Selecting Members

You are asked for the member name or member ID that you want to inquire on.

You can inquiry on remittances for a single member or all members.

Member name or ID? ALL_________________________________________________________

Enter "ALL" to include all members.

If you want to inquire on a single member, enter the member's name or ID.

Date Range

You specify the start and end employer remittance entry dates, of the time period you want to inquire on. For example, you might want to inquire on remittances that were entered 10-1-1998 thru 10-31-1998.

First, you are asked for the beginning date of the date range.

Beginning date of "date entered" range (MMDDYYYY)? FIRST___

Enter "FIRST" to start with the oldest date.

Enter a start date in MMDDYYYY format.

Next, you are asked for the ending date of the date range.

Ending date of "date entered" range (MMDDYYYY)? LAST____

Enter "LAST" to end with the most current date.

Enter an end date in MMDDYYYY format.

Print Employee/Clock Numbers

You are asked if you want to print the employee/clock numbers on the inquiry/report.

+Print Employee/Clock Numbers on Report?+ | No | | Yes | +---------------------------------------+

Select "Yes" to print the employee/clock numbers on the inquiry/report.

Select "No" if you do NOT want to print the employee/clock numbers.

Print Dues Codes

You are asked if you want to print the dues codes on the inquiry/report.

+Print Dues Codes on Report?+ | No | | Yes | +---------------------------+

Select "Yes" to print the dues codes on the inquiry/report.

Select "No" if you do NOT want to print the dues codes.

Sort Order

The inquiry data will be sorted by the date the remittance was entered, and within each date, by the sort option you select.

You are asked how you want the inquiry data sorted within each date.

+Sort by Date Entered and...+ | Member Last Name | | Member ID | | Employer/Clock Number | | Dues Code | +---------------------------+

Select one of the sort options from the menu.

Proceed

You are asked if you want to proceed with creating the employer dues remittance inquiry.

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

Select "Yes" to proceed with the inquiry/report generation.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this inquiry procedure.

If "Yes", the employer dues remittance inquiry/report is generated.

83.2.1 Inquiry/Report Example

13-Dec-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Employer Dues Remitted Entered 01/01/2010 to Last Employer : JOHNSON -- Donald R. Johnson Construction Date Entered: 02/15/2010 Dues Checkoff Monthly Last Remit Member Name Member ID Code Dues Dues of Month -------------------------- ----------- ---------- --------- --------- ---------- Carl L. Board U-1933-0245 CTR_JOUR 5.00 26.00 N --------- --------- Total 02/15/2010 1 member 5.00 26.00 Employer : JOHNSON -- Donald R. Johnson Construction Date Entered: 06/07/2010 Dues Checkoff Monthly Last Remit Member Name Member ID Code Dues Dues of Month -------------------------- ----------- ---------- --------- --------- ---------- Candy Apple U-3933-9251 CTR_JOUR2 165.00 26.00 N --------- --------- Total 06/07/2010 1 member 165.00 26.00 --------- --------- Total JOHNSON 2 members 170.00 52.00

+-------------------PC Exports--------------------+ | PCEXPORT Create Member Export File | | CONTEXPORT Create Contractor Export File | | OOWEXPORT Export Out of Work Lists | | CUSTOMEXPORT Custom Member Export | | XREFEXPORT Cross Reference Export | | EXPEMAIL Export Member Email Addresses | +-------------------------------------------------+

The PCEXPORT menu option is used to create a comma-delimited file consisting of member information, that can be downloaded to your PC.

The output file name is PC_EXPORT_xxxxx.TXT. xxxxx is the ID, the part of the file name that you provide. For example, the name might be PC_EXPORT_12031998.TXT or PC_EXPORT_MEMBERS.TXT or PC_EXPORT_1203_MEMBERS.

Member data for one or more affiliates can be included in the export file. You determine which members to include by specifying various selection criteria. The criteria options are:

active or inactive members or all
members or non-members or all
class codes
status codes
can include skill codes or not
can include political district information or not

This chapter describes how to create member PC export files.

To create PC export files, select the PCEXPORT menu item.

