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

Letter Option

You are asked what you want to do next. 



   +--------Letter Option---------+ 
   |  accept selected letter      | 
   |  select a different letter   | 
   |------------------------------| 
   |  Display Letter              | 
   |  Sample Letter               | 
   +------------------------------+

The options are:
  accept selected letter continue on and create the letters
  select a different letter go back and select a different letter from the list
  Display Letter display the letter format
  Sample Letter display the letter format with sample data

Select one of the letter options.

Letter Charge

If you have set up this letter with a charge, you are asked if you want to actually charge the members for the letters. 



   +Charge $2.00 to 55 Members+ 
   |  Yes                     | 
   |  No                      | 
   +--------------------------+

Select "Yes" if you DO want to charge the members for the letter.

Select "No" if you do NOT want to charge the members.

If "Yes", each member will be charged the displayed amount for the letter that will be sent to them.

Note: Letter charges will only be posted if you answer "Yes" to the "Proceed to Post Letter Charge" prompt which is asked AFTER the letters are created and printed. This allows you to re-run the letters if necessary.

Which Day Book

If you are NOT a local user, you are asked which day book the charges should be recorded in. 



   +-----Record Charges in------+ 
   |  Member's Local Day Book   | 
   |  Council Day Book          | 
   +----------------------------+

Select "Member's Local Day Book" to record the charges in the day book of the local the member belongs to.

Select "Council Day Book" to record the charges in the council's day book.

Proceed

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



   +Proceed to Print Letters+ 
   |  Yes                   | 
   |  No                    | 
   +------------------------+

Select "Yes" to generate the letters.

Select "No" to return to the previous prompt.

Press <ESC> to abort this letter procedure.

If "Yes", the letters are created.

Actually Post Letter Charges

After the letters are printed, you are asked if you actually want to post the letter charges. 



   +Proceed to Post Letter Charge+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select "Yes" to post the letter charges.

Select "No" if you need to re-run the letters, and do NOT want to post the letter charges at this time.

If "Yes", the letter charges will be posted to the members who were selected to receive letters.

Letter Example

The following is an example of a letter. 


                      Pala Mesa Valley Local 1111 
                          22299 Mountain Drive 
                        Valley Center, CA 92082 
                             (760) 555-7600 
 
 
 
October 24, 2002 
 
 
Tom Abel                                          ID    : U-7201-6368 
2100 E. Broadway                                  Local : 1111 
Escondido, CA 92026 
 
 
Dear Brother Abel: 
 
This is notice that your skill license needs to be renewed. 
 
 
Fraternally, 
 
Tom Jones 
Skills Department Manager

Chapter 101
WORKSKILLS - Member Skills Inquiry

 



            +---------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            | 
            +--------------------------------------------------+

Should you need to review or find out if a member has been assigned work skills, you can do a work skills inquiry. The WORKSKILLS menu option is used to inquire on work skills of members.

This chapter describes how to inquire on member work skills.

101.1 Work Skill Inquiry Screen

After you select WORKSKILLS from the menu, the work skills inquiry screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : 
Affiliate   : 
Class       : 
Status      : 
Supv Level  :                                      Ever Steward: 
 
Skill    Skill                                  CITF  CITF Class Expire     Exp-
Code     Description                            Skill Date       Date       ired
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                     WORK SKILLS INQUIRY           <F2>=Back <F1>=Help

101.2 Displaying Work Skill Data

After the work skills inquiry screen is displayed, you provide the member name or ID of the member that you want to inquire on.

Member Name/Member ID

You are asked for the member name or member ID. 



 Member name or ID? ____________________________________________________________

Enter the member name or ID.

