SSN/SIN found in JATC File

If the entered SSN/SIN is found in the pending JATC file, some information on that person is displayed, and you are asked what you want to do.

+--------------------------------------------------------+ | Pending JATC With This SSN/SIN on File | | SIN/SSN: 260-18-7158 | | UBC ID : U-2345-1111 | | Name : Jackson T Stonewall | | Address: TUCSON, AZ 85705 | | Council: UBC04003 | | JATC ID: VALLEYVIEW | | Status : PENDING | +--------------------------------------------------------+ +---------------------------------------------+ | Use another SSN/SIN or GENERATE | | Abandon Bring Pending JATC to Membership | +---------------------------------------------+ Pending JATC with this SSN/SIN already on file

Select "Use another SSN/SIN or GENERATE" to return to the SSN/SIN prompt where you can enter a different SSN/SIN or enter 'GENERATE' to generate a temporary SSN/SIN.

Select "Abandon Bring Pending JATC to Membership" to skip this person and go to the next pending apprentice entry.

29.2.5 Completing Data Entry

You can refer to "New Member Entry" if you need help with any of the prompts.

After all the information is entered, you are asked if you want to bring this pending JATC person to membership.

+BRING Pending JATC to Member+ | Yes | | No | +----------------------------+

Select "Yes" to bring this pending JATC to membership.

Select "No" to return to the previous prompt.

If "Yes", the pending JATC is moved to membership, and you are asked if you want to enter any notes.

+-Notes--+ | Yes | | No | +--------+ Member 100-00-0003, ID U-1000-0003 brought in from pending JATC

After you enter notes or not, you can press [Enter] to proceed with entering the initiation fees and dues charges and payments as needed.

The JATCINQ - Pending JATC Inquiry procedure allows you to do inquiries on pending JATC data. You can inquire on a single or selected pending JATC apprentices, and create reports, labels and export files.

| JATCINQ Pending JATC Inquiry |

This chapter explains how to inquire on pending JATC apprentices and create reports, etc.

30.1 Pending JATC Inquiry Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Pending Apprentice? ALL___________________________ Enter ALL or UBC ID, or SSN/SIN, or Name <ESC>=Exit Pending JATC Inquiry <F2>=Back <F1>=Help

30.2 Prompts and Responses

Pending Apprentice

You are asked for the pending apprentice.

Pending Apprentice? ALL___________________________ Enter ALL or UBC ID, or SSN/SIN, or Name

Enter "ALL" to get a report of pending apprentices. If "ALL", you will be prompted for selection information.

Enter a UBC ID or SSN/SIN or name to display information for a single pending apprentice.

30.2.1 Pending Apprentice Display

UBC ID : U-8888-8888 Name : Anderson IV, Andrew Council : UBC04140 -- Northern California Regional C JATC : CABELLAS -- Cabellas Training Center Pending : 03/15/2003 Class : PENDAPPRNT Status : PENDING Status Date: 03/15/2003 Birth : 03/03/1958 Sex : M Craft : CARPENTER Language: EEOC : Phone : (123) 555-1212 Good Addr: Y Address : 1234 Main City : Pittsburg State: CA Zip: 94565 Country : United States Press the RETURN key to continue

Press [Enter] to return to the pending apprentice prompt.

30.2.2 Reporting on Pending Apprentices

Note: General Office users can select one or all districts and one or all councils. Local and Council users can only select JATC pending apprentices within their council.

Name/ID : ALL District : Council : UBC04444 -- Regional Council JATC : Class : Status : Pending from: to: Sort By 1 : Sort By 2 : +--------------------------JATC--------------------------+ | All JATCs | |--------------------------------------------------------| | UBC04444 CABELLAS -- Cabellas Training Center | | UBC04444 NCCRC -- Northern California Council JATC | | UBC04444 SHELL TOWN -- Shell Town JATC Name | +--------------------------------------------------------+

Which JATCs

You are asked to select the JATCs that you want to report on.

+--------------------------JATC--------------------------+ | All JATCs | |--------------------------------------------------------| | UBC04444 CABELLAS -- Cabellas Training Center | | UBC04444 NCCRC -- Northern California Council JATC | | UBC04444 SHELL TOWN -- Shell Town JATC Name | +--------------------------------------------------------+

Select "All JATCs" to include all training centers.

Select one of the JATC items from the menu.

Class Codes

You are asked to select the class codes that you want to include.

+------------------Class Code------------------+ | All Classifications | |----------------------------------------------| | JATCNONMBR JATC - will not become member | | PENDAPPRNT Pending From Apprenticeship | +----------------------------------------------+

Select "All Classifications" to include all classes.

Select one of the class codes from the menu.

Status Selection

You are asked to select the statuses that you want to include.

