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


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Chapter 129
SKILLMAINT - Skill Code Maintenance

The skill code file contains information about member skill codes. These skill codes will be assigned to members, and used with out-of-work and job referral procedures.

The SKILLMAINT - Skill Code Maintenance menu option allows you to create and maintain affiliate skill code records.



            +----------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, and delete affiliate skill code records, and how to get listings of skill code data.

129.1 Skill Code Input Screen

After SKILLMAINT is selected from the menu, the skill code maintenance screen is displayed.



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 
 
 
 
 
 
 +--------Option--------+ 
 |  Add Skill Code      | 
 |  Change Skill Code   | 
 |  Delete Skill Code   | 
 |  List Skill Codes    | 
 +----------------------+ 
 
<ESC>=Exit                   SKILL CODE MAINTENANCE          <F2>=Back <F1>=Help

Skill Code Maintenance Options

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



   +--------Option--------+ 
   |  Add Skill Code      | 
   |  Change Skill Code   | 
   |  Delete Skill Code   | 
   |  List Skill Codes    | 
   +----------------------+ 

The skill code maintenance options are:
  Add Skill Code add skill code records
  Change Skill Code change skill code records
  Delete Skill Code delete skill code records
  List Skill Codes get a listing of the skill code records

Select the appropriate maintenance option.

129.2 Adding Skill Code Records



   +--------Option--------+ 
   |  Add Skill Code      | 
   |  Change Skill Code   | 
   |  Delete Skill Code   | 
   |  List Skill Codes    | 
   +----------------------+ 

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



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID  : UBC01444 -- Tucson Eastside 
 
Skill Code    : 
 
Description   : 
 
Skill Type    : 
 
Business Type : 
 
Steward Skill : 
 
Restricted Skill Code: 
 
 
 
 
 
ADD: Skill code? ________ 
 
 
<ESC>=Exit                   SKILL CODE MAINTENANCE          <F2>=Back <F1>=Help

The following sections describe the prompts displayed when a skill code 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.

You are asked for the affiliate ID.



 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.

Skill Code

You are asked for the skill code.



 ADD: Skill code? ________ 

Enter the skill code you want to set up.

The code can be up to 8 characters in length.

As an example, you might want to set up the skill code for "framer". You can provide whatever code you want to use.



 ADD: Skill code? framer__ 

You can set up skill codes for any levels of skills.

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

Skill Code Description

You are asked for the skill code description.



 ADD: Description? _________________________ 

Enter the description of this skill code.

The description can be up to 25 characters in length.

Skill Type

You are asked for the skill type.



   +Add: Skill Type+ 
   |  Carpenter    | 
   |  Millwright   | 
   +---------------+ 

Select the appropriate skill type from the menu of skill types.

Business Type

You are asked for the business type.



   +-----Add: Business Type------+ 
   |  Commercial                 | 
   |  Residential                | 
   |  Commercial & Residential   | 
   +-----------------------------+ 

Select the appropriate business type from the menu of business types.

Steward Skill

You are asked if this skill is a steward skill.

You can specify that a skill is to be flagged as a steward skill. This would enable you to identify members who are stewards.

Note: Optionally, you can freeze the adding/deleting of skills for stewards for 30 business days. To do this, you need to select the "Referral/Dispatch Info Maint" menu option and set the "Steward Skill Restriction" flag to "Yes".



   +Add: Is this skill considered to be a steward skill+ 
   |  Yes                                              | 
   |  No                                               | 
   +---------------------------------------------------+ 

Select "Yes" if this skill is to be flagged as a steward skill.

Select "No" if this is not a steward skill.

Restricted Skill

You are asked if this skill is a restricted skill code.

Note: This prompt is only displayed to those users who are allowed to enter and assign restricted skill codes.



   +Add: Is this a restricted skill code+ 
   |  Yes                               | 
   |  No                                | 
   +------------------------------------+ 

Select "Yes" if this skill is to be flagged as a restricted skill.

Select "No" if this is not a restricted skill.

