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

Contents

Index

Proceed

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

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

Select "Yes" to proceed with report creation.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the data is selected, and the report is created.

103.2.1 Report Examples

The following is an example of a Certified TRAIN Skills Updates report for all members of an affiliate. The report is sorted by affiliate, member name, date and time.

09-Feb-2011 United Brotherhood of Carpenters and Joiners of America Page 1 Updates to Member Certified Skills from TRAIN System from 01/01/2011 to Last Member Local: 1444 -- Tucson Eastside U-1933-0245 Board Sr, Carl L 02/03/2011 Exp skill deactivated - NAILER2. deletes after 60 days 02/03/2011 Expired skill deleted - FRAME. U-3207-6513 Coins, Jake R 02/03/2011 Exp skill deactivated - BEATWOOD. deletes after 77 days 02/03/2011 Exp skill deactivated - BOXWOOD. deletes after 77 days 02/03/2011 Exp skill deactivated - TRIM INT. deletes after 77 days U-2770-3041 Fields, Norm 02/03/2011 Exp skill deactivated - CARPET. deletes after 60 days 02/03/2011 Exp skill deactivated - TILE. deletes after 60 days 02/03/2011 Exp skill deactivated - WOOD. deletes after 60 days

The following is an example of a Certified TRAIN Skills Updates report for a single member of an affiliate.

09-Feb-2011 United Brotherhood of Carpenters and Joiners of America Page 1 Updates to Member Certified Skills from TRAIN System from First to Last Member Local: 1444 -- Tucson Eastside U-3207-6513 Coins, Jake R 11/23/2010 Skill added - BOXWOOD. Skill expire date: 12/31/2010 11/23/2010 Skill added - BELTWOOD. Skill expire date: 12/31/2011 02/03/2011 Exp skill deactivated - BEATWOOD. deletes after 77 days 02/03/2011 Exp skill deactivated - BOXWOOD. deletes after 77 days 02/03/2011 Exp skill deactivated - TRIM INT. deletes after 77 days

Chapter 104
WORKENTRY - Out of Work List Entry

The WORKENTRY - Out of Work List Entry menu option is used by affiliates to put members on out of work lists when they call in. Members from other locals/affiliates who hold current traveler cards, can also be added to out of work lists. Members can also be removed from the out of work lists.

If members are already on out of work lists, the call in date can be updated when the members call in.

If a member does not want to be called during a specific time period, you can enter the dates that referral calls should NOT be made to the member. When "hold calls" dates are entered, the job referral procedure will not display the member as available for a position, during the "hold calls" time period.

This option also allows you to update a member's skill codes and telephone number.

This chapter explains how to put members on out of work lists, enter call in dates, change member skill codes, and change phone numbers.

104.1 Out of Work Entry Screen

After WORKENTRY is selected from the menu, the out of work entry screen is displayed.

After the out of work entry screen is displayed, you are asked for the member you want to process.

Note Users can be set up to have members' call in dates automatically updated when members are brought up in the Out of Work Entry procedure. (The User Maintenance procedure is used to set a flag in a user's record that allows for automatic call in date updates.) If you are a user who has the "automatic call in date update" flag set, the following out of work entry screen is displayed, and you are asked if you want to continue.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : Birthdate: Class : Paid Thru Date: Phone : Hold Calls: thru Aff ID : UBC01444 Tucson Local Branch Name: PIN #: Init Date : Num Referrals: Days worked: On List Num Called In Last Called *************************************************************** ** ** ** AUTO UPDATE OF CALL IN DATE SET ** ** ** ** All members that you access in Out of Work Entry will ** ** automatically have their call in date updated to today. ** ** ** *************************************************************** +----------------------------------+ | Continue to Out of Work Entry | | Exit to Menu | +----------------------------------+ <ESC>=Exit OUT OF WORK ENTRY <F2>=Back <F1>=Help

If "Continue to Out of Work Entry" is selected, every member that you enter will automatically have their call in date updated to "today".

