The MEETING - Meeting Attendance Update menu option is used by affiliates to update active member records to show who attended the last meeting. This information can be used to charge members for non-attendance.

This option allows you to enter meeting attendance information, and also create reports of members who did or did not attend a meeting.

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

This chapter explains how to update meeting attendance dates for members, and create meeting attendance reports.

117.1 Meeting Attendance Update and Report Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 +------------------------Option-------------------------+ | UPDATE Update Member Last Meeting Attendance Date | | REPORT Create Last Meeting Attendance Date Report | +-------------------------------------------------------+ <ESC>=Exit Meeting Attendance Update & Report <F2>=Back <F1>=Help

117.2 Prompts and Responses

Option

You are asked which meeting attendance option you want to do.

+------------------------Option-------------------------+ | UPDATE Update Member Last Meeting Attendance Date | | REPORT Create Last Meeting Attendance Date Report | +-------------------------------------------------------+

Select "UPDATE - Update Member Last Meeting Attendance Date" if you want to update meeting attendance information in the member records.

Select "REPORT - Create Last Meeting Attendance Date Report" if you want to create reports of members who did attend or did not attend the last meeting.

117.3 Updating Meeting Attendance Dates for Members

After you select the UPDATE option, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Greater Tucson Local 1444 Meeting Date: Member : Member Name ID Meeting --------------------------------------- ----------- ---------- Date of Meeting (MMDDYYYY)? ________ <ESC>=Exit Meeting Attendance Update & Report <F2>=Back <F1>=Help

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.

Meeting Date

You are asked for the last meeting date. This is the date that will be used to update the last meeting attendance date in the member records.

Date of Meeting (MMDDYYYY)? ________

Enter the date of the last meeting in MMDDYYYY format.

If the entered date is more than 30 days in the past, the message, "Suspicious meeting date: mmddyyyy" is displayed. This is to warn you that you might have entered the wrong date.

Member Selection

You are asked for the member ID or member name.

Member name or ID? ALL_________________________________________________________

If you want to update a single member, enter that member's name or ID.

If you want to update all members or a group of members starting with a specific last name, press Enter to accept the default of "ALL" or enter "all".

The following sections describe how to update a single member or multiple members.

117.3.1 Updating a Single Member

Proceed

You are asked if you want to proceed with the update procedure and update the last meeting attendance date for this member.

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

Select "Yes" to continue with the update process.

Select "No" to return to the member name/ID prompt.

Press <ESC> to abort this update procedure.

If "Yes", the member's name, ID and date of the last meeting they attended is displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Greater Tucson Local 1444 Meeting Date: Wednesday, October 2, 2002 Member : 777-77-7250 Cart, Cass T Member Name ID Meeting --------------------------------------- ----------- ---------- Cart, Cass T 777-77-7250 +Attended Meeting on 10/02/2002+ | Yes | No | +------------------------------+ Press <F12> to exit early <ESC>=Exit Meeting Attendance Update & Report <F2>=Back <F1>=Help

Attended Meeting Y/N

You are asked if the member attended the meeting on the meeting date.

+Attended Meeting on 10/02/2002+ | Yes | No | +------------------------------+

Select "Yes" if the member DID attend the meeting on this meeting date.

Select "No" if the member did NOT attend the meeting.

If "Yes", the meeting date is displayed as the new last meeting attended date.

Proceed

You are asked if you want to update this member's record with the new last meeting attended date.

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

Select "Yes" to update this member's record with the new last meeting attended date --- the displayed date.

Select "No" to return to the previous prompt.

If "Yes", the member's record is updated with the displayed date.

After this member is processed, you are asked for the next member name/ID.

117.3.2 Updating Multiple Members

Starting Point

The members are processed alphabetically. You can either start processing members at the beginning, or enter the last name of the member you want to start with.

You are asked if you want to start at the beginning.

Start at? beginning_____________________ Enter "beginning" to start at the beginning or enter a last name

Enter "beginning" if you want to process all members, and start with the first member.

Enter the last name of the member that you want to start with. You can also enter a letter. For example, if you want to start with members whose last names begin with "C", enter "C".

Proceed

You are asked if you want to proceed with updating members.

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

Select "Yes" to continue with the update process.

Select "No" to return to the previous prompt.

Press <ESC> to abort this update procedure.

If "Yes", the first member's name, ID and date of the last meeting they attended is displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Greater Tucson Local 1444 Meeting Date: Wednesday, October 2, 2002 Member : all members, starting at last name C Member Name ID Meeting --------------------------------------- ----------- ---------- Capp, James 666-66-3102 +Attended Meeting on 08/04/1999+ | Yes | No | +------------------------------+ Press <F12> to exit early <ESC>=Exit Meeting Attendance Update & Report <F2>=Back <F1>=Help

Attended Meeting Y/N

You are asked if the member attended the meeting on the meeting date.

+Attended Meeting on 10/02/2002+ | Yes | No | +------------------------------+

Select "Yes" if the member DID attend the meeting on this meeting date.

Select "No" if the member did NOT attend the meeting.

If "Yes", the meeting date is displayed as the new last meeting attended date.