Add Skill Code

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



   +ADD Skill Code+ 
   |  Yes         | 
   |  No          | 
   +--------------+ 

Select "Yes" to add this skill code record.

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

Press <ESC> to abort this skill code entry.

If "Yes", this skill code record is added to the affiliate skill code file, and you can continue adding records.

When you have finished adding skill code records, press <F2> or <ESC> to return to the skill code maintenance options menu.

129.3 Changing Skill Code Records



   +--------Option--------+ 
   |  Add Skill Code      | 
   |  Change Skill Code   | 
   |  Delete Skill Code   | 
   |  List Skill Codes    | 
   +----------------------+ 

After you select the "Change Skill Code" 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 skill codes is displayed. For example:



   +------------Change: Skill Code------------+ 
   |                                          | 
   |  Code        Description                 | 
   |  CABINETS    Cabinet work                | 
   |  COM CARP    Commercial carpenter        | 
   |  DRYWALL     Drywall hanger              | 
   |  FIN EXT     Finisher - exterior         | 
   |  FIN INT     Finisher - interior         | 
   |  FRAM-COM    Framer - commercial         | 
   |  FRAMER      Framer                      | 
   |  RES CARP    Residential carpenter       | 
   |  TRIM EXT    Trim work - exterior        | 
   |  TRIM INT    Trim work - interior        | 
   +------------------------------------------+ 

Select the skill code item that you want to change.

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



Affiliate ID  : UBC01444 -- Tucson Local 
 
Skill Code    : CABINETS 
 
Description   : Cabinet work 
 
Skill Type    : Carpenter 
 
Business Type : Commercial & Residential 
 
Steward Skill : No 
 
Restricted Skill Code: No 

You can change the skill code description, skill type, business type and steward skill flag.

If you want to change the skill code name, you will need to delete the current skill code record and add a record with the new name.

If you change the steward skill flag from "Yes" to "No", and the affiliate is restricting steward skill code changes, and there are pending skill code changes, you are asked what you want to do with the pending changes.



    +----------------------------------------------------------------------+ 
    | There are pending steward skill code changes for members that will   | 
    | no longer be designated shop stewards after this skill is changed.   | 
    |                                                                      | 
    | 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?             | 
    |   -or-                                                               | 
    | Do NOT process or delete pending steward skill changes?              | 
    |                                                                      | 
    | +------------------------------------------------------------------+ | 
    | |  PROCESS    DELETE    EXIT                                       | | 
    | +------------------------------------------------------------------+ | 
    +----------------------------------------------------------------------+ 

Select "PROCESS" to process the pending changes and make them effective immediately.

Select "DELETE" to delete the pending steward skill code changes.

If "EXIT" is selected, the following message is displayed:


    Steward flag on skill cannnot be changed. Pending skill changes exist. 
                        Press the RETURN key to continue 

After you press [Enter], you are returned to the steward skill prompt.

Change Skill Code Y/N

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



   +CHANGE Skill Code+ 
   |  Yes            | 
   |  No             | 
   +-----------------+ 

Select "Yes" to change this skill code record.

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

Press <ESC> to abort this skill code change.

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

When you have finished changing skill code records, press <F2> or <ESC> to return to the skill code maintenance options menu.

129.4 Deleting Skill Code Records



   +--------Option--------+ 
   |  Add Skill Code      | 
   |  Change Skill Code   | 
   |  Delete Skill Code   | 
   |  List Skill Codes    | 
   +----------------------+ 

After you select the "Delete Skill Code" 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 skill codes is displayed. For example:



   +------------Delete: Skill Code------------+ 
   |                                          | 
   |  Code        Description                 | 
   |  CABINETS    Cabinet work                | 
   |  COM CARP    Commercial carpenter        | 
   |  DRYWALL     Drywall hanger              | 
   |  FIN EXT     Finisher - exterior         | 
   |  FIN INT     Finisher - interior         | 
   |  FRAM-COM    Framer - commercial         | 
   |  FRAMER      Framer                      | 
   |  RES CARP    Residential carpenter       | 
   |  TRIM EXT    Trim work - exterior        | 
   |  TRIM INT    Trim work - interior        | 
   +------------------------------------------+ 

Select the skill code item that you want to delete.

