+------------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 ARRSALERT - Membership Alert Inquiry/Report shows a projection of members who will go into ARREARS or SUSPENDED status if a dues payment is not posted on ULTRA by the end of the month.

The inquiry/report shows total roster count, and counts and percentages of members who will go into arrears or be suspended. The inquiry/report also shows the number of members who are currently in arrears.

Note: This inquiry/report can NOT be run for affiliates who have not had an end of month full auto on ULTRA, or who have auto status turned off for employer remit members.

47.1 Prompts and Responses

47.1.1 Membership Alert Inquiry for a Local

After ARRSALERT is selected from the menu, the following membership alert inquiry input screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 This report shows a projection of those members who will go into arrears or suspend if a dues payment is not posted on ULTRA by the end of the month. It is designed to provide an early warning for locals who have at least 25% of their members who owe at least 2 months dues. If you need to see the actual members, please run an arrears projection report. Affiliates in: Local Affiliate(s) : UBC01444 -- Tucson Local Alert for : 10/31/2000 +Proceed-+ | Yes | | No | +--------+ <ESC>=Exit Membership Alert Inquiry <F2>=Back <F1>=Help

Proceed

You are asked if you want to proceed with creating the membership alert inquiry/report.

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

Select "Yes" to generate the inquiry/report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this inquiry/report procedure.

If "Yes", the membership alert inquiry/report is created.

Report Example

The following is an example of a membership alert inquiry/report for a local.

06-Oct-2000 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Alert This report shows a projection of those members who will go into arrears or suspend if a dues payment is not posted on ULTRA by the end of the month. It is designed to provide an early warning for locals who have at least 25% of their members who owe at least 2 months dues. If you need to see the actual members, please run an arrears projection report. Local: UBC01444 -- Tucson Local Total Roster : 125 Will Go Arrears : 18 percent: 14% Will Go Suspended : 12 percent: 10% Total in Arrears Now: 45 percent: 36%

47.1.2 Membership Alert Inquiry for a Council

After ARRSALERT is selected from the menu, the following membership alert inquiry input screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 This report shows a projection of those members who will go into arrears or suspend if a dues payment is not posted on ULTRA by the end of the month. It is designed to provide an early warning for locals who have at least 25% of their members who owe at least 2 months dues. If you need to see the actual members, please run an arrears projection report. Affiliates in: Affiliate(s) : Alert for : +Include Affiliates in+ | Entire Council | | Local | +---------------------+ <ESC>=Exit Membership Alert Inquiry <F2>=Back <F1>=Help

Affiliates to Include

You are asked which affiliates that you want to include on the inquiry/report.

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

Select "Entire Council" if you want to include all the locals within the council.

Select "Local" if you want to inquire on a single local. You will be asked for the local that you want to inquire on.

Affiliate ID

If you selected "Local" at the "Include Affiliates in" prompt, you are asked for the affiliate ID of the local that you want to inquire/report on.

Affiliate ID? ________

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

You can enter the affiliate number which is a number from 1 to 99999.

Proceed

You are asked if you want to proceed with creating the membership alert inquiry/report.

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

Select "Yes" to generate the inquiry/report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this inquiry/report procedure.

If "Yes", the membership alert inquiry/report is created.

Report Examples

The following is an example of a membership alert inquiry/report for a single local.

06-Oct-2000 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Alert This report shows a projection of those members who will go into arrears or suspend if a dues payment is not posted on ULTRA by the end of the month. It is designed to provide an early warning for locals who have at least 25% of their members who owe at least 2 months dues. If you need to see the actual members, please run an arrears projection report. Local: UBC01444 -- Tucson Local Total Roster : 125 Will Go Arrears : 18 percent: 14% Will Go Suspended : 12 percent: 10% Total in Arrears Now: 45 percent: 36%

The following is an example of a membership alert inquiry/report for the entire council.

06-Oct-2000 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Alert for Entire Council The following ULTRA locals will have 25% or more of their members go to arrears or suspended with the next end of month, October 31, 2000, if dues payments are not posted. Council 4003 -- Arizona State District Council Phone (602) 272-2700 Total Will Go Will Go Currently Local Local Phone Roster Arrears Suspended Arrears ----- -------------- ------ ----------- ----------- ------------ 1111 (760) 555-7600 14 6 43% 1 7% 6 43% 1444 (520) 555-4443 125 18 14% 12 10% 45 36% 1445 (520) 555-8343 13 0 0% 1 8% 10 77% 1449 (520) 555-2442 6 0 0% 0 0% 4 67%

+------------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 RETIRE - Retirement Eligibility Report menu option allows you to create a report of members who are or who will be eligible to retire on a date you specify.

