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You are asked if you want to include active and/or inactive members.
+Active or Inactive+ | all | |------------------| | Active | | Inactive | +------------------+ |
Select "all" to include both active and inactive members.
Select "Active" to include only active members.
Select "Inactive" to include only inactive members.
You are asked for the status codes you want to include.
+--------------Select Status Codes--------------+ | all | |-----------------------------------------------| | ARREARS In Arrears on Dues | | CONWITH Conditional Withdrawal | | DECEASED Deceased | | DISBANDED member from disbanded affiliat | | DROPPED Dropped - non suspension | | GOODSTANDG Good Standing | | RESIGNED Resigned Membership | | SRESTRICT Suspend/Restricted | | SUSPENDED Suspended | | TRANSFER Transfer Out Taken | | WITHDRAWN Honorary Withdrawal | +-----------------------------------------------+ |
You can select one, several or all status codes.
Select "all" to include all codes.
Select one or more codes from the menu.
At any of the following selection prompts, you can press <F12> to skip the remaining selection prompts and get to the "Selection Criteria are Correct" prompt.
You are asked for the craft codes you want 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 codes.
Select one or more craft codes from the menu.
You are asked which tax schedules you want to include.
+--Tax Schedule--+ | all | |----------------| | 001 8.95 | | 002 6.35 | +----------------+ |
Select "all" to include all tax schedules.
Select one of the items from the menu.
You are asked for the dues group codes you want to include.
+---------------Select Dues Code----------------+ | all | |-----------------------------------------------| | CTR_APP Counter dues - apprentice | | CTR_APP1 counter dues - apprentice 1 | | CTR_APP2 Counter dues - apprentice 2 | | 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 group codes.
Select "all" to include all codes.
Select one or more codes from the menu.
You are asked for the zip or postal codes you want to include.
Zip/Postal code? All___________________________________________________________ Enter a single Zip, a comma separated list, a range (using hyphen), or "All" |
Enter "ALL" to include all zip/postal codes.
Enter a single zip/postal code.
To include several codes, enter a list of codes, separated by commas. For example: 85710,85711,85712
You can also enter a range of codes. For example: 85710-85720
You are asked for the political affiliation codes you want to include.
+Select Political Affiliation+ | all | |----------------------------| | DEM Democrat | | IND Independent | | NOT Not Registered | | OTR Other | | REP Republican | | UNK Unknown | +----------------------------+ |
You can select one, several or all political affiliation codes.
Select "all" to include all codes.
Select one or more codes from the menu.
You are asked for the Federal Senate Districts that you want to include.
Federal senate district? ALL |
Press [Enter] to accept the default of "ALL", or enter a 3 character Federal Senate District code.
You are asked for the Federal House of Representatives Districts that you want to include.
Federal house of representatives district? ALL |
Press [Enter] to accept the default of "ALL", or enter a 3 character Federal House of Representatives District code.
You are asked for the State Senate Districts that you want to include.
State senate district? ALL |
Press [Enter] to accept the default of "ALL", or enter a 3 character State Senate District code.
You are asked for the State House of Representatives Districts that you want to include.
State house of representatives district? ALL |
Press [Enter] to accept the default of "ALL", or enter a 3 character State House of Representatives District code.
You are asked if you want to select by gender.
+--Gender---+ | all | |-----------| | Male | | Female | +-----------+ |
Select "all" to include both male and female.
Select one of the menu items.
You are asked for the ethnic group codes you want to include.
+-------------Select Ethnic Group-------------+ | all | |---------------------------------------------| | ASIAN Asian or Pacific Islander | | BLACK Black, non-Hispanic origin | | HISPANIC Hispanic | | INDIAN American Indian/Alaskan Native | | UNKNOWN Unknown | | WHITE White, non-Hispanic origin | +---------------------------------------------+ |
You can select one, several or all ethnic group codes.
Select "all" to include all codes.
Select one or more codes from the menu.
You can select members by birth date range.
First, you are asked for the beginning date of the date range.
Beginning of birth date range (MMDDYYYY)? First___ |
Press [Enter] to accept the default of "First" or enter "first" to start with the oldest birth date.
Enter a beginning date in MMDDYYYY format.
Next, you are asked for the ending date in the birth date range.
