United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Chapter 54
AFFROSTER - Member Roster with Address

 



            +------------Inquiry/Report Procedures-------------+ 
            |                                                  | 
            |           Membership Inquiries/Reports           | 
            |  ...                                             | 
            |                                                  | 
            |             Other Inquiries/Reports              | 
            |  BILLTRANS      Billing Transaction Inquiry      | 
            |  AFFINQ         Affiliate Inquiry                | 
            |  AFFROSTER      Member Roster with Address       | 
            |  SUMAFFINQ      Summary Affiliate Inquiry        | 
            |  OPTIONS        Reports, Letters, Labels         | 
            |  MEMLTRLAB      Member Letters and Labels        | 
            |  DAYBOOK        Day Book Report                  | 
            |  TRSTEEDB       Trustee Day Book                 | 
            |  CHRGPAY        Charges & Payments Report        | 
            |  FUNDALLOC      Dues Fund Allocation Report      | 
            |  QTRFUNDALLOC   Quarterly Dues Fund Allocation   | 
            |  PERMITSINQ     Traveler Inquiry                 | 
            |  PRINTOBLIFORM  Reprint Obligation Form          | 
            |  EMPBILL        Employer Billing for Dues        | 
            |  DUESPAID       Dues Paid Statement Letters      | 
            |  ESTDELEGATE    Convention Delegate Estimate R   | 
            |  AFFREPLAB      Affiliate Report and Labels      | 
            |  FINADJUST      Financial Adjustments Report     | 
            |  10YRSTATS      10-Year Statistics Report        | 
            |  12MOSTATS      12-Month Active Membership       | 
            |  GROWTH         Growth Reporting                 | 
            |  CERTIFICATE    Delegate Goodstanding Certific   | 
            |  USERAUDIT      User Audit Report                | 
            |  LM2_REPORT     LM2 Report                       | 
            +--------------------------------------------------+

The AFFROSTER - Member Roster with Address menu option creates a member roster which shows the member ID, name, address, telephone number, class code and dues code. You can optionally include alternate telephone and cell phone numbers.

You determine which members to include on the report by specifying various criteria. The selection criteria options are:

active members/non-members
status
classification
craft
dues code
address change
zip/postal code selection

You can select one or more options depending on the members you want to include on the roster. The roster can be sorted by last name, zip/postal code, class code or dues code.

This chapter explains how to create member rosters.

Select the AFFROSTER menu item to create member address rosters.

54.1 Member Roster Input Screen

When the ROSTER menu option is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID  : UBC01444 -- Tucson Local 
 
Membership    : 
 
Status        : 
 
Classification: 
 
Craft         : 
 
Dues Code     : 
 
Address Change: 
 
Zip/Postal    : 
 
Alt Phone/Cell: 
 
Sort Order    : 
 
 +--------------Membership---------------+ 
 |  All Active Members and Non-Members   | 
 |  All Active Members                   | 
 |  All Active Non-Members               | 
 +---------------------------------------+ 
 
<ESC>=Exit                        Member Roster              <F2>=Back <F1>=Help

54.2 Prompts and Responses

The following sections describe the prompts displayed when you create member rosters.

As you select your roster criteria, your selections are displayed in the upper portion of the screen. If you need to go back to a previous option and make a change, continuously press <F2> until you are at the prompt you want to change.

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.

Note: If a council affiliate ID is entered, the report will include all the locals in the council.

The affiliate ID is required. The affiliate must be active, and exist in the affiliate file. You can enter the affiliate number which is a number from 1 to 99999, or you can enter the full affiliate ID.

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

Membership

You are asked if you want to include active members and/or active non-members on the roster. 



   +--------------Membership---------------+ 
   |  All Active Members and Non-Members   | 
   |  All Active Members                   | 
   |  All Active Non-Members               | 
   +---------------------------------------+

Select the appropriate item from the membership menu options.

Status Codes

A list of status codes is displayed, and you are asked for the status codes you want to include on the roster. 