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



Affiliate ID  : UBC01444 -- Tucson Local 
 
Skill Code    : DOORFRAM 
 
Description   : Door framing 
 
Skill Type    : House/Building Framing 
 
Business Type : Commercial & Residential 
 
Steward Skill : No 
 
Restricted Skill Code: No 

Note: A skill code can NOT be deleted if it has been assigned to any active members, or is associated with a job site.

Note: If the affiliate is restricting steward skill code changes, and there are pending skill code changes, you are asked what you want to do with the pending changes. For example:



    +----------------------------------------------------------------------+ 
    | There are pending steward skill code changes for this skill.         | 
    |                                                                      | 
    | Do you wish to DELETE all pending steward skill changes?             | 
    |   -or-                                                               | 
    | Do NOT delete pending steward skill changes?                         | 
    |                                                                      | 
    | +------------------------------------------------------------------+ | 
    | |  DELETE    EXIT                                                  | | 
    | +------------------------------------------------------------------+ | 
    +----------------------------------------------------------------------+ 

Select "DELETE" to delete all pending steward skill changes.

Select "EXIT" if you do not want to delete the pending steward skill changes.

If "DELETE", the pending steward skill changes will be deleted when this skill code is deleted.

Delete Skill Code Y/N

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



   +DELETE Skill Code+ 
   |  Yes            | 
   |  No             | 
   +-----------------+ 

Select "Yes" to delete this skill code record.

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

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

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

When you have finished deleting skill code records, press <F2> or <ESC> to return to the skill code maintenance options menu.

129.5 Listing Skill Code Records

You can get a report listing of the skill code records by selecting the "List Skill Codes" option.



   +--------Option--------+ 
   |  Add Skill Code      | 
   |  Change Skill Code   | 
   |  Delete Skill Code   | 
   |  List Skill Codes    | 
   +----------------------+ 

After you select the "List Skill Codes" 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 list skill code records for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Skill Type

You are asked to select the skill types you want to include on the list.



   +List: Skill Type+ 
   |  All           | 
   |----------------| 
   |  Carpenter     | 
   |  Millwright    | 
   +----------------+ 

Select "All" to include all skill types on the listing.

Select one of the skill types from the menu.

Business Type

You are asked to select the business types you want to include on the list.



   +-----List: Business Type-----+ 
   |  All                        | 
   |  Commercial                 | 
   |  Residential                | 
   |  Commercial & Residential   | 
   +-----------------------------+ 

Select "All" to include all business types on the listing.

Select one of the items from the business types menu.

Proceed

You are asked if you want to proceed with creating the skill codes report listing.



   +List Skill Codes?+ 
   |  Yes            | 
   |  No             | 
   +-----------------+ 

Select "Yes" to generate the report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this report procedure.

If "Yes", the skill code report listing is generated.

Report Contents and Example

The following is an example of a report:


09-Aug-2009United Brotherhood of Carpenters and Joiners of America     Page 1 
                                 Skill Codes 
                         UBC01444 -- Tucson Eastside 
 
                                                           Steward 
Type       Business   Skill Code Description               Skill   Restricted 
---------- ---------- ---------- ------------------------- ------- ---------- 
CARPENTER  COMRES     1444-CAR   4444 carpenter 
                      1444-DRY   4444 drywall 
                      1444-FRM   4444 framer 
                      1444-TRM   4444 trm 
                      AAASTEW    Steward skill code           Y 
                      APP_WORK   General apprentice skills 
                      CABINETS   Cabinet work 
                      HAMMER     Hammer and Nail Work 
                      LFRAMER    Lead framer                  Y 
                      NAILER     Nailer 
                      NAILER2    Nailer 2 
                      RESCODE1   Restricted code 1                      Y 


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