+--------------Status--------------+ | All Statuses | |----------------------------------| | PENDING Pending membership | | DELETED Deleted record | | MOVEDMBR Moved to membership | +----------------------------------+

Select "All Statuses" to include all statuses.

Select one of the status codes from the menu.

Date Range

You provide the start and end dates of the time period that you want to report on.

First, you are asked for the start date.

Entered Pending From (MMDDYYYY)? FIRST___ Enter FIRST to start at the first pending date

The default date is "FIRST" which is the oldest pending date.

Press [Enter] to accept the default start date, or enter a start date in MMDDYYYY format.

You are asked for the end date.

Entered Pending To (MMDDYYYY)? LAST____ Enter LAST to end at the last pending date

The default end date is "LAST" which is the latest date.

Press [Enter] to accept the default end date, or enter an end date in MMDDYYYY format.

The end date can not be in the future.

Sort Order

The selected records can be sorted by two fields.

You are asked for the first field that you want to sort on.

+-----Sort By 1-----+ | No Sort | |-------------------| | Council ID | | JATC ID | | UBC ID | | Name | | Zip/Postal | | Pending Date | | Class | | Current Status | +-------------------+

Select "No Sort" if you do not want the selected records sorted.

Select the first field that you want to sort by.

If you select a field from the menu, you can then select a second field to sort by.

Proceed

You are asked if you want to proceed with record selection.

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

Select "Yes" to continue with record selection.

Select "No" to return to the previous prompt.

If "Yes", the records are selected, and you are asked if you want to create a report, labels or an export file.

+-Output Option--+ | Report | | Labels | | Export File | |----------------| | Finished | +----------------+

Select one of the output options from the menu. You can perform one or more of the options as needed. Select "Finished" when you are done creating a report, labels and/or an export file.

Output Option - Report

The following is an example of a JATC pending apprentice report.

23-Oct-2003 United Brotherhood of Carpenters and Joiners of America Page 1 JATC Pending Sorted by Name Date Council JATC ID UBC ID Name Zip Pending Class Status -------- ------- ----------- --------------- ----- ---------- ---------- ------- UBC04444 SHELLTC U-3365-7706 Allen, Harold 93631 08/20/2003 PENDAPPRNT PENDING UBC04444 SHELLTC U-2668-1182 Amado, Joseph J 89302 02/15/2003 PENDAPPRNT PENDING UBC04444 SHELLTC U-3001-8416 Bath, Thomas 94502 04/15/2003 PENDAPPRNT PENDING . . . .

Output Option - Labels

If you are creating labels, you are asked for the label type.

+-------Type of Labels-------+ | 1 Up | | 1 Up (Avery 4013 label) | | 2 Up (Avery 5262 label) | | 3 Up (Avery 5160 label) | +----------------------------+

Select one of the label types from the menu.

You are asked if you want to proceed with creating the labels.

+Proceed with Labels+ | Yes | | No | +-------------------+

Select "Yes" to generate the labels.

Select "No" to return to the previous prompt.

The following is an example of labels.

Harold Allen Joseph J Amado 4300 Carry Rd 2300 Green Way Magalia CA 95954 Placerville CA 95667 Thomas Bath Ray Bridge 512 Dogwood Dr 12841 Oak Dr Modesto CA 95355 San Francisco CA 94110

Output Option - Export File

If you selected "export file" as the output option, the export file is created, and the following message is displayed:

Export File USER:[TESTER.WWW]EXPORT_JATC_RECORDS_yyyymmdd.TXT Created Use Web Browser to Save to Your PC from the UBCJA.ORG Web Page (File Name Will be Listed Under "Your Personal Download Files") Press the RETURN key to continue

The export file can now be downloaded to your PC.

Press [Enter] to return to the output options menu.

Contents of Export File

The first record in the JATC export file is the header record which contains the following data:

"ubc id","council id","jatc id","last name","first name","middle name", "suffix","address1","address2","city","state","zip","country","good addr", "pending date","birthdate","sex","phone","nat_lang","class","craft", "curr status","curr status date","ethnic code"

The records following the header record are the data records. Here is an example of some data records:

"U22955610","UBC04444","SHELL TOWN","Amass","Frank","T","", "P O Box 2351","","Oakland","CA","94604","US","Y","20030415","19570411", "M","2135558990","","JATCNONMBR","CARPENTER","PENDING","20030801","" "U11691304","UBC04444","SHELL TOWN","Baker","James","Douglas","Jr", "1524 Scott Dr","","Alameda","CA","94501","US","N","20030515","19580101", "M","2245552121","","PENDAPPRNT","CARPENTER","PENDING","20030201",""

The UBCJA system allows you to inquire/review member data. When you inquire on a member, you can also:

• display member notes
• display member history
• display member financial history
• review/update alternate contact information
• display work/job referral history
• display work skills information
• display offices held
• display dispensation information
• print member data

NOTE: If you are inquiring on a member NOT in your affiliate or jurisdiction, limited member data is displayed, and the above options are NOT available. However, the telephone number of the member's affiliate is displayed, and you can contact the affiliate for more information on the member.