Proceed

You are asked if you want to update this member's record with the new last meeting attended date.

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

Select "Yes" to update this member's record with the new last meeting attended date --- the displayed date.

Select "No" to return to the previous prompt.

If "Yes", the member's record is updated with the displayed date.

After this member is processed, the next member is displayed. This procedure is repeated until all members are processed.

Notes: If you want to stop processing members before all the members have been updated, you can press <F12> at any time to exit the update procedure.

If you press <ESC> to stop the meeting attendance update procedure, you are asked:

+Really Exit this Meeting Attendance Update+ | Yes | | No | +------------------------------------------+ Remaining members will not be processed

Select "Yes" if you want to exit this update procedure.

Select "No" if you want to continue with the update process.

If "Yes", the member updating process is stopped, and you are taken back to the option menu.

117.4 Creating Meeting Attendance Reports

After you select the REPORT option, the following screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Report Type : Affiliate : Meeting Date: +----------------Report Type----------------+ | Members Who DID Attend the Meeting | | Members Who Did NOT Attend the Meeting | +-------------------------------------------+ <ESC>=Exit Meeting Attendance Update & Report <F2>=Back <F1>=Help

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.

Report Type

You are asked which meeting attendance report you want to create.

+----------------Report Type----------------+ | Members Who DID Attend the Meeting | | Members Who Did NOT Attend the Meeting | +-------------------------------------------+

Select "Members Who DID Attend the Meeting" to get a report of members who attended the meeting.

Select "Members Who Did NOT Attend the Meeting" to get a report of members who did not attend the meeting.

Meeting Date

You are asked for the meeting date that you want to report on.

Date of Meeting (MMDDYYYY)? ________

Enter the date of the meeting in MMDDYYYY format.

If the entered date is more than 30 days in the past, the message, "Suspicious meeting date: mmddyyyy" is displayed. This is to warn you that you might have entered the wrong date.

Proceed

You are asked if you want to proceed with creating the meeting attendance report.

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

Select "Yes" to create the report.

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

Press <ESC> to abort this report procedure.

If "Yes", the meeting attendance report is generated.

Report Example

The following is an example of a meeting attendance report.

25-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 Meeting Attendance Report - Local 1444 Members Who DID Attend the Meeting on 10/02/2002 Last Member Name ID Meeting --------------------------------------- ----------- ---------- Bays, Arthur S U-3689-1986 10/02/2002 Bird, Lenny J U-3767-0486 10/02/2002 Box, Allen U-3689-0700 10/02/2002 Cart, Cass T U-6744-1648 10/02/2002 Cook, Sandy T U-4688-6519 10/02/2002 5 members out of 152 active members DID attend the meeting = 3%

Current affiliate data can be maintained by selecting the AFFMAINT menu item.

+----------Setup & Maintenance Functions-----------+ | AFFMAINT Affiliate Maintenance | | SELCTRCPT Receipt Format Selection | | DUESMAINT Dues Code Maintenance | | FINMAINT Finance Code Maintenance | | STSUPDATE Maintain Status Update Flag | | CHECKOFFMAINT Checkoff Type Maintenance | | REFDISPATCHMN Referral/Dispatch Info Maint | | DROPUNABLE Drop Unable-to-Reach Setup | | APPRENLVL Apprentice Levels Maintenance | | APPRENTREFER Apprentice Referral Info Maint | | CUSTOMSKILL Custom Skill Type Maintenance | | SKILLMAINT Skill Code Maintenance | | WORKLISTMAINT Work List Code Maintenance | | AFFLETTERMN Affiliate Letter Maintenance | | AFFBRANCHMN Affiliate Branch Maintenance | | MBRBRANCH Assign Members to Branch | | EMPLOYER Add Employment Information | | HOLIDAY Affiliate Holiday Maintenance | | DATAREVIEW Mass Data Review and Update | | MASSAC Mass Area Code Change | | MASSDC Mass Change Member Dues Code | | MASSCRAFT Mass Change Member Craft | | AFFDFLTS Defaults Maintenance | | CRAFTMAINT Affiliate Crafts Maintenance | | PRINTER Set Up PC Printer Definitions | +--------------------------------------------------+

This chapter describes the affiliate data that can be changed or updated and how to make changes.

118.1 Local/Council Affiliate Maintenance Input Screens

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Aff ID : UBC01444 -- Tucson Eastside Custom Name: Tucson Eastside AFFILIATE ADDRESS Address: 10000 Speedway City : Tucson State/Prov: AZ Zip/Post: 85749 County : PIMA OFFICER MAILING ADDRESS Address: 10000 Speedway City : Tucson State/Prov: AZ Zip/Post: 85749 DELIVERY ADDRESS Address: 10000 Speedway City : Tucson State/Prov: AZ Zip/Post: 85749 Phone Number: (520) 555-1444 Alt Phone: Fax Number: Meeting At : Main Hall Date: 2nd Weds of month Fed Emp ID : Juris Dept: N Last Bond Dt: Funds Handled: Net Assets: Photo ID Required: N Quarterly Circulars: 1 Uses Restricted Skill Codes: Y Skill Expire Days: 60 Custom name? Tucson Eastside___________________________________ Affiliate already exists. <ESC>=Exit <F11>=Select AFFILIATE MAINTENANCE <F12>=Do <F2>=Back <F1>=Help

