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


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The following is an example of the Referred - Posting Report:


26-Oct-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                            UBC01444 -- Tucson Local 
                         Branch NOTUCSON -- North Tucson 
                               Referral Reporting 
                            Referred - Posting Report 
                     Referred from 10/26/2002 to 10/26/2002 
 
Member Name            Result     Referred   Worklist   Contractor/Site ID 
---------------------- ---------- ---------- ---------- ------------------------ 
Bacon, Jerry Archer    REFERRED   10/26/2002 NOTUC OPEN Ed Jones & Sons Construc 
                                                        site: ELKS LODGE 
Bays, Carter           REFERRED   10/26/2002 NOTUC OPEN Ed Jones & Sons Construc 
                                                        site: ELKS LODGE 
Beaver, John           ACCEPTED              NOTUC CARP Donald R. Johnson Constr 
                                                        site: HORSE BARN 
Easy, Tom              ACCEPTED              NOTUC OPEN Ed Jones & Sons Construc 
                                                        site: ELKS LODGE 
Gentle, Desmond        REFERRED   10/26/2002 NOTUC OPEN Ed Jones & Sons Construc 
                                                        site: ELKS LODGE 
 
                              Number of Members: 5 

The following is an example of the Automated Benefits Drops Report:


14-Nov-2006  United Brotherhood of Carpenters and Joiners of America      Page 1 
                   UBC04003 -- Arizona State District Council 
                               Referral Reporting 
                            Automated Benefits Drops 
                      Dropped from 11/14/2006 to 11/14/2006 
 
                                        Date                          Hours Temp 
Member Name                 Member ID   Dropped    Work List  List# at Drop Days 
--------------------------- ----------- ---------- ---------- ----- ------- ---- 
Cook Jr, Sandy Dale         U-4688-6519 11-14-2006 NOTUC CARP     8  125.50    5 

The following is an example of the Refused Referral Report:


14-Nov-2006   United Brotherhood of Carpenters and Joiners of America   Page 1 
                            UBC01444 -- Tucson Eastside 
                                Referral Reporting 
                              Refused Referral Report 
                      Refusals from 11/01/2006 to 11/14/2006 
 
                               Date 
Member Name        Member ID   Refused    Work List  List# Employer   Job Site 
------------------ ----------- ---------- ---------- ----- ---------- ---------- 
Buttonwillow, Tom  U-8933-5874 11-14-2006 NOTUC CARP    14 JOHNSON    HORSE BARN 
Dell, Tony S       U-1000-0007 11-14-2006 NOTUC CARP     5 JOHNSON    HORSE BARN 

The following is an example of the Summary Job Referral Call Results Report:


16-Dec-2009  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           UBC01444 -- Tucson Eastside 
                        Summary Job Referral Call Results 
                          from 01/01/2009 to 12/16/2009 
 
    Result Code Description                                            Count 
    ----------  --------------------------------------------------  -------- 
    ACCEPTED    accepted job/referral                                      3 
    DENIEDINDC  Denied - Independent Contractor                            1 
    DENIEDLOCL  Denied - Not in required Local                             1 
    FOUNDOWN    Member found own employment                                1 
    REQDENIED   Contractor request denied                                  1 
    SUBSTITUTE  Substitute Union Request                                   1 
                                                                    ======== 
                                                                           8 

The following is an example of the Summary Site Referrals Report:


16-Dec-2009  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           UBC01444 -- Tucson Eastside 
             Number of Members Referred to, or Marked at, Job Sites 
                          from 01/01/2009 to 12/16/2009 
 
Contractor Name                          Job Site                          Count 
---------------------------------------- ------------------------------ -------- 
Donald R. Johnson Construction           Dog Palace                            4 
                                         10000 E 30th St. 
                                         Tucson, AZ 
 
                                         Don's Horse Barn                      4 
                                         8000 W. 34th 
                                         Tucson, AZ 
 
                                                                        ======== 
                                               Contractor JOHNSON Total        8 
 
 
                                                                        ======== 
                                                                        ======== 
                                                          Total Members        8 

The following is an example of the Members Dropped from Lists Report:


16-Nov-2012  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           UBC01444 -- Tucson Eastside 
                               Referral Reporting 
                     Members Dropped from Out of Work Lists 
                            07/01/2012  -  11/16/2012 
 
