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


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Chapter 99
LAGOVERRIDE - Skill Lag Override

The LAGOVERRIDE - Skill Lag Override menu option is used to override skill lags so that the skill activity will occur sooner than the original effective lag date.

You will be asked for a member's name/ID. If skill lags exist, they will be displayed, and you will be asked if you want to change the effective date to today. If "Yes", the actual change will be made during the nightly processing and be in effect tomorrow.

Note: This menu option is only available to key and security users.



            +---------Skills / Out of Work / Referral----------+ 
            |  WAGEMAINT      Wage Code Maintenance            | 
            |  MBRSKILL       Assign Skill Codes to Members    | 
            |  LAGOVERRIDE    Skill Lag Override               | 
            |  SKILLRPT       Members by Skill Code Report     | 
            |  WORKSKILLS     Member Skills Inquiry            | 
            |  MBREXPSKILL    Member Skill Expiration Report   | 
            |  TRAINUPDATES   Certified TRAIN Skills Updates   | 
            |  WORKENTRY      Out of Work List Entry           | 
            |  CHECKIN        Out of Work List Mass Check In   | 
            |  CHNGSEQ        Change Work List Sequence        | 
            |  OUTWRK         Out of Work List                 | 
            |  REFERRAL       Job Referral                     | 
            |  DLYREFERRAL    Referral Reporting               | 
            |  REINOOW        Reinstate to Out of Work Report  | 
            |  WRKHIST        Work/Referral History Inquiry    | 
            |  AUDSEQ         Work List Resequence Audit       | 
            |  RESTRICTMAINT  Mbr Contractor Restrict Maint    | 
            |  RESTRICTINQ    Mbr Contractor Restriction Inq   | 
            |  REPDISPFRM     Reprint Dispatch Form            | 
            +--------------------------------------------------+ 

This chapter explains how to change skill lag effective dates.

99.1 Skill Lag Override Input Screen

After LAGOVERRIDE is selected from the menu, the skill lag override screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member: 
Local : 
 
Skill Aff ID  : 
Skill Code    : 
 
Entered By    : 
Date Entered  : 
 
Action        : 
Effective Date: 
 
 
 
 
 
 
Member ID? ______________________________________________________________ 
 
First and last name, or first initial and last name, or only last name, or HELP 
<ESC>=Exit                     Skill Lag Override            <F2>=Back <F1>=Help

99.2 Prompts and Responses

The following sections describe the prompts displayed when you override skill lags for members.

99.2.1 Member Name/Member ID

You are asked for the member name or member ID.



 Member ID? ______________________________________________________________ 
 
 First and last name, or first initial and last name, or only last name, or HELP 

Enter the member's name or ID.

After the member name or ID is entered, the member's affiliate information is displayed at the top of the screen. If there is only one skill lag to deal with, that information is also displayed. For example:



Member: U-1933-0245 -- Board, Carl Lloyd 
Local : UBC01444 -- Tucson Local 
 
Skill Aff ID  : UBC01444 
Skill Code    : 1444-CAR 
 
Entered By    : TESTER 
Date Entered  : 10/20/2004 
 
Action        : Add Skill 
Effective Date: 12/01/2004 

If there are several skill lags to deal with, a menu of the skill codes is displayed. For example:



   +---------------Select Skill Lag----------------+ 
   |                                               | 
   |  Skill Aff   Skill Code  Action  Effective    | 
   |  UBC01444    1444-CAR    DELETE  12/01/2004   | 
   |  UBC01444    FRAME       DELETE  12/01/2004   | 
   |  UBC01444    HAMMER      DELETE  12/01/2004   | 
   +-----------------------------------------------+ 

You select the skill lag item that you want to process.

Override the Lag

You are asked if you want to override the skill lag and make the current effective date today.



   Override Lag and Make Effective Today? 
   Process in Next Overnight. 
   +--------+ 
   |  Yes   | 
   |  No    | 
   +--------+ 

Select "Yes" to override the lag and change the effective date to today.