If a member name or ID is entered and the member exists, the member's work skill information is displayed. For Example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-1933-0245     Board, Carl Lloyd 
Affiliate   : UBC01444        Tucson Eastside 
Class       : MEMBER 
Status      : GOODSTANDG 
Supv Level  : Foreman Experience                   Ever Steward: N 
 
Skill    Skill                                  CITF  CITF Class Expire     Exp-
Code     Description                            Skill Date       Date       ired
CABINETS Cabinet work 
DRYWALL  Drywall Work 
FIN EXT  Finisher - exterior 
NAILER   Nailer 
NAILER2  Nailer 2                                                07/31/2010   Y 
 
 
 
 
 
+------------------------------------------------------------------------------+ 
|  Next Mbr    Exit                                                            | 
+------------------------------------------------------------------------------+ 
 
<ESC>=Exit                     WORK SKILLS INQUIRY           <F2>=Back <F1>=Help

After you review this member's work skills information, you can select "Next Mbr" to return to the member name/ID prompt where you can enter another member's name or ID.

Select "Exit" when you are finished reviewing member skill codes.

Multi-Pages of Displayed Skill Codes

If a member has more skill codes assigned than can be displayed on one screen, you can select the "More Skills" option to display the next page of skill codes. 



+------------------------------------------------------------------------------+ 
|  More Skills    Next Mbr    Exit                                             | 
+------------------------------------------------------------------------------+

Select "Prev Skills" to display the previous page of skills, or select "More Skills" to display the next page of skills. 



+------------------------------------------------------------------------------+ 
|  More Skills    Prev Skills    Next Mbr    Exit                              | 
+------------------------------------------------------------------------------+

Chapter 102
MBREXPSKILL - Member Skill Expiration 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 MBREXPSKILL menu option allows you to create reports of skill codes that have expired or will expire in the future.

You can also create an export file or mailing labels.

This chapter explains how to create reports of skill codes and expiration dates.

102.1 Member Skill Expiration Report Input Screen

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



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Include Members in Aff ID: UBC01444 -- Tucson Eastside 
 
Report Type              : 
 
Expiring by Date         : 
 
 
 
 
 
 
 
 +----------Report Type-----------+ 
 |  Skill Expiration Projection   | 
 |  Skills Already Expired        | 
 +--------------------------------+ 
 
<ESC>=Exit                Member Skill Expiration Report     <F2>=Back <F1>=Help

102.2 Prompts and Responses

The following sections describe the prompts displayed when you create member skill expiration reports.

Affiliate ID

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/skills for. 



 Affiliate ID? ________

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. After the affiliate ID is entered, the affiliate name is displayed.

Report Type

You are asked for the type of report that you want to create. You can report on skills that have already expired, or report on skills that will expire between now and some future date. 



   +----------Report Type-----------+ 
   |  Skill Expiration Projection   | 
   |  Skills Already Expired        | 
   +--------------------------------+

Select one of the report types from the menu.

Expiration Projection Date

If you selected the Skill Expiration Projection report type, you are asked for the projection date. This is a date in the future. 



 Include skills expiring between now and what date (MMDDYYYY)? XXXXXXXX

Enter a future date in MMDDYYYY format.

Proceed

You are asked if you want to proceed with selecting the skills. 



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

Select "Yes" to proceed with extracting the skills.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the skills are selected, and you can create a report, export file or mailing labels.

Output Options

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



   +------Output Option-------+ 
   |  Report                  | 
   |  Export File             | 
   |  Mailing Labels          | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+

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

Select "Export File" to create the MEMBER_SKILL_EXPIRATION.TXT export file that can be downloaded to your PC. The export file will contain the following fields of data: "Local", "UBC ID", "Member Name", "Skill Aff ID", "Skill Code", "Description", "CITF", "Expiration"

Select "Mailing Labels" if you want to create labels for the selected members. The labels contain the member name, address and optionally the UBC ID.