Member                                          Date       From       Drop 
 Count Member Name                  Member ID   Dropped    Work List  Reason 
------ ---------------------------- ----------- ---------- ---------- ---------- 
     1 Crews, Tom                   U-6933-6999 08/01/2012 NOTUC OPEN TEMP_DAYS 
                                                           NOTUC CARP TEMP_DAYS 
                                                11/16/2012 NOTUC CARP REFERRALS 
                                                           NOTUC OPEN REFERRALS 
     2 Dart, James                  U-4934-2467 08/01/2012 NOTUC CARP CALLIN 
                                                           NOTUC OPEN CALLIN 
     3 Appleby, Jackie              U-4933-9411 08/01/2012 NOTUC CARP TEMP_DAYS 
     4 Bauer, Tom                   U-6431-2011 08/01/2012 NOTUC CARP TEMP_DAYS 
     5 Linklater Jr, James Robert   U-2308-6655 08/01/2012 NOTUC OPEN TEMP_DAYS 
                                                           NOTUC CARP TEMP_DAYS 
     6 Simmons, Jack Tony           U-1806-7747 08/01/2012 NOTUC CARP TEMP_DAYS 
     7 Kool, Jake R.                U-6201-6207 08/01/2012 NOTUC CARP TEMP_DAYS 
     8 Beaver, John                 U-2201-6851 08/01/2012 NOTUC CARP TEMP_DAYS 
                                                           NOTUC OPEN TEMP_DAYS 
                                                11/16/2012 NOTUC CARP REFERRALS 
                                                           NOTUC OPEN REFERRALS 
     9 Frame, Bent                  U-2203-7113 08/01/2012 NOTUC CARP TEMP_DAYS 
    10 Coins Sr., Jake Robert       U-3207-6513 08/01/2012 NOTUC CARP TEMP_DAYS 
                                                           NOTUC OPEN TEMP_DAYS 
                                                11/16/2012 NOTUC OPEN CALLIN 
                                                           NOTUC CARP CALLIN 
    11 Rabbit, Jack J               U-3934-0698 11/16/2012 NOTUC CARP CALLIN 
                                                           NOTUC OPEN CALLIN 
    12 Deaver, Lance                U-8769-5482 08/01/2012 NOTUC CARP CALLIN 
    13 Lake, Timber                 U-3932-9119 08/01/2012 NOTUC CARP TEMP_DAYS 
    14 Backer, Alex                 U-4771-5102 11/16/2012 NOTUC CARP CALLIN 
                                                           NOTUC OPEN CALLIN 
    15 Stone, Jack                  U-7934-2949 08/01/2012 NOTUC OPEN TEMP_DAYS 
                                                11/16/2012 NOTUC CARP CALLIN 
                                                           NOTUC OPEN CALLIN 
    16 Casey, Ben                   U-4689-3755 08/01/2012 NOTUC CARP TEMP_DAYS 
    17 Board Jr., Carl L.           U-1933-0245 08/01/2012 NOTUC CARP CALLIN 
                                                           NOTUC OPEN CALLIN 
    18 Cold, Berry S.               U-4744-1326 11/16/2012 NOTUC OPEN CALLIN 
                                                           NOTUC CARP CALLIN 
    19 Bacon, Jerry Archer          U-2744-0843 08/01/2012 NOTUC CARP CALLIN 
    20 Blow, Joe J.                 U-8766-5661 11/16/2012 NOTUC CARP CALLIN 


Chapter 110
REINOOW - Reinstate to Out of Work 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 REINOOW menu option creates a report of members who are referred to a job and then are reinstated to an out of work list at a later date.

The report shows the number of days from the last referral to the reinstatement.

110.1 Reinstate to Out of Work Report Input Screen

After REINOOW is selected from the menu, the reinstate to out of work list input screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Out of Work Aff ID         : 
 
Reinstate to OOW Beginning : 
 
Reinstate to OOW Ending    : 
 
Number of Times Reinstated : 
 
Work Days Before Reinstated: 
 
Classifications            : 
 
 
 
 
 
 
Out of Work Aff ID? ________ 
 
 
<ESC>=Exit          Reinstate to Out of Work Report          <F2>=Back <F1>=Help

110.2 Prompts and Responses

The following sections describe the prompts displayed when you create the reinstate to out of work list reports.

Affiliate ID

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



 Out of Work Aff 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 or enter the entire affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

Time Period Dates

You are asked for the beginning date of the time period that you want to include reinstatements to Out of Work lists.



 Include reinstatements to Out of Work beginning on date (MMDDYYYY)? ________ 

Enter the begin date in MMDDYYYY format.

After you enter the start date of the time period you want to report on, you will be asked for the end date.



 Include reinstatements to Out of Work ending on date (MMDDYYYY)? ________ 

Enter the end date in MMDDYYYY format.

Times Reinstated

You are asked how many times a member should have been reinstated to Out of Work Lists in order to be included on this report.

For example, if you enter "1", members who have been reinstated one or more times will be included.



 Include members who reinstated to 
 Out of Work at least how many times? ___ 

Enter a number from 1 to 999.

Work Days

You are asked for the number of work days from job start to reinstatement to Out of Work lists.

For example, if you enter "30", members who started a job and reinstated to Out of Work lists during a period of 30 days will be included.



 With how many work days or less between 
 job start and reinstate to Out of Work? ___ 

Enter the number of days to use or leave this blank to include any number of days.

Class Selection

You are asked for the classifications to include.

You can include all classes, exclude all apprentice classes or include only the apprentice classes.



   +-------------Classifications-------------+ 
   |  Include All Classifications Referred   | 
   |  Exclude All Apprentices                | 
   |  Include Only Apprentices               | 
   +-----------------------------------------+ 

Select one of the menu options.

