United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Chapter 127
APPRENTREFER - Apprentice Referral Info Maint

The APPRENTREFER - Apprentice Referral Info Maint menu option is used by affiliates to indicate whether they want apprentices referred differently than the current referral processes which handle multiple apprentice levels and apprentice skills.

This option allows you to set a flag that tells the job referral procedures to process all apprentice levels as a single apprentice level, regardless of the number of apprentice levels set up by your affiliate. All the apprentice levels are rolled together as APPRENTICE referral processing.

This option also allows you to use an assumed skill code for all apprentices so that skill codes do not need to be assigned to apprentices. You specify which skill code is to be used. 



            +----------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 set up for using a single apprentice level for job referral processing.

127.1 Apprentice Referral Maintenance Input Screen

After APPRENTREFER is selected from the menu, the apprentice referral maintenance input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate                             : UBC01444 -- Tucson Local 
 
Roll All Apprentices to One Level     : No 
 
Use Assumed Skill Code for Apprentices: No 
 
Assumed Apprentice Skill Code         : 
 
 
 
 
 
 
 
 
 +Roll All Apprentices to One Level for Referral+ 
 |  Yes                                         | 
 |  No                                          | 
 +----------------------------------------------+ 
 
<ESC>=Exit                  Apprentice Referral Maint        <F2>=Back <F1>=Help

127.2 Prompts and Responses

The following sections describe the prompts displayed and responses entered when you are maintaining apprentice referral information.

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.

Roll Up Apprentice Levels

The current job referral procedures handle multiple apprentice levels and apprentice skills.

You are asked if you want to process all apprentice levels as a single apprentice level for job referral. 



   +Roll All Apprentices to One Level for Referral+ 
   |  Yes                                         | 
   |  No                                          | 
   +----------------------------------------------+

Select "Yes" if you want to roll up all apprentice levels into a single APPRENTICE level for job referral processing.

Select "No" to continue using the normal apprentice levels as job referral processing currently does.

Note: If you select "Yes" and you are currently referring jobs by skill only (not by member class + skill), the following message is displayed: 



                    Can Not Roll Apprentices To One Level. 
                 Affiliate Set Up To Refer By Skill Code Only. 
        Use Referral/Dispatch Info Maint To Change Refer By Skill Only 
                 Before Setting Apprentice Roll to One Level. 
                        Press the RETURN key to continue

Press [Enter] to return to the "roll apprentices" prompt. If you do want to roll apprentices to one level, you will first need to run the "REFDISPATCHMN - Referral/Dispatch Info Maint" menu option and change to "refer jobs by member class + skill".

Skill Code for Apprentices

You are asked if you want to assume a skill code for all apprentices. This will basically assign a specific skill code to all the apprentices for job referral processing. 



   +Assume~a~Skill~Code~for~All~Apprentices+ 
   |  Yes                                  | 
   |  No                                   | 
   +---------------------------------------+ 
        If "Yes", Skill Codes Will Not be Assigned to Individual Apprentices

Select "Yes" to assume a skill code for all apprentices.

Select "No" to continue assigning skill codes to apprentices as is currently done.

If "Yes", you will be asked for the skill code to assume, and you will not need to assign skill codes to individual apprentices.

Skill Code to Assume

You are asked to select the skill code you want to be assumed by all apprentices. 



   +-Skill Code to Assume for All Apprentices-+ 
   |                                          | 
   |  Code        Description                 | 
   |  APP_WORK    General apprentice skills   | 
   |  CABINETS    Cabinet work                | 
   |  CARPET      Carpet aff 1444             | 
   |  COM CARP    Commercial carpenter        | 
   |  FIN EXT     Finisher - exterior         | 
   |  FIN INT     Finisher - interior         | 
   |  FRAMER      Framer                      | 
   |  RES CARP    Residential carpenter       | 
   |  TRIM EXT    Trim work - exterior        | 
   |  TRIM INT    Trim work - interior        | 
   +------------------------------------------+

Select the appropriate skill code from the skill codes menu.

