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The following is an example of a growth report which shows reactivations only:
05-Jun-2000 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Growth and Retention
from 01/1997 thru 12/1997
Local UBC01111
Inactive Time Reinitiations Reinstatements Reactivations Total
-------------- -------------- -------------- -------------- --------------
0 to 6 months 3 0 8 11
6 mos to 1 yr 5 0 1 6
1 yr to 2 yrs 2 0 1 3
2 yrs to 3 yrs 0 0 0 0
3+ years 0 0 0 0
unknown 5 0 0 5
============== ============== ============== ==============
15 0 10 25
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The following is an example of a detail growth report for a council by month:
22-Feb-2001 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Growth and Retention
from 06/2000 thru 12/2000
Affiliates in Council UBC04003
UBC01111 -- Pala Mesa Valley
Init- Reinit- Rein- Re- Total Sus- With- Total Net
Mo/Year iations iations states actives Added pended Resign drew Decease Dropped Disband Reduce Change
------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------
06/2000 3 0 0 0 3 0 0 0 0 0 0 0 3
07/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
08/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
09/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
10/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
11/2000 0 0 0 0 0 0 0 1 0 0 0 1 1-
12/2000 0 0 0 0 0 3 0 0 0 0 0 3 3-
======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= =======
3 0 0 0 3 3 0 1 0 0 0 4 1-
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UBC01444 -- Tucson Local
Init- Reinit- Rein- Re- Total Sus- With- Total Net
Mo/Year iations iations states actives Added pended Resign drew Decease Dropped Disband Reduce Change
------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------
06/2000 4 0 1 0 5 0 0 0 0 0 0 0 5
07/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
08/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
09/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
10/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
11/2000 13 5 2 1 21 0 0 3 1 0 0 4 17
12/2000 3 1 0 0 4 6 0 0 0 0 0 6 2-
======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= =======
20 6 3 1 30 6 0 3 1 0 0 10 20
|
UBC01448 -- Benson Local
Init- Reinit- Rein- Re- Total Sus- With- Total Net
Mo/Year iations iations states actives Added pended Resign drew Decease Dropped Disband Reduce Change
------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------
06/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
07/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
08/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
09/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
10/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
11/2000 5 1 1 0 7 0 0 0 0 0 0 0 7
12/2000 0 0 0 0 0 1 0 0 0 0 0 1 1-
======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= =======
5 1 1 0 7 1 0 0 0 0 0 1 6
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22-Feb-2001 United Brotherhood of Carpenters and Joiners of America Page 2
Membership Growth and Retention
from 06/2000 thru 12/2000
Affiliates in Council UBC04003
Total Council
Init- Reinit- Rein- Re- Total Sus- With- Total Net
Mo/Year iations iations states actives Added pended Resign drew Decease Dropped Disband Reduce Change
------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- ------- -------
06/2000 7 0 1 0 8 0 0 0 0 0 0 0 8
07/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
08/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
09/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
10/2000 0 0 0 0 0 0 0 0 0 0 0 0 0
11/2000 18 6 3 1 28 0 0 4 1 0 0 5 23
12/2000 3 1 0 0 4 10 0 0 0 0 0 10 6-
======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= =======
28 7 4 1 40 10 0 4 1 0 0 15 25
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+------------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 CERTIFICATE - Delegate Goodstanding Certificate menu option is used to create and print convention delegate goodstanding certificates. The certificates are used as the certification that is required from delegates at the UBCJA Convention.
73.1 Delegate Goodstanding Certificate Input Screen
After CERTIFICATE is selected from the menu, the delegate goodstanding
certificate input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Affiliate:
Delegate :
Type :
Elected :
Affiliate ID? ________
<ESC>=Exit Delegate Good Standing Certification <F2>=Back <F1>=Help
|
73.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you create delegate goodstanding certificates.
You are asked for the affiliate ID of the affiliate that you want to print convention delegate certificates for.
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 an affiliate ID.
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. After the affiliate ID is entered, the affiliate name is displayed.
A list of the convention delegates is displayed, and you are asked to select the delegate that you want to print a delegate goodstanding certificate for.
+---------------------Delegate Certification for----------------------+ | | | Delegate Name Delegate Type Elected | | Smith, James W Local Alternate 04/15/2000 | | Beaver, John Local Alternate 04/15/2000 | | Andes, William J Local Delegate 04/15/2000 | | Evans, Slim Local Delegate 04/15/2000 | | Acorn, Sam R Jr Local Delegate 04/15/2000 | +---------------------------------------------------------------------+ |
Select one of the delegates from the menu.
Note: If the selected delegate is not eligible to be a convention delegate, the following message is displayed:
Member has not remained in good standing since
election as a delegate. Not eligible to be a delegate.
Press the RETURN key to continue
|
Press [Enter] to return to the menu of delegates.
After you select a delegate from the menu, you are asked if you want to create and print the delegate certificate for this convention delegate.
+Print Certificate+ | Yes | | No | +-----------------+ |
Select "Yes" to create and print the certificate.
Select "No" to return to the previous prompt.
Press <ESC> to abort this certificate procedure.
If "Yes", the convention delegate goodstanding certificate is created for the selected delegate.
The following is an example of a delegate goodstanding certificate.