If you are a COUNCIL affiliate user, after you select AFFMAINT from the menu, the following affiliate input screen is displayed:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Aff ID : UBC Custom Name: AFFILIATE ADDRESS Address: City : State/Prov: Zip/Post: County : OFFICER MAILING ADDRESS Address: City : State/Prov: Zip/Post: DELIVERY ADDRESS Address: City : State/Prov: Zip/Post: Phone Number: Alt Phone: Fax Number: Meeting At : Date: Fed Emp ID : Juris Dept: Last Bond Dt: Funds Handled: Net Assets: Photo ID Required: Quarterly Circulars: Uses Restricted Skill Codes: Skill Expire Days: Local number? _____ <ESC>=Exit <F11>=Select AFFILIATE MAINTENANCE <F12>=Do <F2>=Back <F1>=Help

Local Number

Council users are asked for the affiliate number of the affiliate that is to be updated.

Local number? _____

Enter the number of the affiliate that you want to maintain data for.

After the affiliate number is entered, the data for that affiliate is displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Aff ID : UBC01444 -- Tucson Local Custom Name: Greater Tucson Local 1444 AFFILIATE ADDRESS Address: 213 N. Wilmot City : Tucson State/Prov: AZ Zip/Post: 85712 County : PIMA OFFICER MAILING ADDRESS Address: 123 N. Wilmot City : Tucson State/Prov: AZ Zip/Post: 85712 DELIVERY ADDRESS Address: 123 N. Wilmot, #102 City : Tucson State/Prov: AZ Zip/Post: 85712 Phone Number: (520) 555-4443 Alt Phone: 555-4446 Fax Number: Meeting At : Wilmot Union Hall Date: 1st Wednesday of each month Fed Emp ID : 123-321-4455 Juris Dept: Y Last Bond Dt: 06/30/1999 Funds Handled: 100,000.00 Net Assets: 50,000.00 Photo ID Required: Y Quarterly Circulars: 1 Uses Restricted Skill Codes: Y Skill Expire Days: 60 Custom name? Greater Tucson Local 1444_________________________ Affiliate already exists. <ESC>=Exit <F11>=Select AFFILIATE MAINTENANCE <F12>=Do <F2>=Back <F1>=Help

118.2 Changing Affiliate Data

If, for example, you want to change the telephone number, you do NOT have to press [Enter] through numerous items to get to the phone field. You can display a list of fields, select "Phone", and make the change.

To get a list of the fields that can be changed, press the [Select] key or the [F11] key. A menu of fields is displayed. For example:

+----SCREENS-----+ | 1st Screen [>| | 2nd Screen [>| +-+---------------------------- 1st Screen----------------------------+ | Custom Name | UPS Delivery Zip/Postal Code | | Street Address | Phone | | City | Alternate Phone | | State/Province | Fax Number | | Country | Meeting Place | | Zip/Postal Code | Meeting Dates | | County | FIN/Employer Acct# | | Officer Street Address | Jurisdiction Dept | | Officer City | Last Bond Rpt Date | | Officer State/Province | Funds Handled Amount | | Officer Country | Net Assets Amount | | Officer Zip/Postal Code | Photo ID Required for Members | | UPS Delivery Street Address | Quarterly Circular Issues | | UPS Delivery City | Uses Restricted Skill Codes | | UPS Delivery State/Province | Skill Expire Days | | UPS Delivery Country | | +--------------------------------------------------------------------+

If you select "Phone" from the list, the "Phone?" prompt is displayed and you can press [Enter] to accept the current data or make a change by typing over the current data.

After you accept or change the "Phone" data and press [Enter], you are placed at the next field's prompt. If you want to make a change to a different field, press [Select] or [F11] and the menu of field names will be displayed again. You can then select another field to change.

If you want to change an item on the second screen, select "2nd Screen", and the list of items on the second screen is displayed. For example:

+----SCREENS-----+ | 1st Screen [>| | 2nd Screen [>| +-+---- 2nd Screen----+ | E-mail Address | | Web Site | +-------------------+

If you select "E-mail Address", the second screen is displayed and you are placed at the "E-mail address?" prompt. You can make a change or press [Select] or [F11] to display the screens menu and second screen fields again. You can then select another field to change.

After you have completed all the changes, you can press the [Do] key. When you press the [Do] key, the last prompt which is "Change affiliate", is displayed.

+CHANGE affiliate+ | Yes | | No | +----------------+

Select "Yes" to actually change the affiliate record.

Select "No" to go to the last field that can be changed.

To abort this change, press <ESC>.

If you select "Yes" the record is updated, and you can then select one of the affiliate options shown in the menu bar at the bottom of the screen.

Note: If you need help in changing any of the data, you can press the [Help] key to get information on the data item, or refer to the "Prompts and Responses" section of this chapter, to get detailed information.