84.1 PC Export Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : Active/Inactive : Member/Non-Member : Classification : Status : Export File Data : Inc Political Dist Info : Export File ID : Full Name of Export File: Affiliate ID? All______________________________________________________________ Enter a single ID, or a comma separated list of IDs, or "All" <ESC>=Exit PC EXPORT <F2>=Back <F1>=Help

84.2 Selecting Member Data - the Prompts

Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.

If you are, for example, a council user, you can include member data from one or more affiliates in your council, in the output file.

You are asked which affiliate IDs to include.

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

Press [Enter] to accept the default of "ALL" to include all affiliates that you have access to.

Enter a valid affiliate ID number. For example: 1444 or ubc01444

Enter a list of valid, comma-separated affiliate ID numbers. Examples: 408,1327,1444 or ubc00408,ubc01327,ubc01444

Active/Inactive Members

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.

Note: As you enter 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.

Members/Non-Members

You are asked if you want to include members and/or non-members.

+Member or Non-Member+ | all | |--------------------| | Member | | Non-Member | +--------------------+

Select "all" to include both members and non-members.

Select "Member" to include only members.

Select "Non-Member" to include only non-members.

Class Codes

A list of class codes is displayed, and you are asked for the codes to include.

Note: The responses to the active/inactive and member/non-member prompts determine which class codes are displayed as selections. For example, if you select "active" and "member", you could have the following class codes displayed:

+-----------Select Class Codes-----------+ | all | |----------------------------------------| | APPRENTIC1 Apprentice level 1 | | . . . . . | | APPRENTIC8 Apprentice level 8 | | APPRENTICE Apprentice | | 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 | +----------------------------------------+

You can select one, several or all class codes.

Select "all" to include all class codes, or select the specific codes you want to include.

To select one or more class 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.

Should you wish to remove one or more of the selected codes, you can use the "Remove Class Code" option to remove the codes.

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

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

Status Codes

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

Note: The responses to the active/inactive and member/non-member prompts determine which status codes are displayed as selections. For example, if you select "active" and "member", you could have the following status codes displayed:

+--------Select Status Codes--------+ | all | |-----------------------------------| | ARREARS In Arrears on Dues | | GOODSTANDG Good Standing | | TRANSFER Transfer Out Taken | +-----------------------------------+

After the status codes are displayed, you select which member status codes to include.

You can select one, several or all codes.

Select "all" to include all status codes, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Export File Data

You are asked if you want to include member data AND skill code data, or just member data.

+----------Export File Data----------+ | Membership Info Only | | Membership Info and Skill Codes | +------------------------------------+

Select "Membership Info Only" to include only member information.

Select "Membership Info and Skill Codes" to include member information AND member skill code information.

Political District Information

You are asked if you want to include political district information.

+Include Political District Info+ | Yes | | No | +-------------------------------+

Select "Yes" if you DO want to include political district information.

Select "No" if you do NOT want to include political district information.

Export File ID

You are asked for the export file ID. A default ID is provided.

The actual output file name is PC_EXPORT_xxxxx.TXT. xxxxx is the ID, the part of the file name that you provide. For example, the full file name could be PC_EXPORT_10242002.TXT or PC_EXPORT_MEMBERS.TXT or PC_EXPORT_1024_MEMBERS.TXT.

Export File ID? 20021024_______ The ID makes the file name unique - Please use only letters and numbers

Press [Enter] to accept the default output file ID.

Enter the ID you want to give to the output file.

The ID can be up to 15 characters in length.

You can use letters, numbers, the underscore character (_), and the dash (-).

After you enter the ID, the full export file name is displayed.

Proceed

You are asked if you want to proceed with the export file creation.

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

Select "Yes" to proceed with the PC export file creation procedure.

Select "No" to go back to the export file name prompt.

Press <ESC> to abort this procedure.

If "Yes", the PC export file generation process is started. If no member data is found for the entered criteria, a message is displayed and you can enter other criteria and try again.

As the export file is being created, processing messages are displayed.