Select "Exit to Menu" to return to the main menu.

You should not use Out of Work Entry to just inquire on members in out of work if you do not want their call in dates updated!

Member Name/Member ID

You are asked for the member name or member ID.

Member name or ID? ____________________________________________________________

Enter the member's name or ID.

After the member's name or ID is entered, some information about the member, and the member's skill codes (if they have been assigned) are displayed. If the member is already on one or more work lists, that information is also displayed. For example:

Member ID : U-5688-6679 Alex Turn Birthdate: 07/23/1965 Class : MEMBER Paid Thru Date: 07/31/2002 Phone : (520) 555-6566 Hold Calls: thru Aff ID : UBC01444 Tucson Local Branch Name: MAIN_OFF Tucson Local - Main Office PIN #: 1234 Init Date : 01/15/1998 Num Referrals: 0 Days worked: 0 On List Num Called In Last Called Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior +-----------------------------------Options------------------------------------+ | Work List Skills Called In Chg Phone Hold Calls Work Hist >>| +------------------------------------------------------------------------------+

104.2 Options

When the member data is displayed, a menu bar at the bottom of the screen displays the options you can perform.

+-----------------------------------Options------------------------------------+ | Work List Skills Called In Chg Phone Hold Calls Work Hist >>| +------------------------------------------------------------------------------+

The options are:

More Skills this bar menu option is displayed if the member has been assigned more skill codes than can be displayed on the screen; this option allows you to display all of the member's skill codes a page at a time

Work List put member on, or take member off one or more out of work lists

Skills add and/or delete member skills

Called In update the date called in

Chg Phone change the member's phone number

Hold Calls ask for dates to hold job referral calls

Work Hist create report of the member's work history

Alt Contact review/update alternate contact information

Notes display and/or add member notes

Next Member ask for the next member's name/ID

Exit exit the out of work entry procedure

The following sections explain the options, what they do, and the prompts.

104.3 More Skills - Displaying Assigned Skill Codes


+-----------------------------------Options------------------------------------+ 
|  More Skills    Work List    Skills    Called In    Chg Phone              >>| 
+------------------------------------------------------------------------------+

The "More Skills" menu option is used to display all of the member's skill codes a page at a time.

When this option is selected, the screen clears and displays the next group of skill codes. At this point, you can select "Prev Skills" to display the skills displayed on the previous screen, or select "More Skills" to display the next group of skills if there are more.

104.4 Work List - Adding/Removing Members on Out of Work Lists


+-----------------------------------Options------------------------------------+ 
|  Work List    Skills    Called In    Chg Phone    Hold Calls    Work Hist  >>| 
+------------------------------------------------------------------------------+

When you select the "Work List" option, the out of work lists that this member can be put on, are displayed. For example:

To put a member on an out of work list, first select the "Add" item on the Worklist Options menu.

Then select the out of work list from the list menu, that you want to put this member on.

Select Worklist Skills

If your affiliate is set up so that you can specify work skills for members on work lists, you are asked to select the work skills you want associated with this member on this out of work list.

If, for example, the member has skills A, B, C and D, and he is on two work lists, you can select skills A and C for list 1, and skills B and D for list 2. Or, you can select "all" for all skills for both lists.

+-------Select Worklist Skills-------+ | all | |------------------------------------| | DRYWALL Drywall hanger | | FIN EXT Finisher - exterior | | FIN INT Finisher - interior | | FRAMER Framer | | RES CARP Residential carpenter | | TRIM EXT Trim work - exterior | | TRIM INT Trim work - interior | +------------------------------------+

Select the work skills you want to include on this out of work list.

After the member is put on the out of work list, you can select the "Modify" option if you need to change work skills on the out of work list.

Add Member to Work List

After you select an out of work list, you are asked if you actually want to put the member on this list.

+Add Member to Work List+ | Yes | | No | +-----------------------+ North Tucson - Carpenters Out of Work List

Select "Yes" to put the member on the out of work list you selected.

