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