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

 



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The "Notes" option displays member notes. When "Notes" is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID: U-4688-6519     Aff : UBC01444 
                                 Tucson Local 
                     At Branch : NOTUCSON 
Name     : Sandy Tom Cook 
 
Notes begin date   : 
Notes ending date  : 
 
 
 
 
 
 
Notes begin date (MMDDYYYY)? First___ 
 
 
<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

Notes Begin Date

You have to specify which member notes you want to see. You can display all of this member's notes, or display notes for a specific period of time. For example, you might want to see notes for the period 01/01/1997 through 12/31/1997.

After the "Notes" screen is displayed, you are asked for the notes begin date. 



 Notes begin date (MMDDYYYY)? First___

You can:

  1. Enter "First" to start the display with the oldest note.
  2. Enter a begin date in the format of MMDDYYYY. This displays notes dated the same date you enter, or having a date after the entered date.

Notes End Date

After you enter the notes begin date, you are asked for the end date. 



 Notes ending date (MMDDYYYY)? Last____

You can:

  1. Enter "Last" to end the display with the most current note.
  2. Enter an ending date in the format of MMDDYYYY. This displays notes starting with the begin date through the end date you enter.

Proceed

You are asked if you want to proceed with the member notes display. 



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

Select "Yes" to start displaying the member notes.

Select "No" to go back to the ending date prompt.

Press <ESC> to skip the notes display and return to the display of member data.

Displaying Notes

If no member notes are found for the date range you entered, the message: 


                     No notes found for member member ID

is displayed. If member notes are found, they are displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID: U-4688-6519     Aff : UBC01444 
                                 Tucson Local 
                     At Branch : NOTUCSON 
Name     : Sandy Tom Cook 
 
Notes begin date   : First 
Notes ending date  : Last 
 
 Earlier notes: 0  Later notes: 0 
1) Tue Mar 3, 1998 04:36 PM JOB TESTER / edit Tue Mar 3, 1998 TESTER: 
  Sandy Cook has had lots of experience building residentail homes.  He has 
  worked with his father and brother who have a construction company in New 
  York state.  He worked with them for 15 years until he had to move to Arizona 
  for his wife's health. 
2) Tue May 15, 2001 12:42 AM NOTE TESTER: 
  FINANCIAL ALERT: This is a financial alert note. 
3) Tue May 15, 2001 12:42 AM NOTE TESTER / edit Tue Jul 3, 2001 TESTER: 
  GENERAL ALERT: This is a general alert note. This really is a general alert 
  note. Yes it is. Yes it really, really is. Oh boy yes. 
4) Mon Jul 2, 2001 12:42 AM NOTE XCASTER / edit Tue Jul 3, 2001 TESTER: 
  GENERAL ALERT: This is a test General Alert note created by XCASTER as a 
  test. This user is no longer on the system. 
 
Command? ________ 
 
                       Enter NEXT, PREVIOUS, FIRST, LAST 
<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

During the notes display, you can select any of the options shown in the menu bar at the bottom of the screen. One, two or three options are provided depending on the number of screens of member notes.

Select "Next" to display the next screen of notes. If "Next" is displayed in the menu bar, there is at least one more screen of member notes.

Select "Prev" to display the previous screen of notes. If "Prev" is displayed in the menu bar, there were at least two screens of notes.

Select "Exit" when you have completed the notes review. "Exit" takes you back to the member data display.

31.3.2 Member History



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The "History" option displays member history. When "History" is selected, the following screen is displayed: 



 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 
History Begin Date:              History Ending Date: 
Include  : 
 
 
 
 
 
 
 
History begin date (MMDDYYYY)? First___ 
 
 
<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

History Begin Date

You have to specify which member history entries you want to see. You can display all of this member's history entries, or display history for a specific time period.

After the "History" screen is displayed, you are asked for the history begin date. 



 History begin date (MMDDYYYY)? First___

You can:

  1. Enter "First" to start the display with the oldest history entry.
  2. Enter a begin date in the format of MMDDYYYY. This displays history dated the same date you enter, or having a date after the entered date.

History End Date

After you enter the history begin date, you are asked for the end date. 



 History ending date (MMDDYYYY)? Last____

You can:

  1. Enter "Last" to end the display with the most current history entry.
  2. Enter an ending date in the format of MMDDYYYY. This displays history starting with the begin date through the end date you enter.

History to Include

A menu of history items is displayed, and you are asked to select the history information that you want to inquire on. You can see all the activity that occurred during the selected dates, or specific data. 



