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

Chapter 130
WORKLISTMAINT - Work List Code Maintenance

Members of an affiliate can sign up for one or more "out of work" lists. The WORKLISTMAINT menu option is used to set up out of work list titles or names. You identify each out of work list you set up, with a specific code. 



            +----------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 out of work list records, and how to get listings of out of work lists that have been set up.

130.1 Out Of Work List Input Screen

After WORKLISTMAINT is selected from the menu, the out of work list code maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 
 
 
 
 
 
 
 
 
 +-----------Option-----------+ 
 |  Add Out of Work List      | 
 |  Change Out of Work List   | 
 |  Delete Out of Work List   | 
 |  Show Out of Work List     | 
 +----------------------------+ 
 
<ESC>=Exit                    Work List Code Maint           <F2>=Back <F1>=Help

Out of Work List Code Maintenance Options

After the out of work list code maintenance screen is displayed, you are asked for the maintenance option you want to perform. 



   +-----------Option-----------+ 
   |  Add Out of Work List      | 
   |  Change Out of Work List   | 
   |  Delete Out of Work List   | 
   |  Show Out of Work List     | 
   +----------------------------+

The out of work list code maintenance options are:
  Add Out of Work List add out of work list code records
  Change Out of Work List change out of work list code records
  Delete Out of Work List delete out of work list code records
  Show Out of Work List get a listing of the out of work list records

Select the appropriate maintenance option.

130.2 Adding Out of Work List Records



   +-----------Option-----------+ 
   |  Add Out of Work List      | 
   |  Change Out of Work List   | 
   |  Delete Out of Work List   | 
   |  Show Out of Work List     | 
   +----------------------------+

Select the "Add Out of Work List" option to add out of work list records.

The following sections describe the prompts displayed when an out of work list 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.

Select Branch

If your affiliate has branches, you are asked for the branch you want to create an out of work list record for. 



   +---------------ADD: Branch---------------+ 
   |  NOTUCSON  North Tucson                 | 
   |  SOTUCSON  South Tucson                 | 
   |  MAIN_OFF  Tucson Local - Main Office   | 
   +-----------------------------------------+

Select one of the branches from the list of branches.

Out of Work List Code

You are asked for the code to be assigned to this out of work list. 



 ADD: List code? __________

Enter the code you want to set up.

The code can be up to 10 characters in length.

Out of Work List Description

You are asked for the code description --- this is the name or title of this out of work list. 



 ADD: Description:? __________________________________________________

Enter the description of this list.

The description can be up to 50 characters in length.

Add New Code

You are asked if you want to add this out of work list record. 



   +ADD Work List Code+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to add this out of work list record.

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

Press <ESC> to abort this out of work list entry.

If "Yes", this out of work list record is added to the file, and you can continue adding more records.

130.3 Changing Out of Work List Records



   +-----------Option-----------+ 
   |  Add Out of Work List      | 
   |  Change Out of Work List   | 
   |  Delete Out of Work List   | 
   |  Show Out of Work List     | 
   +----------------------------+

After you select the "Change Out of Work List" 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.

If your affiliate has branches, you are asked for the branch that you want to make changes for. If there are no branches, the branch prompt is skipped.

A menu of the out of work list codes is displayed. For example: 



   +------------------------CHA: Work List Code------------------------+ 
   |                                                                   | 
   |  Code        Description                                          | 
   |  ----------  --------------------------------------------------   | 
   |  NOTUC CARP  North Tucson - Carpenters Out of Work List           | 
   |  NOTUC OPEN  North Tucson - Open Out of Work List                 | 
   +-------------------------------------------------------------------+

Select the out of work list item that you want to change.

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



 Affiliate            : UBC01444 -- Tucson Local 
 
 Branch               : NOTUCSON -- North Tucson 
 
 Out of Work List Code: NOTUC CARP 
 
 Description / Title  : North Tucson - Carpenters Out of Work List 
 
 
 
 
 
 
 CHA: Description? North Tucson - Carpenters Out of Work List________

You can change the description --- the out of work list name or title.

If you want to change the code name (i.e. NOTUC CARP), you will need to delete the current record and add a record with the new name.

Change Code Y/N

After you have completed the change to the description, you are asked if you actually want to make the change. 



   +CHANGE Work List Code+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" to change this record.

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

Press <ESC> to abort this change.

If "Yes", this out of work list record is changed, and you can continue changing other records.

130.4 Deleting Out of Work List Records



   +-----------Option-----------+ 
   |  Add Out of Work List      | 
   |  Change Out of Work List   | 
   |  Delete Out of Work List   | 
   |  Show Out of Work List     | 
   +----------------------------+

After you select the "Delete Out of Work List" 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 deletes for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

If your affiliate has branches, you are asked for the branch that you want to delete records for. If there are no branches, the branch prompt is skipped.

A menu of the out of work list codes is displayed. For example: 



   +------------------------DEL: Work List Code------------------------+ 
   |                                                                   | 
   |  Code        Description                                          | 
   |  ----------  --------------------------------------------------   | 
   |  MAIN OFF    OUT OF WORK LIST - MAIN OFFICE                       | 
   |  MO-CAR-COM  MAIN OFFICE - COMMERCIAL CARPENTERS LIST             | 
   |  MO-CAR-RES  MAIN OFFICE - RESIDENTAL CARPENTERS LIST             | 
   +-------------------------------------------------------------------+

Select the out of work list item that you want to delete.

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



Affiliate            : UBC01444 -- Tucson Local 
 
Branch               : MAIN_OFF -- Tucson Local - Main Office 
 
Out of Work List Code: MAIN OFF 
 
Description / Title  : OUT OF WORK LIST - MAIN OFFICE

Delete Code Y/N

You are asked if you actually want to delete this code. 



