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You are asked if you want to proceed with creating the affiliate holiday report listing.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report listing.
Select "No" to return to the previous prompt.
Press <ESC> to abort this listing procedure.
If "Yes", the affiliate holiday report listing is generated.
The following is an example of an affiliate holiday listing:
30-Jun-1999 United Brotherhood of Carpenters and Joiners of America Page 1
Affiliate Holidays
UBC01444 -- Tucson Local
Date Holiday Description
---------- --------------------------------------------------
12/25/1998 Christmas Day Holiday
07/05/1999 Fourth of July Holiday
09/06/1999 Labor Day Holiday
10/11/1999 Columbus Day Holiday
11/25/1999 Thanksgiving Day Holiday
11/26/1999 Start Christmas Shopping Holiday
12/24/1999 Christmas Holiday
12/31/1999 New Year's Holiday
01/03/2000 New Year's Holiday
|
The DATAREVIEW - Mass Data Review and Update menu option is used by the affiliates to update member data in mass --- i.e. one member after the other.
You select which members to update --- either active or inactive roster members. Data for each active or inactive member is displayed, and you can update the current data.
Note: Some data, such as financial information, can only be updated by override users.
+----------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 member data in mass.
136.1 Member Data Review Input Screen
After you select DATAREVIEW from the menu, the "member data review"
input screen is displayed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
+Member Selection Method+
| Active Roster |
| Inactive Roster |
+-----------------------+
<ESC>=Exit <F11>=Select MEMBER DATA REVIEW <F12>=Do <F2>=Back <F1>=Help
|
136.2 Member Data Review Prompts
Before the first member's data is displayed, you are asked which
members you want to review and optionally update.
136.2.1 Affiliate ID
You are asked for the affiliate ID.
Note: If you are a local affiliate user, you are not asked for the affiliate ID, 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 in the second heading line.
136.2.2 Selecting Members to Review/Update
You are asked which members you want to review and update.
+Member Selection Method+
| Active Roster |
| Inactive Roster |
+-----------------------+
|
Select "Active Roster" to review and update active members.
Select "Inactive Roster" to review and update inactive members.
After you select a member roster, the procedure selects the appropriate members and sorts them in alphabetical order by member name.
After the member records are selected and sorted, the first active or inactive member's data is displayed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID : 444-44-0100 Aff: UBC01444 Tucson Local
Curr Status : GOODSTANDG Good Standing Date: 06/15/1998
Class : MEMBER Member - Regular Arr Mos: 0
Craft : CARPENTER Carpenter Paid Thru: 08/31/1998
Name, Last : Abel Suffix:
First : Tom Nickname:
Middle: Phone: (520) 555-0101
Curr Balance: 25.00 Unapplied/Overpay: 0.00
Tax Sched : 001 Curr Init: 06/15/1998 Sex: M
Birthdate: 08/03/1971
Language : ENGLISH
Barg Auth : Y Supp Dues: N EEOC Data: UNKNOWN
Citizen : Y Political Aff: UNK
At Branch : NOTUCSON Dues Group: CTR_JOUR Employer ID: BROOKS
Employee# : BRK-1003 Deduct: Y 100% Emp Dues: Y
Address Ln1 : 2100 E. Broadway Good Address: Y
Address Ln2 : Send Magazine: Y
City : Tucson State: AZ Zip: 85717 Country: US
Member name or ID? 444440100___________________________________________________
<ESC>=Exit <F11>=Select MEMBER DATA REVIEW <F12>=Do <F2>=Back <F1>=Help
|
136.2.3 Member Name/ID
You are asked for the member name or ID. The default is the displayed
member's ID. For example:
Member name or ID? 888121236___________________________________________________ |
At this point you can do one of the following:
136.2.4 Selecting Data to Change
Note: If your local has gone through their first end
of month processing on ULTRA, certain data, such as financial
information, can only be changed by override users. Financial data can
be changed by using the payments/charges entry procedure.
After the member data is displayed, you can change one or more data items.
If, for example, you want to change the middle name, you do NOT have to press [Enter] through numerous items to get to the middle name field. You can display a list of fields, select "Middle Name", and make the change.
To get a list of the fields that can be changed, press the [Select] key. A menu list of the fields is displayed.