The report shows member name, member ID, birth date, initiation date, age and service time.

Reports can be created for locals and councils.

Select RETIRE to create retirement eligibility reports.

48.1 Retirement Eligibility Report Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : Retire Date: Affiliate ID? ________ Enter a council ID or a local ID <ESC>=Exit Retirement Eligibility Report <F2>=Back <F1>=Help

48.1.1 Prompts and Responses

Affiliate ID

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 ID of the affiliate that you want to report on.

Affiliate ID? ________ Enter "ALL" for all locals in the council

Enter "all" to report on all locals in the council.

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

You can enter the affiliate number which is a number from 1 to 99999.

Retirement Eligibility Date

You are asked for the retirement eligibility date that you want to use for this report.

Eligible to Retire By Date (MMDDYYYY)? ________

Enter the eligible to retire by date in MMDDYYYY format.

The date must be today or a future date.

Proceed

You are asked if you want to proceed with creating the retirement eligibility 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 retirement eligibility report is generated.

Report Example

The following is an example of a retirement eligibility report.

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 Retirement Eligibility Report Members currently eligible to retire by December 31, 2003 Current Member Name Member ID Birth Date Initiated Age Service Time ---------------------------- ----------- ---------- ---------- --- ------------- Smith, James W U-8474-4092 12/29/1934 07/05/1972 67 29 yrs 10 mos Deem, Darrell E U-8356-9167 01/05/1938 09/12/1967 64 34 yrs 8 mos Bean, Herbert J U-3009-1839 08/10/1938 10/07/1969 63 32 yrs 7 mos

+------------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 IDCARD - Print Member ID Card menu option is used to create and print official membership ID cards. The ID card is not a work card.

The information shown on the member ID card includes the member name, member address, UBC ID number, date and a signature line for the member's signature.

The member ID cards are sorted by member name.

Select IDCARD to create UBC membership ID cards.

49.1 Print Member ID Card Input Screen

NOTE --- Council users can select members from any local affiliate in the council. Local users can only select members from within their own affiliate.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Member Selection : Card Type : +----Member Selection Method-----+ | Select an Individual Member | | Select a Range of Members | +--------------------------------+ <ESC>=Exit Print Member ID Card <F2>=Back <F1>=Help

49.2 Prompts and Responses

Member Selection Method

You are asked how you want to select members.

+----Member Selection Method-----+ | Select an Individual Member | | Select a Range of Members | +--------------------------------+

Select "...Individual Member" to create an ID card for a single member. If this method is selected, you will be asked for the member's name/ID.

Select "...Range of Members" to select members by alphabetic letters. If this method is selected, you will be asked for the range.

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 ID.

You can enter the affiliate number or you can enter the entire affiliate ID.

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

Note: If a council affiliate ID is entered, members will be selected from all locals in that council.

Member Name/ID

If you selected the "Individual Member" selection method, you are asked for the member's name or ID.

Member name or ID? ____________________________________________________________

Enter the member's name/ID that you want to create an ID card for.

Range of Members

If you selected "Range of Members" as the selection method, you are asked for the member range. To include all members, enter "A" as the starting name and "Z" as the ending name.

First, you are asked for the letter(s) of the last name(s) that you want to start the name range with.

Start with last names that begin with the letter(s)? A______________

Press [Enter] to accept the default of "A" which will include all members whose last names start with "A".

Enter the letter(s) of the last name that you want to start with.

Next, you are asked for the letter(s) of the last name(s) that you want to end the name range with.

End with last names that begin with the letter(s)? Z______________

Press [Enter] to accept the default of "Z" which will end the name range with members whose last names start with "Z".

Enter the letter(s) of the last name that you want to end with.

Class Selection

If you selected "Range of Members" as the selection method, you are asked which member classes 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 | | . . . . . | +-----------------------------------------------+

Select "all" to include members from all classes.

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

Select one or more of the class codes from the menu.

Initiation Dates

If you selected "Range of Members" as the selection method, you are asked for the range of initiation dates that you want to include.

First, you are asked for the beginning date in the initiation date range.

Include initiation date from (MMDDYYYY)? FIRST___ Enter FIRST to start at the first initiation date

Press [Enter] to accept the default of "FIRST" to start with the first initiation date.

Enter a beginning date in MMDDYYYY format.

Next, you are asked for the ending date in the initiation date range.

Include initiation date to (MMDDYYYY)? LAST____ Enter LAST to start at the last initiation date

Press [Enter] to accept the default of "LAST" to end with the last initiation date.

Enter an ending date in MMDDYYYY format.