   +--------Select Status Codes--------+ 
   |  all                              | 
   |-----------------------------------| 
   |  ARREARS     In Arrears on Dues   | 
   |  GOODSTANDG  Good Standing        | 
   |  TRANSFER    Transfer Out Taken   | 
   +-----------------------------------+

You can select one, several or all codes.

Select "all" to include all status codes on the roster.

To select one or more status codes, select each code you want from the list of codes - one at a time. As each code is selected, it is displayed in the top portion of the screen.

Should you wish to remove one or more of the selected codes, you can use the "Remove Status Code" option to remove the codes.

Select "accept current default" when you are done selecting and removing status codes.

Use the "reset" option to erase the current selections and start over.

Classification Codes

A list of classification codes is displayed, and you are asked for the codes to include on the roster. 



   +----------Select Classification Codes----------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  AGENCY      Agency Shop                      | 
   |  APPLICANT   Membership Applicant             | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTICE  Apprentice                       | 
   |  BECK        Beck Objector                    | 
   |  CONTRACTOR  Contractor Member                | 
   |  DISABLED    Disabled Member                  | 
   |  EARLYRET    Early Retired                    | 
   |  HONORARY    50 Yr Honorary Member            | 
   |  INSERVICE   Called Military Service          | 
   |  LIFE        Life Member                      | 
   |  MEMBER      Member - Regular                 | 
   |  PREAPPREN   Pre-apprentice                   | 
   |  RETIRED     Retired Member                   | 
   |  WALKAPP     Walkin Apprentice - non member   | 
   |  WALKIN      Walkin Journeyman - non member   | 
   +-----------------------------------------------+

You can select one, several or all classification codes.

Select "all" to include all classification codes on the roster, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Craft Codes

A list of craft codes is displayed, and you are asked for the craft codes 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 "all" to include all craft codes on the report, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Dues Codes

A list of dues codes is displayed, and you are asked for the dues codes to include. 



   +---------------Select Dues Codes---------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  CTR APP3    Counter dues - apprentice 3      | 
   |  CTR_APP     Counter dues - apprentice        | 
   |  CTR_APP1    counter dues - apprentice 1      | 
   |  CTR_APP2    Counter dues - apprentice 2      | 
   |  CTR_APP4    Counter dues - apprentice 4      | 
   |  CTR_HON     Counter dues - honorary member   | 
   |  CTR_JOUR    Counter dues - journeyman        | 
   |  CTR_LIFE    Counter dues - life member       | 
   |  CTR_PREAPP  Counter dues - pre-apprentice    | 
   |  CTR_RET     Counter dues - retired           | 
   +-----------------------------------------------+

You can select one, several or all dues codes.

Select "all" to include all dues codes on the report, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Address Change

You are asked if you want to include only members who have had an address change. 



   +Only those with address change?+ 
   |  Yes                          | 
   |  No                           | 
   +-------------------------------+

Select "Yes" to include members who have had an address change.

Select "No" to include all members regardless of address changes.

If "Yes", you will be asked for the date range of the address changes.

Address Change Date Range

You can include address changes that were made in a specific time period. You specify the start and end dates of the time period.

First, you are asked for the beginning date of the date range. 



 Address change begin date (MMDDYYYY)? FIRST___

Enter "FIRST" to start with the oldest date.

Enter the start date in MMDDYYYY format.

Next, you are asked for the ending date of the date range. 



 Address change end date (MMDDYYYY)? LAST____

Enter "LAST" to end with the most current date.

Enter the end date in MMDDYYYY format.

Zip/Postal Code Selection

You are asked which zip/postal codes you want to include on the roster. 



 Zip/Postal code? ALL_________________________________________________________ 
 
           Enter ALL, a single code, or a comma-separated list of codes

Enter "ALL" to include all zip/postal codes.

Enter a zip code or postal code to include members who have that code.

If you want to include several zip/postal codes, enter a list of codes separated by commas. For example: 85710,85711,85719,85722

Alternate Phone Numbers

You are asked if you want to include alternate telephone and cell phone numbers on the roster. 



   +Print alternate phone and cell phone numbers?+ 
   |  Yes                                        | 
   |  No                                         | 
   +---------------------------------------------+

Select "Yes" if you do want to include telephone and cell phone information.

