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

Report Options

You are asked which report you want to create.

All Current Referral List lists all members on out of work lists who have been called or are eligible for referral

Referral Calls lists job referral calls made during a specified time period

Referred Report lists members who were referred or accepted referrals during a specified time period

Dropping from List Today lists members who are going to be dropped from out of work lists today

Referred - Posting Report this is the same report as the "Referred Report" except that it shows less information

Automated Benefits Drops lists members who had benefits dropped

Refused Referral Report lists members who refused referrals

Summary Call Result Report summary list by call result

Summary Site Referrals Report summary by contractor, job site

Members Dropped from Lists lists dropped members, reasons

Select the report you want to create.

Date Range for Calls

If you select the "Referral Calls", "Referred Report", "Automated Benefits Drops", "Refused Referral Report", "Referred - Posting Report" or "Members Dropped from Lists" option, you are asked for the period of time you want to report on.

First, you are asked for the start date.

For the "Referral Calls" report, the prompt is:

Calls from (MMDDYYYY)? ________

For the "Referred Report" and "Referred - Posting Report", the prompt is:

Referred from (MMDDYYYY)? ________

The default start date is today's date.

Press [Enter] to accept the default date, or enter a start date in MMDDYYYY format.

Next, you are asked for the end date.

Calls to (MMDDYYYY)? ________ or Referred to (MMDDYYYY)? ________

The default end date is today's date.

Press [Enter] to accept the default date, or enter an end date in MMDDYYYY format.

Call Result Codes

If you select the "Referral Calls" option, you are asked for the call result codes that you want to report on. You can select one, several or all result codes.

+---------------Select Call Result Code----------------+ | all | |------------------------------------------------------| | ACCEPTED accepted job/referral | | BYPASS bypassed on out of work list/referral | | BYPASS_IMM bypassed -- immediate dispatch | | BYPASS_OT bypassed -- overtime job | | BYPASS_SAF bypassed -- safety issue | | PHONEBUSY phone busy | | REFERRED referred member to job | | REFER_REQ referred -- requested by contractor | | REFUSED member refused referral/job | | UNABLE unable to reach member | | WORKING member currently working | +------------------------------------------------------+

Select "all" to include all call result codes.

Select one or more call result codes from the menu.

Drop Reason Codes

Members have been dropped from out of work lists for some reason.

If you select the "Members Dropped from Lists" option, you are asked to select the drop reasons that you want to report on.

A menu of the drop reason codes and descriptions is displayed, and you are asked to select the drop reasons that you want to include.

You can select one, several or all drop reason codes.

+---------------Select Drop Reason Code----------------+ | all | |------------------------------------------------------| | 50DISABLED Member Section 50 Disabled | | AFFILIATE Member Moved to a Different Affiliate | | CALLIN Call In Days Requirement | | INACTIVE Member Inactive Status | | INSERVICE Member In Service | | REFERRALS Accumulated Number of Referrals | | REFUSALS Maximum Refusals Met | | RETIRED Member Retired | | TEMP_DAYS Accumulated Days Worked | | TRANSFER Member Transfer Out of Affiliate | | TRAVELER No Current Traveler Information Found | | UNABLE Unable to Reach | +------------------------------------------------------+

Select "all" to include all drop reason codes.

Select one or more drop reason codes from the menu.

Contractor/Employer

If you are creating a "Referred Report", you are asked for the contractors/employers that you want to include.

Contractor/Employer? __________________________________________________ Enter "ALL" if you want to select all employers

Enter "all" to include all contractors/employers.

Enter one or more characters of the employer/contractor ID.

If more than one employer/contractor ID begins with the entered characters, a menu of employers/contractors is displayed. You can then select an employer/contractor from the list.

Job Sites

If you are creating a "Referred Report" and selected a single contractor/employer, you are asked for the job sites that you want to include.

+-----Select Job Site Referred To------+ | all | |--------------------------------------| | HOME DEPOT Home Depot - Eastside | | HORSE BARN Don's Horse Barn | +--------------------------------------+

You can select one, several or all job sites.

Select "all" to include all of the job sites, or select one or more job sites from the menu.