84.3 Export File Contents

last name
first name
middle name
member ID
affiliate ID
address line 1
address line 2
city
state or province
zip or postal code
phone number
birth date as YYYYMMDD
current initiation date as YYYYMMDD
class code
craft code
status code
current balance amount
dues paid thru date as YYYYMMDD
sex code
native language code
tax schedule code
current status date as YYYYMMDD
number of arrears months
number of service months
ethnic code
citizen
political affiliation
branch ID
employer ID
dues group code
employee/clock number
checkoff dues indicator Y/N
good address flag Y/N
county
apprentice to journeyman date as YYYYMMDD
CLIC donation Y/N
polling district
supervisor level
ever a steward Y/N
local PAC
council PAC
GO initiation dispensation Y/N
working in trade Y/N
Federal Senate district code (if requested)
Federal House district code (if requested)
State Senate district code (if requested)
State House district code (if requested)
skill codes (if requested)

The first record in the output export file is a header record which contains a comma-separated string of field IDs, exactly like the following:

Header record if political district information and skill codes are NOT included: Last_Name,First_Name,Middle_Name,Member_ID,Affiliate_ID,Address1,Address2, City,State_Prov,Zip_Postal,Phone,Birthdate,Initiation_Date,Class,Craft,Status, Curr_Balance,Paid_Through_Date,Sex,Nat_Lang,Tax_Sched,Curr_Status_Date, Num_Arr_Mo,Serv_Months,Ethnic_Code,Citizen_Flg,Pol_Affil,Branch_ID,Employer_ID, Dues_Code,Employee_Number,Ind_Checkoff_Dues,Good_Address_Flg,County, Apprent_Journey_Date,CLIC_Don,Polling_Dist,Supervisor_Level,Ever_Steward, Local_PAC,Council_PAC,GO_Init_Disp,Working_Trade Header record if political district information and skill codes ARE included: Last_Name,First_Name,Middle_Name,Member_ID,Affiliate_ID,Address1,Address2, City,State_Prov,Zip_Postal,Phone,Birthdate,Initiation_Date,Class,Craft,Status, Curr_Balance,Paid_Through_Date,Sex,Nat_Lang,Tax_Sched,Curr_Status_Date, Num_Arr_Mo,Serv_Months,Ethnic_Code,Citizen_Flg,Pol_Affil,Branch_ID,Employer_ID, Dues_Code,Employee_Number,Ind_Checkoff_Dues,Good_Address_Flg,County, Apprent_Journey_Date,CLIC_Don,Polling_Dist,Supervisor_Level,Ever_Steward, Local_PAC,Council_PAC,GO_Init_Disp,Working_Trade,Fed_Senate,Fed_House, State_Senate,State_House,Skills

The following are examples of member information text in the export file.

Member data with NO political district information or skill code data for a single member: Cook,Sandy,Tom,U46886519,UBC01444,5628 Terrace Place,Unit 82,Tucson,AZ,85710, 5205551818,19670512,19971215,MEMBER,CARPENTER,GOODSTANDG,- 26.00,20010731,F, ENGLISH,001,20000922,0,42,UNKNOWN,Y,UNK,SOTUCSON,BENSON PARK,CTR_JOUR,SKY-1234, N,Y,PIMA,19991115,N,ABC,FOREMAN,N,Y,Y,N,Y Member data WITH political district information and skill code data for a single member: Cook,Sandy,Tom,U46886519,UBC01444,5628 Terrace Place,Unit 82,Tucson,AZ,85710, 5205551818,19670512,19971215,MEMBER,CARPENTER,GOODSTANDG,- 26.00,20010731,F, ENGLISH,001,20000922,0,42,UNKNOWN,Y,UNK,SOTUCSON,BENSON PARK,CTR_JOUR,SKY-1234, N,Y,PIMA,19991115,N,ABC,FOREMAN,N,Y,Y,N,Y,101,102,103,104,CABINETS,DRYWALL, FIN EXT,FIN INT,FORMS,HAMMER,TRIM EXT,TRIM INT

Downloading a PC Export File

After you have created the PC export file, you can download the file to your PC.

Refer to Section 2.5, Downloading a PC Export File, for detailed download instructions.