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

The "Called In" menu option allows you to update the call in date on all out of work lists the member is on.

When "Called In" is selected, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 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 Init Date : 01/15/1998 Num Referrals: 0 Days worked: 0 On List Num Called In Last Called North Tucson - Carpenters Out of Work List 4 20-Mar-2002 North Tucson - Open Out of Work List 2 20-Mar-2002 Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior +Update Date Called In+ | Yes | | No | +---------------------+ Call in date will be changed to 20-Mar-2002 <ESC>=Exit OUT OF WORK ENTRY <F2>=Back <F1>=Help

You are asked if you want to update the out of work lists that this member is on, with the call in date that is displayed at the bottom of the screen.

+Update Date Called In+ | Yes | | No | +---------------------+ Call in date will be changed to 20-Mar-2002

Select "Yes" to update the out of work lists this member is on, with the new called in date.

Select "No" to abort this action.

If "Yes", the called in date for this member, is updated on all of the out of work lists he is on.

104.7 Chg Phone - Changing Member's Phone Number

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

The "Chg Phone" menu option allows you to change the member's telephone number.

When "Chg Phone" is selected, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 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 Init Date : 01/15/1998 Num Referrals: 0 Days worked: 0 On List Num Called In Last Called North Tucson - Carpenters Out of Work List 4 20-Mar-2002 North Tucson - Open Out of Work List 2 20-Mar-2002 Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior Phone? 5205556567 <ESC>=Exit OUT OF WORK ENTRY <F2>=Back <F1>=Help

The current telephone number is displayed as the default.

Press [Enter] to accept the default current number, and make no changes.

Enter a new telephone number. Do not enter dashes, spaces, etc.

If you enter a new phone number, you are asked if you actually want to change the phone number.

+Update Phone Number?+ | Yes | | No | +--------------------+

Select "Yes" to update the member's phone number.

Select "No" to abort this action.

If "Yes", the member's telephone number is updated.

104.8 Hold Calls - Entering "Hold Calls" Dates

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

The "Hold Calls" menu option is used when you want to hold job referral calls to a member, during a specific time period.

When "Hold Calls" is selected, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 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 Init Date : 01/15/1998 Num Referrals: 0 Days worked: 0 On List Num Called In Last Called North Tucson - Carpenters Out of Work List 4 20-Mar-2002 North Tucson - Open Out of Work List 2 20-Mar-2002 Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior Hold Calls Start Date (MMDDYYYY)? ________ Enter a space and press Enter if you want to clear the date <ESC>=Exit OUT OF WORK ENTRY <F2>=Back <F1>=Help

First, you are asked for the start date of the time period that you want to hold job referral calls.

Hold Calls Start Date (MMDDYYYY)? ________ Enter a space and press Enter if you want to clear the date

Enter a "hold calls" start date in MMDDYYYY format.

If a current start date exists, it is displayed as the default. You can press [Enter] to accept the default date, change the start date, or erase it.

If you want to get rid of past "hold calls" dates, enter a space, and then press the [Enter] key to erase the start date.

Next, you are asked for the end date of the time period that you want to hold job referral calls.

Hold Calls End Date (MMDDYYYY)? ________ Enter a space and press Enter if you want to clear the date

Enter a "hold calls" end date in MMDDYYYY format.

If a current end date exists, it is displayed as the default. You can press [Enter] to accept the default date, change the end date, or erase it.

If you want to get rid of past "hold calls" dates, enter a space, and then press the [Enter] key at the end date prompt.

Hold Calls Proceed

You are asked if you want to proceed with setting up the "hold calls" dates you entered, or changing the dates.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 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: 10/19/2002 thru 10/23/2002 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 North Tucson - Carpenters Out of Work List 4 20-Mar-2002 North Tucson - Open Out of Work List 2 20-Mar-2002 Skills Expires Skills Expires Drywall hanger Finisher - exterior Finisher - interior Framer Residential carpenter Roof work Trim work - exterior Trim work - interior +Hold Calls Starting 10/19/2002 Ending 10/23/2002?+ | Yes | | No | +-------------------------------------------------+ <ESC>=Exit OUT OF WORK ENTRY <F2>=Back <F1>=Help

Select "Yes" to set up or change the "hold calls" dates.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the "hold calls" dates are set up or changed.

Erase Hold Calls Dates

If you erased the "hold calls" start and end dates, you are asked if you want to proceed with clearing the "hold calls" dates.

+Erase Hold Calls Dates+ | Yes | | No | +----------------------+

Select "Yes" to proceed with clearing the "hold calls" dates.

Select "No" to return to the previous prompt.

Press <ESC> to abort this erase procedure and keep the dates.

If "Yes", the "hold calls" dates are cleared.

104.9 Work Hist - Report on Member's Work History

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

The "Work Hist" menu option is used to report/display the member's work history information.