Proceed

You are asked if you want to proceed with creating the Reinstate to Out of Work lists 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 report is generated.

110.3 Sample Report

The following is an example of a Reinstate to Out of Work lists report.


09-Jun-2012  United Brotherhood of Carpenters and Joiners of America      Page 1 
                        Reinstatement to Out of Work List 
                             05/01/2012 - 06/08/2012 
 
          Members who reinstated this many times or more          : 1 
          With how many days or less between start job & reinstate: ANY 
 
UBC ID      Member Name                     Local Member Phone 
----------- ------------------------------- ----- -------------- 
U-3207-6513 Coins Sr., Jake R               1444  (521) 567-0031 
 
  Reinstated: 05/30/2012   Days between start and reinstate: 21 
  After referral to: 
  Contractor - Donald R. Johnson Construction 
  Job Site   - Don's Horse Barn 
  Skills     - Cabinet work (1444) 
 
  Reinstated: 06/05/2012   Days between start and reinstate: 2 
  After referral to: 
  Contractor - Donald R. Johnson Construction 
  Job Site   - Dog Palace 
  Skills     - Drywall hanger 
 
U-8769-5482 Deaver, Lance                   1111  (520) 765-9080 
 
  Reinstated: 05/09/2012   Days between start and reinstate: 556 
  After referral to: 
  Contractor - Donald R. Johnson Construction 
  Job Site   - Don's Horse Barn 
  Skills     - Cabinet work (1444) 
 
U-1933-0245 Board Jr., Carl L               1444  (520) 321-2323 
 
  Reinstated: 05/30/2012   Days between start and reinstate: 21 
  After referral to: 
  Contractor - Donald R. Johnson Construction 
  Job Site   - Don's Horse Barn 
  Skills     - Cabinet work (1444) 
 
U-2744-0843 Bacon, Jerry A                  1444  (520) 555-2332 
 
  Reinstated: 05/09/2012   Days between start and reinstate: 464 
  After referral to: 
  Contractor - Donald R. Johnson Construction 
  Job Site   - Don's Horse Barn 
  Skills     - Cabinet work (1444) 


Chapter 111
WRKHIST - Work/Referral History 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            | 
            +--------------------------------------------------+ 

The WRKHIST - Work/Referral History Inquiry menu option is used to inquire on member work and job referral/acceptance history.

You determine which members to include on the inquiry by specifying various criteria. The selection criteria includes:

single or all members
branch (if the affiliate has branches)
date range
call result/work code
employer ID
job site ID

You can select one or more options depending on the members you want to include on the inquiry.

You can also select how to sort the inquiry data.

Select the WRKHIST menu item to create member work history inquiries.

This chapter explains how to do work history inquiries.

111.1 Work/Referral History Inquiry Input Screen

When the WRKHIST menu option is selected, the following screen is displayed:



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member: 
 
 
 
 
 
 
Member name or ID? ALL_________________________________________________________ 
 
 
<ESC>=Exit                Member Work/Referral History       <F2>=Back <F1>=Help

111.2 Prompts and Responses

The following sections describe the prompts displayed when you create member work history inquiries.

As you select your inquiry criteria, your selections are displayed in the upper portion of the screen. If you need to go back to a previous option and make a change, continuously press <F2> until you are at the prompt you want to change.

111.2.1 Selecting Members

You are asked for the member name or member ID.



 Member name or ID? ALL_________________________________________________________ 

You can inquiry on work history for:

Enter "ALL" to include all members of an affiliate. If you are a council user, enter "ALL" to include all members of one or all affiliates in the council.

If you want to inquire on work history for a single member, enter the member's name or ID.

111.2.2 Job History Inquiry for a Single Member

After you enter the member name or ID, the following screen is displayed:



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member       : 999-01-6956  Andrew Anderson 
 
Date Range   : 
 
Include Notes: 
 
Sort Order   : 
 
 
 
 
 
 
Begin date (MMDDYYYY)? FIRST___ 
 
 
<ESC>=Exit                Member Work/Referral History       <F2>=Back <F1>=Help

Date Range

You can inquire on work/referral history for a specific time period. You specify the start and end dates of the time period you want to inquire on.

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



 Begin date (MMDDYYYY)? FIRST___ 

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.



 End date (MMDDYYYY)? LAST____ 

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

Enter an end date in MMDDYYYY format.

Work/Referral Notes

You are asked if you want to include work/job referral notes.



   +Include Work/Referral Notes+ 
   |  Yes                      | 
   |  No                       | 
   +---------------------------+ 

Select "Yes" to include work history notes.

Select "No" if you do not want to include the notes.

Sort Order

You are asked how you want the inquiry data sorted.



   +-----------Sort Order------------+ 
   |  By Date/Time - First to Last   | 
   |  By Date/Time - Last to First   | 
   |  By Call Result/Hist Code       | 
   |  By Employer                    | 
   +---------------------------------+ 

Select one of the sort options from the menu.


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