Select "No" if you do not want to override the lag.

If "Yes", the effective date will be changed to today, and will be processed tonight during the nightly batch procedures run. The skill code change will then be in effect tomorrow. The following message is displayed to confirm that the lag date was changed:



              Skill change will process in next overnight process 
                        Press the RETURN key to continue 

Press [Enter] to continue.


Chapter 100
SKILLRPT - Members by Skill Code Report



            +---------Skills / Out of Work / Referral----------+ 
            |  WAGEMAINT      Wage Code Maintenance            | 
            |  MBRSKILL       Assign Skill Codes to Members    | 
            |  LAGOVERRIDE    Skill Lag Override               | 
            |  SKILLRPT       Members by Skill Code Report     | 
            |  WORKSKILLS     Member Skills Inquiry            | 
            |  MBREXPSKILL    Member Skill Expiration Report   | 
            |  TRAINUPDATES   Certified TRAIN Skills Updates   | 
            |  WORKENTRY      Out of Work List Entry           | 
            |  CHECKIN        Out of Work List Mass Check In   | 
            |  CHNGSEQ        Change Work List Sequence        | 
            |  OUTWRK         Out of Work List                 | 
            |  REFERRAL       Job Referral                     | 
            |  DLYREFERRAL    Referral Reporting               | 
            |  REINOOW        Reinstate to Out of Work Report  | 
            |  WRKHIST        Work/Referral History Inquiry    | 
            |  AUDSEQ         Work List Resequence Audit       | 
            |  RESTRICTMAINT  Mbr Contractor Restrict Maint    | 
            |  RESTRICTINQ    Mbr Contractor Restriction Inq   | 
            |  REPDISPFRM     Reprint Dispatch Form            | 
            +--------------------------------------------------+ 

The SKILLRPT menu option allows you to create reports of members and their assigned skill codes. You can specify what skill codes and types, work statuses, and member statuses to include on the report.

This report also includes information on traveler card holders and the skill codes assigned to them.

You can also create labels and letters for the selected members.

This chapter explains how to create reports on members and skill codes.

100.1 Members by Skill Code Report Input Screen

After SKILLRPT is selected from the menu, the input screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID  : UBC01444 -- Tucson Local 
 
Skill type    : 
 
Business type : 
 
Skill Codes   : 
 
Work Status   : 
 
Member Status : 
 
Include Skills: 
 
 
 +-----------Select Skill Type-----------+ 
 |  all                                  | 
 |---------------------------------------| 
 |  CARPENTER   Carpenter                | 
 |  FLOORLAYER  Floor layer              | 
 |  FRAMING     House/Building Framing   | 
 |  INDUSTRIAL  Industrial/Shop          | 
 |  INTERIOR    Interior work            | 
 |  LANDSCAPE   Landscape work           | 
 |  MILLWRIGHT  Millwright               | 
 +---------------------------------------+ 
 
<ESC>=Exit                    Members by Skill Code          <F2>=Back <F1>=Help

100.2 Prompts and Responses

The following sections describe the prompts displayed when you create members by skill code reports.

Include Members in What Affiliate

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

You are asked for the affiliate ID of the local or council you want to include members for.



 Include members in? UBC04003 
 
           Enter local# or leave council ID for all members in council 

Enter a local affiliate ID to include members of a specific local.

Press [Enter] to accept the default of the council ID, to include all members of all locals in the council.

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.

Skill Type

You are asked for the skill types that you want to include.



   +-----------Select Skill Type-----------+ 
   |  all                                  | 
   |---------------------------------------| 
   |  CARPENTER   Carpenter                | 
   |  FLOORLAYER  Floor layer              | 
   |  FRAMING     House/Building Framing   | 
   |  INDUSTRIAL  Industrial/Shop          | 
   |  INTERIOR    Interior work            | 
   |  LANDSCAPE   Landscape work           | 
   |  MILLWRIGHT  Millwright               | 
   +---------------------------------------+ 

Select "all" to include all skill types.

