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After you select the members you want to work with, you are asked what you want to do with the member data.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
Select "Report" if you want to create a report using the selected data.
Select "Create Labels" if you want to create labels for the selected members.
Select "Send Letter" if you want to send letters to the selected members.
Select "finished with outputs" if you are finished working with the selected member data.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
After you select the "Report" option, you are asked how you want to sort the member records for the report.
+--------Sort by...--------+ | none | |--------------------------| | Member ID | | Name | | Class | | Craft | | Status | | Current Status Date | | Ethnic Group | | Dues Code | | Dues Paid Thru Date | | Employer | | Employee/Clock Num | | Initiation Date | | Birthdate | | Phone Number | | Tax Schedule | | Political Affiliation | | City | | State/Province | | Zip/Postal Code | | Federal Senate | | Federal House | | State Senate | | State House | | Sex/Gender | | Number Arrears Months | | Polling District | | Supervisor Level | | Ever Steward Flag | | Working at Trade | | Good Address Y/N | | Send Magazine Y/N | | Age | | Current Balance | +--------------------------+ |
Note: For non-local users (i.e. council, etc.), if more than one affiliate is being reported on, the report data can be sorted by affiliate ID. The sort prompt will appear as:
+--------Sort by...--------+ | Local Number | | Member ID | | Name | | Class | | Craft | | Status | | Current Status Date | | . . . . . . . | +--------------------------+ |
Note: General Office users can sort by funeral donation policy letter. The sort prompt will appear as:
+------------Sort by...-------------+ | ... | | Polling District | | Supervisor Level | | Ever Steward Flag | | Working at Trade | | Funeral Donation Policy Letter | +-----------------------------------+ |
Select "none" if you do NOT want to sort the selected member data.
Select one of the sort options.
If you select one of the sort options, you can select a second sort option. For example, you might want to sort by initiation date and name.
+Sort by Initiation Date and...+ | none | |------------------------------| | Member ID | | Name | | Class | | Craft | | Status | | Current Status Date | | . . . . . . | +------------------------------+ |
Select "none" if you do NOT want to select a second sort level.
Select another sort option.
You are asked for the report title. The title can be 2 lines. The title is not required.
You are asked for the first line of the report title.
Report title? __________________________________________________ |
Enter the report title, or press [Enter] to skip this prompt.
The title can be up to 50 characters in length.
If you enter data at the report title prompt, you are asked for the second line of the report title.
Report title line 2? __________________________________________________ |
Enter the second line of the report title, or press [Enter] to skip this prompt.
You are asked for the report type. You can create a standardized report or a customized report. The "Custom Report" option allows you to select the data that you want to include on the report.
+----Report Type-----+ | Standard Report | | Custom Report | +--------------------+ |
Select "Standard Report" to create a standardized report.
Select "Custom Report" to customize the report.
56.3.1 Standard Report
The following prompts are displayed when you create a standardized
report.
You are asked if you want to print the birth date on the report.
+Print Birthdate on Report+ | Yes | | No | +-------------------------+ |
Select "Yes" if you do want to print the birth date on the report.
Select "No" if you do not want the birth date printed.
You are asked if you want to include alternate contact information on the report.
+Include Alternate Contact Information on Report+ | Yes | | No | +-----------------------------------------------+ |
Select "Yes" if you do want to include alternate contact information.
Select "No" to not include alternate contact information.
If "Yes", alternate contact information will be included for those members who have alternate contacts.
You are asked if you want to proceed with creating the report.
+Proceed with Report+ | 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 report is generated.
The following is an example of an output report that includes alternate contact information.
13-Jan-2003 United Brotherhood of Carpenters and Joiners of America Page 1
Sorted by Name
Report Title Line 1
Report Title Line 2
Member ID Name: Last, First Class Status Tax Dues Code Initiated
----------- ----------------- --------- ---------- --- --------- ----------
U-2795-2071 Abar, Wilson R APPLICANT GOODSTANDG 001 CTR_JOUR 12/09/2002
U-1201-9585 Aimes, Art APPRENTIC2 GOODSTANDG 001 CTR_APP2 11/15/2000
U-3795-2232 Allwell, Jackson MEMBER GOODSTANDG 001 CTR_JOUR 12/09/2002
U-8771-2850 Arnoldson, Ruth A MEMBER GOODSTANDG 001 CTR_JOUR 05/15/2001
U-3688-9092 Backer, Jim MEMBER GOODSTANDG 001 CTR_JOUR2 06/01/2001
U-2744-0843 Bacon, Jerry A MEMBER GOODSTANDG 001 CTR_JOUR 04/08/2002
Alternate Contacts: CELLPHONE - 520-999-5560
U-3689-2147 Banks, Fred MEMBER GOODSTANDG 001 CTR_JOUR 06/01/1999
U-2771-0438 Bays, Carter MEMBER GOODSTANDG 001 CTR_JOUR 10/15/2002
U-2201-6851 Beaver, John MEMBER GOODSTANDG 001 CTR_JOUR 01/02/2003
Alternate Contacts: CELLPHONE - 520-999-6567, PAGER - 520-998-5437
U-5689-5363 Benson, Arnold MEMBER GOODSTANDG 001 CTR_JOUR2 07/10/2001
U-3767-0486 Bird, Lenny J MEMBER GOODSTANDG 001 CTR_JOUR 06/15/2000
U-8766-5661 Blow, Joe J APPRENTIC5 GOODSTANDG 001 CTR_APP5 04/01/2001
Alternate Contacts: CELLPHONE - 520-999-0102
U-4689-0861 Boxer, Cane APPRENTIC3 GOODSTANDG 001 CTR_APP3 09/01/2001
U-7769-5321 Bridges, Carl P MEMBER GOODSTANDG 001 CTR_JOUR 09/15/2000
. . . . . .