Select "No" to cancel this action.

If "Yes", the member is added to the selected out of work list, and the screen display provides information on the member's status on the list. For example:

Member ID : U-5688-6679 Alex Turn Birthdate: 07/23/1965 Class : MEMBER Paid Thru Date: 07/31/2002 Phone : (520) 555-6567 Hold Calls: thru Aff ID : UBC01444 Tucson Local Branch Name: MAIN_OFF Tucson Local - Main Office PIN #: 1234 Days worked: 0 On List Num Called In Last Called North Tucson - Carpenters Out of Work List 4 20-Mar-2002 +Worklist Options+-------------------Add-------------------+ | Add [>| North Tucson - Open Out of Work List | | Remove [>+-----------------------------------------+ | Finished | +----------------+ Added to work list: North Tucson - Carpenters Out of Work List

After you put a member on a list, the screen display tells you (refer to above example):

1 - member is on work list: North Tucson - Carpenters Out of Work List 2 - what number member is on the list : 4 (number under "Num") 3 - call in date is set up: 20-Mar-2002 (date under "Called In")

Note: The number ranking on the out of work lists, is updated nightly. A nightly process reviews the referred members and adjusts the number ranking accordingly.

At this point, you can select any of the Worklist Options, which are:

Add put the member on other out of work lists (if there are any)

Modify make changes to work skills on an out of work list --- NOTE: this option is only displayed if work skills are selected for work lists, see Select Worklist Skills

Remove remove the member from an out of work list they are on

Finished exit the out of work list process and return to the bar menu options

Removing a Member from an Out of Work List

To remove a member on an out of work list, first select the "Remove" item on the Worklist Options menu.

Then select the out of work list from the work list menu, that you want to remove this member from.

After you select an out of work list, you are asked if you actually want to remove this member from the list.

+Remove Member from Work List+ | No | | Yes | +----------------------------+ North Tucson - Open Out of Work List

Select "Yes" to remove the member from the out of work list you selected.

Select "No" to cancel this action.

If "Yes", the member is removed from the selected out of work list.

Re-instate a Referred Member to an Out of Work List

If the member is currently on one or more out of work lists, AND has accepted a job or been referred to a job, the worklist options menu shows a "Reinstate" item, and the referred date is displayed at the bottom of the screen. For example:

If the member has, for example, just completed the referred job, they can be re-instated to the out of work list(s), and be available for future jobs.

To re-instate a member to an out of work list, select the "Reinstate" option.

You are asked if the temporary job assignment is completed.

+Temporary Assignment Completed+ | Yes | | No | +------------------------------+

Select "Yes" if the job has been completed and you want to re-instate the member.

Select "No" if the job has NOT yet been completed. If "No", no action is taken.

If "Yes", the member is re-instated on the out of work list, and they are available for future jobs.

104.5 Skills - Add/Delete Member Skills


+-----------------------------------Options------------------------------------+ 
|  Work List    Skills    Called In    Chg Phone    Hold Calls    Work Hist  >>| 
+------------------------------------------------------------------------------+

The "Skills" bar menu option allows you to add and delete member skills.

After you select "Skills", the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate ID: UBC01444 Tucson Local Member ID : U-5688-6679 Turn, Alex Class : MEMBER Dues Paid Thru: 04/30/2002 Status : GOODSTANDG Phone: (520) 555-6567 Skill Type : Business Type: Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior +---------Select Option----------+ | Add Member Skill | | Delete Member Skill | | Return to Out of Work Entry | +--------------------------------+ <ESC>=Exit Member Skill Code Maint <F2>=Back <F1>=Help

You are now in the member skill code maintenance procedure.

Refer to Chapter 98, MBRSKILL - Assign Skill Codes to Members, for detail information on skill code maintenance.

Select the "Return to Out of Work Entry" menu item when you have finished making skill code changes.