Update Apprentice Referral Information

You are asked if you actually want to update the apprentice job referral information. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate                             : UBC01444 -- Tucson Local 
 
Roll All Apprentices to One Level     : Yes 
 
Use Assumed Skill Code for Apprentices: Yes 
 
Assumed Apprentice Skill Code         : APP_WORK -- General apprentice skills 
 
 
 
 
 
 +Update Apprentice Referral Info+ 
 |  Yes                          | 
 |  No                           | 
 +-------------------------------+ 
 
<ESC>=Exit                  Apprentice Referral Maint        <F2>=Back <F1>=Help

Select "Yes" to update the apprentice job referral information.

Select "No" to return to the previous prompt.

Press <ESC> to abort this maintenance procedure.

If "Yes" the apprentice job referral information is updated.

Chapter 128
CUSTOMSKILL - Custom Skill Type Maintenance

The skill type file contains information about skill types. These skill types, along with the skill codes, are assigned to members, and used with out-of-work and job referral procedures.

Several commonly used skill types have been set up in the skill types file. The CUSTOMSKILL - Custom Skill Type Maintenance menu option allows you to create/add and maintain customized skill types. 



            +----------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 add, change, delete, and inquire on customized skill type records.

128.1 Custom Skill Type Input Screen

After CUSTOMSKILL is selected from the menu, the custom skill type maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID: 
 
Skill Type  : 
 
Description : 
 
 
 
 
 
 
 
 
 +------------Option------------+ 
 |  Add Custom Skill Type       | 
 |  Change Custom Skill Type    | 
 |  Delete Custom Skill Type    | 
 |  Inquire Custom Skill Type   | 
 +------------------------------+ 
 
<ESC>=Exit                Custom Skill Type Maintenance      <F2>=Back <F1>=Help

Custom Skill Type Maintenance Options

After the custom skill type maintenance screen is displayed, you are asked for the maintenance option you want to perform. 



   +------------Option------------+ 
   |  Add Custom Skill Type       | 
   |  Change Custom Skill Type    | 
   |  Delete Custom Skill Type    | 
   |  Inquire Custom Skill Type   | 
   +------------------------------+

The custom skill type maintenance options are:
  Add Custom Skill Type add custom skill type records
  Change Custom Skill Type change custom skill type records
  Delete Custom Skill Type delete custom skill type records
  Inquire Custom Skill Type inquire on custom skill type records

Select the appropriate maintenance option.

128.2 Adding Custom Skill Type Records



   +------------Option------------+ 
   |  Add Custom Skill Type       | 
   |  Change Custom Skill Type    | 
   |  Delete Custom Skill Type    | 
   |  Inquire Custom Skill Type   | 
   +------------------------------+

After you select the "Add Custom Skill Type" option, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID: UBC01444 -- Tucson Local 
 
Skill Type  : 
 
Description : 
 
 
 
 
 
 
 
 
Enter Skill Type? __________ 
 
 
<ESC>=Exit                Custom Skill Type Maintenance      <F2>=Back <F1>=Help

The following sections describe the prompts displayed when a custom skill type record is added.

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.

Custom Skill Type

You are asked for the custom skill type. 



 Enter Skill Type? __________

Enter the custom skill type you want to set up.

The skill type can be up to 10 characters in length.

As an example, you might want to set up a custom skill type for interior work. You can provide whatever skill type you want to use. 



 Enter Skill Type? interior__

You can set up custom skill types for any class/level of skills.

Note: Once the skill type record has been created/added, the skill type name CANNOT be changed. To change the name, you must delete the current skill type record, and add a new record with the new name.

Custom Skill Type Description

You are asked for the custom skill type description. 



 Enter Description? ______________________________

Enter the description of this custom skill type.

The description can be up to 30 characters in length.

Add Custom Skill Type

You are asked if you want to add this custom skill type record. 



