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+------------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 |
+--------------------------------------------------+
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The MEMCOUNTY - Members by City/County Report menu option is used by affiliates to create a report of active members by city/county.
You specify which cities/counties to report on.
This option allows you to create reports, labels and/or letters using the selected data.
Select MEMCOUNTY to create members by city/county reports.
46.1 Members By City/County Report Input Screen
After MEMCOUNTY is selected from the menu, the members by city/county
input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
KEY USER Arizona State District Council UBC04003
Local :
Council : UBC04003 -- Arizona State District Council
District :
Country :
State/Prov :
Select By :
County/City:
Classes :
Local ID? ________
Enter a local ID or enter ALL to select all the locals in your council
<ESC>=Exit Member by County Report <F2>=Back <F1>=Help
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46.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you create members by city/county reports.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
You are asked for the local affiliate ID that you want to report on.
Local ID? ________
Enter a local ID or enter ALL to select all the locals in your council
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Enter "all" to report on all locals in the council.
Enter the local number (e.g. 123) or complete affiliate ID (e.g. ubc00123) of the local you want to report on.
If a local affiliate ID is entered, the affiliate name is displayed.
If the affiliate is in the United States, a menu of the states is displayed and you are asked for the state. If the affiliate is in Canada, a menu of the provinces is displayed and you are asked for the province.
+-------------------------------State-------------------------------+ | ALABAMA | KENTUCKY | OHIO | | ALASKA | LOUISIANA | OKLAHOMA | | ARIZONA | MAINE | OREGON | | ARKANSAS | MARYLAND | PENNSYLVANIA | | CALIFORNIA | MASSACHUSETTS | PUERTO RICO | | CANAL ZONE | MICHIGAN | RHODE ISLAND | | COLORADO | MINNESOTA | SOUTH CAROLINA | | CONNECTICUT | MISSISSIPPI | SOUTH DAKOTA | | DELAWARE | MISSOURI | TENNESSEE | | DISTRICT OF COLUMBIA | MONTANA | TEXAS | | FLORIDA | NEBRASKA | UTAH | | GEORGIA | NEVADA | VERMONT | | HAWAII | NEW HAMPSHIRE | VIRGINIA | | IDAHO | NEW JERSEY | WASHINGTON | | ILLINOIS | NEW MEXICO | WEST VIRGINIA | | INDIANA | NEW YORK | WISCONSIN | | IOWA | NORTH CAROLINA | WYOMING | | KANSAS | NORTH DAKOTA | | +-------------------------------------------------------------------+ |
Select one of the states or provinces that you want to report on.
You are asked if you want to select members by County or by City/Town.
+Select Members by+ | County | | City/Town | +-----------------+ |
If you select "County", a menu of counties will be displayed and you will select one of the counties.
If you select "City/Town", you will enter a list of cities/towns that you want to include.
Select one of the options from the menu.
If you are selecting members by "County", a menu of counties in the state you selected is displayed, and you are asked for the county that you want to report on.
+------------------Select County------------------+ | All Counties | GRAHAM | PIMA | |-----------------| GREENLEE | PINAL | | APACHE | LA PAZ | SANTA CRUZ | | COCHISE | MARICOPA | YAVAPAI | | COCONINO | MOHAVE | YUMA | | GILA | NAVAJO | | +-------------------------------------------------+ |
Select "All Counties" to include all counties.
Select one of the counties from the menu.
If you are selecting members by "City/Town", you are asked for a list of the cities/towns that you want to include.
City : All______________________________________________________________
_________________________________________________________________
_________________________________________________________________
Enter a comma-separated list of cities. Press F12/Do Key When Finished
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Press RETURN to select all cities/towns.
Enter a list of cities/towns separated by commas, For example: Tucson,Benson,xxxxxx,xxxxxx
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 if you want to proceed with member selection.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with selecting the members.
Select "No" to return to the previous prompt.
Press <ESC> to abort this report procedure.
If "Yes", the members are extracted, and you can create reports, labels and/or letters using the selected data.
46.2.1 Output Options
After the members are selected, you are asked what output option you
want to do.
+------Output Option-------+
| Report |
| Create Labels |
| Send Letter |
|--------------------------|
| finished with outputs |
+--------------------------+
182 members selected
|
Select "Report" if you want to create a members by county report.
Select "Create Labels" if you want to create labels for the selected members.
Select "Send Letter" if you want to send letters to the selected members.
Select "finished with outputs" if you are finished creating reports, labels and/or letters.
Select one of the output options.
46.2.2 Report Output Option
Select the "Report" output option to create a members by county report.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
After "Report" is selected, you are asked if you want to include phone numbers and addresses and how you want to sort the data.
First, you are asked if you want to include alternate contact phone numbers on the report.
+Print Member Alternate Contact Phone Numbers on Report+ | Yes | | No | +------------------------------------------------------+ |
Select "Yes" to include the alternate contact phone numbers.
Select "No" if you do not want to print the phone numbers.
Next, you are asked if you want to include addresses on the report.
+Print Member Addresses on Report+ | Yes | | No | +--------------------------------+ |
Select "Yes" to include member addresses on the report.
