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


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Chapter 44
OFFELIG - Current Officer Eligibility



            +------------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 OFFELIG - Current Officer Eligibility menu option is used by affiliates to create reports of members who are current officers and their current eligibility to be officers.

The report data is sorted by member name.

This chapter explains how to create current officer eligibility reports.

44.1 Current Officer Eligibility Input Screen

After OFFELIG is selected from the menu, the current officer eligibility input screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID   : UBC01444 -- Tucson Local 
 
Report Option  : Eligible for Delegate/Officer 
 
Members        : Current Officers 
 
Include Offices: 
 
S+-------------Select Officer Codes--------------+ 
 |  all                                          | 
 |-----------------------------------------------| 
 |  ADMIN   Administrative Assistant             | 
 |  ALTCNL  Alternate Delegate to Council        | 
 |  APPCRD  Apprenticeship Coordinator           | 
 |  ASSTBM  Assistant Business Manager           | 
 |  ASSTBR  Assistant Business Representative    | 
 |  ...                                          | 
 +-----------------------------------------------+ 
 
<ESC>=Exit                Current Officers Eligibility       <F2>=Back <F1>=Help

44.2 Prompts and Responses

The following sections describe the prompts displayed when you create eligibility reports.

Affiliate ID

You are asked for the affiliate ID.

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.



 Affiliate ID? ________ 

If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default. Otherwise, enter the appropriate affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

Report Option and Members

"Eligible for Delegate/Officer" is displayed as the report option.

Only "Current Officers" will be reported on.

Select Offices

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



   +-------------Select Officer Codes--------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  ADMIN   Administrative Assistant             | 
   |  ALTCNL  Alternate Delegate to Council        | 
   |  APPCRD  Apprenticeship Coordinator           | 
   |  ASSTBM  Assistant Business Manager           | 
   |  ASSTBR  Assistant Business Representative    | 
   |  ...                                          | 
   +-----------------------------------------------+ 

Select "all" to include all offices.

Select one or more offices that you want to include on the report.

Sort By

You are asked how you want to sort the report.



   +--Sort Options---+ 
   |  Officer Name   | 
   |  Office Held    | 
   +-----------------+ 

Select one of the sort options from the menu.

Proceed with Report

You are asked if you want to proceed with creating the current officer eligibility report.



   +Proceed with Report+ 
   |  Yes              | 
   |  No               | 
   +-------------------+ 

Select "Yes" to proceed with report generation.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this report procedure.

If "Yes", the current officer eligibility report is generated.

44.2.1 Report Example

The following is an example of the current officer eligibility report:


06-Jul-2004  United Brotherhood of Carpenters and Joiners of America      Page 1 
                            UBC01444 -- Tucson Local 
                     Current Officers Eligibility Reporting 
                         Eligible For Delegate, Officer 
                           Current Officers - UBC01444 
 
Member Name             Member ID   Office Eligibility 
----------------------- ----------- ------ ------------------------------------- 
Abbott, James A.        U-5047-2646 SEC    Y 
Butter, Joseph          U-2201-9746 SEC    N  - Current Status SUSPENDED 
                                    DELCNL N  - Current Status SUSPENDED 
Calvert, Dale H.        U-3911-4554 TREAS  Y 
Collins, Benny          U-3201-7012 FINSEC N  - Member is Not Working at Trade 
                                           N  - Reinstated less than 24 Months 
Salter, Randy           U-1000-0005 TREAS  N  - Init 12/15/2003 not 24 Months 
                                           N  - Not Goodstanding for 12 Months 
Simmons, Jack W.        U-8564-3337 FINSEC N  - Current Status SUSPENDED 
                                           N  - Not Member of Affiliate 12 Mo 
                                           N  - Reinstated less than 24 Months 
 
                 UBC01444 -- Total Number Eligible     :       2 
                 UBC01444 -- Total Number Not Eligible :       5 


Chapter 45
AVGAGE - Membership Average Age Report



            +------------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 AVGAGE - Membership Average Age Report menu option is used to create a summary report which shows the average age of the active members of an affiliate. Average age information is shown for each class in the affiliate.

Council users can summarize the report by council or by local.

You can run the Membership Average Age Report by selecting the AVGAGE menu option on the reports menu.

45.1 Selecting Data - the Prompts

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

45.1.1 Local Affiliate Input Prompts

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

After you select AVGAGE 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 
 
Summary by      : Local 
 
Sort by         : Local 
 
Membership as of: 10/06/2000 
 
 
 
 
 
 
 
 
 +Proceed-+ 
 |  Yes   | 
 |  No    | 
 +--------+ 
 
<ESC>=Exit                Membership Average Age Report      <F2>=Back <F1>=Help

Proceed

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



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

Select "Yes" to generate the report.

Select "No" or press <ESC> to abort this report procedure.

If "Yes", the membership average age report is generated.

