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If you selected "Range of Members" as the selection method, you are asked for the craft codes that you want to include.
You can select one, several or all craft codes.
+---------------------Select Craft Codes---------------------+ | All Craft Codes | |------------------------------------------------------------| | CABINET Mill-Cabinet | | CARP-ACOUS Acoustical Carpenter | | CARP-RES Residential Carpenter | | CARPENTER Carpenter | | DIVER Diver | | DRYWALLAPP Drywall Applicator | | FEDGOV Federal Government | | FLOORLAYER Floor Layer | | INDUSTRIAL Non-construction under industrial agreement | | ... | +------------------------------------------------------------+ |
Select the craft codes that you want to include.
If you selected "Range of Members" as the selection method, you are asked for the employers/contractors that you want to include.
You can select one, several or all employers.
Employer? __________________________________________________
Enter "ALL" if you want to select all employers
|
Enter "ALL" if you want to include all employers/contractors.
Enter one or more characters of the employer/contractor ID.
If more than one employer/contractor ID begins with the entered characters, a menu of employers/contractors is displayed. You can then select an employer/contractor from the list.
You can enter one or more employer/contractor IDs.
You are asked which card type that you want to print.
NOTE---If you are set up to print photo ID cards, "Photo - Photo ID card" will be displayed as a menu option.
+-------------Card Type--------------+ | Plain - No logo preprinted | | Logo - Logo preprinted on card | +------------------------------------+ |
Select "Plain" if no logo is pre-printed on the ID cards.
Select "Logo" if the logo is already pre-printed on the ID cards.
The following is an example of the "Plain" ID card format where no logo is preprinted:
This is your membership card.
Please detach and place in your wallet.
UNITED BROTHERHOOD OF CARPENTERS Membership Card
AND JOINERS OF AMERICA United Brotherhood of Carpenters and
LOCAL UNION 1444 Joiners of America Local 1444
213 N. Wilmot 520-555-4466
Tucson, AZ 85712
520-555-4466 Sandy T Cook
ID : U-4688-6519
OFFICIAL MEMBERSHIP ID CARD Date : 11/20/2002
Sandy T Cook ____________________________________
5628 Terrace Place signature
Unit 82
Tucson, AZ 85710 THIS IS NOT A WORK CARD
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The following is an example of the "Logo" ID card format where the logo is preprinted:
Sandy T Cook
ID : U-4688-6519
Date : 11/20/2002
Sandy T Cook ____________________________________
5628 Terrace Place signature
Unit 82
Tucson, AZ 85710 THIS IS NOT A WORK CARD
|
You are asked if you are printing on a laser printer.
+Are you printing on a laser printer+ | Yes | | No | +-----------------------------------+ |
Select "Yes" if you ARE using a laser printer, otherwise select "No".
You are asked if you want to proceed with creating the member ID cards.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the member ID cards.
Select "No" to return to the previous prompt.
Press <ESC> to abort this procedure.
If "Yes", the member ID cards are created and can be printed.
+------------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 IDROSTER - Member ID Roster menu option is used by affiliates to create a report of active and/or inactive members with their UBC ID. Birthdate and address information are also shown on the report.
You can sort the report data by member name, birthdate or zip/postal code.
Select IDROSTER to create UBC ID membership reports.
50.1 Member ID Roster Input Screen
After IDROSTER is selected from the menu, the member ID roster entry
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate ID :
Include Status:
Last Names : To :
Sort By :
Page Break :
Affiliate ID to Report? ________
Enter the affiliate or council for this report
<ESC>=Exit Member ID Roster <F2>=Back <F1>=Help
|
50.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you create member ID roster reports.
You are asked for the affiliate ID that you want to report on.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
Affiliate ID to Report? ________
Enter the affiliate or council for this report
|
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 which is a number from 1 to 99999, or you can enter the entire affiliate ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked which members that you want to include on the report.
+Active or Inactive+ | all | |------------------| | Active | | Inactive | +------------------+ |
Select "all" to include all members.
Select "Active" to include only the active status members.
Select "Inactive" to include only the inactive status members.
You can select specific member names by entering a range of letters. For example, you might want to select only members whose last names start with "B", "C" and "D".
First, you are asked for the letter of the last name that you want to start with.
Include last names starting with? A
Enter the letter that the FIRST last name selected can start with
|
Press [Enter] to accept the default of "A".
Enter the start letter.
Next, you are asked for the letter of the last name that you want to end with.
thru last names starting with? Z
Enter the letter that the LAST last name selected can start with
|
Press [Enter] to accept the default of "Z".
Enter the end letter.
You are asked how you want to sort the selected members.
+-------Sort By-------+ | Member Last Name | | Birth Date | | Zip/Postal Code | +---------------------+ |
Select one of the sort options.
If you elect to sort by "Member Last Name", you are asked if you want to page break on letter change.
+Page Break First Letter Last Name+ | Yes | | No | +---------------------------------+ |
Select "Yes" to page break on first letter of the last name.
Select "No" if you do not want page breaks on letter changes.
You are asked if you want to proceed with creating the member ID roster report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this report procedure.
If "Yes", the member ID roster report is generated.
The following is an example of a member ID roster sorted by last name.