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

102.2.1 Report Examples

The following is an example of a Skill Expiration Projection Report: 


12-Nov-2010  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           Member Skill Expiration Report 
                       Skills Expiring On or Before 12/31/2015 
 
 
Local UBC ID      Member Name       Skill    Description         CITF Expiration 
----- ----------- ----------------- -------- ------------------- ---- ---------- 
1444  U-3207-6513 Coins, Jake R     TRIM INT Trim - interior          12/31/2010 
1444  U-2770-3041 Fields, Norm      WOOD     Wood aff 4444            12/31/2010 
1444  U-2770-3041 Fields, Norm      CARPET   Carpet aff 4444          12/31/2010 
1444  U-2770-3041 Fields, Norm      TILE     Tile aff 4444            12/31/2010 
1444  U-1933-0245 Board Sr, Carl L  NAILER2  Nailer 2                 12/31/2010 
1444  U-1933-0245 Board Sr, Carl L  4444-CAR 4444 carpenter           12/31/2012 
1444  U-4934-2467 Dart, James       CITFHAM  Hammer work CITF      Y  12/31/2015 
1444  U-4934-2467 Dart, James       CITFSAW  Saw work CITF         Y  12/31/2015 
1444  U-3207-6513 Coins, Jake R     HAMMER   Hammer and Nail Work     12/31/2015

The following is an example of a Skills Already Expired Report: 


12-Nov-2010  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           Member Skill Expiration Report 
                       Skills Already Expired Pending Deletion 
 
 
Local UBC ID      Member Name       Skill    Description         CITF Expiration 
----- ----------- ----------------- -------- ------------------- ---- ---------- 
1444  U-3207-6513 Coins, Jake R     LCHAMMER LC Hammer                10/31/2010 
1444  U-1933-0245 Board Sr, Carl L  FRAME    framer                   08/01/2010

Chapter 103
TRAINUPDATES - Certified TRAIN Skills Updates

 



            +---------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 TRAINUPDATES menu option allows you to create reports of certified TRAIN skills that have been added, expired, etc.

This menu report option can be used by affiliates to get information about all the updates done on their members and their certified TRAIN skills.

103.1 Certified TRAIN Skills Updates Report Input Screen

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



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Include Members in Aff ID: 
 
Include Member(s)        : 
 
Updates Starting Date    : 
Updates Ending Date      : 
 
Updates to Include       : 
 
 
 
 
 
 
 
Affiliate ID? UBC04003 
 
 
                  Member Certified TRAIN Skills Updates Report

103.2 Prompts and Responses

The following sections describe the prompts displayed when you create certified TRAIN skills updates reports.

Affiliate ID

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/skills for. 



 Affiliate ID? ________

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. After the affiliate ID is entered, the affiliate name is displayed.

Member ID

You are asked for the member ID. You can report on a single member or on all members in the selected affiliate. 



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

Enter a member ID or "ALL" to include all members of the selected affiliate.

Updates Date Range

You specify the start and end dates of the time period you want to report on.

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



 Include Updates Starting on Date (MMDDYYYY)? FIRST___ 
 
                    Enter FIRST to start at the earliest date

Enter "FIRST" to start with the oldest date.

Enter a start date in MMDDYYYY format.

Next, you are asked for the ending date of the date range. 



 Include Updates Done Through Date (MMDDYYYY)? LAST____ 
 
                       Enter LAST to end at the latest date

Enter "LAST" to end with the most current date.

Enter an end date in MMDDYYYY format.

Skills Updates Selection

You are asked for the type of TRAIN skills updates that you want to report on. You can report on the additions, changes, deletions, etc. separately, or on ALL of the TRAIN skills updates. 



   +Select Updates to Certified TRAIN Skills-+ 
   |  All Updates                            | 
   |-----------------------------------------| 
   |  Skill Additions from TRAIN             | 
   |  Skill Deletions from TRAIN             | 
   |  Expiration Date Changes from TRAIN     | 
   |  Expired Certified Skills Deactivated   | 
   |  Expired Certified Skills Deleted       | 
   +-----------------------------------------+

Select "All" or one of the updates from the menu.

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