Report Example

The following is an example of a report created for a local affiliate:


06-Oct-2000  United Brotherhood of Carpenters and Joiners of America      Page 1 
              Average Age of Active Status Roster as of 10/06/2000 
                               Summarized by Local 
                                 Sorted by Local 
 
                                                                      Average 
   Dt  Council   Aff ID    Classification                   Number        Age 
   --  --------  --------  ----------------------------  ---------  --------- 
   WST UBC04003  UBC01444  Membership Applicant                  8         36 
                           Apprentice Applicant                  1         29 
                           Apprentice level 1                    5         31 
                           Apprentice level 2                    8         31 
                           Apprentice level 3                    1         29 
                           Apprentice level 4                    2         32 
                           Apprentice level 5                    2         31 
                           Apprentice                            1         35 
                           50 Yr Honorary Member                 1         90 
                           Life Member                           1         41 
                           Member - Regular                     90         32 
                           Walkin Apprentice - non memb          1         23 
                           Walkin Journeyman - non memb          4         31 
                                                         =========  ========= 
                                   Local UBC01444 total        125         33 
 
                                                         =========  ========= 
                                                         =========  ========= 
                                            Grand total        125         33 

45.1.2 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 AVGAGE 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)    : 
 
Summary by      : 
 
Sort by         : 
 
Membership as of: 
 
 
 
 
 
 
 
 
 
 +Include Affiliates in+ 
 |  Entire Council     | 
 |  Local              | 
 +---------------------+ 
 
<ESC>=Exit                Membership Average Age Report      <F2>=Back <F1>=Help

Which Affiliate(s)

You are asked if you want to report on one or all locals in the council.



   +Include Affiliates in+ 
   |  Entire Council     | 
   |  Local              | 
   +---------------------+ 

Select "Entire Council" to report on all locals in the council.

Select "Local" to report on one of the locals in the council.

Affiliate ID

If you select "Local" at the "Include Affiliates in" prompt, you will be asked for the affiliate ID of the local you want to report on.



 Affiliate ID? ________ 

Enter the affiliate ID of the local you want to report on.

The affiliate ID 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 you enter the affiliate ID, the affiliate name is displayed, and the next prompt is the "Proceed" prompt.

Summarize By

If you select "Entire Council" at the "Include Affiliates in" prompt, you are asked how you want to summarize the report data.



   +-Summary by-+ 
   |  Council   | 
   |  Local     | 
   +------------+ 

Select "Council" to get a summary report for the entire council membership.

Select "Local" to get a summary for each local in the council.

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 average age report is generated.

Report Examples

The following is an example of a report for one of the locals in the council:


06-Oct-2000  United Brotherhood of Carpenters and Joiners of America      Page 1 
              Average Age of Active Status Roster as of 10/06/2000 
                               Summarized by Local 
                                 Sorted by Local 
 
                                                                      Average 
   Dt  Council   Aff ID    Classification                   Number        Age 
   --  --------  --------  ----------------------------  ---------  --------- 
   WST UBC04003  UBC00408  Membership Applicant                139         35 
                           Apprentice                          287         32 
                           Disabled Member                       1         68 
                           Early Retired                        91         68 
                           50 Yr Honorary Member               235         83 
                           Member - Regular                  1,322         47 
                           Pre-apprentice                       22         27 
                           Retired Member                      436         79 
                                                         =========  ========= 
                                   Local UBC00408 total      2,533         54 
 
                                                         =========  ========= 
                                                         =========  ========= 
                                            Grand total      2,533         54 

The following is an example of a council report summarized by council:


06-Oct-2000  United Brotherhood of Carpenters and Joiners of America      Page 1 
              Average Age of Active Status Roster as of 10/06/2000 
                              Summarized by Council 
                                 Sorted by Local 
 
District WST 
 
  Council UBC04003 -- Arizona State District Council 
 
                                                Average 
              Classification                     Number        Age 
              ------------------------------  ---------  --------- 
              Membership Applicant                  148         35 
              Apprentice Applicant                    2         29 
              Apprentice level 1                     10         31 
              Apprentice level 2                      9         31 
              Apprentice level 3                      1         29 
              Apprentice level 4                      3         35 
              Apprentice level 5                      2         31 
              Apprentice                            293         32 
              Disabled Member                         2         77 
              Early Retired                         108         69 
              50 Yr Honorary Member                 242         83 
              Life Member                             2         54 
              Member - Regular                    1,569         46 
              Pre-apprentice                         22         27 
              Retired Member                        481         79 
              Walkin Apprentice - non member          2         27 
              Walkin Journeyman - non member          4         31 
                                              =========  ========= 
                      Council UBC04003 total      2,900         53 
 
                                              =========  ========= 
                                              =========  ========= 
                                 Grand total      2,900         53 

The following is an example of part of a council report summarized by local:


06-Oct-2000  United Brotherhood of Carpenters and Joiners of America      Page 1 
              Average Age of Active Status Roster as of 10/06/2000 
                               Summarized by Local 
                                 Sorted by Local 
 
                                                                      Average 
   Dt  Council   Aff ID    Classification                   Number        Age 
   --  --------  --------  ----------------------------  ---------  --------- 
   WST UBC04003  UBC01111  Apprentice level 1                    2         30 
                           Member - Regular                     11         35 
                           Walkin Apprentice - non memb          1         32 
                                                         =========  ========= 
                                   Local UBC01111 total         14         34 
 
   WST UBC04003  UBC01445  Membership Applicant                  1         31 
                           Apprentice Applicant                  1         29 
                           Member - Regular                     11         34 
                                                         =========  ========= 
                                   Local UBC01445 total         13         33 
 
      (other locals data...) 
                                                         =========  ========= 
                                                         =========  ========= 
                                            Grand total      2,900         53 


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