United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Chapter 113
RESTRICTMAINT - Mbr Contractor Restrict Maint

The RESTRICTMAINT - Mbr Contractor Restrict Maint menu option is used by affiliates to enter contractor restriction records. The restriction data is used by job referral to restrict members from specified contractors and/or job sites.

Contractor restrictions can be entered and lifted by specifying start and end restriction dates. 



            +---------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 create and update member contractor restriction records.

113.1 Member Contractor Restriction Maintenance Input Screen

After RESTRICTMAINT is selected from the menu, the member contractor restriction maintenance input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : 
Member Aff  : 
Class       :             Status: 
Member Phone: 
 
RESTRICTION INFORMATION 
 
Type        : 
Contractor  : 
Site        : 
Starting    : 
Note/Reason : 
 
 
Ending      : 
Note/Reason : 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit             Member Contractor Restriction Maint   <F2>=Back <F1>=Help

Prompts and Responses

The following sections describe the prompts displayed and responses entered when you enter and update member contractor restriction records.

113.1.1 Adding Restrictions

The following sections describe how to enter new member contractor restriction records.

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 that member is displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-4688-6519    Sandy T Cook 
Member Aff  : UBC01444  Tucson Local 
Class       : MEMBER      Status: GOODSTANDG 
Member Phone: (520) 555-1919 
 
RESTRICTION INFORMATION 
 
Type        : 
Contractor  : 
Site        : 
Starting    : 
Note/Reason : 
 
 
Ending      : 
Note/Reason : 
 
 
 
 
 +----Restriction Options-----+ 
 |  Enter a new restriction   | 
 |----------------------------| 
 +----------------------------+ 
 
<ESC>=Exit             Member Contractor Restriction Maint   <F2>=Back <F1>=Help

Options

The restriction options menu is displayed. If this member had other restriction records, those records would be displayed.

You are asked to select a restriction option. 



   +----Restriction Options-----+ 
   |  Enter a new restriction   | 
   |----------------------------| 
   +----------------------------+

Select "Enter a new restriction" to enter a new restriction for this member.

Restriction Type

You are asked for the type of restriction that you want to set up for this member. 



   +-------------------Restriction Type--------------------+ 
   |  Restrict member from One Contractor/All Sites        | 
   |  Restrict member from One Contractor/One Site         | 
   |  Restrict member from One Job Site/All Contractors    | 
   |  Restrict member from All Job Sites/All Contractors   | 
   +-------------------------------------------------------+

"One Contractor/All Sites" will restrict the member from all job sites for a selected contractor. You will be asked for the contractor that the member is to be restricted from.

"One Contractor/One Site" will restrict the member from one specific job site for a selected contractor. You will be asked for the contractor and job site that the member is to be restricted from.

"One Job Site/All Contractors" will restrict the member from all contractors at a selected job site. You will be asked for the job site that the member is to be restricted from.

"All Job Sites/All Contractors" will restrict the member from all contractors and all job sites. The member will not be able to be referred.

Select one of the restriction types.

After you select a restriction type, you are asked to confirm your selection. For example: 



   This will restrict the member from all 
   job sites for the selected contractor. 
   +Continue+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to confirm your selection and continue.

Select "No" if you want to change your selection.

Open Restrictions

If "All Job Sites/All Contractors" is selected and there are other open restrictions, the following is displayed: 



   Member has other restrictions. 
   They will be auto-expired. 
   +Continue+ 
   |  Yes   | 
   |  No    | 
   +--------+

If you select "Yes" to continue, the other open restrictions will automatically be expired.

If you select "No", you will be returned to the restriction type prompt.

Note: If you are adding a new restriction and there is currently an "All Job Sites/All Contractors" restriction in force, the following is displayed: 



   Member has an All Contractors/All Job Sites 
   restriction in effect. 
   +Expire That Restriction+ 
   |  Yes                  | 
   |  No                   | 
   +-----------------------+

If you select "Yes", the "All Contractors/All Job Sites" restriction will be expired and you can enter other restrictions.

If you select "No", you will be returned to the restriction type prompt.

Contractor

If you selected "One Contractor/All Sites" or "One Contractor/One Site" as the restriction type, you are asked for the contractor ID. 



 Contractor? __________________________________________________

Enter one or more characters of the contractor ID or short name.

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

Job Site

If you selected "One Contractor/One Site" or "One Job Site/All Contractors" as the restriction type, a menu of job sites is displayed and you are asked to select one of the job sites. 



