Date Selection

You can select member contractor restrictions that start and end within a specific range of dates.

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

Restriction start date (MMDDYYYY)? FIRST___ Enter FIRST to start with the earliest restriction

Press [Enter] to accept the default of "FIRST" or enter "first" to start with the oldest restriction date.

Enter a start date in MMDDYYYY format.

Next, you are asked for the ending date in the date range.

Restriction end date (MMDDYYYY)? LAST____

Press [Enter] to accept the default of "LAST" or enter "last" to end with the latest date.

Enter an end date in MMDDYYYY format.

Which Restrictions

You are asked if you want to include only the open restrictions or all restrictions.

+Open Restrictions Only+ | Yes | | No | +----------------------+

Select "Yes" if you want to include only the open restrictions.

Select "No" to include all restrictions regardless of their status.

Proceed

You are asked if you want to proceed with this inquiry.

+Proceed with Inquiry+ | Yes | | No | +--------------------+

Select "Yes" to proceed with this inquiry.

Select "No" to return to the previous prompt.

Press <ESC> to abort this inquiry procedure.

If "Yes", the inquiry procedure continues.

If only one restriction meets the selection criteria, information on that restriction is displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : U-7932-7029 Oscar Walch Member Aff : UBC01444 Tucson Local Class : MEMBER Status: GOODSTANDG Member Phone: (520) 555-8990 RESTRICTION INFORMATION Type : Restrict member from One Job Site/All Contractors Contractor : all contractors Site : A SITE - Hotel Starting : 07/30/2003 Entered By: JEANNIE Note/Reason : Start note Ending : 08/31/2003 Entered By: JEANNIE Note/Reason : End note Press the RETURN key to continue <ESC>=Exit Member Contractor Restriction Inquiry <F2>=Back <F1>=Help

After you press [Enter], you are returned to the member name/ID prompt.

Multiple Restrictions

If more than one contractor restriction meets the selection criteria, a list of the restrictions is displayed. For example:

+-----------------------------Restriction Records------------------------------+ | Create report | | Exit | |------------------------------------------------------------------------------| | U-1933-0245 Carl Lloyd Board BROOKS 24-Jul-2003 30-Jul-2003 | | U-1933-0245 Carl Lloyd Board JONES & SONS 30-Jul-2003 15-Aug-2003 | | U-4688-6519 Sandy T Cook BROOKS 11-Jul-2003 22-Jul-2003 | | U-4688-6519 Sandy T Cook JOHNSON 24-Jul-2003 15-Aug-2003 | | U-7932-7029 Oscar Walch 30-Jul-2003 31-Aug-2003 | +------------------------------------------------------------------------------+

To review a restriction, select that item from the menu.

After a restriction is selected from the list of restrictions, information for that restriction is displayed.

After you review the restriction data, press [Enter] to display the list of restrictions again. You can then review other restrictions, or create a restriction report list.

114.2.1 Restriction Report List

+-----------------------------Restriction Records------------------------------+ | Create report | | Exit | |------------------------------------------------------------------------------| | U-1933-0245 Carl Lloyd Board BROOKS 24-Jul-2003 30-Jul-2003 | | U-1933-0245 Carl Lloyd Board JONES & SONS 30-Jul-2003 15-Aug-2003 | | U-4688-6519 Sandy T Cook BROOKS 11-Jul-2003 22-Jul-2003 | | U-4688-6519 Sandy T Cook JOHNSON 24-Jul-2003 15-Aug-2003 | | U-7932-7029 Oscar Walch 30-Jul-2003 31-Aug-2003 | +------------------------------------------------------------------------------+

After "Create report" is selected, the restrictions report is created.

The report lists the restrictions you selected.

The following is an example of a restrictions report listing.

30-Jul-2003 United Brotherhood of Carpenters and Joiners of America Page 1 Member Contractor Restrictions Start End Member ID Member Name Contractor ID Job Site ID Restrict Restrict ----------- -------------- --------------- --------------- ---------- ---------- U-1933-0245 Board, Carl L BROOKS all job sites 07/24/2003 07/30/2003 JONES & SONS JONES NEW HOME 07/30/2003 08/15/2003 U-4688-6519 Cook, Sandy T BROOKS all job sites 07/11/2003 07/22/2003 JOHNSON HOME DEPOT 07/24/2003 08/15/2003 U-7932-7029 Walch, Oscar all contractors A SITE 07/30/2003 08/31/2003

+---------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 REPDISPFRM - Reprint Dispatch Form menu option is used to print or reprint dispatch forms.

You select which dispatch forms to print or reprint by entering member name/ID, employer/contractor, and/or referral dates.

This chapter explains how to print and reprint dispatch forms.

Select the REPDISPFRM menu item to print or reprint dispatch forms.

115.1 Print Dispatch Forms Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : Employer : Referral Start Date: Referral End Date : Multiple Members : Output Option : Member name or ID? ALL_________________________________________________________ <ESC>=Exit Reprint Dispatch Form <F2>=Back <F1>=Help

115.2 Prompts and Responses

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

Member Name or ID

You are asked for the member name or member ID.

Member name or ID? ALL_________________________________________________________

Enter "ALL" to include all members.

Enter a member name or member ID.

Employer/Contractor

You are asked for the employer/contractor.

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

Enter "all" to include all employers/contractors.