When "Work Hist" is selected, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member : U-5688-6679 Alex Turn Date Range : Include Notes: Sort Order : Begin date (MMDDYYYY)? FIRST___ <ESC>=Exit Member Work/Referral History <F2>=Back <F1>=Help

You are asked for the range of dates that you want to review work history for, whether you want to include notes and the sort order. A report of the member's work history is created. The report can be displayed and/or printed.

104.10 Alt Contact - Maintain Alternate Contact Information

+-----------------------------------Options------------------------------------+ 
|<<  Hold Calls    Work Hist    Alt Contact    Notes    Next Member    Exit    | 
+------------------------------------------------------------------------------+ 

The "Alt Contact" menu option is used to maintain member alternate contact information. This option allows you to add, change and/or delete additional phone numbers and alternate contact data.

When "Alt Contact" is selected, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate: UBC01444 Tucson Local Member : U-5688-6679 Alex Turn Phone : (520) 555-6566 Order Type Alternate Contact Information +----------Select Option-----------+ | ADD Alternate Contact Info | +----------------------------------+ <ESC>=Exit Member Alternate Contact Maint <F2>=Back <F1>=Help

You are now in the member alternate contact maintenance process, and you can add additional phone numbers, email addresses, cell phone numbers, etc.

104.11 Notes - Display/Add Member Notes

+-----------------------------------Options------------------------------------+ 
|<<  Hold Calls    Work Hist    Alt Contact    Notes    Next Member    Exit    | 
+------------------------------------------------------------------------------+ 

The "Notes" menu option is used to display member notes information. This option also allows you to add, change and/or delete member notes.

When "Notes" is selected, the member notes are displayed if there are any. You can then update notes information by entering various note options.

Command? ________ Enter ADD, note # to edit, NEXT, PREVIOUS, FIRST, LAST, DELETE, EXIT

Enter "Exit" when you are finished displaying/updating member notes.

The CHECKIN - Out of Work List Mass Check In menu option is used by affiliates to update call in dates for members on out of work lists.

After an out of work list is selected, and a check in date is entered, each member on the work list is displayed one at a time, and the last call in date can be updated with the check in date if the member did check in.

+---------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 update call in/check in dates for members on out of work lists.

105.1 Work List Mass Check In Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Tucson Local Out of Work List: Check In Date : Sort by: Member Name ID Call In --------------------------------------- ----------- ---------- +--------------------------Work List Code---------------------------+ | | | Code Description | | ---------- -------------------------------------------------- | | NOTUC CARP North Tucson - Carpenters Out of Work List | | NOTUC OPEN North Tucson - Open Out of Work List | | NOTUC-73-A North Tucson List A | | NOTUC-73-B North Tucson List B | +-------------------------------------------------------------------+ <ESC>=Exit Out of Work List Mass Check In <F2>=Back <F1>=Help

105.2 Prompts and Responses

Affiliate ID

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

Affiliate ID? ________

If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default. Otherwise, enter the appropriate affiliate ID.

You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.

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

Work List Selection

You are asked to select the out of work list that you want to update call in dates for.

+--------------------------Work List Code---------------------------+ | | | Code Description | | ---------- -------------------------------------------------- | | NOTUC CARP North Tucson - Carpenters Out of Work List | | NOTUC OPEN North Tucson - Open Out of Work List | | NOTUC-73-A North Tucson List A | | NOTUC-73-B North Tucson List B | +-------------------------------------------------------------------+

Select one of the out of work lists from the menu.

Check In Date

You are asked for the check in date. This is the date that will be used to update the last called in date for the members on the out of work list.

Check In Date (MMDDYYYY)? 10252002

The default check in date is today.

The check in date can NOT be a future date, or more than 3 days in the past.

Press Enter to accept the default date, or enter a check in date in the format MMDDYYYY.

Work List Order

Each member on the out of work list will be displayed. You are asked if you want the members displayed in work list number order, or by member name.

+----Sort by-----+ | List Number | | Member Name | +----------------+

Select one of the sort options from the menu.

Proceed

You are asked if you want to proceed with updating the last call in dates for the members on the selected out of work list.

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

Select "Yes" to continue with the check in process.

Select "No" to return to the previous prompt.

Press <ESC> to abort this check in procedure.

If "Yes", the first member to be processed, is displayed. The member's name, ID and date they last called in are displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Tucson Local Out of Work List: NOTUC CARP -- North Tucson - Carpenters Out of Work List Check In Date : Friday, October 25, 2002 Sort by: List Number Member Name ID Call In --------------------------------------- ----------- ---------- Diamond, Jim E U-3771-9283 09/29/2002 +Checked In on 10/25/2002+ | Yes | No | +------------------------+ Members extracted: 21 <ESC>=Exit Out of Work List Mass Check In <F2>=Back <F1>=Help

Member Checked In Y/N

You are asked if the displayed member called in on the check in date.

+Checked In on 10/25/2002+ | Yes | No | +------------------------+

Select "Yes" if the member called in on the check in date.

Select "No" if the member did NOT check in on this date.

If "Yes", the check in date is displayed as the new call in date.