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After affiliate data is updated, the following bar menu is displayed:
+------------------------------------------------------------------------------+ | Next Affiliate Officers Exit | +------------------------------------------------------------------------------+ |
The bar menu options are:
| Next Affiliate | erase the screen and start with the next affiliate | |
| Officers | takes you to the officer maintenance procedures; see Chapter 144, OFFMAINT - Officer Maintenance | |
| Exit | exit out of the affiliate maintenance procedure |
Select one of the menu options.
118.3 Prompts and Responses
The data entry prompts and responses used for changing/updating
affiliate data are explained in detail in the following sections.
You are asked for the custom affiliate name. This is the special affiliate name that might be used on letters, etc.
Custom name? Tucson Local______________________________________ |
The default custom name is the affiliate name that is currently in the affiliate file.
The custom affiliate name can be up to 50 characters in length.
Press [Enter] to accept the default, or enter a custom name.
You are asked for the street address of the affiliate. The street address is required.
Affiliate address? ______________________________ |
You can enter up to 30 characters of data on this line.
You can enter the text in upper, lower or mixed case. The system edits the address and cases the input appropriately. For example, if you enter the address "123 main, suite #1224", the system edits the input and returns "123 Main, Suite #1224".
You are asked for the country name. The country is required data.
Country? ________________________________________ |
You can press [Enter] to accept the default country name if it is correct.
The country name can be up to 40 characters in length.
If you enter the first characters of the country, a menu of countries is displayed. You can then select the appropriate country from the menu. If you enter "united", you would see:
+-------------Select Country--------------+ | UNITED ARAB EMIRATES | | UNITED KINGDOM | | UNITED STATES | | UNITED STATES MINOR OUTLYING ISLANDS | +-----------------------------------------+ |
The country must be a valid country in the COUNTRY file.
You are asked for the zip code or postal code. The zip/postal code is required.
Zip code? _________
or
Postal code? _________
|
The prompt is determined by the country. If the country is USA, the prompt is "Zip code". If the country is Canada, the prompt is "Postal code".
If this is a US affiliate, enter a 5 or 9 digit zip code.
If this is a Canada affiliate, enter 6 characters.
If any other country, enter the appropriate data.
Do NOT enter dashes or spaces.
The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.
You are asked for the city. The city is required data.
City? ____________________ |
If the zip/postal code exists in the ZIPCODE file, the appropriate city or a list of cities is displayed as the default. If the default city is correct, press [Enter] to accept the default.
The city name can be up to 20 characters in length.
The city can be entered in upper, lower or mixed case. The system edits the city and cases the letters appropriately. For example, if you enter "los angeles", the system returns "Los Angeles".
You are asked for the state abbreviation or province. The state/province is required.
State? __________
or
Province? __________
|
You can press [Enter] to accept the default if there is one and it is correct.
If this is a state in the US, only a valid two character state abbreviation is allowed.
If this is a province, the province can be up to ten characters in length.
If the zip code exists in the ZIPCODE file, the state code stored in the zip code record is used as the default.
You are asked for the county. The county is not required data.
County? ____________________ |
You can press [Enter] to accept the default if there is one and it is correct, or enter a county name.
The county can be up to 20 characters in length.
You are asked for the street address for officer mail.
Officer address? ______________________________ |
The affiliate address is the default.
You can press [Enter] to accept the default address if it is correct, or enter up to 30 characters of address data.
You can enter the text in upper, lower or mixed case. The system edits the address and cases the input appropriately.
You are asked for the officer country name. The officer country is required data.
Officer country? ________________________________________ |
You can press [Enter] to accept the default country name if it is correct.
The country name can be up to 40 characters in length.
If you enter the first characters of the country, a menu of countries is displayed. You can then select the appropriate country from the menu.
The country must be a valid country in the COUNTRY file.
You are asked for the officer zip code or postal code. The officer zip/postal code is required.
Officer Zip code? _________
or
Officer Postal code? _________
|
The prompt is determined by the country. If the country is USA, the prompt is "Zip code". If the country is Canada, the prompt is "Postal code".
If this is a US affiliate, enter a 5 or 9 digit zip code.
If this is a Canada affiliate, enter 6 characters.
If any other country, enter the appropriate data.
Do NOT enter dashes or spaces.
The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.
You are asked for the officer city. The officer city is required data.
Officer city? ____________________ |
If the zip/postal code exists in the ZIPCODE file, the appropriate city or a list of cities is displayed as the default. If the default city is correct, press [Enter] to accept the default.
The city name can be up to 20 characters in length.
The city can be entered in upper, lower or mixed case. The system edits the city and cases the letters appropriately.
You are asked for the officer state abbreviation or province. The officer state/province is required.
Officer state? __________
or
Officer province? __________
|
You can press [Enter] to accept the default if there is one and it is correct.
If this is a state in the US, only a valid two character state abbreviation is allowed.
If this is a province, the province can be up to ten characters in length.
If the zip code exists in the ZIPCODE file, the state code stored in the zip code record is used as the default.
You are asked for the UPS delivery street address for the affiliate. The UPS delivery street address is required.
UPS delivery address? ______________________________ |
The affiliate address is the default.
You can press [Enter] to accept the default address, or enter up to 30 characters of address data.
You can enter the text in upper, lower or mixed case. The system edits the address and cases the input appropriately.
