United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Chapter 143
INQDISP - Dispensation Inquiry

The INQDISP - Dispensation Inquiry procedure allows you to inquire on:

approved dispensations currently in effect
all dispensations
pending dispensations
all denied dispensations
all approved dispensations

The selection parameters allow you to inquire on one or all types of dispensations, specific dispensations for an affiliate or a member, and to sort the selected dispensations in a specific order.

When a dispensation is displayed, the notes can also be displayed, and the dispensation and any notes can be printed.

To inquiry on dispensations, select the INQDISP item on the menu. 



                 +--------Dispensation Processing---------+ 
                 |  INQDISP        Dispensation Inquiry   | 
                 |                                        | 
                 |             Exit Sub-menu              | 
                 |  BACK           Exit this submenu      | 
                 +----------------------------------------+

This chapter explains how to inquire on approved, denied and pending dispensations.

143.1 Dispensation Inquiry Screen

When the INQDISP menu item is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Selection: 
 
Type     : 
 
Affiliate: 
 
Member   : 
 
Sort by  : 
 
 
 
 
 
 
 +--------------------Option---------------------+ 
 |  Approved Dispensations Currently in Effect   | 
 |  All Dispensations                            | 
 |  Pending Dispensations                        | 
 |  All Denied Dispensations                     | 
 |  All Approved Dispensations                   | 
 +-----------------------------------------------+ 
 
<ESC>=Exit                    Dispensation Inquiry           <F2>=Back <F1>=Help

143.2 Prompts and Responses

The following sections describe the prompts and responses entered when you inquire on dispensations.

As you select your inquiry criteria, your selections are displayed in the upper portion of the screen. If you need to go back to a previous prompt, continuously press <F2> until you are at the prompt you want to change.

Dispensation Selection

After the dispensation inquiry screen is displayed, you are asked to select which dispensations that you want to inquiry on. 



   +--------------------Option---------------------+ 
   |  Approved Dispensations Currently in Effect   | 
   |  All Dispensations                            | 
   |  Pending Dispensations                        | 
   |  All Denied Dispensations                     | 
   |  All Approved Dispensations                   | 
   +-----------------------------------------------+

Select the dispensations that you want to inquire on.

Selecting the Dispensation Type

After you select which dispensations that you want to inquire on, you are asked to select the dispensation types that you want to include in the inquiry. 



   +-----Select Dispensation Type------+ 
   |  all                              | 
   |-----------------------------------| 
   |  Dues Rate - by Council           | 
   |  Dues Rate - by Local             | 
   |  GO Init Fees - by Council        | 
   |  GO Init Fees - by District       | 
   |  GO Init Fees - by Employer       | 
   |  GO Init Fees - by Local          | 
   |  GO Init Fees - by Member         | 
   |  Officer Dispensation             | 
   |  Dispensation to Reinstate        | 
   |  Per Capita Tax - by Council      | 
   |  Per Capita Tax - by District     | 
   |  Per Capita Tax - by Employer     | 
   |  Per Capita Tax - by Local        | 
   |  Per Capita Tax - by Member       | 
   |  Transfer Out/Length of Service   | 
   |  Transfer W/in Council Restrict   | 
   |  Transfer Into Local Restricted   | 
   |  Transfer Out Local Restricted    | 
   +-----------------------------------+

Select "all" to include all dispensation types.

Select one of the dispensation types from the menu.

Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped. 



 Affiliate ID? all_____

Enter "all" to include all affiliates in the council.

Enter the affiliate ID of the affiliate that you want to include.

Which Members

You can inquire on dispensations for one or all members. You are asked which members you want to include. 



 Member name or ID? all_________________________________________________________

Enter "all" to include all members.

Enter a member name or member ID to inquire on dispensations for a single member.

Sort Order

You are asked how you want to sort the selected dispensations. 



   +----------Sort Order----------+ 
   |  Affiliate ID                | 
   |  Member ID                   | 
   |  Dispensation Type           | 
   |  Request Date                | 
   |  Approved/Disapproval Date   | 
   |  Expiration Date             | 
   +------------------------------+

Select one of the sort options from the displayed menu.

Proceed

You are asked if you want to proceed with finding the dispensations that match the entered criteria. 



   +Find Matching Dispensations+ 
   |  Yes                      | 
   |  No                       | 
   +---------------------------+

Select "Yes" to proceed with the dispensation inquiry.

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

Press <ESC> to abort this inquiry procedure.

If "Yes", the system searches for the selected dispensations.

Menu of Dispensations Found

If a single dispensation is found for the entered criteria, information for that dispensation is displayed. If more than one dispensation is found for the entered criteria, a menu of the found dispensations is displayed. For example: 