Select one or more skill types from the menu.

Business Type

You are asked for the business types that you want to include.



   +----------Select Business Type-----------+ 
   |  all                                    | 
   |-----------------------------------------| 
   |  INDUSTRIAL  Industrial/Shop            | 
   |  COMMERCIAL  Commercial                 | 
   |  RESIDENT    Residential                | 
   |  COMRES      Commercial & Residential   | 
   +-----------------------------------------+ 

Select "all" to include all business types.

Select one or more business types from the menu.

Skill Codes

You are asked for the skill codes that you want to include.



   +---------Select Skill Code----------+ 
   |  all                               | 
   |------------------------------------| 
   |  CABINETS  Cabinet work            | 
   |  COM CARP  Commercial carpenter    | 
   |  DRYWALL   Drywall hanger          | 
   |  FIN EXT   Finisher - exterior     | 
   |  FIN INT   Finisher - interior     | 
   |  FRAM-COM  Framer - commercial     | 
   |  FRAMER    Framer                  | 
   |  RES CARP  Residential carpenter   | 
   |  TRIM EXT  Trim work - exterior    | 
   |  TRIM INT  Trim work - interior    | 
   +------------------------------------+ 

Select "all" to include all skill codes.

Select one or more skill codes from the menu.

Work Status

You can include specific members by there work status --- out of work, etc. You are asked for the work status that you want to include.



   +-------Work Status--------+ 
   |  All Members             | 
   |  Out of Work             | 
   |  Eligible for Referral   | 
   +--------------------------+ 

Select "All Members" to include all members regardless of their work status.

Select "Out of Work" to include all members who are out of work.

Select "Eligible for Referral" to include all members who are eligible for job referrals.

Active/Inactive Members

You are asked if you want to include only active members.



   +Active Status Members Only+ 
   |  Yes                     | 
   |  No                      | 
   +--------------------------+ 

Select "Yes" to include only active members.

Select "No" to include both active and inactive members.

Active/Expired Skills

You are asked if you want to include only the active skills.



   +--------Include Skills--------+ 
   |  Only Active Skills          | 
   |  Active and Expired Skills   | 
   |  Only Expired Skills         | 
   +------------------------------+ 

Select "Only Active Skills" to include the active skills.

Select "Active and Expired Skills" to include all the skills.

Select "Only Expired Skills" to include only the expired skills.

Proceed

You are asked if you want to proceed with selecting the members for reports, letters or labels.



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

Select "Yes" to proceed with extracting the members.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the members are selected, and you can create reports, letters and labels.

Output Options

After the members are extracted, you are asked what you want to do with the member data.



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+ 
                                55 records selected 

Select "Report" if you want to create a report using the selected data.

Select "Create Labels" if you want to create labels for the selected members.

Select "Send Letter" if you want to send letters to the selected members.

Select "finished with outputs" if you are finished working with the selected member data.

100.2.1 Report Option



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+ 

Sort Order

After you select the "Report" option, you are asked how you want to sort the member records for the report.



   +---Sort Order---+ 
   |  Member Name   | 
   |  Member ID     | 
   |  Skill Code    | 
   +----------------+ 

Select one of the sort options from the menu.

Proceed

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



   +Proceed to Create Report+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+ 

Select "Yes" to generate the report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this report procedure.

If "Yes", the report is generated.

Report Example

The following is an example of part of a members by skill code report.

Note: If "Y" appears in the "Steward" column, the skill has been flagged as a steward skill. When skill codes are added or changed, they can be flagged as steward skills.