19-Nov-2002 United Brotherhood of Carpenters and Joiners of America Page: 1
Member ID Roster
Affiliate ID UBC01111
Member Name UBC ID Birthdate Address Line 1 City St Zip/Postal
------------------ ----------- ---------- ---------------------- -------------- -- ----------
Abel, Tom U-7201-6368 08/03/1971 2100 E. Broadway Escondido CA 92026
Adams, Ron U-1770-2880 09/04/1972 1222 El Norte Escondido CA 92027-3662
Aden, Kenneth U-8348-0996 05/05/1971 7788 E. 31st St. Escondido CA 92027-1561
Armstrong, Jack U-3431-1528 03/30/1971 29013 Lilac Valley Center CA 92082
Artist Jr, Jack R U-3689-3594 01/02/1971 3443 W. 9th, Space 98 Escondido CA 92027
Austin, Ben U-7431-2332 07/09/1968 28234 Old Brick Road Valley Center CA 92082
Barnyard, Wilbur U-6771-1081 08/03/1959 22246 Miller Rd Valley Center CA 92082
Batts, Barney U-5431-1850 12/15/1968 19196 Colegrade Valley Center CA 92082
Bauer, Tom U-6431-2011 04/28/1971 22888 Lilac Valley Center CA 92082
Boone, Pat U-6203-7917 07/04/1969 2203 W. Cedar Escondido CA 92027
Cape Jr, Dale S U-4431-1689 11/12/1971 23236 Robles Valley Center CA 92082
Carroll, Randy S U-8431-2493 06/06/1965 29950 Apple Way Valley Center CA 92082
. . . . . . .
|
+------------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 PHOTO_REPORT - Member Photo Report menu option is used by affiliates to create a report of members who have or do not have photo IDs.
You can select members who have no photo on file or by last photo date.
You can create a report or labels for the selected members.
Select PHOTO_REPORT to create member photo reports.
51.1 Member Photo Report Input Screen
After PHOTO_REPORT is selected from the menu, the member photo report
entry screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate :
Report Type :
Affiliate ID? UBC04003
Leave council ID for entire council or enter a local
<ESC>=Exit Member Photo Report <F2>=Back <F1>=Help
|
51.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you create member photo reports.
You are asked for the affiliate ID that you want to report on.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
Affiliate ID? ________
Leave council ID for entire council or enter a local
|
If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked for the type of report that you want to create.
+--------Select Report Type---------+ | Summary Number of Photos Taken | | Detail Member Report | +-----------------------------------+ |
Select "Summary Number of Photos Taken" to create a summary report of photos taken for the selected affiliate.
Select "Detail Member Report" to create a detail report.
51.2.1 Summary Report
If you select "Summary Number of Photos Taken", you are asked for the
time period that you want to report on, and how you want to sort the
selected data.
Photos taken starting (MMDDYYYY)? ________ |
Enter the starting date in MMDDYYYY format.
Photos taken ending (MMDDYYYY)? ________ |
Enter the ending date in MMDDYYYY format.
You are asked how you want to sort the selected data.
+---------------Sort by---------------+ | Affiliate ID That Took the Photo | | Month Photos Taken In | +-------------------------------------+ |
Select one of the sort options.
You are asked if you want to proceed with creating the member photo summary report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
If "Yes", the summary photo report is generated.
The following is an example of a summary photo report sorted by affiliate.
10-Jul-2008United Brotherhood of Carpenters and Joiners of America Page 1
Summary Count Photos Taken
Starting 01/01/2007 Ending 07/10/2008
Aff ID Photos
-------- ---------
UBC01111 2
UBC04003 1
=========
3
|
The following is an example of a summary photo report sorted by month taken.
10-Jul-2008United Brotherhood of Carpenters and Joiners of America Page 1
Summary Count Photos Taken
Starting 01/01/2007 Ending 07/10/2008
Month Photos
------- ---------
03/2007 1
12/2007 2
=========
3
|
If you select "Detail Member Report", you are asked for information on the members you want to report on.
You are asked which members that you want to include on the report.
+--------Select Members by---------+ | Members With No Photo On File | | Members Last Photo Date | +----------------------------------+ |
Select "Members With No Photo On File" to include members who have no photo on file.
Select "Members Last Photo Date" to include members whose last photo date is equal to or less than a specific date or blank. You will be asked for the photo date.
You are asked for the last photo date.
Include members with last photo on or before date (MMDDYYYY)? ________ |
Enter the last photo date to include members whose last photo date is equal to or less than the entered date or blank.
You are asked for the classifications that you want to exclude.
+------Select Member Classification to Exclude------+ | No Exclusions. Include All Members | | Exclude All Non-Working Member Classifications | | Exclude only Honorary and Retired Members | +---------------------------------------------------+ |
Select "No Exclusions" or the classes that you want to exclude.
You are asked how you want to sort the selected members.
+------Sort by-------+ | Local | | UBC ID | | Member Name | | Zip/Postal Code | +--------------------+ |
Select one of the sort options.
You are asked if you want to proceed with creating the member photo report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
If "Yes", the member photo report is generated.
After the members are selected, you are asked if you want to create a report or labels.
+------Output Option-------+ | Report | | Create Labels | |--------------------------| | Finished with Outputs | +--------------------------+ |
Select "Report" to create a member photo report.
Select "Create Labels" to create labels for the selected members.
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