+-----------------------------------------------------------------+
| Affiliate ID | Political Affiliation |
| Status Code | Cause of Death Code |
| Classification Code | Branch ID |
| Craft Code | Dues Group |
| Last Name | Employer ID |
| Name Suffix | Employee/Clock Number |
| First Name | Authorized Payroll Deduction |
| Nickname | 100% of Dues Sent by Employer |
| Middle Name | Address line 1 |
| Phone Number | Good Address |
| Sex | Address line 2 |
| Birth Date | Send Magazine |
| Native Language | City |
| Authorized Bargaining | State/Province |
| Signed Supplemental Dues | Zip/Postal Code |
| EEOC Data | Country |
| Citizen | |
+-----------------------------------------------------------------+
|
If you select "Middle Name" from the list, the "Middle name?" prompt is displayed and you can press [Enter] to accept the current data or make a change by typing over the current data.
After you accept or change the "Middle name" data and press [Enter], you are placed at the next field's prompt. If you want to make a change to a different field, press [Select] and the menu of field names will be displayed again. You can then select another field to change.
If you need help in changing data, you can press the [Help] key to get information on the data item, or refer to Section 12.2, New Member Input Prompts, to get detailed information on any of the data items. |
After you have completed all the changes, you can press the [Do] key. When you press the [Do] key, the last prompt which is "Change this record", is displayed.
+Change this record+ | Yes | | No | +------------------+ |
Select "Yes" to actually change the member record.
Select "No" to go to the last field that can be changed.
If you select "Yes", the record is changed, and a menu bar of options is displayed at the bottom of the screen.
136.2.5 Bar Menu Options
If member data is changed, the following bar menu is displayed:
+------------------------------------------------------------------------------+ | Next Member Notes Alt Contact Mbr Inquiry Exit | +------------------------------------------------------------------------------+ |
The menu options are:
| Next Member | display the next member's data | |
| Notes | review and/or maintain this member's notes | |
| Alt Contact | add or update additional phone numbers and/or alternate contact information | |
| Mbr Inquiry | do an inquiry on this member | |
| Exit | exit the member data review procedure |
Select one of the menu options.
Note: For detailed information on member notes, you can refer to Chapter 17, MEMNOTES - Member Notes.
The MASSAC - Mass Area Code Change menu option is used to change the area code portion of member telephone numbers.
You are asked for the current area code, the exchanges that are effected, and for the new area code.
The procedure finds all member telephone numbers that match the current area code and exchanges, and changes the area code portion of the phone number for each.
Select the MASSAC option to make changes to area codes.
+----------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 |
+--------------------------------------------------+
|
137.1 Mass Area Code Change Input Screen
After you select MASSAC from the menu, the mass area code change input
screen is displayed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Area code to change :
Exchanges to include:
New area code :
Area code to be changed (XXX)? ____
<ESC>=Exit Mass Area Code Change <F2>=Back <F1>=Help
|
137.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you massively change area codes.
As you enter your criteria, your entries are displayed in the upper portion of the screen. If you need to go back to a previous prompt and make a change, continuously press <F2> until you are at the prompt you want to change.
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.
You are asked for the current area code that is to be changed.
Area code to be changed (XXX)? ____ |
Enter the current 3 digit area code that you want to change.
You are asked for the exchanges that are effected. The exchange is the 3 digits of the phone number that follow the area code.
Exchanges (XXX,XXX,...)? ______________________________________________________
Enter a comma-separated list of exchanges to include
|
You can enter one or more exchanges.
Enter the exchange number that you want to change the area code for.
Enter a list of exchange numbers separated by commas, if more than one exchange is effected. For example: 760,761,762,...
You are asked for the new area code. This is the new area code that phone numbers having the old/current area code and exchanges are to be changed to.
New area code (XXX)? ____ |
Enter the new 3 digit area code that you want to change to.
You are asked if you want to proceed with changing the area codes.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with the area code changes.
Select "No" to return to the previous prompt.
Press <ESC> to abort this mass change procedure.
If "Yes", the area code is changed for all members whose area code and exchange match the entered criteria.
The procedure displays the number of member records checked, and the number of records that had the area code changed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Area code to change : 520
Exchanges to include: 556,557,558,640
New area code : 521
Members checked : 282
Area codes updated : 156
Area code update finished
Press the RETURN key to continue
<ESC>=Exit Mass Area Code Change <F2>=Back <F1>=Help
|
Press [Enter] when you are finished reviewing the results.
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