You are asked for the UPS delivery country name. The delivery country is required.
UPS delivery country? ________________________________________ |
You can press [Enter] to accept the default country name if it is correct.
The country name can be up to 40 characters in length.
If you enter the first characters of the country, a menu of countries is displayed. You can then select the appropriate country from the menu.
The country must be a valid country in the COUNTRY file.
You are asked for the UPS delivery zip code or postal code. The UPS delivery zip/postal code is required data.
UPS delivery Zip code? _________
or
UPS delivery Postal code? _________
|
The prompt is determined by the country. If the country is USA, the prompt is "Zip code". If the country is Canada, the prompt is "Postal code".
If this is a US affiliate, enter a 5 or 9 digit zip code.
If this is a Canada affiliate, enter 6 characters.
If any other country, enter the appropriate data.
Do NOT enter dashes or spaces.
The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.
You are asked for the UPS delivery city. The UPS delivery city is required.
UPS delivery city? ____________________ |
If the zip/postal code exists in the ZIPCODE file, the appropriate city or a list of cities is displayed as the default. If the default city is correct, press [Enter] to accept the default.
The city name can be up to 20 characters in length.
The city can be entered in upper, lower or mixed case. The system edits the city and cases the letters appropriately.
You are asked for the UPS delivery state abbreviation or province. The UPS delivery state/province is required.
UPS delivery state? __________
or
UPS delivery province? __________
|
You can press [Enter] to accept the default if there is one and it is correct.
If this is a state in the US, only a valid two character state abbreviation is allowed.
If this is a province, the province can be up to ten characters in length.
If the zip code exists in the ZIPCODE file, the state code stored in the zip code record is used as the default.
You are asked for the telephone number. The phone number is required.
Phone? __________ |
The phone number must be 10 digits in length. For example, if the phone number is (619) 555-1212, enter 6195551212.
Do NOT enter spaces, dashes, etc.
You are asked for the alternate telephone number. The alternate phone number is not required.
Alternate phone? __________ |
You can press [Enter] to skip this field if there is no alternate phone number.
If the phone number is entered, it must be 10 digits in length.
Do NOT enter spaces, dashes, etc.
You are asked for the FAX number. The FAX number is not required data.
Fax number? __________ |
You can press [Enter] to skip this field if there is no FAX number to enter.
If the FAX number is entered, it must be 10 digits in length.
Do NOT enter spaces, dashes, etc.
You are asked for the meeting place. If this is a local, the meeting place is required.
Meeting place? ______________________________ |
The meeting place text data can be up to 30 characters in length.
You are asked for the meeting dates. If this is a local, the meeting dates information is required.
Meeting dates? ______________________________ |
The meeting dates text data can be up to 30 characters in length.
You are asked for the FIN/employer account number. The FIN/employer account number is not required.
FIN/Employer account#? ____________ |
The account number can be up to 12 characters in length.
You are asked if this affiliate has a jurisdiction department.
+Jurisdiction Dept+ | Yes | | No | +-----------------+ |
Select "Yes" if the affiliate has a jurisdiction department, otherwise, select "No".
You are asked for the last bond report date. The last bond report date is required.
Last bond report date (MMDDYYYY)? ________ |
Enter a date in the format MMDDYYYY.
The date cannot be a future date, and must be after the charter date.
You are asked for the amount of the funds handled. The funds handled amount is not required.
Funds handled? ___________
From line 5 of Annual Bond Report
|
The amount can be any number from 0 to 99999999.99.
Do not enter commas.
You are asked for the amount of the net assets. The net assets amount is not required.
Net assets? ___________
From line 18 of Annual Bond Report
|
The amount can be any number from 0 to 99999999.99.
Do not enter commas.
You are asked if a photo ID is required for the members.
+Photo ID Required+ | Yes | | No | +-----------------+ |
Select "Yes" if a photo ID is required.
Select "No" if a photo ID is not required.
NOTE---If the council requires photo IDs for members, then all the affiliates in the council will require photo IDs.
You are asked for the number of Quarterly Circulars that are to be sent to this affiliate.
Number of quarterly circulars to be sent to this affiliate? 1__ |
Enter a number from 1 to 999.
You are asked if the affiliate uses restricted skill codes. These are skill codes that are "restricted" and only specified users can add them to members.
+Uses Restricted Skill Codes+ | Yes | | No | +---------------------------+ |
Select "Yes", if the affiliate does use restricted skill codes.
Select "No", if restricted skill codes are not used.
You are asked how many days do expired non-ITC skills remain on a member before they are automatically removed.
Skill Expire Days? 60 Number days expired non-ITC skills remain for member before automatic removal. |
You can accept the default number of days or enter a number from 0 to 999.
You are asked for the affiliate's email address. The email address is not required.
Affiliate e-mail address? _____________________________________________________ |
Enter the email address if there is one, or press [Enter] to skip this prompt.
The email address can be up to 53 characters in length.
You are asked for the affiliate's web site address. The web site address is not required.
Affiliate web site? http://www.________________________________________________ |
Some characters of the web site address are provided.
If the affiliate has a web site address, arrow over to the end of the characters and add the characters that complete the address.
If the affiliate does NOT have a web site address, enter a space to clear the characters and press [Enter] to skip this prompt.
The web site address can be up to 59 characters in length.
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