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You are asked for the tax schedule codes that you want to include.
+--Tax Schedule--+ | all | |----------------| | 001 8.95 | | 002 6.35 | +----------------+ |
You can select one of the tax schedule codes, or all codes.
Select the tax schedule codes that you want to include.
You are asked for the gender selection.
+--Gender---+ | All | | Male | | Female | +-----------+ |
Select "All" to include both male and female members.
Select "Male" to only include male members.
Select "Female" to only include female members.
You are asked what membership activity you want to report on.
+-Membership as of--+ | Last Month End | | Current | | Historical | +-------------------+ |
Select "Last Month End" to report on membership activity as of the end of last month.
Select "Current" to report on current membership activity through yesterday.
Select "Historical" to report on membership activity prior to the last month end.
If you selected "Historical" at the "Membership as of" prompt, you are asked for the month and year that you want to report on.
Enter month/year (MM/YYYY)? _______ |
Enter the month and year you want to report on, in MM/YYYY format.
Note: Statistics information prior to November 1997 (ULTRA 11/1997) may not be 100% accurate.
You are asked if you want to proceed with creating the report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this report procedure.
If "Yes", the membership summary by class report is generated.
The following is an example of the membership summary by class report.
22-Nov-2000 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Summary by Class as of 11/21/2000
Summarized by Local
Sorted by Local
Good-
Dt Council Aff ID Classification stnding Arrears Trnsfer Total
--- -------- -------- -------------------------- ------- ------- ------- -------
WST UBC04003 UBC01444 Section 50 Disabled 3 0 0 3
Membership Applicant 2 4 0 6
Apprentice level 1 9 3 0 12
Apprentice level 2 9 4 0 13
Apprentice level 3 3 0 0 3
Apprentice level 4 1 1 0 2
Apprentice level 5 0 1 0 1
Apprentice 1 0 0 1
50 Yr Honorary Member 1 0 0 1
Life Member 1 0 0 1
Member - Regular 84 24 0 108
Pre-apprentice 2 0 0 2
Walkin Journeyman - non me 2 0 0 2
======= ======= ======= =======
Local UBC01444 total 118 37 0 155
======= ======= ======= =======
======= ======= ======= =======
Grand total 118 37 0 155
|
The following section describes the prompts displayed if you are a council user. The prompts are a little different than if you are an affiliate user.
After you select CLASSSUM from the menu, the following screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliates in :
Affiliate(s) :
Classifications :
Tax Schedule :
Summary by :
Sort by :
Membership as of:
+Include Affiliates in+
| Entire Council |
| Local |
+---------------------+
<ESC>=Exit Membership by Class Summary Report <F2>=Back <F1>=Help
|
You are asked which affiliates you want to include on the report.
+Include Affiliates in+ | Entire Council | | Local | +---------------------+ |
Select "Entire Council" if you want to report on all affiliates/locals in this council.
Select "Local" if you want to report on one of the locals in this council. You can report on any active or inactive local.
If you selected "Local" at the "Include Affiliates" prompt, you are asked for the affiliate ID of the local you want to report on.
Affiliate ID? ________ |
Enter the affiliate ID of the local in this council that you want to report on.
The affiliate ID number is a number from 1 to 99999. If you enter the entire affiliate ID, you must enter a three character union/organization code followed by a five digit affiliate number. For example: ubc04017
After an affiliate ID is entered, the affiliate name is displayed.
You are asked for the class codes that you want to include.
+--------------Select Class Codes---------------+ | all | |-----------------------------------------------| | HONORARY 50 Yr Honorary Member | | AGENCY Agency Shop | | APPRENTICE Apprentice | | APPRENTAPP Apprentice Applicant | | APPRENTIC1 Apprentice level 1 | | . . . . | | APPRENTIC8 Apprentice level 8 | | BECK Beck Objector | | INSERVICE Called Military Service | | CONTRACTOR Contractor Member | | DISABLED Disabled Member | | EARLYRET Early Retired | | LIFE Life Member | | MEMBER Member - Regular | | APPLICANT Membership Applicant | | PREAPPREN Pre-apprentice | | RETIRED Retired Member | | WALKAPP Walkin Apprentice - non member | | WALKIN Walkin Journeyman - non member | +-----------------------------------------------+ |
You can select one, several or all class codes.