End of birth date range (MMDDYYYY)? Last____ |
Press [Enter] to accept the default of "Last" or enter "last" to end with the latest birth date.
Enter an ending date in MMDDYYYY format.
You can select members by age range.
First, you are asked for the beginning age of the age range.
Beginning age? 0__ |
Press [Enter] to accept the default of "0" or enter "0" to start with the youngest age.
Enter a number from 0 to 999.
Next, you are asked for the ending age in the age range.
Ending age? 999 |
Press [Enter] to accept the default of "999" or enter "999" to end with the oldest age.
Enter a number from 0 to 999.
You can select members by "dues paid through" date range.
First, you are asked for the beginning date of the date range.
Beginning of "Dues Paid Through" date range (MMDDYYYY)? First___ |
Press [Enter] to accept the default of "First" or enter "first" to start with the oldest "dues paid through" date.
Enter a beginning date in MMDDYYYY format.
Next, you are asked for the ending date in the "dues paid through" date range.
End of "Dues Paid Through" date range (MMDDYYYY)? Last____ |
Press [Enter] to accept the default of "Last" or enter "last" to end with the latest "dues paid through" date.
Enter an ending date in MMDDYYYY format.
You can select members by "months in arrears" range.
First, you are asked for the beginning number of "months in arrears" in the range.
Beginning number of months in arrears? 0_ |
Press [Enter] to accept the default of "0" or enter "0" to start with the latest month.
Enter a number from 0 to 99.
Next, you are asked for the ending number in the "months in arrears" range.
Ending number of months in arrears? 99 |
Press [Enter] to accept the default of "99" or enter "99" to end with the oldest month.
Enter a number from 0 to 99.
You can select members by initiation date range.
First, you are asked for the beginning date of the date range.
Beginning of initiation date range (MMDDYYYY)? First___ |
Press [Enter] to accept the default of "First" or enter "first" to start with the oldest initiation date.
Enter a beginning date in MMDDYYYY format.
Next, you are asked for the ending date in the initiation date range.
End of initiation date range (MMDDYYYY)? Last____ |
Press [Enter] to accept the default of "Last" or enter "last" to end with the latest initiation date.
Enter an ending date in MMDDYYYY format.
You can select members by "years of service" range.
First, you are asked for the beginning number of "years of service" in the range.
Beginning number of years of service? 0__ |
Press [Enter] to accept the default of "0" or enter "0" to start with the latest year.
Enter a number from 0 to 999.
Next, you are asked for the ending number in the "years of service" range.
Ending number of years of service? 999 |
Press [Enter] to accept the default of "999" or enter "999" to end with the oldest year.
Enter a number from 0 to 999.
You are asked for the employers/contractors you want to include.
Employer? ALL_______________________________________________
Enter "ALL" if you want to select all employers
|
Enter "all" to include all employers/contractors.
Enter one or more characters of the employer/contractor ID or short name.
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. For example:
+--------------- Select Employer (from 2 Matching Employers) ----------------+ | | | Aff ID Employer ID Employer Name | | UBC01444 JONES & SONS Ed Jones & Sons Construction | | UBC01444 JOHNSON Donald R. Johnson Construction | +----------------------------------------------------------------------------+ |
You can enter/select one, several or all employers/contractors.
You are asked if you want to include members who have their dues remitted by employers 100% of the time.
+----------------Remit Type----------------+ | all | |------------------------------------------| | Include 100% Employer Dues Remit Only | | Exclude 100% Employer Dues Remit | +------------------------------------------+ |
Select "all" to include all members regardless of how their dues are remitted.
Select "Include 100% Employer Dues Remit Only" to INCLUDE ONLY those members who have their dues remitted by employers 100% of the time.
Select "Exclude 100% Employer Dues Remit" if you want to EXCLUDE those members who have their dues remitted by employers 100% of the time.
You can select members by "transfer out" date range.
First, you are asked for the beginning date of the date range.
Beginning of "Transfer Out" date range (MMDDYYYY)? First___ |
Press [Enter] to accept the default of "First" or enter "first" to start with the oldest "transfer out" date.
Enter a beginning date in MMDDYYYY format.
Next, you are asked for the ending date in the "transfer out" date range.
End of "Transfer Out" date range (MMDDYYYY)? Last____ |
Press [Enter] to accept the default of "Last" or enter "last" to end with the latest "transfer out" date.