United Brotherhood of Carpenters and Joiners of America
ULTRA Membership Processing System
Delegate Good Standing Certification
August 4, 2000
This is to certify that the ULTRA system records show that
MEMBER : Evans, Slim
MBR ID : U-2207-7799
is a member in good standing of Local Union 1444 and has remained in good
standing of Local Union 1444 at all times since being elected as a delegate or
alternate delegate to the 38th General Convention on April 15, 2000.
|
+------------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 USERAUDIT - User Audit Report menu option is used by security users to create a report of a user's activity during a specific time period.
You are asked for the user ID and the range of dates that you want to report on.
74.1 User Audit Report Input Screen
After USERAUDIT is selected from the menu, the user audit report input
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
User selection type:
Affiliate :
Audit user :
Starting date :
Ending date :
Output type :
+----------Select User to Audit----------+
| Enter User ID |
| Select From List of Affiliate Users |
+----------------------------------------+
<ESC>=Exit USER AUDIT REPORT <F2>=Back <F1>=Help
|
74.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you create user audit reports.
You are asked how you want to select the user that you want to audit.
+----------Select User to Audit----------+ | Enter User ID | | Select From List of Affiliate Users | +----------------------------------------+ |
Select "Enter User ID" if you want to enter a known user ID. If this option is selected, you will be asked for the user ID.
Select "Select From List of Affiliate Users" if you want to select a user ID from a list of user IDs. If this option is selected, a list of users will be displayed and you can select a user from the menu of users. If you are not a local user, you will be asked for the affiliate ID that you want the user list created for.
If you selected "Enter User ID" at the previous prompt, you are asked for the user ID that you want to report on.
Enter User ID? _______________ |
Enter the user ID that you want to audit.
After you enter the user ID, the ID of the affiliate that the user belongs to, is displayed.
Note: Only the General Office can created an audit report for a user who is not a current, valid user.
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? ________ |
Enter the ID of the affiliate that you want to get a list of users for.
You can enter the affiliate number which is a number from 1 to 99999.
A list of users is displayed, and you are asked to select one of the users from the menu list.
+-----------Users for UBC01444------------+ | AHEART ANDREW HEART | | BCOAT BRYAN COAT | | JKING JUNE KING | | SBEE SUE BEE | +-----------------------------------------+ |
Select the user that you want to create an audit report for.
You select the time period that you want to create an audit report for.
First, you are asked for the starting date of the time period.
Starting date of audit activity (MMDDYYYY)? ________ |
Enter the start date in MMDDYYYY format.
The date must be today or a past date.
Next, you are asked for the ending date in the date range.
Ending date of audit activity (MMDDYYYY)? ________ |
Enter the ending date in MMDDYYYY format.
The date must be today or a past date, and the same as or after the start date.
You are asked for the type of output that you want to create.
+--Output Type---+ | Report | | Export File | +----------------+ |
Select "Report" to create an audit report.
Select "Export File" if you want to create an export file that you can load down to your PC. If you select this option, you will be asked for the export file name.
If you are creating an export file, you are asked for the file name.
Export File ID? _______________
The ID makes the file name unique - Please use only letters and numbers
|
Enter the name of the export file that you want to create.
Use only letters and numbers in the export file name.
You are asked if you want to proceed with creating the user audit report or export file.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report or export file.
Select "No" to return to the previous prompt.
If "Yes", the user audit report or export file is created.
If you created an export file, the following message is displayed after the export file is created:
Export File USER:[TESTER.WWW]AUDIT_EXPORT_AUDIT0925.TXT Created
Use Web Browser to Save to Your PC from the UBCJA.ORG Web Page
(File Name Will be Listed Under "Your Personal Download Files")
Press the RETURN key to continue
|
Press [Enter] to return to the first prompt so that you can start over.
The following is an example of a user audit report.
17-Aug-2003 United Brotherhood of Carpenters and Joiners of America Page 1
Audit Check
SBEE - SUE BEE
From 01-Apr-2003 to 30-Apr-2003
NOTE - All Times Are PST
Date Time Module Data1 Data2 Data3
----------- ----- ------------------------- --------------------------------- ------------ --------
08-Apr-2003 12:06 UBC_ENTRY UBC_ENTRY STARTED
08-Apr-2003 12:06 UBC_ENTRY MENU SELECTION: MEMINQ STARTED
08-Apr-2003 12:06 MEMBER INQUIRY 555-55-6037 KARL KOLE UBC01444
08-Apr-2003 12:06 MEMBER FINANCIAL HISTORY UBC01444 US555556037
08-Apr-2003 12:11 MEMBER FINANCIAL HISTORY UBC01444 US555556037
08-Apr-2003 12:17 MEMBER FINANCIAL HISTORY 555-55-6035 DENNY KEEP UBC01444
08-Apr-2003 12:17 MEMBER FINANCIAL HISTORY UBC01444 US555556035
08-Apr-2003 13:31 UBC_ENTRY MENU SELECTION: MEMINQ COMPLETED
08-Apr-2003 13:31 UBC_ENTRY MENU SELECTION: LOGOFF STARTED
08-Apr-2003 13:31 UBC_ENTRY MENU SELECTION: LOGOFF COMPLETED
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