05-Sep-2010  United Brotherhood of Carpenters and Joiners of America      Page 1 
                            UBC01444 -- Tucson Local 
                         Members / Skill Code Reporting 
                              Sorted by Member Name 
 
Member Name              Member ID   Skill           CITF Act Expire     Steward 
------------------------ ----------- --------------- ---- --- ---------- ------- 
Board Sr, Carl Lloyd     U-1933-0245 Cabinet work          Y  NEVER 
                                     Drywall Work          Y  NEVER 
Coins, Jake R.           U-3207-6513 Cabinet work          Y  NEVER 
                                     Drywall Work          Y  NEVER 
                                     Hammer work CITF  Y   Y  NEVER 
Dart, James              U-4934-2467 Cabinet work          Y  NEVER 
                                     Drywall Work          Y  NEVER 
Fields, Norm             U-2770-3041 Cabinet work          Y  NEVER 
                                     Drywall Work          Y  NEVER 
Flags, Steve M           U-1688-7323 ** TRAVELER ** 
                                     Drywall hanger        Y  12/31/2012 
                                     Finisher - ext        Y  12/31/2012 
                                     Finisher - int        Y  12/31/2015 
                                     Trim work - ext       Y  NEVER 
                                     Trim work - int       N  09/01/2010 
. . . . . . 

100.2.2 Create Labels Option



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+ 

Label Sort

After you select the "Create Labels" option, you are asked how you want to sort the labels.



   +------Sort Labels by-------+ 
   |  Member Last Name         | 
   |  Member Zip/Postal Code   | 
   +---------------------------+ 

Select one of the sort options from the menu.

Member ID

You are asked it you want to print the member ID on the labels.



   +Print Member ID on Labels+ 
   |  Yes                    | 
   |  No                     | 
   +-------------------------+ 

Select "Yes" to include the member ID on the labels.

Select "No" if you do NOT want to print the member ID on the labels.

Type of Labels

You are asked for the type of labels.



   +-------Type of Labels-------+ 
   |  1 Up                      | 
   |  1 Up (Avery 4013 label)   | 
   |  2 Up (Avery 5262 label)   | 
   |  3 Up (Avery 5160 label)   | 
   +----------------------------+ 

Select the label type you want to print.

Note: Do NOT select the "Special" menu option unless the UBC Help Desk instructs you to do so. This option is for use with some printers that will not work with the normal label processing.

Proceed

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



   +Proceed with Labels+ 
   |  Yes              | 
   |  No               | 
   +-------------------+ 

Select "Yes" to create the labels.

Select "No" to return to the previous prompt.

Press <ESC> to abort this label procedure.

If "Yes", the labels are created.

Labels Example

The following is an example of output labels.


Kenneth Aden                  Jake Banks                    Sandy Glen Barns 
7788 E. 31st St.              6567 E. 30th St.              3000 N. Broadway 
Tucson AZ 85710               Tucson AZ 85710               Housing Department 
                                                            Tucson AZ 85711 
 
 
Arden T. Bars                 John Beaver                   Carl Lloyd Board 
23034 Camino North            3456 E. Pima                  23239 Camino Alto 
Tucson AZ 85712-3034          Tucson AZ 85723               Tucson AZ 85712 

For label printing instructions refer to Section 2.4, Printing Receipts, Labels and Reports.

100.2.3 Send Letter Option



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+ 

Letter Sort

After you select the "Send Letter" option, you are asked how you want to sort the letters.



   +------Sort Letters by------+ 
   |  Member Last Name         | 
   |  Member Zip/Postal Code   | 
   +---------------------------+ 

Select one of the sort options from the menu.

Letter Selection

You are asked which letter that you want to send.

The list of letters that are displayed, are the letters you previously created and saved. You can refer to Chapter 131, AFFLETTERMN - Affiliate Letter Maintenance, for information on creating letters.



   +----------------------Select a Letter----------------------+ 
   |  APP_INIT_LATE   Applicant late init fees letter          | 
   |  ARREAR-NEW-2000 Arrears letter - new 04-16-00            | 
   |  BAD CHECK LTR   Letter for members who give NSF checks   | 
   |  DUES_STATEMENT  Dues statement letter                    | 
   |  DUES_STMT_CHG   Dues statement letter with a charge      | 
   |  SKILL           Skill license letter                     | 
   |  WELCOME LTR     Letter to welcome the new members        | 
   +-----------------------------------------------------------+ 

Select the letter you want to send to the members you selected.


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