "smith" or "SMITH", the system will edit and change it to "Smith". If you enter "o'brien" or "O'BRIEN", the system will change it to "O'Brien".

Do NOT include "Jr.", "Sr.", "III", etc. as part of the last name. "Jr.", "III", etc. is entered at the SUFFIX prompt.

See Section 12.2.4.1, Casing Words, for word casing rules.

24.2.5 Last Name Suffix

You are asked for the last name suffix.

Last name suffix? ___

If there is no last name suffix, you can press [Enter] to skip this field and go on to the next prompt. The suffix is not required data.

The suffix can be up to 3 characters in length. For example:

Jr, Sr., III, etc.

You can enter the suffix in upper, lower or mixed case. The system edits the input and cases the input appropriately. If you enter "jr" or "JR.", the system will edit the input and change it to "Jr" or "Jr."

See Section 12.2.4.1, Casing Words, for word casing rules.

24.2.6 First Name

You are asked for the first name. The first name is required data.

First name? ______________________________

The first name can be up to 30 characters in length.

You can enter the first name in upper, lower or mixed case. The system edits the input and cases the first name appropriately. For example, if you enter "mary lou" or "j.t.", the system will edit and return "Mary Lou" or "J. T.".

See Section 12.2.4.1, Casing Words, for word casing rules.

24.2.7 Middle Names

You are asked for the middle names.

Middle name? ______________________________

You can press [Enter] to skip this field if there are no middle names.

The middle names can be up to 30 characters in length.

The middle names can be entered in upper, lower or mixed case. The system edits the middle names and cases the input appropriately. For example, if you enter "mary lou" or "j.t.", the system returns "Mary Lou" or "J. T". See Section 12.2.4.1, Casing Words, for word casing rules.

Checking for Existing Member

After you enter the applicant's full name, the system checks to see if there are any existing members with names the same or similar to the name just entered.

Checking for similar names...

If any names are found, a menu of the names is displayed. For example:

Affiliate : UBC01444 -- Tucson Local At Branch : NOTUCSON -- North Tucson SSN/SIN : 555-55-8001 ID : Name, Last : Hill Suffix : First : Denny Nickname: Middle : D . . . . . . . P+------------Is Applicant Being Entered One of These Pre-Existing------------+ P| | 1| Member ID Member Name Init Date Status Status Date | 1| Member ID Member Name Init Date Status Status Date | P| 527-11-1111 Hill, Danny D 08/15/1990 SUSPENDED 12/31/1998 | |----------------------------------------------------------------------------| | Not Already on System | +----------------------------------------------------------------------------+

You can select an existing name, or select "Not Already on System" to continue entering applicant information.

If a name is selected from the menu, information for that name is displayed.

Checking for Existing Pending JATC

If a name that is similar is found in the pending JATC apprentice file, the following is displayed, and you are asked if the person being entered as an applicant is one of the listed pending JATC persons.

+---------Is Applicant Being Entered One of These JATC Individuals---------+ | | | Member ID Member Name Council Status Status Date | | U-1100-2001 Austin, Lester A, Jr UBC04003 PENDING 07/11/2003 | |--------------------------------------------------------------------------| | Not Already on System | +--------------------------------------------------------------------------+

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 enter as an applicant.

Select "Yes" if this is the same person that you want to enter as an applicant.

Select "No" if this is not the same person.

24.2.8 Nickname

You are asked for the nickname. The nickname is not required.

Nickname? _______________

You can press [Enter] to skip this field if there is no nickname.

The nickname can be up to 15 characters in length.

The nickname can be entered in upper, lower or mixed case. The system edits the nickname and cases the input appropriately. For example, if you enter "mary lou" or "j.t.", the system returns "Mary Lou" or "J. T.". (See Section 12.2.4.1, Casing Words, for word casing rules.)

24.2.9 Address Line 1

You are asked for the first line of the address. You can enter two address lines. This is the first address line. The first address line is required data.

First address line? ______________________________

You can enter up to 30 characters of data on this line.

You can enter the text in upper, lower or mixed case. The system edits the address and cases the input appropriately. For example, if you enter the address "123 main, suite #1224", the system edits the input and returns "123 Main, Suite #1224".

See Section 12.2.4.1, Casing Words, for word casing rules.

24.2.10 Address Line 2

You are asked for the second line of the address. You can enter two address lines. This is the second address line.

Second address line? ______________________________

If there is no address line two data, you can press [Enter] to skip this field.

You can enter up to 30 characters of data on this line.

See Section 12.2.4.1, Casing Words, for word casing rules.

24.2.11 Country

You are asked for the country name. The country is required.

Country? ________________________________________

If the affiliate country is USA or Canada, a default country is provided. You can press [Enter] to accept the default country name.

The country name can be up to 40 characters in length.

If you enter the first characters of the country, a menu of countries is displayed. You can then select the appropriate country from the menu. If you enter "united", you would see:

The country must be a valid country in the COUNTRY file.

24.2.12 Zip Code/Postal Code

You are asked for the zip code or postal code. The zip code or postal code is required data.

Zip code? _________ or Postal code? _________

The prompt is determined by the applicant's country. If the country is USA, the prompt is "Zip code". If the country is Canada, the prompt is "Postal code".

If this is a US applicant, enter a 5 or 9 digit zip code.

If this is a Canada applicant, enter 6 characters.

