United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Chapter 87
CUSTOMEXPORT - Custom Member Export

 



             +-------------------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 CUSTOMEXPORT - Custom Member Export menu option is used to create a comma-delimited file consisting of member information, that can be downloaded to your PC.

The member information is custom selected and sorted by the user.

The output file name is CUSTOM_EXPORT_xxxxx.TXT. xxxxx is the ID, the part of the file name that you provide. For example, the name might be CUSTOM_EXPORT_07312002.TXT or CUSTOM_EXPORT_MEMBERS.TXT, etc.

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.

This chapter describes how to create custom member export files.

To create custom member export files, select the CUSTOMEXPORT menu item.

87.1 Custom Member Export Input Screen

After CUSTOMEXPORT is selected from the menu, the custom member export input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Local Aff ID  : 
Council ID    : UBC04003 -- Arizona State District Council      District: 
Branch ID     : 
Class         : 
Lst Name Start:                              thru Lst Name End: 
Active/Inact  : 
Status        : 
Craft         : 
Tax Schedule  :                                 Dues Code     : 
Political Aff :                                 Federal Senate: 
Federal House :                                 State Senate  : 
Zip/Post Code :                                 State House   : 
Gender        :                                 Ethnic Code   : 
Date of Birth :                                 Age           : 
Dues Paid Thru:                                 Arrears Months: 
Init Date     :                                 Service Years : 
Employer      :                                 Remit Type    : 
Undeposit Xfer:                                 Good/Bad Addr : 
Birthday Month:                                 Init Fees Due : 
Sort Sequence :                                 PAC Only      : 
Report Title  :                                 Working Trade : 
Letter        :                                 Record Where  : 
 
Local Affiliate ID? All________________________________________________________ 
 
         Enter a single ID, or a comma separated list of IDs, or "All" 
<ESC>=Exit                    Custom Member Export           <F2>=Back <F1>=Help

87.2 Prompts and Responses

The following sections describe the prompts displayed when you are selecting data for a custom member export file.

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.

Note: At any prompt after the "Status Codes" prompt, you can press <F12> to skip the remaining selection prompts and get to the "Selection Criteria are Correct" prompt.

Affiliate ID

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. 



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

You can select one, several or all affiliate IDs.

To select a single affiliate, enter an affiliate number - a number from 1 to 99999, or enter the complete affilite ID - i.e. UBC00123.

To select all affiliates, enter "ALL".

To select several affiliates, enter the affiliate numbers or complete affiliate IDs separated by commas. For example: 


                25,36,402,2008 
        or 
                ubc00025,ubc00036,ubc00402,ubc02008

Branch

If your local has branches, you are asked which branch you want to select data for. 



   +--------------Select Branch--------------+ 
   |  all                                    | 
   |-----------------------------------------| 
   |  NOTUCSON  North Tucson                 | 
   |  SOTUCSON  South Tucson                 | 
   |  MAIN_OFF  Tucson Local - Main Office   | 
   +-----------------------------------------+

You can select one, several or all branches.

Select "all" to include all branches.

To select one or more branches, select each branch you want to include, from the list of branches - one at a time. As each branch is selected, the branch code is displayed in the top portion of the screen.

Should you wish to remove one or more of the selected branches, you can use the "Remove Branch" option to remove the branch codes. When you select "Remove Branch", a list of the selected items is displayed. You can then select the branch code to remove. As each branch code is removed, it is erased from the list shown in the top portion of the screen.

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

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

Class Codes

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



   +--------------Select Class Codes---------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  AGENCY      Agency Shop                      | 
   |  APPLICANT   Membership Applicant             | 
   |  APPRENTIC1  Apprentice level 1               | 
   |    . . .        . . .                         | 
   |  APPRENTIC8  Apprentice level 8               | 
   |  APPRENTICE  Apprentice                       | 
   |  BECK        Beck Objector                    | 
   |  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                   | 
   |  WALKAPP     Walkin Apprentice - non member   | 
   |  WALKIN      Walkin Journeyman - non member   | 
   +-----------------------------------------------+

You can select one, several or all class codes.

Select "all" to include all codes.

Select one or more codes from the menu.

Name Selection

You can select specific member names by entering a range of letters. For example, you might want to select only members whose last names start with "B" thru "CAR".

First, you are asked for the letter(s) of the last name that you want to start with. 



 Include last names starting with letter? A______________ 
 
       Enter the letter(s) that the FIRST last name selected can start with

Press [Enter] to accept the default of "A".

Enter the start letter(s).

You can enter up to 15 letters of the last name.

Next, you are asked for the letter(s) of the last name that you want to end with. 



 thru last names starting with letter? Z______________ 
 
       Enter the letter(s) that the LAST last name selected can start with

Press [Enter] to accept the default of "Z".

Enter the end letter(s).

You can enter up to 15 letters of the last name.

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.

Status Codes

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.

Skipping Selection Prompts

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.

Craft Codes

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.

Tax Schedule

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.

Dues Group Code

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.

Zip/Postal Code

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

Political Affiliation

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.

Federal Senate District

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.

Federal House of Representatives District

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.

State Senate District

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.

State House of Representatives District

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.

Gender

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.

Ethnic Group

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.

Birth Date Range

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.

Age Range

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.

Dues Paid Through Date Range

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.

Months in Arrears Range

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.

Initiation Date Range

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.

Years of Service Range

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.

Employer

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.

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