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


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Affiliate ID

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.

After an affiliate ID is entered, the affiliate name is displayed.

Craft Codes

You are asked for the craft codes that you want to include.



   +---------------------Select Craft Codes---------------------+ 
   |  all                                                       | 
   |------------------------------------------------------------| 
   |  CARPENTER   Carpenter                                     | 
   |  DIVER       Diver                                         | 
   |  FEDGOV      Federal Government                            | 
   |  INDUSTRIAL  Non-construction under industrial agreement   | 
   |  LATHER      Lather                                        | 
   |  LOCALGOV    Local Government                              | 
   |  MILLWRIGHT  Millwright                                    | 
   |  PILEDRIVER  Piledriver                                    | 
   |  RESFLOOR    Resilient Floorlayer                          | 
   |  STATEGOV    State Government                              | 
   +------------------------------------------------------------+ 

You can select one, several or all craft codes.

Select the craft codes that you want to include.

Summary By

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.

Membership Activity to Include

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.

Month and Year

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.

Proceed

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.

Report Example

The following is an example of the membership summary by craft report for the entire council, summarized by local:


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 UBC01111 Carpenter                                               32 
                                                                         ======= 
                                                    Local UBC01111 total      32 
 
WST UBC04003 UBC01444 Carpenter                                              149 
                      Lather                                                   1 
                      Millwright                                               1 
                                                                         ======= 
                                                    Local UBC01444 total     151 
 
WST UBC04003 UBC01448 Carpenter                                               29 
                                                                         ======= 
                                                    Local UBC01448 total      29 
 
                                                                         ======= 
                                                                         ======= 
                                                             Grand total     212 


Chapter 41
GENDERSUM - Membership Summary by Gender



            +------------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 GENDERSUM - Membership Summary by Gender Report lists counts of active members by gender. You can report on activity as of the end of last month, on current activity through yesterday, or on historical (prior months) activity. The report breaks down active member counts into male, female and total for each class.

Select GENDERSUM to create the membership summary by gender report.

This chapter explains how to create the summary by gender reports.

41.1 Selecting Data - the Prompts

There are slightly different prompts for local affiliate users and council users. The following sections describe the prompts for each.

41.1.1 Local Affiliate Input Prompts

The following section describes the prompts displayed if you are a local affiliate user.

After you select GENDERSUM 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 : 
 
T+--------------Select Class Codes---------------+ 
 |  all                                          | 
S|-----------------------------------------------| 
 |  HONORARY    50 Yr Honorary Member            | 
S|  AGENCY      Agency Shop                      | 
 |  APPRENTICE  Apprentice                       | 
M|  APPRENTAPP  Apprentice Applicant             | 
 |  APPRENTIC1  Apprentice level 1               | 
 |  APPRENT10   Apprentice level 10              | 
 |  APPRENT11   Apprentice level 11              | 
 |  APPRENT12   Apprentice level 12              | 
 |  APPRENTIC2  Apprentice level 2               | 
 |  APPRENTIC3  Apprentice level 3               | 
 |  APPRENTIC4  Apprentice level 4               | 
 |  APPRENTIC5  Apprentice level 5               | 
 |  ...                                          | 
 +-----------------------------------------------+ 
<ESC>=Exit             Membership by Gender Summary Report   <F2>=Back <F1>=Help

Class Codes

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                      | 
   |  APPRENTICE  Apprentice                       | 
   |  APPRENTDRP  Apprentice - dropped program     | 
   |  APPRENTAPP  Apprentice Applicant             | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENT10   Apprentice level 10              | 
   |  APPRENT11   Apprentice level 11              | 
   |  APPRENT12   Apprentice level 12              | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTIC5  Apprentice level 5               | 
   |  APPRENTIC6  Apprentice level 6               | 
   |  APPRENTIC7  Apprentice level 7               | 
   |  ...                                          | 
   +-----------------------------------------------+ 

You can select one, several or all classes.

Select "all" to include all classes.

Select "all actual member classes only" to include only the actual member classes.

Select one or more of the classes that you want to include.

Tax Schedule

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.

Membership Activity to Include

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.

Month and Year

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.

Proceed

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 gender report is generated.

Report Example

The following is an example of the membership summary by gender report.


23-Jun-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                  Membership Summary by Gender as of 05/31/2003 
                               Summarized by Local 
                                 Sorted by Local 
 
Dt  Council  Aff ID   Classification                  Male    Female     Total 
--- -------- -------- -------------------------- --------- --------- --------- 
WST UBC04003 UBC01444 Section 50 Disabled                2         0         2 
                      Membership Applicant               5         0         5 
                      Apprentice level 1                 2         0         2 
                      Apprentice level 2                 5         0         5 
                      Apprentice level 3                 2         0         2 
                      Apprentice level 4                 4         0         4 
                      Apprentice level 5                 3         0         3 
                      Beck Objector                      1         0         1 
                      50 Yr Honorary Member              3         0         3 
                      Life Member                        1         0         1 
                      Member - Regular                  76         1        77 
                      Retired Member                     1         0         1 
                      Walkin Journeyman - non me         3         0         3 
                                                 ========= ========= ========= 
                            Local UBC01444 total       108         1       109 
 
                                                 ========= ========= ========= 
                                                 ========= ========= ========= 
                                     Grand total       108         1       109 

41.1.2 Council Input Prompts

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 GENDERSUM 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 Gender Summary Report   <F2>=Back <F1>=Help

Include Which Affiliates

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.

Affiliate ID

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.

Class Codes

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.

Tax Schedule

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.

Summary By

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.

Membership Activity to Include

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.

Month and Year

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.

Proceed

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 gender report is generated.

Report Example

The following is an example of the membership summary by gender report for the entire council, summarized by council:


23-Jun-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                  Membership Summary by Gender as of 05/31/2003 
                              Summarized by Council 
                                 Sorted by Local 
 
District WST 
 
  Council UBC04003 -- Arizona State District Council 
 
    Classification                      Male    Female     Total 
    ------------------------------ --------- --------- --------- 
    Section 50 Disabled                    2         0         2 
    Membership Applicant                   7         0         7 
    Apprentice level 1                     3         0         3 
    Apprentice level 2                     5         0         5 
    Apprentice level 3                     2         0         2 
    Apprentice level 4                     5         0         5 
    Apprentice level 5                     3         0         3 
    Beck Objector                          1         0         1 
    50 Yr Honorary Member                  3         0         3 
    Life Member                            2         0         2 
    Member - Regular                      87         1        88 
    Retired Member                         1         0         1 
    Walkin Apprentice - non member         1         0         1 
    Walkin Journeyman - non member         3         0         3 
                                   ========= ========= ========= 
            Council UBC04003 total       125         1       126 
 
                                   ========= ========= ========= 
                                   ========= ========= ========= 
                       Grand total       125         1       126 


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