Select the class codes that you want to include.
You are asked for the tax schedule codes that you want to include.
+--Tax Schedule--+ | all | |----------------| | 001 8.95 | | 002 6.35 | +----------------+ |
You can select one of the tax schedule codes, or all codes.
Select the tax schedule codes that you want to include.
If you selected "Entire Council" at the "Include Affiliates" prompt, you are asked if you want the summary by council or local.
+-Summary by-+ | Council | | Local | +------------+ |
Select "Council" to get a summary report which shows total counts for this council.
Select "Local" to get a summary report for each local affiliate in this council.
You are asked what membership activity you want to report on.
+-Membership as of--+ | Last Month End | | Current | | Historical | +-------------------+ |
Select "Last Month End" to report on membership activity as of the end of last month.
Select "Current" to report on current membership activity through yesterday.
Select "Historical" to report on membership activity prior to the last month end.
If you selected "Historical" at the "Membership as of" prompt, you are asked for the month and year that you want to report on.
Enter month/year (MM/YYYY)? _______ |
Enter the month and year you want to report on, in MM/YYYY format.
Note: Statistics information prior to November 1997 (ULTRA 11/1997) may not be 100% accurate.
You are asked if you want to proceed with creating the report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this report procedure.
If "Yes", the membership summary by class report is generated.
The following is an example of the membership summary by class report for the entire council, summarized by local:
22-Nov-2000 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Summary by Class as of 11/21/2000
Summarized by Local
Sorted by Local
Good-
Dt Council Aff ID Classification stnding Arrears Trnsfer Total
--- -------- -------- -------------------------- ------- ------- ------- -------
WST UBC04003 UBC01111 Apprentice level 1 0 2 0 2
Member - Regular 4 11 0 15
Walkin Apprentice - non me 1 0 0 1
======= ======= ======= =======
Local UBC01111 total 5 13 0 18
WST UBC04003 UBC01444 Section 50 Disabled 3 0 0 3
Membership Applicant 2 4 0 6
Apprentice level 1 9 3 0 12
Apprentice level 2 9 4 0 13
Apprentice level 3 3 0 0 3
Apprentice level 4 1 1 0 2
Apprentice level 5 0 1 0 1
Apprentice 1 0 0 1
50 Yr Honorary Member 1 0 0 1
Life Member 1 0 0 1
Member - Regular 84 24 0 108
Pre-apprentice 2 0 0 2
Walkin Journeyman - non me 2 0 0 2
======= ======= ======= =======
Local UBC01444 total 118 37 0 155
WST UBC04003 UBC01448 Apprentice level 1 2 0 0 2
Apprentice level 2 1 0 0 1
Apprentice level 4 1 0 0 1
Life Member 1 0 0 1
Member - Regular 35 5 0 40
======= ======= ======= =======
Local UBC01448 total 40 5 0 45
======= ======= ======= =======
======= ======= ======= =======
Grand total 163 55 0 218
|
+------------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 |
+--------------------------------------------------+
|
The CRAFTSUM - Membership Summary by Craft Report lists counts of active members by craft. You can report on activity as of the end of last month, on current activity through yesterday, or on historical (prior months) activity.
Select CRAFTSUM to create the membership summary by craft report.
This chapter explains how to create membership craft summary reports.
40.1 Selecting Data - the Prompts
There are slightly different prompts for local affiliate users and
council users. The following sections describe the prompts for each.
40.1.1 Local Affiliate Input Prompts
The following section describes the prompts displayed if you are a
local affiliate user.
