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

Remit Type

You are asked if you want to include members who have their dues remitted by employers 100% of the time. 



   +----------------Remit Type----------------+ 
   |  all                                     | 
   |------------------------------------------| 
   |  Include 100% Employer Dues Remit Only   | 
   |  Exclude 100% Employer Dues Remit        | 
   +------------------------------------------+

Select "all" to include all members regardless of how their dues are remitted.

Select "Include 100% Employer Dues Remit Only" to INCLUDE ONLY those members who have their dues remitted by employers 100% of the time.

Select "Exclude 100% Employer Dues Remit" if you want to EXCLUDE those members who have their dues remitted by employers 100% of the time.

Transfer Out Date Range

You can select members by "transfer out" date range.

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



 Beginning of "Transfer Out" date range (MMDDYYYY)? First___

Press [Enter] to accept the default of "First" or enter "first" to start with the oldest "transfer out" date.

Enter a beginning date in MMDDYYYY format.

Next, you are asked for the ending date in the "transfer out" date range. 



 End of "Transfer Out" date range (MMDDYYYY)? Last____

Press [Enter] to accept the default of "Last" or enter "last" to end with the latest "transfer out" date.

Enter an ending date in MMDDYYYY format.

Good/Bad Address

You can select members who have good or bad addresses. 



   +-Good or Bad Address--+ 
   |  all                 | 
   |----------------------| 
   |  Good address only   | 
   |  Bad address only    | 
   +----------------------+

Select "all" to include all members regardless of address status.

Select "Good address only" to include only members who have a good address (i.e. good address flag is "Y").

Select "Bad address only" to include only members who have a bad address (i.e. good address flag is not "Y").

Select one of the menu options.

Birthday Month

You are asked if you want to select members who are having a birthday in a specific month. 



   +Members with Birthday in Month+ 
   |  all                         | 
   |------------------------------| 
   |  January                     | 
   |  February                    | 
   |  March                       | 
   |  ...                         | 
   +------------------------------+

Select "all" to include all members regardless of when their birthday is.

Select one of the months from the menu to include those members who have birthdays during the month selected.

Initiation Fees Due

You are asked if you want to include only members who owe for initiation fees. 



   +Include Only Members with Initiation Fees Due+ 
   |  No                                         | 
   |  Yes                                        | 
   +---------------------------------------------+

Select "No" to include all members regardless of whether they owe for initiation fees or not.

Select "Yes" to include only those members who DO owe for initiation fees.

PAC Donors

You are asked if you only want to include members who are PAC donors. 



   +Include Only PAC Donors+ 
   |  No                   | 
   |  Yes                  | 
   +-----------------------+

Select "Yes" to include only members who are PAC donors.

Select "No" to include all members regardless of whether they are PAC donors or not.

Working At Trade

You are asked if you only want to include members who are working in the trade (i.e. working at trade flag is "Y"). 



   +-----------Working at Trade-----------+ 
   |  Include All                         | 
   |  Include Only Working at Trade       | 
   |  Include Only Not Working at Trade   | 
   +--------------------------------------+

Select "Include All" to include all members regardless of their "working in trade" status.

Select "Include Only Working at Trade" to include only members who have the "working in trade" flag set to "Y".

Select "Include Only Not Working at Trade" to include only the members who are not working in the trade.

Last Affiliate ID

You are asked if you only want to include members who were in a specific previous affiliate. 



 Member's last affiliate ID? all_____

Enter "all" to include all members regardless of their previous affiliation.

Enter the ID of the last affiliate that you want to include members from.

Donation Policy Letter

Note: If you are a General Office user, you are asked if you want to include donation policy letter information. 



   +Include Donation Policy Letter+ 
   |  All                         | 
   |  All Sent                    | 
   |  Sent and Not Returned       | 
   |  Sent and Returned           | 
   +------------------------------+

Select "All" to include all members.

Select "All Sent" to include members that were sent letters.

Select "Sent and Not Returned" to include only members that were sent letters and the letters were NOT returned.

Select "Sent and Returned" to include only members that were sent letters and the letters WERE returned.

Selection Criteria Correct

You are asked if the data selections you made are correct. 



   +Selection Criteria are Correct+ 
   |  Yes                         | 
   |  No                          | 
   +------------------------------+

Select "Yes" if your selection criteria is correct, and you want to continue.

Select "No" to return to the previous prompt, and make changes.

Press <ESC> to abort this procedure.

If "Yes", the process searches for members that meet your selection criteria.