|
The following prompts are displayed when you create a customized report.
After you select the "Custom Report" menu option, the following screen is displayed, and you are asked to select the data fields that you want to include on the report.
Sort Sequence : Initiation Date, Name Report Title 1: Members by Initiation Date Report Title 2: Active/Goodstanding Members Report Width : Report Fields : +------------------Select Report Field-------------------+ | Member ID | Employer ID | | Member Name | Employee/Clock Num | | Nickname | Employer Remit Flag | | Local Number | Federal Senate | | Class | Federal House | | Craft | State Senate | | Status | State House | | Current Status Date | Political Affil | | Dues Code | Local PAC | | Dues Paid Thru Date | Council PAC | | Number Arrears Months | Sex/Gender | | Current Balance | Native Language | | Length of Service | Apprent to Jrnyman Date | | Initiation Date | Citizen Flag | | Birthdate | CLIC Donor Flag | | Phone Number | Polling District | | Address Line 1 | Supervisor Level | | Address Line 2 | Ever Steward Flag | | City | Ethnic Group | | State or Province | Working at Trade | | Zip or Postal Code | UBC Pension | | Country | Init Under Dispensation | | Good Address Flag | Last Affiliate ID | | Send Mag Flag | Cause of Death | | 3rd Party Mail | Authorized Bargaining | | County | Signed Supplemental | | Tax Schedule | Previous Status | | Init Fees Due | Previous Status Date | | Last Init Pay Date | Age | | Last Init Pay Amt | | +--------------------------------------------------------+ |
Select the data field items, one at a time, that you want to include on the report.
As you select each item, the report width and report fields information is updated. For example, after "Member Name" is selected from the menu, the screen shows:
Report Width : 11 Report Fields : Member ID |
You can create up to a 132 column report (i.e. report width maximum count is 132).
Select one or more of the report field items that you want to include on your report.
Select the "accept current default" item when you have completed your selections.
Use the "Remove Report Field" option if you want to remove a currently selected report field item.
Use the "reset" option if you want to erase your selections, and start over with the field selection process.
You can create a report using any of the following fields:
Member ID
Member Name
Nickname
Local Number
Class
Craft
Status
Current Status Date
Dues Code
Dues Paid Thru Date
Number Arrears Months
Current Balance
Length of Service
Initiation Date
Birthdate
Phone Number
Address Line 1
Address Line 2
City
State or Province
Zip or Postal Code
Country
Good Address Flag
Send Mag Flag
3rd Party Mail
County
Tax Schedule
Init Fees Due
Last Init Pay Date
Last Init Pay Amt
Employer ID
Employee/Clock Num
Employer Remit Flag
Federal Senate
Federal House
State Senate
State House
Political Affil
Local PAC
Council PAC
Sex/Gender
Native Language
Apprent to Jrnyman Date
Citizen Flag
CLIC Donor Flag
Polling District
Supervisor Level
Ever Steward Flag
Ethnic Group
Working at Trade
UBC Pension
Init Under Dispensation
Last Affiliate ID
Cause of Death
Authorized Bargaining
Signed Supplemental
Note: General Office users can also select "Funeral Donation Policy Letter" as one of the fields.
You are asked if you want to include alternate contact information on the report.
+Include Alternate Contact Information on Report+ | Yes | | No | +-----------------------------------------------+ |
Select "Yes" if you do want to include alternate contact information.
Select "No" to not include alternate contact information.
If "Yes", alternate contact information will be included for those members who have alternate contacts.
You are asked if you want to proceed with creating the report.
Sort Sequence : Name, Class Report Title 1: Members by Initiation Date Report Title 2: Active/Goodstanding Members Report Width : 70 Report Fields : Member ID,Member Name,Class,Status,Initiation Date +Proceed with Report+ | 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 report is generated.
The following is an example of a customized report that includes alternate contact information.