   +ADD Proceed?+ 
   |  Yes       | 
   |  No        | 
   +------------+

Select "Yes" to add this custom skill type record.

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

Press <ESC> to abort this custom skill type entry.

If "Yes", this custom skill type record is added to the custom skill types file, and you can continue adding records.

128.3 Changing Custom Skill Type Records



   +------------Option------------+ 
   |  Add Custom Skill Type       | 
   |  Change Custom Skill Type    | 
   |  Delete Custom Skill Type    | 
   |  Inquire Custom Skill Type   | 
   +------------------------------+

After you select the "Change Custom Skill Type" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to perform changes for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

A menu of the custom skill types is displayed. For example: 



   +------Select Skill Type to Change------+ 
   |  FRAMING     House/Building Framing   | 
   |  INTERIOR    Interior work            | 
   |  LANDSCAPE   Landscape work           | 
   +---------------------------------------+

Select the custom skill type item that you want to change.

After you make your selection, the data for that skill type is displayed. For example: 



 Affiliate ID: UBC01444 
 
 Skill Type  : INTERIOR 
 
 Description : Interior work 
 
 
 
 
 
 
 Enter Description? Interior work_________________

You can change the custom skill type description.

If you want to change the skill type name (i.e. INTERIOR), you will need to delete the current skill type record and add a record with the new name.

Change Skill Type Y/N

After you have completed the change to the skill type record, you are asked if you actually want to make the change. 



   +CHANGE Proceed?+ 
   |  Yes          | 
   |  No           | 
   +---------------+

Select "Yes" to change this skill type record.

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

Press <ESC> to abort this skill type change.

If "Yes", this custom skill type record is changed, and you can continue changing other records.

128.4 Deleting Custom Skill Type Records



   +------------Option------------+ 
   |  Add Custom Skill Type       | 
   |  Change Custom Skill Type    | 
   |  Delete Custom Skill Type    | 
   |  Inquire Custom Skill Type   | 
   +------------------------------+

After you select the "Delete Custom Skill Type" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to delete records for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

A menu of the custom skill types is displayed. For example: 



   +------Select Skill Type to Delete------+ 
   |  FRAMING     House/Building Framing   | 
   |  INTERIOR    Interior work            | 
   |  LANDSCAPE   Landscape work           | 
   +---------------------------------------+

Select the custom skill type item that you want to delete.

After you make your selection, the data for that custom skill type is displayed. For example: 



 Affiliate ID: UBC01444 
 
 Skill Type  : INTERIOR 
 
 Description : Interior work

Delete Custom Skill Type Y/N

After the custom skill type data is displayed, you are asked if you actually want to delete this record. 



   +DELETE Proceed?+ 
   |  Yes          | 
   |  No           | 
   +---------------+

Select "Yes" to delete this custom skill type record.

Select "No" if you do NOT want to delete this record.

Press <ESC> to abort this skill type delete procedure.

If "Yes", this custom skill type record is deleted, and you can continue deleting other skill type records.

128.5 Inquiring On Custom Skill Type Records



   +------------Option------------+ 
   |  Add Custom Skill Type       | 
   |  Change Custom Skill Type    | 
   |  Delete Custom Skill Type    | 
   |  Inquire Custom Skill Type   | 
   +------------------------------+

After you select the "Inquire Custom Skill Type" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to inquire on records for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

A menu of the custom skill types is displayed. For example: 



   +-----Select Skill Type to Inquire------+ 
   |  FRAMING     House/Building Framing   | 
   |  INTERIOR    Interior work            | 
   |  LANDSCAPE   Landscape work           | 
   +---------------------------------------+

Select the custom skill type item that you want to inquire on.

After you make your selection, the data for that custom skill type is displayed. For example: 



 Affiliate ID: UBC01444 
 
 Skill Type  : INTERIOR 
 
 Description : Interior work 
 
 
 
 
 
                         Press the RETURN key to continue

Press [Enter] to exit the inquiry.

Previous Next Contents Index