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

Chapter 55
SUMAFFINQ - Summary Affiliate Inquiry

The SUMAFFINQ - Summary Affiliate Inquiry menu option is used to get a list of affiliates and some affiliate information for a specified council or district. Also, you can select which general types and statuses to include on the inquiry.

This chapter describes how to create summary affiliate inquiry lists.

55.1 Summary Affiliate Inquiry Screen

After you select SUMAFFINQ from the menu, the "summary affiliate inquiry" screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Council : District : General Type: Report Type : Status : Council ID? ________ Enter a council ID or just press RETURN to select by district <ESC>=Exit SUMMARY AFFILIATE INQUIRY <F2>=Back <F1>=Help

55.2 Selecting Summary Affiliate Data - the Prompts

After the summary affiliate inquiry screen is displayed, you are asked for the inquiry options. This section describes the prompts and responses.

Council ID

You are asked for the council ID.

If you want to create a list of locals for a specific council, enter a council ID.

If you want to create a list of councils and locals for one or more districts, press [Enter] to skip the council ID prompt.

Council ID? ________

The council ID is eight characters in length, and must exist in the affiliate file.

You can enter the council number or enter the entire council ID. After the council ID is entered, the council name is retrieved from the affiliate file and is displayed.

District

If you skipped the council ID prompt, you are asked for the district.

+--------District--------+ | all | |------------------------| | Canadian District | | Central District | | Eastern District | | Midwestern District | | Southern District | | Western District | +------------------------+

A menu list of districts is displayed.

Select "all" to include all districts on the summary affiliate inquiry list, or select one of the districts from the menu.

Note

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

General Type

You are asked for the general types you want to include on the inquiry.

+--General Type---+ | all | |-----------------| | CONSTRUCTION | | INDUSTRIAL | +-----------------+

After the general types are displayed, you select which types to include on the summary affiliate inquiry. You can select one or all types.

Select "all" to include all general types, or select one of the displayed items.

Report Type

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

+----------------Report Type-----------------+ | Show Each Local With Their Membership | | Summary Number of Locals and Membership | +--------------------------------------------+

Select one of the report types from the menu.

Status Codes

You are asked for the status codes you want to include on the inquiry.

+Select Status Codes+ | all | |-------------------| | ACTIVE | | CONSOLIDAT | | DISBANDED | | INACTIVE | +-------------------+

After the status codes are displayed, you select which codes to include on the summary affiliate inquiry. You can select one, several or all codes.

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

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. For example, if "CONSOLIDAT" and "DISBANDED" are selected, you would see:

Status : CONSOLIDAT,DISBANDED

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 Status Codes----+ | accept current default | | all | | reset | |---------------------------| | ACTIVE | | INACTIVE | |---------------------------+Remove Status Code+ | Remove Status Code [>| CONSOLIDAT | +---------------------------| DISBANDED | +------------------+

When you select "Remove Status Code", a list of the selected items is displayed. You can then select the code to remove. As each status code is removed, it is erased from the list shown in the top portion of the screen.

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.

Proceed

You are asked if you want to proceed with the summary affiliate inquiry.

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

Select "Yes" to proceed with inquiry generation.

Select "No" to go back to the status code prompt.

Press <ESC> to abort this inquiry process and return to the inquiry procedures menu.

If "Yes", the summary affiliate inquiry generation process is started.

55.3 Summary Affiliate Inquiry Contents and Examples

The following information is shown on the inquiry:

affiliate ID
affiliate level
council ID
district ID
general type
charter type
charter date
status
status date
number of members

Total members is shown at the end of the report.

The following is an example of part of a summary affiliate inquiry for a district showing each local with their membership:

06-Sep-1997 United Brotherhood of Carpenters and Joiners of America Page 1 Summary Affiliate Inquiry Report Aff Level Council Dst General Chart Typ Chartered Status Status Date Members -------- ----- -------- --- ------------ --------- ---------- ---------- ----------- ------- UBC00478 LOCAL WST CONSTRUCTION CARPENTER CONSOLIDAT 01/01/1982 0 UBC03141 LOCAL WST INDUSTRIAL FURNITURE 05/09/1988 CONSOLIDAT 07/01/1988 0 UBC08007 LOCAL WST CONSTRUCTION CARP_TMTF CONSOLIDAT 12/31/1991 0 UBC08111 LOCAL WST CONSTRUCTION CARP_TMTF CONSOLIDAT 02/01/1989 0 UBC09043 LOCAL WST CONSTRUCTION LATHER INACTIVE 02/24/1981 0 UBC09507 LOCAL WST CONSTRUCTION LATHER CONSOLIDAT 06/01/1981 0 UBC00736 LOCAL UBC04003 WST CONSTRUCTION CABINET DISBANDED 01/31/1985 0 UBC00857 LOCAL UBC04003 WST CONSTRUCTION CARPENTER CONSOLIDAT 06/01/1994 0 UBC00906 LOCAL UBC04003 WST CONSTRUCTION CARPENTER CONSOLIDAT 06/01/1994 0 UBC01061 LOCAL UBC04003 WST CONSTRUCTION CARPENTER DISBANDED 11/01/1983 0 UBC01089 LOCAL UBC04003 WST CONSTRUCTION CARPENTER CONSOLIDAT 06/01/1994 0 UBC01100 LOCAL UBC04003 WST CONSTRUCTION CARPENTER CONSOLIDAT 06/01/1994 0 . . .