Select "No" if you do not want to include alternate phone information.

Sort Order

You are asked how you want to sort the selected roster data. 



   +------Sort Order------+ 
   |  Member Last Name    | 
   |  Member Zip/Postal   | 
   |  Member Class Code   | 
   |  Member Dues Code    | 
   |  Member Local        | 
   +----------------------+

Select one of the sort options from the menu.

Note: The "Member Local" option is not displayed for local users.

Output Options

You are asked for the output option --- report or labels. 



   +------Output Option-------+ 
   |  Report                  | 
   |  Labels                  | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+

Select "Report" to create a report.

Select "Labels" to create member labels.

Select "finished with outputs" to exit this procedure.

Proceed with Report

If you selected the "Report" output option, you are asked if you want to proceed with roster creation. 



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

Select "Yes" to proceed with roster generation.

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

Press <ESC> to abort this roster procedure.

If "Yes" the address roster is created.

Creating Labels

If you are creating labels, you are asked if you want to print the member's local number on the labels. 



   +Print Member Local# on Labels+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select "Yes" to print the member's local number on the labels.

Select "No" if you do not want to print the local number on the labels.

Label Type

You are asked for the type of labels you want to create. 



   +-------Type of Labels-------+ 
   |  1 Up                      | 
   |  1 Up (Avery 4013 label)   | 
   |  2 Up (Avery 5262 label)   | 
   |  3 Up (Avery 5160 label)   | 
   +----------------------------+

Select one of the label types.

Proceed with Creating Labels

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



   +Proceed with Labels+ 
   |  Yes              | 
   |  No               | 
   +-------------------+

Select "Yes" to proceed with creating the labels.

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

Press <ESC> to abort this procedure.

If "Yes", the member labels are created.

The following is an example of some member labels with member local. 


James J. Adams                               George Allen 
(Local 1444)                                 (Local 1444) 
6129 E. 30th St.                             3344 E. 54th St. 
Tucson AZ 85711                              Tucson AZ 85712 
 
 
 
 
Edward J Arnold                              Alex Backer 
(Local 1444)                                 (Local 1444) 
18344 E. Speedway                            909 W. Woods 
Tucson AZ 85712                              Apt B-111 
                                             Tucson AZ 85704

Roster Contents and Example

The following information is shown on the address roster report:

affiliate ID and name
member ID
member name - last, suffix, first, middle
address lines 1 and 2
city, state/province, zip/postal code, country
telephone number
class code
dues code
alternate telephone and cell phone numbers (optional)

The following is an example of a report: 


24-Oct-2002  United Brotherhood of Carpenters and Joiners of America      Page 2 
                           Member Roster with Address 
                            UBC01444 -- Tucson Local 
 
Member ID   Name/Address                    Phone          Class      Dues Code 
----------- ------------------------------- -------------- ---------- ---------- 
U-4771-5102 Backer, Alex                    (520) 555-9090 MEMBER     CTR_JOUR 
            909 W. Woods 
            Tucson, AZ 85704 
 
            Alternate Contact:                       Cell Phone (520) 999-1044 
 
U-5431-3297 Barker Jr, Amos Andy            (520) 555-5456 APPRENTIC2 CTR_APP2 
            5456 E. 30th St. 
            Unit 25 
            Tucson, AZ 85711 
 
            Alternate Contact: Phone (520) 555-3004  Cell Phone (520) 999-1234 
 
U-4743-6823 Board, Carl Lloyd               (521) 555-3239 APPRENTIC1 CTR_APP1 
            23239 Camino Alto 
            Tucson, AZ 85712 
 
            Alternate Contact:                       Cell Phone (520) 555-8786 
 
U-5201-7333 Bone, Carl                      (520) 555-2829 APPRENT11  CTR_JOUR 
            2829 S. Park 
            South Tucson, AZ 85713 
 
            Alternate Contact:                       Cell Phone (520) 966-9229 
 
U-5207-5548 Boone, Carl                     (520) 555-0014 APPRENTIC5 CTR_APP5 
            20014 N. Pima 
            Tucson, AZ 85714

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