Posting Report Print Options

If you selected the "Referred - Posting Report" option, you are asked if you want to include the job site ID or just the contractor on the report.

+------------Print Options------------+ | Contractor Referred To | | Contractor + Site ID Referred To | +-------------------------------------+

Select "Contractor Referred To" to only include the contractor.

Select "Contractor + Site ID Referred To" to include both the contractor and site ID on the report.

Report Sort Options

You are asked how you want to sort the report data.

The following sort options are displayed if you selected the "All Current Referral List" or "Dropping from List Today" report option.

The following sort options are displayed if you selected the "Referral Calls" or "Referred - Posting Report" option.

The following sort options are displayed if you selected the "Referred Report" option.

Select one of the sort options from the menu.

Proceed

For all the reports except the "Referred Report", you are now asked if you want to proceed with creating the report. If you are creating the "Referred Report" there are several more prompts which are described below.

+Proceed-+ | 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.

109.2.1 Additional Prompts for Referred Report

The following prompts are displayed after the sort options prompt if you are creating a "Referred Report".

Output Options

You are asked what you want to do with this "Referred Report".

Select "Print Report" to create the "Referred Report" for printing to your screen or port.

Select "E-mail Report" to email the "Referred Report" to an email address that you will enter; the report can include member addresses.

Select "Create Export File" to create an export file of the "Referred Report" data; you will be asked for the export file name; you can include member addresses; the export file can be emailed.

Each option is described in the following sections.

Print Report

If you select the "Print Report" output option, you are asked if you want to proceed with creating the report.

+Proceed-+ | 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 Referred Report is generated.

E-mail Report - Member Address

If you select the "E-mail Report" output option, you are asked if you want to include member addresses.

+Include Member Address+ | Yes | | No | +----------------------+

Select "Yes" to include member addresses.

Select "No" if you do not want to include member addresses.

E-mail Address

You are now asked for the email address where you want to send the "Referred Report".

E-mail address? __________________________________________________

Enter the email address.

The email address can be up to 50 characters in length.

You are asked if you want to proceed with emailing the report to the entered email address.

+E-mail report to [email protected]+ | Yes | | No | +-----------------------------------+

Select "Yes" to proceed with the email.

Select "No" to return to the previous prompt.

The following is an example of an emailed "Referred Report" with member addresses:

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting Referred from 10/26/2002 to 10/26/2002 Member Name Member ID Time Referred Contractor/Site Name ----------------------- ----------- ------- ---------- ------------------------- Bacon, Jerry Archer U-2744-0843 03:59PM 10/26/2002 Ed Jones & Sons Construct address: Northside Elks Lodge 22334 Camino Alto Tucson, AZ 85712 Bays, Carter U-2771-0438 03:58PM 10/26/2002 Ed Jones & Sons Construct address: Northside Elks Lodge 5554 E. 23rd St. Tucson, AZ 85711 Beaver, John U-2201-6851 03:44PM 10/26/2002 Donald R. Johnson Constru address: Don's Horse Barn 3456 E. Pima Tucson, AZ 85723 Easy, Tom U-6766-6787 03:59PM 10/26/2002 Ed Jones & Sons Construct address: Northside Elks Lodge 9045 E. 34th St. Tucson, AZ 85733 Gentle, Desmond U-4416-9087 03:59PM 10/26/2002 Ed Jones & Sons Construct address: Northside Elks Lodge 2820 Nw 6th Ct Tucson, AZ 85711 26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 2 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting Referred from 10/26/2002 to 10/26/2002 Member Name Member ID Time Referred Contractor/Site Name ----------------------- ----------- ------- ---------- ------------------------- ** Do not reply to this e-mail. Outbound e-mail only. **

Create Export File - Member Address

If you select the "Create Export File" output option, you are asked if you want to include member addresses.

+Include Member Address+ | Yes | | No | +----------------------+

Select "Yes" to include member addresses.

Select "No" if you do not want to include member addresses.

Export File - Site Address

If you select the "Create Export File" output option, you are asked if you want to include job site addresses.

+Include Site Address+ | Yes | | No | +--------------------+

Select "Yes" to include job site addresses.