   +DELETE Work List Code+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" to delete this code.

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

Press <ESC> to abort this delete procedure.

If "Yes", this out of work list record is deleted, and you can continue deleting other records.

130.5 Listing Out of Work List Code Records

You can get a report listing of the out of work list code records by selecting the "Show Out of Work List" option. 



   +-----------Option-----------+ 
   |  Add Out of Work List      | 
   |  Change Out of Work List   | 
   |  Delete Out of Work List   | 
   |  Show Out of Work List     | 
   +----------------------------+

After you select the "Show Out of Work List" 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 codes for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Branch

If your affiliate has branches, you are asked for the branch that you want to list records for.

If there are no branches, the branch prompt is skipped. 



   +---------------SHO: Branch---------------+ 
   |  all                                    | 
   |-----------------------------------------| 
   |  NOTUCSON  North Tucson                 | 
   |  SOTUCSON  South Tucson                 | 
   |  MAIN_OFF  Tucson Local - Main Office   | 
   +-----------------------------------------+

Select "all" to include out of work lists for all branches on the report.

Select one of the branches from the menu.

Proceed

You are asked if you want to proceed with creating the out of work list report listing. 



   +Proceed-+ 
   |  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 out of work list report listing is generated.

Report Contents and Example

The following information is shown on the report:

affiliate ID and name
branch code and name (if affiliate has branches)
out of work list code
list title/name

The following is an example of a report which lists all branches: 


18-Mar-1998 United Brotherhood of Carpenters and Joiners of America      Page 1 
                               Out of Work Lists 
                            UBC01444 -- Tucson Local 
                     MAIN_OFF -- Tucson Local - Main Office 
 
        List Code    Description 
        ----------   -------------------------------------------------- 
        MO-CAR-COM   MAIN OFFICE - COMMERCIAL CARPENTERS LIST 
        MO-CAR-RES   MAIN OFFICE - RESIDENTAL CARPENTERS LIST 
 
 
 
 
18-Mar-1998 United Brotherhood of Carpenters and Joiners of America      Page 2 
                               Out of Work Lists 
                            UBC01444 -- Tucson Local 
                            NOTUCSON -- North Tucson 
 
        List Code    Description 
        ----------   -------------------------------------------------- 
        NOTUC CARP   North Tucson - Carpenters Out of Work List 
        NOTUC OPEN   North Tucson - Open Out of Work List 
 
 
 
 
18-Mar-1998 United Brotherhood of Carpenters and Joiners of America      Page 3 
                               Out of Work Lists 
                            UBC01444 -- Tucson Local 
                            SOTUCSON -- South Tucson 
 
        List Code    Description 
        ----------   -------------------------------------------------- 
        SO TUCSON    South Tucson - Out of Work List

Chapter 131
AFFLETTERMN - Affiliate Letter Maintenance

The AFFLETTERMN - Affiliate Letter Maintenance menu option is used by affiliates to create and modify custom text letters that can be named, saved, and re-used. The text in the letters is free-form and all characters are allowed. The letters can be displayed, and deleted when they are no longer useful. You can also get lists of custom text letters you have created.

You can create one or more custom text letters which use the same format. Each letter has its own letter name. Basically, what you are going to do is create the body of the letter --- the main text. When you want to send letters to members, you will use the OPTIONS menu option to select the members you want to send letters to, and you will specify which letter name you want to use when creating the actual letters.

Select the AFFLETTERMN menu option to create letters. 



            +----------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 letters.

131.1 Letter Maintenance Input Screen and Options

After AFFLETTERMN is selected, the letter maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 
 
 
 
 
 
 
 +-----------Option-----------+ 
 |  Add Letter                | 
 |  Change Letter             | 
 |  Delete Letter             | 
 |  Display Letter Template   | 
 |  Sample Letter/Screen      | 
 |  Sample Letter/Print       | 
 |  List Letters              | 
 +----------------------------+ 
 
<ESC>=Exit                AFFILIATE LETTER MAINTENANCE       <F2>=Back <F1>=Help

131.1.1 Letter Maintenance Options

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



   +-----------Option-----------+ 
   |  Add Letter                | 
   |  Change Letter             | 
   |  Delete Letter             | 
   |  Display Letter Template   | 
   |  Sample Letter/Screen      | 
   |  Sample Letter/Print       | 
   |  List Letters              | 
   +----------------------------+

The letter maintenance options are:
  Add Letter create new letters
  Change Letter make changes to existing letters
  Delete Letter delete un-used letters
  Display Letter Template display letter templates
  Sample Letter/Screen display sample letters on the screen - shows data
  Sample Letter/Print print sample letters - shows data
  List Letters get a list of the current letters

Select one of the letter maintenance options.

131.2 Adding/Creating Letters



   +-----------Option-----------+ 
   |  Add Letter                | 
   |  Change Letter             | 
   |  Delete Letter             | 
   |  Display Letter Template   | 
   |  Sample Letter/Screen      | 
   |  Sample Letter/Print       | 
   |  List Letters              | 
   +----------------------------+

Select "Add Letter" to add custom text letters.

After you select "Add Letter", the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID      : UBC01444 -- Tucson Local 
Letter Name       : 
Letter Description: 
Finance Code      : 
Letter Charge     : 
 
 
 
 
 
 
 
 
 
ADD: Letter Name? _______________ 
 
 
<ESC>=Exit                AFFILIATE LETTER MAINTENANCE       <F2>=Back <F1>=Help

The following sections describe the prompts displayed when you add a letter.

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