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

Chapter 88
XREFEXPORT - Cross Reference 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 XREFEXPORT - Cross Reference Export menu option is used to create an export file of member SSN/SIN numbers cross referenced with UBC ID numbers.

Select XREFEXPORT to create ID cross reference export files.

Note: The Cross Reference Export menu option can only be run by security users.

88.1 Cross Reference Export Entry Screen

When the XREFEXPORT menu option is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliates: ALL________________________________________________________________ 
            ___________________________________________________________________ 
            ___________________________________________________________________ 
            ___________________________________________________________________ 
            ___________________________________________________________________ 
 
File Type : 
 
Zip/Postal: 
 
Mbr Status: 
 
File Name : 
 
 
 
 
 
 
   Enter "ALL" for all locals in the council or Local IDs separated by commas 
<ESC>=Exit                   CROSS REFERENCE EXPORT          <F2>=Back <F1>=Help

88.2 Prompts and Responses

The following sections describe the prompts displayed when you create cross reference export files.

Affiliates to Include

If you are a council user, you are asked which affiliates in your council that you want to include. The default is "all" local affiliates. 



 Affiliates: ALL________________________________________________________________ 
             ___________________________________________________________________ 
             ___________________________________________________________________ 
             ___________________________________________________________________ 
             ___________________________________________________________________ 
 
   Enter "ALL" for all locals in the council or Local IDs separated by commas

Press [Enter] to select "all" local affiliates.

Enter a single affiliate ID, or enter a list of affiliate IDs separated by commas. Press the "DO" key when you are finished entering IDs. For example: 111,222,333

If a council ID is entered, all locals in the council will be included.

File Type

You are asked if you want to include all members, or only those members who were added, re-initiated or transferred in since you last created the export file. 



   +---File Type----+ 
   |  Full File     | 
   |  Update File   | 
   +----------------+

Select "Full File" to include all members.

Select "Update File" to only include new/updated members processed since you created the last export file.

If you select "Full File", you will be prompted for more information about which members to include.

Zip/Postal Codes

You are asked which zip codes or postal codes that you want to include. The default is "all" codes. 



 Zip/Postal: ALL________________________________________________________________ 
             ___________________________________________________________________ 
 
 
               Enter "ALL" or zip/postal codes separated by commas

Press [Enter] to select "all" zip or postal codes.

Enter a single zip/postal code, or enter a list of codes separated by commas. Press the "DO" key when you are finished entering codes.

Active/Inactive Members

You are asked if you want to include active and/or inactive members. 



   +Active or Inactive Statuses+ 
   |  All                      | 
   |---------------------------| 
   |  Active                   | 
   |  Inactive                 | 
   +---------------------------+

Select "All" to include all members.

Select "Active" to include only the active members.

Select "Inactive" to include only the inactive members.

Export File Name

You are asked for the name of the export file that is to be created. 



 Enter name for file being created? ____________________________________________ 
 
            Please use only letters, numbers, hyphens, or underscores

Enter the name that you want to give to this export file.

Enter only letters, numbers, hyphens, or underscore characters.

Proceed

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



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

Select "Yes" to create the export file.

Select "No" to return to the previous prompt.

If "Yes", the export file is created.

After the export file is created, the following message is displayed: 



              Export File USER:[TESTER.WWW]xxxxxx.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.

Example of Export File

The following is an example of an export file. 


"SSN/SIN","UBC ID" 
"00999016819","U40000644" 
"00999016830","U50002252" 
"US222233333","U83480996" 
"US333333002","U34311528" 
"US444440144","U72016368" 
"US444550023","U62037917" 
"US444994444","U22077799" 
"US543701931","U69474681" 
"US555552310","U87695482" 
"US555556011","U17702880" 
"US555556014","U27703041"

Chapter 89
EXPEMAIL - Export Member Email Addresses

 



             +-------------------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 EXPEMAIL - Export Member Email Addresses menu option is used by affiliates to create an export file of email addresses for members. The export file contains the last name, first name and email address for each selected member. The members are selected by parameter entry. After the export file is created, it can be downloaded to the user's PC.