Select "No" if you do not want to print the addresses.
You are now asked how you want to sort the selected data.
+Sort Report by+ | County | | City/Town | +--------------+ |
Select one of the menu options.
The following is an example of part of a member by county report:
24-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Members by County Report
County: MARICOPA, Arizona
Member Name Member ID Curr Status Class Aff ID Phone
------------------------ ----------- ----------- ---------- ------ -------------
Boydston, Glenn R U-3401-9787 GOODSTANDG HONORARY 01444 (520)555-6610
Buettner, L E U-4369-6371 GOODSTANDG RETIRED 01444 (620)555-8865
Members in MARICOPA, Arizona: 2
Total members: 2
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Select the "Create Labels" menu option to create labels.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
You are asked how you want the labels sorted.
+------Sort Labels by-------+ | Member Last Name | | Member Zip/Postal Code | +---------------------------+ |
Select one of the sort options.
You are asked it you want to print the member ID on the labels.
+Print Member ID on Labels+ | Yes | | No | +-------------------------+ |
Select "Yes" to include the member ID on the labels.
Select "No" if you do NOT want to print the member ID on the labels.
You are asked for the type of labels.
+-------Type of Labels-------+ | 1 Up | | 1 Up (Avery 4013 label) | | 2 Up (Avery 5262 label) | | 3 Up (Avery 5160 label) | +----------------------------+ |
Select the label type you want to print.
Note: Do NOT select the "Special" menu option unless the UBC Help Desk instructs you to do so. This option is for use with some printers that will not work with the normal label processing.
You are asked if you want to proceed with creating the labels.
+Proceed with Labels+ | Yes | | No | +-------------------+ |
Select "Yes" to create the labels.
Select "No" to return to the previous prompt.
Press <ESC> to abort this label procedure.
If "Yes", the labels are created.
The following is an example of output labels.
Tim Sparks Thomas G Stone Alex Samson 345 W. Speedway 10905 Vicky Ave 565 W. Orange Tucson AZ 85704 Tucson AZ 85704 Tucson AZ 85705 Bobby Kelly Stanley E Abbott George Locks 7834 E. Pima 6523 E. 90th 5642 E. Speedway Tucson AZ 85706 Tucson AZ 85707 Tucson AZ 85707 |
Select the "Send Letter" menu option to create letters.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
You are asked how you want the letters sorted.
+------Sort Letters by------+ | Member Last Name | | Member Zip/Postal Code | +---------------------------+ |
Select one of the sort options.
You are asked which letter you want to create and send.
The list of letters that are displayed, are the letters you previously created and saved. You can refer to Chapter 131, AFFLETTERMN - Affiliate Letter Maintenance, for information on creating letters.
+----------------------Select a Letter----------------------+ | APPLICANT_LATE Applicant late pay letter | | ARREARS TEST test arrears letter | | ARREARS_1198 Arrears letter created 11-17-98 | | BAD CHECK LTR Letter for members who give NSF checks | | DUES_STATEMENT Dues statement letter | | DUES_STMT_CHG Dues statement letter with a charge | | TEST test letter | | WELCOME LTR Letter to welcome the new members | +-----------------------------------------------------------+ |
Select the letter you want to send to the members you selected.
You are asked what you want to do with the selected letter.
+--------Letter Option---------+ | accept selected letter | | select a different letter | |------------------------------| | Display Letter | | Sample Letter | +------------------------------+ |
The options are:
| accept selected letter | continue on and create the letters | |
| select a different letter | go back and select a different letter from the list | |
| Display Letter | display the letter format | |
| Sample Letter | display the letter format with sample data |
Select one of the letter options.
If you have set up this letter with a charge, you are asked if you want to actually charge the members for the letters.
+Charge $0.50 to 182 Members+ | Yes | | No | +---------------------------+ |
Select "Yes" if you DO want to charge the members for the letter.
Select "No" if you do NOT want to charge the members.
If "Yes", each member will be charged the displayed amount for the letter that will be sent to them.
Note: Letter charges will only be posted if you answer "Yes" to the "Proceed to Post Letter Charge" prompt which is asked AFTER the letters are created and printed. This allows you to re-run the letters if necessary.
If you are NOT a local user, you are asked which day book the charges should be recorded in.
+-----Record Charges in------+ | Member's Local Day Book | | Council Day Book | +----------------------------+ |
Select "Member's Local Day Book" to record the charges in the day book of the local the member belongs to.
Select "Council Day Book" to record the charges in the council's day book.
You are asked if you want to proceed with creating the letters.
+Proceed to Print Letters+ | Yes | | No | +------------------------+ |
Select "Yes" to generate the letters.
Select "No" to return to the previous prompt.
Press <ESC> to abort this letter procedure.
If "Yes", the letters are created.
After the letters are created and printed, you are asked if you actually want to post the letter charges.
+Proceed to Post Letter Charge+ | Yes | | No | +-----------------------------+ |
Select "Yes" to post the letter charges.
Select "No" if you need to re-run the letters, and do NOT want to post the letter charges at this time.
If "Yes", the letter charges will be posted to the members who were selected to receive letters.
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