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The following is an example of output receipt.
Alex Backer
909 W. Woods
Tucson AZ 85704
2002 $26.00
|
+------------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 ESTDELEGATE - Convention Delegate Estimate Report is used to get the estimated number of delegates to the UBCJA General Convention.
The report can be run by a local user for their local to get a report of their affiliate.
The report can be run by a council user for the entire council or for a single local in the council. If the user enters the council ID as the reporting affiliate, they will get a multiple affiliate report for all locals in the council.
The report can be run by a General Office user to report on a single local, an entire council, by a district or for the entire UBC.
Select ESTDELEGATE to create the convention delegate estimate report.
67.1 The Prompts
The following section describes the prompts displayed when you create a
convestion delegate estimate report.
After you select ESTDELEGATE from the menu, the following screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliates in:
Affiliate(s) :
+Include Affiliates in+
| Entire Council |
| Local |
+---------------------+
<ESC>=Exit Convention Delegate Estimate Report <F2>=Back <F1>=Help
|
If you are a council user, you are asked which affiliates that you want to include on the report.
+Include Affiliates in+ | Entire Council | | Local | +---------------------+ |
Select "Entire Council" if you want to report on all affiliates/locals in the council.
Select "Local" if you want to report on one of the locals in the council.
Note: If you are a General Office user, you can select local affiliates by district, council, local, all affiliates, all United States only or all Canada only.
If you selected "Local" at the "Include Affiliates" prompt, you are asked for the affiliate ID of the local you want to report on.
Affiliate ID? ________ |
Enter the affiliate ID of the local in the council that you want to report on.
After an affiliate ID is entered, the affiliate name is displayed.
You are asked if you want to proceed with creating the report.
+Proceed-+ | 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 convention delegate estimate report is generated.
The following is an example of the convention delegate estimate report for a single local:
13-Jun-2004 United Brotherhood of Carpenters and Joiners of America Page 1
Unofficial Convention Delegate Estimate
as of 06/13/2004 09:52 PM
--------------------------------------------------------------------------------
This report shows an estimated number of delegates that a Local will be
eligible to have for the UBC General Convention. It is an estimate only and
not the official count. The official count will be released the month
following the Convention Call in a separate report and only then will the
Local know the number of delegates it is actually entitled to.
The projected arrears number and members remaining in goodstanding at the end
of the month will change as payments are posted to members' accounts.
--------------------------------------------------------------------------------
Aff ID : UBC01444
Aff Name: Tucson Local
Current members in Goodstanding status : 46
Minus projected Arrears as of run time : 8
Projected end of month members in Goodstanding: 38
Estimated number of delegates
based on projected Goodstanding: 1
|
The following is an example of the convention delegate estimate report for all the locals in a council:
13-Jun-2004 United Brotherhood of Carpenters and Joiners of America Page 1
Unofficial Convention Delegate Estimate
as of 06/13/2004 10:02 PM
--------------------------------------------------------------------------------
This report shows an estimated number of delegates that a Local will be
eligible to have for the UBC General Convention. It is an estimate only and
not the official count. The official count will be released the month
following the Convention Call in a separate report and only then will the
Local know the number of delegates it is actually entitled to.
The projected arrears number and members remaining in goodstanding at the end
of the month will change as payments are posted to members' accounts.
--------------------------------------------------------------------------------
Current Projected Projected EOM Estimated
Aff ID Goodstanding Arrears Goodstanding Delegates
-------- ------------- ------------- ------------- -------------
UBC00408 2,153 6 2,147 6
UBC01111 3 2 1 1
UBC01112 0 0 0 0
UBC01115 0 0 0 0
UBC01153 0 0 0 0
UBC01444 46 8 38 1
UBC01445 3 0 3 1
UBC01448 5 3 2 1
UBC01449 2 0 2 1
UBC01672 291 0 291 2
UBC01914 160 0 160 2
UBC02056 0 0 0 0
UBC02203 0 0 0 0
UBC02455 5 4 1 1
UBC02772 0 0 0 0
============= ============= ============= =============
2,668 23 2,645 16
|
+------------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 AFFREPLAB - Affiliate Report and Labels menu option is used to get name, address and telephone number information on affiliates. You can get a report of selected affiliates and/or create affiliate labels. Affiliate selection is based on parameter responses.
If you create a report, you can select the sort criteria, and give the report a title. The report shows the affiliate ID, name, address, telephone number, FAX number, head officer, and term expiration date.
You can create 1-up, 2-up and 3-up labels. The labels are sorted by user selected sort options. Each label shows the head officer, and affiliate name and address.
Note: This menu item can be run by any affiliate --- local, council, etc.
This chapter explains how to select affiliates, and create affiliate reports and labels.