The following is an example of a summary affiliate inquiry for a district showing each council and the membership count:

20-Jan-2011nited Brotherhood of Carpenters and Joiners of America Page 1 SUMMARY AFFILIATE INQUIRY Summary Affiliate Inquiry Report Aff ID Affiliate Name Locals Members -------- -------------------------------------------------- ------- ------- ** no council ** 54 0 UBC03224 Pima County Council 0 0 UBC04003 Arizona State District Council 26 69 UBC04005 Bay Counties California DC 1 0 UBC04008 Southern CA - NV Regional CO 27 0 UBC04011 North Coast CA Counties DC 1 0 UBC04022 Gold Coast California 3 0 UBC04023 Rocky Mountain Regional CO 5 0 UBC04033 Rocky Mountain Idaho DC 1 0 UBC04094 Silver State DC 4 0 UBC04101 New Mexico District Council 3 0 UBC04134 Central Oregon 0 0 UBC04140 Northern California Regional C 35 0 UBC04144 Western D C Lpi Portland OR 54 0 UBC04210 Central Montana DC 3 0 UBC04228 Pacific Coast Marine Oregon DC 4 0 UBC04240 Pacific Northwest DC 44 0 UBC04290 Western Montana Area DC 7 0 UBC05001 Alaska State Council 0 0 UBC05003 California State Council 0 0 UBC05020 Montana State Council 0 0 UBC24008 JK Test Council 0 0 ======= ======= 272 69

Chapter 56
OPTIONS - Reports, Letters, Labels

The OPTIONS - Reports, Letters, Labels menu option is used by affiliates to select data based on parameter entry. After the data is selected, you specify whether you want to create a report, or use the data to create mailing labels, or to send letters.

If you create a report, you can select the sort criteria, and give the report a title. If you are sending letters, you can select from a list of previously created and saved letters. You can create 1-up, 2-up and 3-up labels.

This chapter explains how to select data and create reports, letters, labels.

56.1 Option Reporting Input Screen

After OPTIONS is selected from the menu, the option reporting input screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Local Aff ID : Council ID : UBC04003 -- Arizona State District Council District: Branch ID : Last Aff ID: Class : Lst Name Start: thru Lst Name End: Active/Inact : Status : Craft : Tax Schedule : Dues Code : Political Aff : Federal Senate: Federal House : State Senate : Zip/Post Code : State House : Gender : Ethnic Code : Date of Birth : Age : Dues Paid Thru: Arrears Months: Init Date : Service Years : Employer : Remit Type : Undeposit Xfer: Good/Bad Addr,Phone: Birthday Month: Init Fees Due : Sort Sequence : PAC Only : Report Title : Working Trade : Letter : Record Where : Local Affiliate ID? All________________________________________________________ Enter a single ID, or a comma separated list of IDs, or "All" <ESC>=Exit Option Reporting <F2>=Back <F1>=Help

56.2 Prompts and Responses

The following sections describe the prompts displayed when you are selecting data and creating reports, letters or labels.

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

Note: At any prompt after the "Status Codes" prompt, you can press <F12> to skip the remaining selection prompts and get to the "Selection Criteria are Correct" prompt.

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.

Local Affiliate ID? All________________________________________________________ Enter a single ID, or a comma separated list of IDs, or "All"

You can report on one, several or all affiliate IDs.

To report on a single affiliate, enter an affiliate number - a number from 1 to 99999, or enter the complete affilite ID - i.e. UBC00123.

To report on all affiliates, enter "ALL".

To report on several affiliates, enter the affiliate numbers or complete affiliate IDs separated by commas. For example:

25,36,402,2008 or ubc00025,ubc00036,ubc00402,ubc02008

Branch

If your local has branches, you are asked which branch you want to select data for.

+--------------Select Branch--------------+ | all | |-----------------------------------------| | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

You can select one, several or all branches.

Select "all" to include all branches.

To select one or more branches, select each branch you want to include, from the list of branches - one at a time. As each branch is selected, the branch code is displayed in the top portion of the screen.

Should you wish to remove one or more of the selected branches, you can use the "Remove Branch" option to remove the branch codes. When you select "Remove Branch", a list of the selected items is displayed. You can then select the branch code to remove. As each branch code is removed, it is erased from the list shown in the top portion of the screen.

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

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

Class Codes

You are asked for the class codes you want to include.

+--------------Select Class Codes---------------+ | all | |-----------------------------------------------| | AGENCY Agency Shop | | APPLICANT Membership Applicant | | APPRENTIC1 Apprentice level 1 | | . . . . . . | | APPRENTIC8 Apprentice level 8 | | 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 class codes.

Select "all" to include all codes.

Select one or more codes from the menu.

Name Selection

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" thru "CAR".

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

Include last names starting with letter? A______________ Enter the letter(s) that the FIRST last name selected can start with

Press [Enter] to accept the default of "A".

Enter the start letter(s).

You can enter up to 15 letters of the last name.

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

thru last names starting with letter? Z______________ Enter the letter(s) that the LAST last name selected can start with

Press [Enter] to accept the default of "Z".

Enter the end letter(s).