This chapter explains how to select members and create an export file of member email addresses.

89.1 Export Member Email Addresses Input Screen

After EXPEMAIL is selected from the menu, the export member email addresses 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: 
Class         : 
Lst Name Start:                              thru Lst Name End: 
Craft         : 
Political Aff : 
Init Date     : 
Birthday Month: 
E-Newsletter  : 
 
Export File ID: 
 
 
 
 
 
 
Local Affiliate ID? All________________________________________________________ 
 
         Enter a single ID, or a comma separated list of IDs, or "All" 
                          Export Member Email Addresses

89.2 Prompts and Responses

The following sections describe the prompts displayed when you are selecting data and creating an export file of member email addresses.

As you enter your responses, your selections are displayed in the upper portion of the screen.

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 report on one, several or all affiliate IDs.

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

To report on all affiliates, enter "ALL".

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


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

Class Codes

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



   +--------------Select Class Codes---------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  50DISABLED  Section 50 Disabled              | 
   |  AGENCY      Agency Shop non-member           | 
   |  APPLICANT   Member Applicant non-member      | 
   |  APPRENTAPP  Apprent Applicant non-member     | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTICE  Apprentice                       | 
   |  BECK        Beck Objector 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.

Craft Codes

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



   +---------------------Select Craft Codes---------------------+ 
   |  all                                                       | 
   |------------------------------------------------------------| 
   |  CABINET     Mill-Cabinet                                  | 
   |  CARP-ACOUS  Acoustical Carpenter                          | 
   |  CARP-RES    Residential Carpenter                         | 
   |  CARPENTER   Carpenter                                     | 
   |  DIVER       Diver                                         | 
   |  DRYWALLAPP  Drywall Applicator                            | 
   |  FEDGOV      Federal Government                            | 
   |  FLOORLAYER  Floor Layer                                   | 
   |  INDUSTRIAL  Non-construction under industrial agreement   | 
   |  INTSYSTEMS  Interior Systems                              | 
   |  LATHER      Lather                                        | 
   |  LOCALGOV    Local Government                              | 
   |  MILLWRIGHT  Millwright                                    | 
   |  PILEDRIVER  Piledriver                                    | 
   |  PLASTERER   Plasterers and Stucco Masons                  | 
   |  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.

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.

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.

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.

E-Newsletter Preference

You are asked to select members according to their E-Newsletter preference. 



   +------------Select E-Newsletter Preference------------+ 
   |  Include all members                                 | 
   |  Include only members who want e-newsletter          | 
   |  Include only members who do not want e-newsletter   | 
   |  Include only members who have not opted at all      | 
   +------------------------------------------------------+

Select one of the menu options.

Export File ID

You are asked for the name of the export file. 



 Export File ID? 20080814_______ 
 
     The ID makes the file name unique - Please use only letters and numbers

Press [Enter] to accept the default export file ID which is today's date. If this is accepted, the ID will be: 



 Export File ID: EMAIL_EXPORT_20080814.TXT

If you do not accept the default, enter an ID made up of letters and/or numbers.

Proceed

You are asked if you want to proceed with creating the member email address export file. 



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

Select "Yes" to generate the export file.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the member email address export file is generated.

After the export file is created, the following messages are displayed: 


                   3 members matching the selection criteria 
        have email addresses and have been included in the export file 
                        Press the RETURN key to continue 



        Export File USER:[TESTER.WWW]EMAIL_EXPORT_20080814.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

You are then taken back to the first prompt.

Example of Export File

The following is an example of a created email address export file. 


"Last Name","First Name","Email Address" 
"Batts","Barney","[email protected]" 
"Birch","Glen","[email protected]" 
"Cook Jr","Sandy","[email protected]"

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