68.1 Affiliate Report, Labels Input Screen
After AFFREPLAB is selected, the affiliate report and labels input
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Country : US -- UNITED STATES
State/Province:
D+-------------------------Select State or Province-------------------------+
| all | MN MINNESOTA |
C|---------------------------------------| MO MISSOURI |
| AA ARMED FORCES AMERICAS | MP NORTHERN MARIANA ISLANDS |
L| AE ARMED FORCES EUROPE/MIDEAST/CA | MS MISSISSIPPI |
| AK ALASKA | MT MONTANA |
O| AL ALABAMA | NC NORTH CAROLINA |
| AP ARMY POST OFFICE | ND NORTH DAKOTA |
S| AR ARKANSAS | NE NEBRASKA |
| AS AMERICAN SAMOA | NH NEW HAMPSHIRE |
| AZ ARIZONA | NJ NEW JERSEY |
| CA CALIFORNIA | NM NEW MEXICO |
| CO COLORADO | NV NEVADA |
| CT CONNECTICUT | NY NEW YORK |
| ... | ... |
+--------------------------------------------------------------------------+
<ESC>=Exit Affiliate Report and Labels <F2>=Back <F1>=Help
|
68.2 Prompts and Responses
The following sections describe the prompts displayed when you are
selecting affiliate data and creating reports 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.
The country of the user's affiliate is displayed.
If "US" (United States) is displayed as the country, a list of states is displayed, and you are asked to select the states you want to include.
If "CA" (Canada) is displayed as the country, a list of provinces is displayed, and you are asked to select the provinces you want to include.
+-------------------------Select State or Province-------------------------+ | all | MN MINNESOTA | |---------------------------------------| MO MISSOURI | | AA ARMED FORCES AMERICAS | MP NORTHERN MARIANA ISLANDS | | AE ARMED FORCES EUROPE/MIDEAST/CA | MS MISSISSIPPI | | AK ALASKA | MT MONTANA | | AL ALABAMA | NC NORTH CAROLINA | | AP ARMY POST OFFICE | ND NORTH DAKOTA | | AR ARKANSAS | NE NEBRASKA | | AS AMERICAN SAMOA | NH NEW HAMPSHIRE | | AZ ARIZONA | NJ NEW JERSEY | | CA CALIFORNIA | NM NEW MEXICO | | ... | ... | +--------------------------------------------------------------------------+ |
You can select one, several or all states/provinces.
Select "all" to include all states/provinces.
Select one or more states/provinces from the menu.
Your council is displayed.
You are asked for the affiliate levels that you want to include.
+---------Select Level----------+ | all | |-------------------------------| | COUNCIL Council | | LOCAL Local Union | | REGIONAL Regional Council | +-------------------------------+ |
You can select one, several or all affiliate levels.
Select "all" to include all levels.
Select one or more affiliate levels from the menu.
You are asked for an officer name or ID. For example, if you wanted to find out which affiliate an officer member was associated with, you could select/enter "all" at all of the previous prompts and enter that member's name or ID at this prompt. This process would then provide the name of the affiliate the member was an officer in.
Officer name or ID? ALL________________________________________________________ First and last name, or first initial and last name, or only last name, or HELP |
Enter "all" to include all officers.
Enter an officer's name or member ID.
You are asked how you want to sort the selected affiliates.
+------Sort by...-------+ | none | |-----------------------| | Country | | State/Province | | District | | Council ID | | Level | | Affiliate ID | | Affiliate Name | | Affiliate Zip Code | +-----------------------+ |
Select "none" if you do NOT want to sort the affiliate 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 state/province and level.
+Sort by State/Province and...+ | none | |-----------------------------| | Country | | District | | Council ID | | Level | | Affiliate ID | | Affiliate Name | | Affiliate Zip Code | +-----------------------------+ |
Select "none" if you do NOT want to select a second sort level, or select another sort level.
You are asked if you want to create a report of the selected affiliates, or create labels for the selected affiliates.
+------Output Option-------+ | Report | | Create Labels | |--------------------------| | finished with outputs | +--------------------------+ |
Select "Report" if you want to create an affiliate report.
Select "Create Labels" if you want to create affiliate labels.
Select "finished with outputs" if you are finished outputting affiliate reports/labels and want to exit this procedure.
68.2.1 Report Option - Report Title
If you selected "Report" from the "Output Option" menu, you are asked
for the report title.
Report title? __________________________________________________ |
Enter the report title.
The report title can be up to 50 characters in length.
Press [Enter] if you do NOT want to enter a report title.
You are asked if you want to print affiliate addresses on the report.
+Print affiliate address on report+ | Yes | | No | +---------------------------------+ |
Select "Yes" to include affiliate addresses on the report.
Select "No" if you do NOT want to include addresses.
You are asked if you want to proceed with creating the affiliate 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 affiliate report is generated.
The following is an example of an affiliate report.
21-Jan-2000 United Brotherhood of Carpenters and Joiners of America Page 1
Affiliate Report -- Sorted by State/Province
Council Report
Aff ID Affiliate Name and Address Phone Fax Head Officer Term Expire
------ ------------------------------ -------------- -------------- -------------- -----------
4003 Arizona State District Council (602) 272-2700 (602) 272-1928 Jack Johnson 07/30/2000
401 Main Avenue East
Phoenix, AZ 85009
4101 New Mexico District Council (505) 256-3396 (505) 260-1371 (unknown)
100 Main Drive Northeast
Albuquerque, NM 87110
|
If you selected "Create Labels" from the "Output Option" menu, you are asked what type of labels you want to use.
+-------Type of Labels-------+ | 1 Up | | 1 Up (Avery 4013 label) | | 2 Up (Avery 5262 label) | | 3 Up (Avery 5160 label) | +----------------------------+ |
Select the appropriate 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 labels are in order by affiliate name.
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