13-Jan-2003 United Brotherhood of Carpenters and Joiners of America Page 1
Sorted by Initiation Date, Name
Members by Initiation Date
Active/Goodstanding Members
Member ID Member Name Class Status Initiated
----------- ------------------------- ---------- ---------- ----------
U-4688-6519 Cook, Sandy T MEMBER GOODSTANDG 12/15/1997
Alternate Contacts: CELLPHONE - 520-111-1234, EMAIL -
[email protected], PAGER - 520-222-1236, FAX - Mail Boxes, Inc.
U-4207-8282 Kelly, Bobby MEMBER GOODSTANDG 05/15/1998
U-3689-1986 Bays, Arthur S MEMBER GOODSTANDG 09/01/1998
U-3689-2147 Banks, Fred MEMBER GOODSTANDG 06/01/1999
U-2000-3217 Harper, Jess W APPRENTIC1 GOODSTANDG 09/15/1999
U-3689-3434 Sanders, Dale E MEMBER GOODSTANDG 11/01/1999
Alternate Contacts: CELLPHONE - 520-999-9242
U-1771-0116 Barker, Cole S MEMBER GOODSTANDG 01/02/2000
U-3771-4941 Wales, Casey APPRENTIC2 GOODSTANDG 06/15/2000
U-7769-5321 Bridges, Carl P MEMBER GOODSTANDG 09/15/2000
U-5769-9342 Henry, Blake B APPRENTIC3 GOODSTANDG 10/15/2000
U-1201-9585 Aimes, Art APPRENTIC2 GOODSTANDG 11/15/2000
U-1767-1612 Grand, Brad MEMBER GOODSTANDG 01/02/2001
U-6770-6739 Allenson, Bruce MEMBER GOODSTANDG 01/15/2001
U-2000-0322 Bassy, George E MEMBER ARRSASSESS 03/22/2001
U-8766-5661 Blow, Joe J APPRENTIC5 GOODSTANDG 04/01/2001
Alternate Contacts: CELLPHONE - 520-999-0102
. . . . . .
|
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
After you select the "Create Labels" option, you are asked how you want to sort the labels.
+---Sort Labels by: ---+ | Member Last Name | | Member Zipcode | +----------------------+ |
Select one of the sort options from the menu.
You are asked it you want to print the member ID on the labels.
+Print Member ID on Labels+ | Yes | | No | +-------------------------+ |
Select "Yes" to include the member ID on the labels.
Select "No" if you do NOT want to print the member ID on the labels.
You are asked for the type of labels.
+-------Type of Labels-------+ | 1 Up | | 1 Up (Avery 4013 label) | | 2 Up (Avery 5262 label) | | 3 Up (Avery 5160 label) | +----------------------------+ |
Select the label type you want to print.
Note: Do NOT select the "Special" menu option unless the UBC Help Desk instructs you to do so. This option is for use with some printers that will not work with the normal label processing.
You are asked if you want to proceed with creating the labels.
+Proceed with Labels+ | Yes | | No | +-------------------+ |
Select "Yes" to create the labels.
Select "No" to return to the previous prompt.
Press <ESC> to abort this label procedure.
If "Yes", the labels are created.
The following is an example of output labels.
Samuel A Adams Raymond A Booth Allen Box 2159 Camino Seco 33 Bird Rd 787 Oak Unit #12 Phoenix AZ 85032 Tucson AZ 85720 Tucson AZ 85710 Casey Cobb Benny Collins Sandy Cook 2323 N. Winston 2309 N. Country Club 5628 N. Terrace Place Tucson AZ 85713 Tucson AZ 85723 Tucson AZ 85710 |
For label printing instructions refer to Section 2.4, Printing Receipts, Labels and Reports.
+------Output Option-------+ | Report | | Create Labels | | Send Letter | |--------------------------| | finished with outputs | +--------------------------+ |
After you select the "Send Letter" option, you are asked how you want to sort the letters.
+--Sort Letters by: ---+ | Member Last Name | | Member Zipcode | +----------------------+ |
Select one of the sort options from the menu.
You are asked which letter you want to send.
The list of letters that are displayed, are the letters you previously created and saved. You can refer to Chapter 131, AFFLETTERMN - Affiliate Letter Maintenance, for information on creating letters.
+----------------------Select a Letter----------------------+ | ARREARS TEST test arrears letter | | BAD CHECK LTR Letter for members who give NSF checks | | TEST test letter | | WELCOME LTR Letter to welcome the new members | +-----------------------------------------------------------+ |
Select the letter you want to send to the members you selected.
You are asked what you want to do next.
+--------Letter Option---------+ | accept selected letter | | select a different letter | |------------------------------| | Display Letter | | Sample Letter | +------------------------------+ |
The options are:
| accept selected letter | continue on and create the letters | |
| select a different letter | go back and select a different letter from the list | |
| Display Letter | display the letter format | |
| Sample Letter | display the letter format with sample data |
Select one of the letter options.
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