   +---------------Include---------------+ 
   |  All History                        | 
   |  Only Status and Class Changes      | 
   |  Only Address and Phone Changes     | 
   |  Only Dues Paid Thru Date Changes   | 
   |  Only Local Changes                 | 
   +-------------------------------------+

Select one of the history items from the menu.

Proceed

You are asked if you want to proceed with the member history display. 



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

Select "Yes" to start displaying the member history.

Select "No" to go back to the ending date prompt.

Press <ESC> to skip the history display and return to the display of member data.

Displaying History

If no member history entries are found for the date range you entered, the message: 


                     No history found for member (member ID)

is displayed.

If member history entries are found, they are displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID: U-4688-6519     Aff : UBC01444 
                                 Tucson Local 
                     At Branch : NOTUCSON 
Name     : Sandy Tom Cook 
 
History begin date   : 01/01/2002 
History ending date  : 01/31/2002 
 
   1) Jan 1, 2002 07:00 PM AUTOCHARGE MISCCHANGE:UNCHARGED_DUES_PD UBC01444 
      Old: 26.00                           New: 0.00 
   2) Jan 9, 2002 02:00 AM TESTER MISCCHANGE:CURR_BALANCE UBC01444 
      Old: 0                               New: 10 
   3) Jan 9, 2002 02:00 AM TESTER PAYMENT:CURR_BALANCE UBC01444 
      Old: 10                              New: 0 
 
 
 
 
 
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|  Exit                                                                        | 
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<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

Note: An asterisk (*) preceeding the date indicates merged data.

During the history display, you can select any of the options shown in the menu bar at the bottom of the screen. One, two or three options are provided depending on the number of screens of history entries.

Select "Next" to display the next screen of history data. If "Next" is displayed in the menu bar, there is at least one more screen of history data.

Select "Prev" to display the previous screen of history data. If "Prev" is displayed in the menu bar, there were at least two screens of history entries.

Select "Exit" when you have completed the history review. "Exit" takes you back to the member data display.

31.3.3 Finance History



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The "Finance Hist" option displays member financial history information.

The following is an example of the financial history display: 


05-Dec-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                            Members Financial History 
                            UBC01444 -- Tucson Local 
 
  Member ID   : U-4688-6519     Cook, Sandy Tom 
  Class       : MEMBER                           Tax: 001 
  Status      : GOODSTANDG               Status Date: 11/23/2002 
  Dues Pd Thru: 05/31/2003              Curr Balance: $196.00 credit 
 
                                                                 Member    Still 
Date       Type       Code        Amount      For Months        Balance     Owed 
---------- ---------- ---------- ------- ------------------- ---------- -------- 
01/01/2002 CHARGE     DUES         26.00 Jan/2002 - Jan/2002     0.00       0.00 
           Dues Code: CTR_JOUR 
01/09/2002 CHARGE     HAT          10.00                        10.00       0.00 
01/09/2002 PAYMENT    Total -      10.00                         0.00 
                      HAT          10.00 
           Method: CASH   Receipt: 10000091 
02/01/2002 CHARGE     DUES         26.00 Feb/2002 - Feb/2002    26.00       0.00 
           Dues Code: CTR_JOUR 
03/01/2002 CHARGE     DUES         26.00 Mar/2002 - Mar/2002    52.00       0.00 
           Dues Code: CTR_JOUR

31.3.4 Alternate Contacts



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The "Alt Contact" option allows you to review and update alternate contact information.

When this option is selected, you are placed in the member alternate contact maintenance procedure. You can then review the current information, add additional phone contact data, and/or update current alternate contact data.

31.3.5 Work/Job Referral History



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The "Refer Hist" option displays member work/job referral history.

The following is an example of the work/job referral display: 


05-Dec-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                              Work/Referral History 
 