Review Selected Members

The system has searched for members that meet the selection criteria you specified. The number of members found is shown at the bottom of the screen, and you are asked if you want to review the list of members. 



   +Review Selected Members+ 
   |  Yes                  | 
   |  No                   | 
   +-----------------------+ 
                                 13 members selected

Select "Yes" to review a list of the selected members.

Select "No" if you do NOT want to review the member list.

If "Yes", the member list is displayed. For example: 


24-Oct-2002 United Brotherhood of Carpenters and Joiners of America      Page 1 
                          Custom Member Export Review 
 
Member ID       Name: Last, First MI                Class       Status      Tax 
--------------  ----------------------------------  ----------  ----------  --- 
U-2770-7543     Acres, Jack S                       WALKIN      GOODSTANDG  001 
U-1201-9585     Aimes, Art                          APPRENTIC2  GOODSTANDG  001 
U-3766-6144     Allen, George                       MEMBER      GOODSTANDG  001 
U-6770-6739     Allenson, Bruce                     MEMBER      GOODSTANDG  001 
U-7689-7132     Appleby, Sam                        APPRENTIC1  GOODSTANDG  001 
U-3770-7704     Arnold, Edward J                    MEMBER      GOODSTANDG  001 
U-8771-2850     Arnoldson, Ruth A                   MEMBER      GOODSTANDG  001 
U-3688-9092     Backer, Jim                         MEMBER      GOODSTANDG  001 
U-4771-5102     Backer, Alex                        MEMBER      GOODSTANDG  001 
U-2744-0843     Bacon, Jerry A                      MEMBER      GOODSTANDG  001 
. . . . . .

Sorting the Data

You are asked how you want to sort the selected member records. 



   +--------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.

Export Field Selection

The following screen is displayed, and you are asked to select the data fields that you want to include in the export file. 



  Sort Sequence : Name 
 
  Export Fields : 
 
 
 
   +------------------Select Export 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.

As you select each item, the export fields information is updated. For example, after "Member Name" is selected from the menu, the screen shows: 



 Sort Sequence : Name 
 
 Export Fields : Member Name

Select one or more of the field items that you want to include in the export file.

Select the "accept current default" item when you have completed your selections.

Use the "Remove Export Field" option if you want to remove a currently selected field item.

Use the "reset" option if you want to erase your selections, and start over with the field selection process.

Alternate Contacts

You are asked if you want to include alternate contact information in the export file. 



   +Include Alternate Contact Information in File+ 
   |  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.

Export File ID

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

The actual output file name is CUSTOM_EXPORT_xxxxx.TXT. xxxxx is the ID, the part of the file name that you provide. For example, the full file name could be CUSTOM_EXPORT_MEMBERS.TXT, etc. 



 Export File ID? 20030113_______ 
 
     The ID makes the file name unique - Please use only letters and numbers

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

Enter the ID you want to give to the export 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 creating the export file. 



 Sort Sequence : Name 
 
 Export Fields : Member Name,Member ID,Status,Dues Paid Thru Date,Dues Code, 
                 Initiation Date,Phone Number 
 
 
 
 Export File ID: CUSTOM_EXPORT_20030113.TXT 
 
 
 
 
 
  +Proceed with Export+ 
  |  Yes              | 
  |  No               | 
  +-------------------+

Select "Yes" to generate the export file.

Select "No" to return to the previous prompt.

Press <ESC> to abort this export procedure.

If "Yes", the export file is created.

87.3 Export File Contents

Depending on what member data fields are selected, the following information can be included in each export file record:
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.

The first record in the output export file is a header record which contains a comma-separated string of field IDs. The following shows what a header record might look like: 


"Member ID","Last Name","First Name","Middle Initial","Suffix","Class", 
"Status","begin_alt_contacts","alternate contacts"

The following is an example of member information text in the export file. 


"U-2778-1081","Brown","Walter","J","","HONORARY","GOODSTANDG", 
"begin_alt_contacts","" 
"U-3689-3434","Sanders","Dale","E","","MEMBER","GOODSTANDG", 
"begin_alt_contacts","CELLPHONE:520-999-9242" 
"U-4688-6519","Cook","Sandy","T","","MEMBER","GOODSTANDG", 
"begin_alt_contacts","CELLPHONE:520-111-1234 / EMAIL:[email protected] / PAGER: 
520-222-1236 / FAX:Mail Boxes Inc. 520-555-5555 / PHONE:Brother 520-555-1347"

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.

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