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

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

+--------------- Select Employer (from 3 Matching Employers) ----------------+ | | | Aff ID Employer ID Employer Name | | UBC01444 JONES & SONS Ed Jones & Sons Construction | | UBC01444 JOHNSON Donald R. Johnson Construction | | UBC04003 JENNINGS CO Jennings Construction And Framing Co. | +----------------------------------------------------------------------------+

Only a single employer can be selected.

Referral Dates

You can select dispatch forms that were created during a specific time period.

First, you are asked for the referral start date of the time period you want.

Referred Start date (MMDDYYYY)? FIRST___ Enter FIRST to start at the beginning of the records

Enter "FIRST" to start with the oldest referral date.

Enter a referral start date in MMDDYYYY format.

Next, you are asked for the end date of the referral date range.

Referred End date (MMDDYYYY)? LAST____ Enter LAST to read to the end of the records

Enter "LAST" to include the most current referral dates.

Enter an end date in MMDDYYYY format.

Multiple Members

If more than one member is found, a menu list of the members is displayed, and you can select the members that you want to print dispatch forms for. For example:

+------------------------------Select Member-------------------------------+ | all | |--------------------------------------------------------------------------| | 666-13-1234 Sandy A Cook 08/16/1999 JOHNSON | | 999-01-6836 Stuart Storm 08/19/1999 JOHNSON | | 666-77-6005 Sam Jacobs 08/19/1999 JONES & SONS | | 666-77-6006 David Mossy 08/19/1999 JONES & SONS | | 438-33-7820 Tony J Smith 08/19/1999 JOHNSON | +--------------------------------------------------------------------------+

You can select one, several or all members.

Output Option

You are asked what output option that you want to do.

+------Output Option-------+ | Print Dispatch Form | | E-mail Dispatch Form | |--------------------------| | Finished With Outputs | +--------------------------+

Select "Print Dispatch Form" if you want to print the dispatch forms to your screen or port.

Select "E-mail Dispatch Form" if you want to email the dispatch forms. If this option is selected, you will be asked for an email address.

Select "Finished With Outputs" when you are done printing or emailing.

Output Option - Print Dispatch Form

If you elect to print the dispatch forms, you are asked if you want to proceed with creating the dispatch forms.

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

Select "Yes" to proceed with creating the dispatch forms.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the selected dispatch forms are created and can be printed.

Output Option - Email Dispatch Form

If you elect to email the dispatch forms, you are asked for the email address.

E-mail address? __________________________________________________

Enter the email address where you want to send the dispatch forms. The address can be up to 50 characters in length.

After the email address is entered, you are asked if you want to email the dispatch forms to the entered address.

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

Select "Yes" to email the dispatch forms.

Select "No" to return to the previous prompt.

If "Yes", the email is sent.

+-----------Meeting Signin / Update-----------+ | SIGNIN Meeting Sign In Sheet | | MEETING Meeting Attendance Update | +---------------------------------------------+

The SIGNIN - Meeting Sign In Sheet menu option is used to create sign in sheets for meetings.

You enter the meeting date that the sign in sheets are to be created for. The sign in sheets list active members names with lines for the members to sign their names. The sign in sheets are in alphabetical order.

The member's current status and eligibility to vote can optionally be printed on the sign in sheet.

116.1 Meeting Sign In Sheet Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Local Number: UBC01444 -- Tucson Local Meeting Date: Page Break : Print Status: Meeting Date (MMDDYYYY)? ________ <ESC>=Exit Meeting Sign In Sheet <F2>=Back <F1>=Help

116.2 Prompts and Responses

Affiliate ID

You are asked for the 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.

The affiliate ID is required. The affiliate must be active, and exist in the affiliate file.

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.

Meeting Date

You are asked for the date of the meeting.

Meeting Date (MMDDYYYY)? ________

Enter the meeting date in MMDDYYYY format.

The date must be today or a future date.

Page Break

You are asked if you want to page break alphabetically, that is when the first letter of the last name changes.

+Page Break Alphabetically+ | Yes | | No | +-------------------------+

Select "Yes" if you do want to page break alphabetically.

Select "No" if you do not want page breaks.

Status and Vote Eligibility

You are asked if you want to print the member's current status and eligibility to vote information on the sign in sheet.

+Print Member Status and Vote Eligibility+ | Yes | | No | +----------------------------------------+

Select "Yes" if you do want to print the status and vote eligibility information on the sign in sheets.

Select "No" if you do not want to print the status and eligibility information.

Proceed

You are asked if you want to proceed with creating the sign in sheets.

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

Select "Yes" to create the sign in sheets.

Select "No" to return to the meeting date prompt.

Press <ESC> to abort this report procedure.

If "Yes", the meeting sign in sheets are created.

Example of Sign In Sheet

The following is an example of a meeting sign in sheet showing the current status and vote eligibility information.

10/05/2000 United Brotherhood of Carpenters and Joiners of America Page 1 Meeting Sign In Sheet UBC01444 - Greater Tucson Local 1444 Meeting Date: 10/18/2000 Abel, Tom ________________________________________ Member Status: GOODSTANDG Member Eligible to Vote: N Acorn, Sam R, Jr ________________________________________ Member Status: ARREARS Member Eligible to Vote: Y Acres, Jack S ________________________________________ Member Status: GOODSTANDG Member Eligible to Vote: N Adams, James J, Jr. ________________________________________ Member Status: ARREARS Member Eligible to Vote: N Adams, James J, Sr. ________________________________________ Member Status: GOODSTANDG Member Eligible to Vote: Y . . . . . . . .