Enter an ending date in MMDDYYYY format.
You can get a report of members who have good or bad addresses or good or bad phone numbers.
+-------Good or Bad Address/Phone--------+ | all | |----------------------------------------| | Only Members with Good Address | | Only Members with Bad Address | | Only Members with Good Phone Number | | Only Members with Bad Phone Number | +----------------------------------------+ |
Select "all" to include all members regardless of address and phone number status.
Select "Good address only" to include only members who have a good address (i.e. good address flag is "Y").
Select "Bad address only" to include only members who have a bad address (i.e. good address flag is not "Y").
Select "Good phone only" to include only members who have a good phone number (i.e. bad phone flag is not "Y").
Select "Bad phone only" to include only members who have a bad phone number (i.e. bad phone flag is "Y").
Select one of the menu options.
You are asked if you want to select members who are having a birthday in a specific month.
+Members with Birthday in Month+ | all | |------------------------------| | January | | February | | March | | ... | +------------------------------+ |
Select "all" to include all members regardless of when their birthday is.
Select one of the months from the menu to include those members who have birthdays during the month selected.
You are asked if you want to include only members who owe for initiation fees.
+Include Only Members with Initiation Fees Due+ | No | | Yes | +---------------------------------------------+ |
Select "No" to include all members regardless of whether they owe for initiation fees or not.
Select "Yes" to include only those members who DO owe for initiation fees.
You are asked if you only want to include members who are PAC donors.
+Include Only PAC Donors+ | No | | Yes | +-----------------------+ |
Select "Yes" to include only members who are PAC donors.
Select "No" to include all members regardless of whether they are PAC donors or not.
You are asked if you only want to include members who are working in the trade (i.e. working at trade flag is "Y").
+-----------Working at Trade-----------+ | Include All | | Include Only Working at Trade | | Include Only Not Working at Trade | +--------------------------------------+ |
Select "Include All" to include all members regardless of their "working in trade" status.
Select "Include Only Working at Trade" to include only members who have the "working in trade" flag set to "Y".
Select "Include Only Not Working at Trade" to include only the members who are not working in the trade.
You are asked if you only want to include members who were in a specific previous affiliate.
Member's last affiliate ID? all_____ |
Enter "all" to include all members regardless of their previous affiliation.
Enter the ID of the last affiliate that you want to include members from.
Note: If you are a General Office user, you are asked if you want to include donation policy letter information.
+Include Donation Policy Letter+ | All | | All Sent | | Sent and Not Returned | | Sent and Returned | +------------------------------+ |
Select "All" to include all members.
Select "All Sent" to include members that were sent letters.
Select "Sent and Not Returned" to include only members that were sent letters and the letters were NOT returned.
Select "Sent and Returned" to include only members that were sent letters and the letters WERE returned.
You are asked if the data selections you made are correct.
+Selection Criteria are Correct+ | Yes | | No | +------------------------------+ |
Select "Yes" if your selection criteria is correct, and you want to continue.
Select "No" to return to the previous prompt, and make changes.
Press <ESC> to abort this procedure.
If "Yes", the process searches for members that meet your selection criteria.
The system has searched for members that meet the selection criteria you specified. The number of members found is shown at the bottom of the screen, and you are asked if you want to review the list of members.
+Review Selected Members+
| Yes |
| No |
+-----------------------+
13 members selected
|
Select "Yes" to review a list of the selected members.
Select "No" if you do NOT want to review the member list.
If "Yes", the member list is displayed. For example:
24-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Option Reporting Review
Member ID Name: Last, First MI Class Status Tax
-------------- ---------------------------------- ---------- ---------- ---
U-3766-6144 Allen, George MEMBER GOODSTANDG 001
U-6770-6739 Allenson, Bruce MEMBER GOODSTANDG 001
U-3770-7704 Arnold, Edward J MEMBER GOODSTANDG 001
U-8771-2850 Arnoldson, Ruth A MEMBER GOODSTANDG 001
U-4771-5102 Backer, Alex MEMBER GOODSTANDG 001
U-3688-9092 Backer, Jim MEMBER GOODSTANDG 001
U-2744-0843 Bacon, Jerry A MEMBER GOODSTANDG 001
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