Aff ID   Date       Time    Member ID   Member Name   Activity   Employer ID 
-------- ---------- ------- ----------- ------------- ---------- --------------- 
UBC01444 09/24/2002 11:49AM U-4688-6519 Cook, Sandy   ADDLIST 
         Work List: NOTUC CARP  Number: 27 
         Added to out of work list -- NOTUC CARP User: TESTER 
UBC01444 09/24/2002 11:49AM U-4688-6519 Cook, Sandy   ADDLIST 
         Work List: NOTUC OPEN  Number: 20 
         Added to out of work list -- NOTUC OPEN User: TESTER 
UBC01444 09/24/2002 12:25PM U-4688-6519 Cook, Sandy   PHONEBUSY  BROOKS 
         Work List: NOTUC CARP  Number: 27 
         Phone Busy User: TESTER 
UBC01444 10/22/2002 10:48PM U-4688-6519 Cook, Sandy   PHONEBUSY  JOHNSON 
         Work List: NOTUC CARP  Number: 28 
         Phone Busy User: TESTER 
UBC01444 10/22/2002 10:49PM U-4688-6519 Cook, Sandy   REFERRED   JOHNSON 
         Work List: NOTUC CARP  Number: 28    Start Dt: 10/23/2002 Tdays: 0 
         Referred / Accepted Referral User: TESTER 
         Wage Code: CARP WR2 
UBC01444 10/25/2002 01:32AM U-4688-6519 Cook, Sandy   RESTRICADD JONES & SONS 
         Work List:             Number: 0 
         Contractor restriction added User: TESTER

31.3.6 Work Skills



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|<<  Refer Hist    Work Skills    Offices    Dispensation    Print    Exit     | 
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The "Work Skills" option displays member work skills information.

The following is an example of the work skills display: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-4688-6519     Cook, Sandy Tom 
Affiliate   : UBC01444        Tucson Local 
Class       : MEMBER 
Status      : GOODSTANDG 
Supv Level  : Foreman Experience                   Ever Steward: N 
 
             Skills (page 1)                         Skills (page 1) 
 2056 skill A                            2056 skill B 
 Cabinet work                            2056 custom skill code 
 Drywall Work                            Finisher - exterior 
 Finisher - interior                     Wooden forms setup 
 Hammer and Nail Work                    Trim - exterior 
 Trim - interior 
 
 
 
 
 
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<ESC>=Exit                     WORK SKILLS INQUIRY           <F2>=Back <F1>=Help

31.3.7 Offices

If the member has held an office, you can display information on the offices held. 



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The "Offices" option displays offices the member has held.

The following is an example of the offices held display: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 Member     : U-2771-4780  Kyle Airs 
 Curr Aff ID: UBC01444  Tucson Local 
 Curr Status: GOODSTANDG 
 Curr Class : MEMBER 
 
 Aff ID    Office Held       H/O  Term Start  Term End    Entered By  Entered 
 --------  ----------------- ---  ----------  ----------  ----------  ---------- 
 UBC01444  Field Organizer    N   07/01/2004  06/30/2007  AJONES      07/01/2004 
 
 
 
 
 
 
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|  Exit                                                                        | 
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<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

31.3.8 Dispensation



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|<<  Refer Hist    Work Skills    Offices    Dispensation    Print    Exit     | 
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The "Dispensation" option displays dispensation information for a member --- if they have had any dispensations.

The following is an example of dispensation information for a member: 



                              Officer Dispensation 
 
Dispensation      : General dispensation to be an officer. 
 
Affiliate ID      : UBC01444 -- Tucson Local 
 
Member            : U-4688-6519 -- Cook, Sandy T 
 
Request by        : Jim Jones 
Request Date      : 04/05/2001 
Request Entered by: TESTER 
 
Request Status    : Approved 
 
Approved/Denied by: Jane Doe 
Action Date       : 04/06/2001 
Action Entered by : TESTER2 
 
Type           : OFFSERV  Member Length of Service Less Than Minimum Months 
 
Effective Date : 04/01/2001 
Expiration Date: 04/15/2001 
 
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31.3.9 Print Member Data



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|<<  Refer Hist    Work Skills    Offices    Dispensation    Print    Exit     | 
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Select the "Print" option to get a listing of the member data.

After "Print" is selected, the following screen is displayed, and you are asked if you want to include member notes. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID: U-4688-6519     Aff : UBC01444 
                                 Tucson Local 
                     At Branch : NOTUCSON 
Name     : Sandy Tom Cook 
 
Include notes  : 
Include history: 
 
 
 
 
 
 
 +Include Notes+ 
 |  Yes        | 
 |  No         | 
 +-------------+ 
 
<ESC>=Exit                       Member Inquiry              <F2>=Back <F1>=Help

Select "Yes" if you DO want to include the member notes.

Select "No" if you do NOT want to include notes.

If "Yes", member notes will be included.

You are then asked if you want to include member history. 



   +Include History+ 
   |  Yes          | 
   |  No           | 
   +---------------+

Select "Yes" if you DO want to include the member history.

Select "No" if you do NOT want to include history.

If "Yes", member history will be included.

The output includes member data and member notes and history information, if it was requested.

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