If any other country, enter the appropriate data.

Do NOT enter dashes or spaces.

The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.

24.2.13 City

You are asked for the city. The city is required data.

City? ____________________

If the zip/postal code exists in the ZIPCODE file, the appropriate city is displayed as the default. If the default city is correct, press [Enter] to accept the default.

If there are several cities within the zip code, a menu of cities is displayed. You can then select the appropriate city from the menu.

The city name can be up to 30 characters in length.

The city can be entered in upper, lower or mixed case. The system edits the city and cases the letters appropriately. For example, if you enter "los angeles", the system returns "Los Angeles". See Section 12.2.4.1, Casing Words, for information on casing words.

If the zip code exists in the ZIPCODE file, the city name stored in the zip code record is used as the city default.

24.2.14 State or Province

You are asked for the state abbreviation or province. The state or province is required data.

State or province? __________

You can press [Enter] to accept the default if there is one and it is correct.

If this is a state in the US, only a valid two character state abbreviation is allowed.

If this is a province, the province can be up to ten characters in length.

If the zip code exists in the ZIPCODE file, the state code stored in the zip code record is used as the default.

24.2.15 Send Magazine Flag

You are asked if this applicant should receive the Carpenter magazine.

+Send Magazine+ | Yes | | No | +-------------+

Select "Yes" if this applicant should receive the magazine.

Select "No" if the applicant is NOT to receive the magazine.

24.2.16 Phone Number

You are asked for the telephone number.

Phone? __________

You can press [Enter] to skip this field if there is no phone number.

If the phone number is entered, it must be ten digits in length. For example, if the phone number is (619) 555-1212, enter 6195551212. Do NOT enter spaces, dashes, etc.

If the phone is entered, it is checked for 10 digits.

24.2.17 Date of Birth

You are asked for the date of birth. The birth date is required data.

Birth date (MMDDYYYY)? ________

Enter the birth date in the format: MMDDYYYY

The date of birth must be at least xx years ago. xx is determined by the affiliate country. For example, if the person lives in the US, they might have to be at least 17 years old to become a member.

Note: After the date of birth is entered, the applicant's age is calculated and displayed on the screen.

24.2.18 Gender

You are asked for the gender.

+--Gender---+ | Male | | Female | +-----------+

Select one of the options from the menu.

24.2.19 Applicant Classification

You are asked for the classification of the applicant.

+Is Applicant...+ | Journeyman | | Apprentice | +---------------+

Select the appropriate item from the menu.

24.2.20 Craft Code

The affiliate's crafts are displayed, and you are asked to select a craft from the menu.

+---------------------------------Craft-------------------- | | | Craft Code Description | | CABINET Cabinet Makers, Mill-Cabinet | | CARPENTER Construction Carpentry | +-----------------------------------------------------------------------+

Select one of the items from the craft menu.

24.2.21 Additional Phone Numbers, Alternate Contacts

You are asked if you want to enter any additional phone numbers or alternate contact information.

+Additional Phone#, Alt. Contacts+ | Yes | | No | +--------------------------------+

Select "Yes" if you do want to enter additional phone and/or contact information.

Select "No" if you have no phone or contact information to enter.

If "Yes", you are placed into the alternate contact maintenance process where you can enter additional phone and contact information.

24.2.22 Initiation Date

You are asked for the initiation date. The initiation date is required.

Initiation date (MMDDYYYY)? ________

Enter the date in the format MMDDYYYY.

The initiation date must be a valid date which is either today or prior to today.

24.2.23 Tax Schedule

You are asked for the tax schedule code.

+-----------Tax Schedule------------+ | 001 Construction - schedule 1 | | 002 Industrial - schedule 2 | +-----------------------------------+

A menu of the tax schedule codes is displayed.

Select one of the tax schedule codes from the menu.

24.2.24 Apprentice to Journeyman Date

You are asked for the date when the member transitioned from apprentice to journeyman.

Apprentice to journeyman date (MMDDYYYY)? ________

If the date is not known, press [Enter] to skip this field.

If the apprentice to journeyman date is known, enter the date in the format MMDDYYYY.

The date must be a valid date which is either today or prior to today. The date must be after the birth date.

24.2.25 Signed Supplemental Dues

You are asked if this person has signed the supplemental dues authorization.

+Signed Supplemental Dues+ | Yes | | No | +------------------------+

Select "Yes" if the supplemental dues authorization has been signed.

Select "No" if the authorization has NOT been signed.

24.2.26 Signed Bargaining Authorization

You are asked if this person has signed the bargaining authorization.

+Authorized Bargaining+ | Yes | | No | +---------------------+

Select "Yes" if the bargaining authorization has been signed.

Select "No" if the authorization has NOT been signed.

24.2.27 Prior Member

You are asked if this person has been a prior member.

+Prior Member+ | Yes | | No | +------------+

Select "Yes" if they have been a prior member.

Select "No" if they have NOT been a prior member.

If "Yes", you will be asked for the prior Affiliate ID.

24.2.28 Prior Affiliate ID

If you answered "Yes" to the "Prior member" prompt, you are asked for the prior affiliate ID.

Prior member affiliate? ________

If the prior affiliate ID is unknown, press [Enter] to skip this field.

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

If you elect to enter the entire affiliate ID, you must enter a three character union/organization code followed by a five digit affiliate number. For example: ubc04017