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You are asked if you want to refer jobs by skill code only, or by member class + skill code.
+Refer by Skill Code Only, Not by Class+Skill+ | Yes | | No | +--------------------------------------------+ |
Select "Yes" if you DO want to refer jobs by skill code only.
Select "No" to refer jobs by member class + skill code.
Next, you are asked to confirm your selection.
If "No", the following information and prompt are displayed:
+----------------------------------------------------------------------+
| Referral and Job Site Maintenance will be by Member Class and |
| Skill Code. |
| |
| +Continue+ |
| | Yes | |
| | No | |
| +--------+ |
+----------------------------------------------------------------------+
|
If "Yes - refer by skill code only", the following information and prompt are displayed:
+----------------------------------------------------------------------+
| All Referral and Job Site Maintenance will be by Skill Code only. |
| |
| +Continue+ |
| | Yes | |
| | No | |
| +--------+ |
+----------------------------------------------------------------------+
|
If "Yes - refer by skill code only", and the "roll apprentices" flag is "Y", the following information and prompt are displayed:
+----------------------------------------------------------------------+
| Roll Apprentices to One Level for referral is set to "Y". This |
| will change Roll Apprentices to "N". Class codes will no longer |
| be used. All Referral and Job Site Maintenance will be by Skill |
| Code only. |
| |
| +Continue+ |
| | Yes | |
| | No | |
| +--------+ |
+----------------------------------------------------------------------+
|
Select "Yes" to continue with the update.
Select "No" to go back to the previous prompt.
You are asked if you want to print the member's address on the dispatch form.
+Print Member Address on Dispatch Form+ | Yes | | No | +-------------------------------------+ |
Select "Yes" if you DO want to print member addresses on dispatch forms.
Select "No" if you do NOT want the address printed.
You are asked if skill additions/deletions for members who are stewards are to be held for 30 business days before they become effective.
If you select "Yes", all skill code additions/deletions to members who are found to be stewards (those members who have been assigned skill codes flagged as steward skills) will be held for 30 business days before those skill additions/deletions will be effective. This means that the member will NOT have those skills for referral/dispatch, etc. until the 30 business days have passed. For example: if you assign a steward skill to a member and later want to add or delete a skill, that add/delete will not be processed (become effective) for 30 business days.
If you select "No", all skill additions/deletions (including skills flagged as steward skills) will be immediately effective.
Are skill additions/deletions for members who are stewards held for 30 days before they are effective? +--------+ | Yes | | No | +--------+ |
Select "Yes" if skill additions/deletions for members who are stewards are to be held for 30 days before they are effective.
Select "No" if skill additions/deletions are not to be held for 30 days before they become effective.
If you are changing steward skill restrict from "Yes" to "No" and no longer want skill code changes to be delayed by 30 days, ULTRA checks to see if the affiliate has any pending skill changes, and you are asked if you want to process the pending changes or delete the changes.
+----------------------------------------------------------------------+
| This affiliate has pending steward skill code changes. |
| |
| Do you wish to PROCESS pending skill code changes and make them |
| effective immediately? |
| -or- |
| Do you wish to DELETE all pending steward skill changes? |
| |
| +---Action---+ |
| | PROCESS | |
| | DELETE | |
| +------------+ |
+----------------------------------------------------------------------+
|
Select "PROCESS" to process the pending skill code changes and make them effective immediately.
Select "DELETE" to delete all of the pending steward skill code changes.
The pending steward skill code changes will be processed or deleted (depending on your response) immediately after this referral/dispatch information is updated.
You are asked if you want to delay stewards who change referral hold call end dates 2 days.
Delay stewards who change referral hold call end dates 2 days? +--------+ | Yes | | No | +--------+ |
Select "Yes" to delay the hold call end dates 2 days.
Select "No" if you do not want to delay the hold call end dates.
You are asked if you want to update the job referral/dispatch information.