   +--------------------------------Job Site--------------------------------+ 
   |  HORSE BARN       Don's Horse Barn                                     | 
   |  HOME DEPOT       Home Depot - Eastside                                | 
   |  A SITE           Hotel                                                | 
   |  B SITE           Store                                                | 
   +------------------------------------------------------------------------+

Select the job site that you want to restrict the member from.

Restriction Start Date

You are asked for the date that the member contractor restriction is to start. 



 Restriction start date (MMDDYYYY)? 07281999

The default start date is today.

The date is required, and must be today or a future date.

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

Note: Once a member contractor restriction record is entered/added, the start date can NOT be changed.

Note/Reason for Restriction

You are asked to enter some information about why this restriction is entered for this member and contractor. 



 Start note? ___________________________________________________________________

Enter the reason for this restriction.

A note/reason is required.

Note: Once a member contractor restriction record is entered/added, the start note/reason can NOT be changed.

Restriction End Date

You are asked for the date that the member contractor restriction is to end. 



 Restriction end date (MMDDYYYY or Never)? Never___

The restriction end date must be the same or later than the start date.

Enter an end date in the format MMDDYYYY or accept the default of "Never" if the restriction is to continue indefinitely.

If you enter a restriction end date, you will be asked for the reason the restriction was ended/lifted.

Note/Reason for Lifting the Restriction

You are asked to enter some information about why this restriction was ended/lifted. 



 End note? ____________________________________________________________________

Enter the reason this restriction was lifted.

If a restriction end date is entered, a note/reason is required.

Proceed with Adding the Restriction

After you have entered the restriction data, you are asked if you want to actually add this restriction.

Note: Once a restriction is entered, it can NOT be deleted, it can only be lifted by entering/changing the restriction end date. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-4688-6519    Sandy T Cook 
Member Aff  : UBC01444  Tucson Local 
Class       : MEMBER      Status: GOODSTANDG 
Member Phone: (520) 555-1919 
 
RESTRICTION INFORMATION 
 
Type        : Restrict member from One Contractor/One Site 
Contractor  : JOHNSON - Donald R. Johnson Construction 
Site        : HOME DEPOT - Home Depot - Eastside 
Starting    : 07/24/2003 
Note/Reason : 
   Start restriction note. 
 
Ending      : 07/31/2003 
Note/Reason : 
   End restriction note. 
 
 
 
 +Enter Restriction+ 
 |  Yes            | 
 |  No             | 
 +-----------------+ 
 
<ESC>=Exit             Member Contractor Restriction Maint   <F2>=Back <F1>=Help

Select "Yes" to add this restriction record.

Select "No" to return to the previous prompt.

Press <ESC> to abort this restriction maintenance procedure.

If "Yes", the member contractor restriction record is added.

113.1.2 Lifting Contractor Restrictions

The following sections describe how to lift member contractor restrictions.

Member Name/Member ID

You are asked for the member name or member ID. 



 Member name or ID? ____________________________________________________________

Enter the name or ID of the member you are going to update a restriction for.

After the member's name or ID is entered, some information about that member, and a list of restrictions previously entered for this member, is displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-4688-6519    Sandy T Cook 
Member Aff  : UBC01444  Tucson Local 
Class       : MEMBER      Status: GOODSTANDG 
Member Phone: (520) 555-1919 
 
RESTRICTION INFORMATION 
 
Type        : 
Contractor  : 
Site        : 
Starting    : 
Note/Reason : 
 
 
Ending      : 
Note/Reason : 
 
 
 
 +--------------------------Restriction Options--------------------------+ 
 |  Enter a new restriction                                              | 
 |-----------------------------------------------------------------------| 
 |  JOHNSON         Donald R. Johnson Constru 24-Jul-2003  31-Jul-2003   | 
 +-----------------------------------------------------------------------+ 
 
<ESC>=Exit             Member Contractor Restriction Maint   <F2>=Back <F1>=Help

Options

The restriction options menu is displayed. The restrictions that have been entered previously for this member, are listed.

You are asked to select the restriction that you want to maintain. 



   +--------------------------Restriction Options--------------------------+ 
   |  Enter a new restriction                                              | 
   |-----------------------------------------------------------------------| 
   |  JOHNSON         Donald R. Johnson Constru 24-Jul-2003  31-Jul-2003   | 
   +-----------------------------------------------------------------------+

Select the appropriate restriction item from the menu.

