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You are asked for the branch phone number.
Branch phone number? __________ |
Enter the branch phone number.
Enter only digits. Do NOT enter dashes, spaces, etc. For example, if the phone number is "(520) 555-1234", enter "5205551234".
You are asked if you want to add this branch record.
+ADD Branch+ | Yes | | No | +----------+ |
Select "Yes" to add this branch record.
Select "No" to go back to the phone number prompt.
Press <ESC> to abort this branch entry.
If "Yes", this branch record is added to the branch file, and you can add other branch records.
132.2.2 Changing Branch Records
+------Option------+ | Add Branch | | Change Branch | | Delete Branch | | List Branches | +------------------+ |
After you select the "Change Branch" 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 branches is displayed. For example:
+------------------------CHA: Branch-------------------------+ | | | Branch Description | | MAIN_OFF Tucson Local - Main Office | | NOTUCSON North Tucson | | SOTUCSON South Tucson | +------------------------------------------------------------+ |
Select the branch item that you want to change.
After you make your selection, the data for that branch is displayed. For example:
Aff ID : UBC01444 -- Tucson Local Branch ID : NOTUCSON Branch Name : North Tucson Address : 9834 N. Craycroft City : Tucson State/Province : AZ Zip/Postal Code: 85730 Country : UNITED STATES Phone : (520) 555-8159 |
You can change the branch name, address, and phone information.
If you want to change the branch ID (i.e. NOTUCSON), you will need to delete the current branch record and add a record with the new branch ID.
After you have completed the changes to the branch record, you are asked if you actually want to make the changes.
+CHANGE Branch+ | Yes | | No | +-------------+ |
Select "Yes" to change this branch record.
Select "No" to go back to the phone number prompt.
Press <ESC> to abort this branch change.
If "Yes", this branch record is changed, and you can continue changing other branch records.
132.2.3 Deleting Branch Records
+------Option------+ | Add Branch | | Change Branch | | Delete Branch | | List Branches | +------------------+ |
After you select the "Delete Branch" 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 affiliate ID prompt is skipped.
A menu of the branches is displayed. For example:
+------------------------DEL: Branch-------------------------+ | | | Branch Description | | MAIN_OFF Tucson Local - Main Office | | NOTUCSON North Tucson | | SOTUCSON South Tucson | +------------------------------------------------------------+ |
Select the branch item that you want to delete.
After you make your selection, the data for that branch is displayed. For example:
Aff ID : UBC01444 -- Tucson Local Branch ID : SOTUCSON Branch Name : South Tucson Address : 556 S. Tucson Blvd. City : Tucson State/Province : AZ Zip/Postal Code: 85727 Country : UNITED STATES Phone : (520) 555-8765 |
After the branch data is displayed, you are asked if you actually want to delete this record.
+DELETE Branch+ | Yes | | No | +-------------+ |
Select "Yes" to delete this branch record.
Select "No" if you do NOT want to delete this record.
Press <ESC> to abort this branch delete procedure.
If "Yes", this branch record is deleted, and you can continue deleting other branch records.
132.2.4 Listing Branch Records
You can get a report listing of the branch records by selecting the
"List Branches" option.
+------Option------+ | Add Branch | | Change Branch | | Delete Branch | | List Branches | +------------------+ |
After you select the "List Branches" 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 branch records for.
If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.
You are asked if you want to proceed with creating the branch 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 report listing is generated.
The following is an example of a branch report listing:
25-Feb-1998 United Brotherhood of Carpenters and Joiners of America Page 1
Branches
UBC01444 -- Tucson Local
Branch ID Branch Information
---------- -------------------------
NOTUCSON North Tucson
9834 N. Craycroft
Tucson, AZ 85730 US
(520) 555-8159
SOTUCSON South Tucson
556 S. Tucson Blvd.
Tucson, AZ 85727 US
(520) 555-8765
MAIN_OFF Tucson Local - Main Office
123 N. Wilmot
Tucson, AZ 85712 US
(520) 555-6567
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The MBRBRANCH - Assign Members to Branch menu option is used by affiliates with branches, to do mass assignment of active members to branches. Branch assignment can be done by city/state or by zip code. You can also get a report listing of members who are not assigned to a branch.
+----------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 assign members to branches.
133.1 Assign Members to Branches Input Screen
After MBRBRANCH is selected from the menu, the assign members to branch
input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID:
Option :
+-------------Select Option--------------+
| Assign members by city/state |
| Assign members by zip code |
| List members not assigned to branch |
+----------------------------------------+
<ESC>=Exit Assign Members to Branch <F2>=Back <F1>=Help
|
After the member branch assignment screen is displayed, you are asked for the option that you want to perform.