Select "No" if you do not want to include job site addresses.

Export File - Name

You are now asked for the name of the export file.

Export File ID? _______________ The ID makes the file name unique - Please use only letters and numbers

Enter the unique ID that you want to give to the export file.

The ID can be up to 15 characters in length.

Use only letters and numbers.

You are asked if the export file is to be downloaded or emailed.

+--------------------------------------------+ | Make Export File Available for Download | | E-mail Export File | +--------------------------------------------+

Select "Make Export File Available for Download" if you are going to download the export file to your PC.

Select "E-mail Export File" if you are going to email the export file. You will be asked for the email address.

If you selected "Make Export File Available for Download", you are asked if you want to proceed with creating the export file.

+Create export file PC_EXPORT_filename.TXT+ | Yes | | No | +-----------------------------------------+

Select "Yes" to create the PC export file.

Select "No" to return to the previous prompt.

If "Yes", the export file is created and can be downloaded to your PC.

If you selected "E-mail Export File", you are asked for the email address where you want to send the file to.

E-mail address? __________________________________________________

Enter the email address.

The email address can be up to 50 characters in length.

You are asked if you want to proceed with emailing the export file to the entered email address.

+E-mail export file to [email protected]+ | Yes | | No | +----------------------------------------+

Select "Yes" to create the export file and email it.

Select "No" to return to the previous prompt.

If "Yes", the export file is created and emailed.

The following is an example of a PC export file with member addresses:

This is the header record: "referred date","referred time","member ID","last name","first name", "middle initial","name suffix","address 1","address 2","city","state","zip", "class","employer","job site","start date","start time","skill list" These are data records: "20021026","03:44 PM","U-2201-6851","Beaver","John","","","3456 E. Pima","", "Tucson","AZ","85723","MEMBER","Donald R. Johnson Construction", "Don's Horse Barn","20021028","07:30 AM","Drywall hanger" "20021026","03:59 PM","U-2744-0843","Bacon","Jerry","A","", "22334 Camino Alto","","Tucson","AZ","85712","MEMBER", "Ed Jones & Sons Construction","Northside Elks Lodge","20021028", "07:00 AM","Cabinet work"

109.3 Report Examples

The following is an example of the All Current Referral List report:

26-Mar-2006 United Brotherhood of Carpenters and Joiners of America Page 1 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting All Current Referral List Work List: NOTUC CARP Member Name Member ID List# Time Result Referred Refusals Contractor/Site Name ----------------------- ----------- ----- ------- ---------- ---------- -------- ----------------------- Diamond, Jim E. U-3771-9283 1 0 **TRAVELER** Wells, Simon R. U-4000-3538 2 12:26PM PHONEBUSY 0 Donald R. Johnson Const Don's Horse Barn Board, Carl Lloyd U-4743-6823 3 12:26PM PHONEBUSY 0 Donald R. Johnson Const Don's Horse Barn Bars, Arden T. U-8348-6946 4 12:26PM PHONEBUSY 0 Donald R. Johnson Const Don's Horse Barn Beaver, John U-2201-6851 5 03:44PM ACCEPTED 10/26/2002 0 Donald R. Johnson Const Don's Horse Barn Banks, Thomas X U-6760-9447 6 03:44PM REFERRED 10/26/2002 0 Donald R. Johnson Const Don's Horse Barn Simmons, Jack W U-8564-3337 7 03:45PM ACCEPTED 10/26/2002 0 Donald R. Johnson Const Don's Horse Barn Bone, Carl U-5201-7333 10 REINSTATE 0 Bays, Carter U-2771-0438 15 03:58PM REFERRED 10/26/2002 0 Ed Jones & Sons Const Northside Elks Lodge Gentle, Desmond U-4416-9087 16 03:59PM REFERRED 10/26/2002 0 Ed Jones & Sons Const Northside Elks Lodge Crow, Jack U-4688-9413 18 0 Chair, Adam U-6688-9735 19 0 Boxer, Cane U-4689-0861 20 0 Darn, Dan U-2689-4720 21 12:05PM PHONEBUSY 0 Donald R. Johnson Const Don's Horse Barn Carter, Jim U-8743-9075 23 REINSTATE 0 Bacon, Jerry Archer U-2744-0843 24 03:59PM REFERRED 10/26/2002 0 Ed Jones & Sons Const Northside Elks Lodge Easy, Tom U-6766-6787 25 03:59PM ACCEPTED 10/26/2002 0 Ed Jones & Sons Const Northside Elks Lodge Owens, Sandy U-7766-8395 26 02:13AM PHONEBUSY 0 Donald R. Johnson Const Don's Horse Barn Barns Jr, Sandy Glen U-7767-1290 27 REINSTATE 0 Cook, Sandy Tom U-4688-6519 28 10:49PM REFERRED 10/22/2002 0 Donald R. Johnson Const Don's Horse Barn Black, Terry U-6689-1182 29 0 Number of Members: 21