After an item is selected, information on that restriction is displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-4688-6519    Sandy T Cook 
Member Aff  : UBC01444  Tucson Local 
Class       : MEMBER      Status: GOODSTANDG 
Member Phone: (520) 555-1919 
 
RESTRICTION INFORMATION 
 
Type        : Restrict member from One Contractor/One Site 
Contractor  : JOHNSON - Donald R. Johnson Construction 
Site        : HOME DEPOT - Home Depot - Eastside 
Starting    : 07/24/2003 
Note/Reason : 
   Start restriction note. 
 
Ending      : 07/31/2003 
Note/Reason : 
   End restriction note. 
 
 
 
 
Restriction end date (MMDDYYYY or Never)? 07312003 
 
 
<ESC>=Exit             Member Contractor Restriction Maint   <F2>=Back <F1>=Help

Restriction End Date

You are asked for the date that the member contractor restriction is to be lifted. 



 Restriction end date (MMDDYYYY or Never)? 07312003

If the date is blank, you can enter the date the restriction is to be lifted in MMDDYYYY format or "Never".

If an end date was entered previously, you can change the current restriction end date by entering a new date in MMDDYYYY format. The new end date can not be less than today or prior to the start date.

Note: To lift a current, active restriction, enter today's date. To lift a restriction that has a start date in the future, enter the start date as the end date.

Note/Reason for Lifting the Restriction

You are asked to enter some information about why this restriction was lifted. 



 End note? ____________________________________________________________________

Enter the reason this restriction was lifted.

If a restriction end date is entered, a note/reason is required.

Proceed with Updating the Restriction

After you have updated the restriction end date and reason for lifting the restriction, you are asked if you want to actually update this restriction. 



   +Update Restriction+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to update this restriction record.

Select "No" to return to the previous prompt.

Press <ESC> to abort this restriction maintenance procedure.

If "Yes", this member contractor restriction record is updated.

Chapter 114
RESTRICTINQ - Mbr Contractor Restriction Inq

 



            +---------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 RESTRICTINQ - Mbr Contractor Restriction Inq menu option is used to review and inquire on member contractor restrictions.

You can inquire on restrictions for one or all members, by contractor, by job site, and by date range. You can include all or only active restrictions.

This option also allows you to create a report of the selected restrictions.

Select the RESTRICTINQ menu item to inquire on member contractor restrictions.

This chapter explains how to do member contractor restriction inquiries and report lists.

114.1 Member Contractor Restriction Inquiry Input Screen

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



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member                : 
Contractor            : 
Job Site              : 
Start date            : 
End date              : 
Open restrictions only: 
 
 
 
 
 
 
Member name or ID? ALL_________________________________________________________ 
 
 
<ESC>=Exit            Member Contractor Restriction Inquiry  <F2>=Back <F1>=Help

114.2 Prompts and Responses

The following sections describe the prompts displayed and responses entered when you do member contractor restriction 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.

Member Selection

You are asked for the member name or member ID. 



 Member name or ID? ALL_________________________________________________________

You can inquiry on contractor restrictions for:

The default is "all" members.

Press [Enter] to accept the default to include all members of the affiliate. If you are a council user, all members of all affiliates in the council will be included.

Enter the member's name or ID, if you want to inquire on restrictions for a single member.

Contractor Selection

You are asked which contractors you want to include. 



 Contractor? ALL_______________________________________________ 
 
                Enter "ALL" if you want to select all contractors

The default is "all" contractors.

Press [Enter] to accept the default and include all contractors.

If you want to inquire on restrictions for a single contractor, enter one or more characters of the contractor's ID/short name. If more than one contractor ID begins with the entered characters, a menu of contractors is displayed, and you can select a contractor from the list.

Job Site

You can select member contractor restrictions by job site.

A list of job sites is displayed, and you are asked if you want "all" job sites or a specific job site. 



   +--------------------------------Job Site--------------------------------+ 
   |  Next...                                                               | 
   |                                                                        | 
   |  * all job sites *                                                     | 
   |  566 ZEBRA 1      566 Zebra Job Site 1                                 | 
   |  A2056JOBSITE     A 2056 Job Site                                      | 
   |  AM/PM MINIMART   AM/PM Minimart - Speedway                            | 
   |  ADAMS TRACT      Adams Tract                                          | 
   |  COURTHOUSE       Arizona State Court House                            | 
   |  BROOKS BARN      Brooks Barn and Garage                               | 
   |  BROOKHOUSE       Brooks's House                                       | 
   |  CLAIREMONT       Clairemont Recreation Center                         | 
   |  CORNER HOTEL     Corner Hotel on Main                                 | 
   |  . . . .          . . . . . . . . . .                                  | 
   +------------------------------------------------------------------------+

Select "all job sites" to include all job sites, or select a job site from the menu.

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