After you select CRAFTSUM from the menu, the following screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliates in : Local
Affiliate(s) : UBC01444 -- Tucson Local
Classifications :
C+--------------Select Class Codes---------------+
| all |
S| all actual member classes only |
|-----------------------------------------------|
S| HONORARY 50 Yr Honorary Member |
| AGENCY Agency Shop non-member |
M| APPRENTAPP Apprent Applicant non-member |
| APPRENTICE Apprentice |
| APPRENTDRP Apprentice - dropped program |
| APPRENTIC1 Apprentice level 1 |
| APPRENT10 Apprentice level 10 |
| APPRENT11 Apprentice level 11 |
| APPRENT12 Apprentice level 12 |
| APPRENTIC2 Apprentice level 2 |
| ... |
+-----------------------------------------------+
<ESC>=Exit Membership by Craft Summary Report <F2>=Back <F1>=Help
|
You are asked for the class codes that you want to include.
+--------------Select Class Codes---------------+ | all | | all actual member classes only | |-----------------------------------------------| | HONORARY 50 Yr Honorary Member | | AGENCY Agency Shop non-member | | APPRENTAPP Apprent Applicant non-member | | APPRENTICE Apprentice | | APPRENTDRP Apprentice - dropped program | | APPRENTIC1 Apprentice level 1 | | APPRENT10 Apprentice level 10 | | APPRENT11 Apprentice level 11 | | APPRENT12 Apprentice level 12 | | APPRENTIC2 Apprentice level 2 | | ... | +-----------------------------------------------+ |
You can select one, several or all classes.
Select "all" to include all classes.
Select "all actual member classes only" to include all the actual member classes.
Select one or more of the classes that you want to include.
You are asked for the craft codes that you want to include.
+----------Select Craft Codes----------+ | All Craft Codes | |--------------------------------------| | CARPENTER Construction Carpentry | | CAULKER Construction Caulker | | CLEANER Cleaner | +--------------------------------------+ |
You can select one, several or all crafts.
Select "all" to include all crafts.
Select one or more of the crafts that you want to include.
You are asked for the gender selection.
+--Gender---+ | All | | Male | | Female | +-----------+ |
Select "All" to include both male and female members.
Select "Male" to only include male members.
Select "Female" to only include female members.
You are asked what membership activity you want to report on.
+-Membership as of--+ | Last Month End | | Current | | Historical | +-------------------+ |
Select "Last Month End" to report on membership activity as of the end of last month.
Select "Current" to report on current membership activity through yesterday.
Select "Historical" to report on membership activity prior to the last month end.
If you selected "Historical" at the "Membership as of" prompt, you are asked for the month and year that you want to report on.
Enter month/year (MM/YYYY)? _______ |
Enter the month and year you want to report on, in MM/YYYY format.
Note: Statistics information prior to November 1997 (ULTRA 11/1997) may not be 100% accurate.
You are asked if you want to proceed with creating the report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this report procedure.
If "Yes", the membership summary by craft report is generated.
The following is an example of the membership summary by craft report.
24-Sep-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Summary by Craft as of 04/30/2002
Summarized by Local
Sorted by Local
Dt Council Aff ID Craft Total
--- -------- -------- -------------------------------------------------- -------
WST UBC04003 UBC01444 Carpenter 149
Lather 1
Millwright 1
=======
Local UBC01444 total 151
=======
=======
Grand total 151
|
The following section describes the prompts displayed if you are a council user. The prompts are a little different than if you are an affiliate user.
After you select CRAFTSUM from the menu, the following screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliates in :
Affiliate(s) :
Crafts :
Summary by :
Sort by :
Membership as of:
+Include Affiliates in+
| Entire Council |
| Local |
+---------------------+
<ESC>=Exit Membership by Craft Summary Report <F2>=Back <F1>=Help
|
You are asked which affiliates that you want to include on the report.
+Include Affiliates in+ | Entire Council | | Local | +---------------------+ |
Select "Entire Council" if you want to report on all affiliates/locals in this council.
Select "Local" if you want to report on one of the locals in this council. You can report on any active or inactive local.
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