The following is an example of the Referral Calls report:

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting Referral Calls Calls from 10/26/2002 to 10/26/2002 Member Name Member ID List# Time Result Referred Refusals Worklist Contractor/Site Name -------------------- ----------- ----- ------- ---------- ---------- -------- ---------- --------------------- Beaver, John U-2201-6851 5 03:44PM ACCEPTED 0 NOTUC CARP Donald R. Johnson Con Don's Horse Barn Bacon, Jerry Archer U-2744-0843 16 03:59PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Bays, Carter U-2771-0438 11 03:58PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Gentle, Desmond U-4416-9087 13 03:59PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Easy, Tom U-6766-6787 17 03:59PM ACCEPTED 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Number of Members: 5

The following is an example of the Referred Report sorted by member name:

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting Referred Report Referred from 10/26/2002 to 10/26/2002 Member Name Member ID List# Time Result Referred Refusals Worklist Contractor/Site Name -------------------- ----------- ----- ------- ---------- ---------- -------- ---------- --------------------- Bacon, Jerry Archer U-2744-0843 16 03:59PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Bays, Carter U-2771-0438 11 03:58PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Beaver, John U-2201-6851 5 03:44PM ACCEPTED 0 NOTUC CARP Donald R. Johnson Con Don's Horse Barn Easy, Tom U-6766-6787 17 03:59PM ACCEPTED 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Gentle, Desmond U-4416-9087 13 03:59PM REFERRED 10/26/2002 0 NOTUC OPEN Ed Jones & Sons Const Northside Elks Lodge Number of Members: 5

The following is an example of the Dropping from List Today report:

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 UBC01444 -- Tucson Local Branch NOTUCSON -- North Tucson Referral Reporting Dropping from List Today Member Name Member ID List# Time Result Referred Refusals Worklist Contractor/Site Name ------------------- ----------- ----- ------- ---------- ---------- -------- ---------- -------------------- Black, Terry U-6689-1182 29 0 NOTUC CARP Black, Terry U-6689-1182 21 0 NOTUC OPEN Diamond, Jim E. U-3771-9283 1 0 NOTUC CARP **TRAVELER** Diamond, Jim E. U-3771-9283 1 0 NOTUC OPEN **TRAVELER** Number of Members: 4

Contents

Index

	All Current Referral List	lists all members on out of work lists who have been called or are eligible for referral
	Referral Calls	lists job referral calls made during a specified time period
	Referred Report	lists members who were referred or accepted referrals during a specified time period
	Dropping from List Today	lists members who are going to be dropped from out of work lists today
	Referred - Posting Report	this is the same report as the "Referred Report" except that it shows less information
	Automated Benefits Drops	lists members who had benefits dropped
	Refused Referral Report	lists members who refused referrals
	Summary Call Result Report	summary list by call result
	Summary Site Referrals Report	summary by contractor, job site
	Members Dropped from Lists	lists dropped members, reasons

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

Report Options

Date Range for Calls

Call Result Codes

Drop Reason Codes

Contractor/Employer

Job Sites

Posting Report Print Options

Report Sort Options

Proceed

109.2.1 Additional Prompts for Referred Report

Output Options

Print Report

E-mail Report - Member Address

E-mail Address

Create Export File - Member Address

Export File - Site Address

Export File - Name

109.3 Report Examples

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