+Update Referral/Dispatch Info+ | Yes | | No | +-----------------------------+ |
Select "Yes" to update the affiliate record with the entered information.
Select "No" to return to the previous prompt.
If "Yes", the affiliate record is updated.
The DROPUNABLE - Drop Unable-to-Reach Setup menu option is used by affiliates to setup whether they want members, who they have been unable to reach on job referral, dropped from out of work lists.
If members who cannot be reached, are to be dropped from out of work lists, you are asked how many consecutive days before the member can be dropped from the work lists.
Also, if a member is on multiple out of work lists, and they cannot be reached when called from one of the lists, you can block other calls from other lists for the day.
Select the DROPUNABLE menu option to update the drop "unable to reach" members flag, and set up the consecutive days number.
+----------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 explains how to update the drop "unable to reach" members flag, and set up the consecutive days number.
After DROPUNABLE is selected from the menu, the drop UNABLEs maintenance screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
If unable to reach member today from one
work list, should all other calls from all
other lists be blocked?
Block UNABLE calls for day : N
Should members you are unable to reach on
job referral be dropped from work lists?
Drop UNABLEs from work list : Y
After how many consecutive days of being
unable to reach should member be dropped?
Number of consecutive days : 3
+Block UNABLE calls for day+
| Yes |
| No |
+--------------------------+
<ESC>=Exit Drop UNABLEs Maintenance <F2>=Back <F1>=Help
|
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.
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.
If a member is on multiple out of work lists, and they cannot be reached when called from one of the lists, you can block other calls from other lists for the day.
You are asked if you want to block referral calls from other out of work lists if the member cannot be reached when called the first time.
+Block UNABLE calls for day+ | Yes | | No | +--------------------------+ |
Select "Yes" to block for the day, further calling of members if they cannot be reached when called from the first out of work list.
Select "No" to allow calls from any out of work list regardless of whether the member was reached the first time or not.
You are asked if you want to drop members that you cannot reach, from out of work lists that they are on.
+Drop UNABLEs from work list+ | Yes | | No | +---------------------------+ |
Select "Yes" if you DO want to drop members who cannot be reached, from out of work lists.
Select "No" if you do NOT want to drop unreachable members.
If "Yes", you will be asked how many consecutive days before the member can be dropped.
If you do want to drop unreachable members, you are asked for the number of consecutive days that must pass before the unreachable member can be dropped from the out of work lists.
Drop from lists after how many consecutive days? ____ |
Enter the number of consecutive days.
The entered data is displayed in a message, and you are asked if you want to proceed with this setup update.
+Correct-+ | Yes | | No | +--------+ After 3 Consecutive Days, Unable to Reach Members Will Drop from Work Lists |
Select "Yes" if this is correct.
Select "No" to return to the previous prompt.
Press <ESC> to abort this setup procedure.
If "Yes", the "drop unreachable members" setup information is updated.
The APPRENLVL - Apprentice Levels Maintenance menu option is used by the affiliates to set up and maintain the number of apprentice levels (1 to 12) that they use.
+----------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 explains how to enter/update apprentice levels.
126.1 Apprentice Levels Maintenance Input Screen, Prompts
After APPRENLVL is selected from the menu, the apprentice levels
maintenance screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
How many apprentice levels do you use for classification, wage, and
job referral purposes (levels 1 through 12 allowed)?
Levels : 4
Apprentice levels? 4___
<ESC>=Exit Apprentice Levels Maintenance <F2>=Back <F1>=Help
|
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and the affiliate ID prompt is skipped.
Affiliate ID? ________ |
If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default.
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.
You are asked for the number of apprentice levels used at your affiliate.
Apprentice levels? 4___ |
Enter a number from 1 to 12.
You are asked if you want to update the affiliate record with the entered information.
+Update Record+ | Yes | | No | +-------------+ |
Select "Yes" if you do want to update the affiliate record with this apprentice level information.
Select "No" to return to the affiliate levels prompt.
If "Yes", the apprentice levels data is updated.
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