You can inquire/review member data by selecting the MEMINQ option on the menu.

+------------Inquiry/Report Procedures-------------+ | | | Membership Inquiries/Reports | | MEMINQ Member Inquiry | | CONTACT Member Inquiry by Contact Info | | FINHIST Member Financial History | | MEMAFFINQ Member Inquiry by Affiliate | | DUESCODE Members by Dues Code Report | | ARRLTR Arrears/Susp-Report/Letter/Lab | | ACTIVITY Membership Changes Activity | | MEMBAL Membership Balance Report | | CLASSSUM Membership Summary by Class | | CRAFTSUM Membership Summary by Craft | | GENDERSUM Membership Summary by Gender | | MEMEMP Members by Employer Report | | ELIGRPT Officer/Voter Election Eligibi | | OFFELIG Current Officer Eligibility | | AVGAGE Membership Average Age Report | | MEMCOUNTY Members by City/County Report | | ARRSALERT Membership Alert Inquiry | | RETIRE Retirement Eligibility Report | | IDCARD Print Member ID Card | | IDROSTER Member ID Roster | | PHOTO_REPORT Member Photo Report | +--------------------------------------------------+

This chapter describes the member inquiry procedure and options.

31.1 Member Inquiry Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID: Aff : At Branch : Name : Last Photo: ID Title : Class : Status : Date : Time: Init Date: Birth : Age : Service: Craft : Tax : Sex : Arrears Mos: Balance: Dues Paid Thru: Orig Init: Orig Aff : Fees : Lst Aff: Prev Stat: Prev Date: Prev Tax: Language : Send Mag : Phone : Appr/Jour: EEOC : Ctzn : Bargain Auth: Supp Dues: Pol Aff : CLIC : Dues Code Aff: Death : Pension : Ever GO Off : Dues Group: Employer : Employee#: Deduc: 100% Emp Dues: Wrk Trade: Good Address: Address : Bad Phone Num: City : State: Zip: Country: E-Newsltr: Funeral Don Ltr: Held Office: Member ID? ______________________________________________________________ <ESC>=Exit Member Inquiry <F2>=Back <F1>=Help

31.2 Displaying Member Data

Member Name/Member ID

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. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID: U-1933-0245 Aff : UBC01444 Tucson Eastside At Branch : Name : Carl Lloyd Board Sr Last Photo: 03/01/2007 ID Title : Job Site Manager Class : MEMBER Status : GOODSTANDG Date : 03/31/2008 Time: 2 yr 1 mo Init Date: 05/15/2004 Birth : 02/22/1972 Age : 38 Service: 5 yr 11 mo Craft : CARPENTER Tax : 001 Sex : M Arrears Mos: 0 Balance: Dues Paid Thru: 04/30/2010 Orig Init: 08/18/1999 Orig Aff : UBC01444 Fees : Lst Aff: UBC04444 Prev Stat: ARREARS Prev Date: 02/29/2008 Prev Tax: Language : ENGLISH Send Mag : Y Phone : (521) 223-3239 Appr/Jour: EEOC : UNKNOWN Ctzn : Y Bargain Auth: Y Supp Dues: N Pol Aff : UNK CLIC : N Dues Code Aff: UBC01444 Death : Pension : Ever GO Off : Dues Group: CTR_JOUR Employer : JOHNSON Employee#: Deduc: N 100% Emp Dues: N Wrk Trade: Y Good Address: Y Address : 23239 Camino Del Sol, Apt 111 Bad Phone Num: N City : Tucson State: AZ Zip: 85711 Country: US E-Newsltr: N Funeral Don Ltr: Held Office: Y +------------------------------------------------------------------------------+ | Next Notes History Finance Hist Alt Contact Refer Hist >>| +------------------------------------------------------------------------------+ <ESC>=Exit Member Inquiry <F2>=Back <F1>=Help

General Alert Notes

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 | +-------------------------+

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.

31.3 Inquiry Options

Note: If the member is or has been an officer, "Offices" is displayed as a menu bar option, and you can get a list of offices held.

Note: "Refer Hist" and "Work Skills" are displayed as options on the menu bar, if you are authorized to review the work referral history and work skills of members.

Next and Exit

Select "Next" to erase the current member display, and get back to the member ID prompt.

+------------------------------------------------------------------------------+ | Next Notes History Finance Hist Alt Contact Refer Hist >>| +------------------------------------------------------------------------------+

Select "Exit" to exit out of the inquiry procedure.

+------------------------------------------------------------------------------+ |<< Alt Contact Refer Hist Work Skills Dispensation Print Exit | +------------------------------------------------------------------------------+

The following sections describe each of the other bar menu selections.