+-------------Select Option--------------+ | Assign members by city/state | | Assign members by zip code | | List members not assigned to branch | +----------------------------------------+ |
The procedure options are:
| Assign members by city/state | assign members to branches based on city and state | |
| Assign members by zip code | assign members to branches based on zip codes | |
| List members not assigned to branch | create a listing of members not yet assigned to a branch |
Select the appropriate option.
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.
133.2 Assign Members by City/State
+-------------Select Option--------------+ | Assign members by city/state | | Assign members by zip code | | List members not assigned to branch | +----------------------------------------+ |
After you select the "Assign members by city/state" option, and enter the affiliate ID - if it is asked for, the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
Option : Assign members by city/state
City/State Members Assign to Branch
Apache Jct, AZ 1
Apache Junction, AZ 1
Glendale, AZ 1
Mesa, AZ 2
Phoenix, AZ 2
Tucson, AZ 5
Huntington Park, CA 1
Victorville, CA 1
Newberry, FL 1
+----Select Branch for Apache Jct, AZ-----+
| SOTUCSON South Tucson |
| MAIN_OFF Tucson Local - Main Office |
+-----------------------------------------+
<ESC>=Exit Assign Members to Branch <F2>=Back <F1>=Help
|
A list of the cities and states is displayed. A count of active members in each city and state, is also displayed.
For each city and state item on the list, you are asked which branch you want to assign the members to.
Select the appropriate branch for each city and state item.
After all the city/state items have been assigned to a branch, you are asked if you want to proceed with actually doing these assignments.
+Proceed with assign by city/state+ | Yes | | No | +---------------------------------+ |
Select "Yes" to assign members to the branches indicated.
Select "No" to go back to the last city/state item.
Press <ESC> to abort this branch assignment procedure.
If "Yes", the members are assigned to the branches indicated.
133.3 Assign Members by Zip Code
+-------------Select Option--------------+ | Assign members by city/state | | Assign members by zip code | | List members not assigned to branch | +----------------------------------------+ |
After you select the "Assign members by zip code" option, and enter the affiliate ID - if it is asked for, the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
Option : Assign members by zip code
Zip Code Members Assign to Branch
32669 Newberry, FL 1
85016 Phoenix, AZ 1
85032 Phoenix, AZ 1
85205 Mesa, AZ 1
85210 Mesa, AZ 1
85219 Apache Junction, AZ 2
85302 Glendale, AZ 1
85705 Tucson, AZ 1
85711 Tucson, AZ 2
85721 Tucson, AZ 1
85725 Tucson, AZ 1
90255 Huntington Park, CA 1
92392 Victorville, CA 1
+--Select Branch for 32669 Newberry, FL--+
| SOTUCSON South Tucson |
| MAIN_OFF Tucson Local - Main Office |
+-----------------------------------------+
<ESC>=Exit Assign Members to Branch <F2>=Back <F1>=Help
|
A list of the zip codes with city and state names, is displayed. A count of active members in each zip code, is also displayed.
For each zip code item on the list, you are asked which branch you want to assign the members to.
Select the appropriate branch for each zip code item.
After all the zip code items have been assigned to a branch, you are asked if you want to proceed with actually doing these assignments.
+Proceed with assign by zip code+ | Yes | | No | +-------------------------------+ |
Select "Yes" to assign members to the branches indicated.
Select "No" to go back to the last zip code item.
Press <ESC> to abort this branch assignment procedure.
If "Yes", the members are assigned to the branches indicated.
133.4 List Members not Assigned
+-------------Select Option--------------+ | Assign members by city/state | | Assign members by zip code | | List members not assigned to branch | +----------------------------------------+ |
The "List members not assigned to branch" option creates a report listing of all active members who have not yet been assigned to a branch. The report is sorted by member name, city/state, or zip code.
After you select the "List members ..." option, and enter the affiliate ID - if it is asked for, you are asked for the sort order.
You are asked how you want the report data sorted.
+--Sort Order---+ | Last Name | | City/State | | Zip/Postal | +---------------+ |
Select "Last Name" to sort the report data by member last name.
Select "City/State" to sort by city and state, then last name.
Select "Zip/Postal" to sort by zip code, then last name.
Select one of the sort options.
You are asked if you want to proceed with creating the report.
+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 "Active Members Not Assigned to Branch" report is generated.
The following information is shown on the report:
member ID
member name
member address - city, state, zip
class
status
tax schedule code
The following is an example of part of a report:
26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Active Members Not Assigned to Branch
UBC01444 -- Tucson Local
Member ID Name / City, State / Zip Class Status Tax
----------- -------------------------------------- ---------- ---------- ---
U-3401-9787 Boydston, Glenn HONORARY GOODSTANDG 001
Mesa, AZ
85205
U-2778-1081 Brown, Walter HONORARY GOODSTANDG 001
Venice, CA
90291
U-7688-7001 Jones, Wayne APPLICANT GOODSTANDG 001
Tucson, AZ
85730
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