 +--------------------------------------------Select Dispensation---------------------------------------------+ 
 |                                                                                                            | 
 | Aff ID    Type        Dispensation                Status    Effective   Expiration  Mbr ID       Last Name | 
 | UBC01448  INITFEE     GO Init Fees - by Employer  approved  08/01/2000  08/31/2000                         | 
 | UBC01448  INITFEE     GO Init Fees - by Employer  approved  08/01/2000  08/31/2000                         | 
 | UBC01448  INITFEE     GO Init Fees - by Local     approved  08/01/2000  08/31/2000                         | 
 | UBC01448  INITFEE     GO Init Fees - by Local     approved  08/01/2000  08/31/2000                         | 
 | UBC01448  OFFICER     Officer Dispensation        approved  06/21/2000  06/30/2000  555-55-1999  Johnson   | 
 | UBC01448  OFFICER     Officer Dispensation        approved  06/21/2000  06/30/2000  555-55-1999  Johnson   | 
 | UBC01448  REINSTATE   Dispensation to Reinstate   approved  10/01/1999  10/31/1999  428-46-9573  Jones     | 
 | UBC01448  REINSTATE   Dispensation to Reinstate   approved  07/01/2000  08/31/2000  666-77-6013  Daniels   | 
 | UBC01448  REINSTATE   Dispensation to Reinstate   approved  07/01/2000  08/31/2000  444-99-0020  Gates     | 
 | UBC01448  TAX         Per Capita Tax - by Local   approved  04/01/2000  08/31/2000                         | 
 | UBC01448  TAX         Per Capita Tax - by Local   approved  04/01/2000  08/31/2000                         | 
 +------------------------------------------------------------------------------------------------------------+ 
                                         11 matching dispensations found

You are asked to select the dispensation item that you want to inquire on.

You can display dispensation information for any of the menu items by selecting that item.

Displaying Dispensation Information

If a single dispensation is found for the entered criteria, information for that dispensation is displayed. If there are multiple dispensations, any item on the dispensation menu can be displayed.

The following is an example of the information displayed for a reinstate dispensation. 



                             Reinstate Dispensation 
 
Dispensation      : Dispensation to Reinstate 
 
 
Affiliate ID      : UBC01448 -- Benson Local 
 
Member            : U-7207-5869 -- Gates, Bob A 
 
Request by        : TESTER 
Request Date      : 07/29/2000 
Request Entered by: TESTER 
 
Request Status    : Approved 
 
Approved/Denied by: Jane Doe 
Action Date       : 07/29/2000 
Action Entered by : JBROWN 
 
Effective Date    : 07/01/2000 
Expiration Date   : 08/31/2000 
 
 
+------------------------------------------------------------------------------+ 
|  Next    Notes    Print    Exit                                              | 
+------------------------------------------------------------------------------+

Note: The dispensation information that is displayed differs with the type of dispensation.

Bar Menu Options

When the detailed dispensation information is displayed, a bar menu is also displayed at the bottom of the screen. 



+------------------------------------------------------------------------------+ 
|  Next    Notes    Print    Exit                                              | 
+------------------------------------------------------------------------------+

If multiple dispensations were found, you can select "Next" to return to the dispensations menu, and select another item to display. If only a single dispensation was found for the entered criteria, "Next" takes you back to the dispensation selection entry screen.

Select "Notes" to display any notes that were entered for this dispensation.

Select "Print" if you want to print a hardcopy of this dispensation. The hardcopy shows the dispensation information and any notes.

Select "Exit" to exit the dispensation inquiry procedure.

Chapter 144
OFFMAINT - Officer Maintenance

The officer maintenance procedure is used to add and change/update office and officer data. Officers can be elected or appointed and deleted.

The officer maintenance procedure can be accessed by selecting the OFFMAINT item on the affiliate processing procedures menu. 



              +--------------Officer Processing---------------+ 
              |  OFFMAINT       Officer Maintenance           | 
              |  OFFINQ         Officer Inquiry               | 
              |  OFFLAB         Officer Mail Labels           | 
              |  OFFROS         Officer Roster with Address   | 
              +-----------------------------------------------+

This chapter describes how to maintain officer data.

144.1 Officer Input Screen, Prompts and Options

After you select OFFMAINT from the menu, the officer maintenance input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Option    : 
 
Affiliate : 
 
Election  :                    Type: 
Appointed : 
Term Start:                Term Mos:           Term End: 
 
Office    : 
Member    : 
Fulltime  : 
Specialty : 
Head Off  : 
Info      : 
 
 
Mail Addr : 
Mail City : 
Mail State:                 Country:                Zip: 
 +-----------------Option------------------+ 
 |  Election Update                        | 
 |  Appointment Update                     | 
 |  Change Current Officer Term End Date   | 
 |  Change Current Officer Information     | 
 |  Delete an Officer                      | 
 +-----------------------------------------+ 
 
<ESC>=Exit                     OFFICER MAINTENANCE           <F2>=Back <F1>=Help

144.2 Officer Maintenance Options

After the officer maintenance screen is displayed, you are asked what maintenance option you want to perform. 



   +-----------------Option------------------+ 
   |  Election Update                        | 
   |  Appointment Update                     | 
   |  Change Current Officer Term End Date   | 
   |  Change Current Officer Information     | 
   |  Delete an Officer                      | 
   +-----------------------------------------+

The officer maintenance options are:

After an option is selected, the option is displayed in the top portion of the screen.

Deleting Officers

See Section 144.4, Deleting an Officer, for detailed information on the prompts for deleting officers.

The prompts described in the following section are used with the first four options.

144.3 Officer Maintenance Prompts

The prompts used in this officer maintenance procedure are described in detail in the following sections. Depending on the maintenance option, you might not be prompted for certain data.

Unless specifically specified, you can enter data in upper, lower or mixed case.

To exit at any time, enter EXIT or press <ESC>.

To return to a previous prompt, press <F2>.

To get help for any menu item or input prompt, press <F1>.

144.3.1 Head of Affiliate Alert

An affiliate should have one officer record flagged as "head of affiliate".

After the affiliate ID is entered (by council or General Officer users) or displayed (for local users), the system checks to make sure there is only one "head of affiliate" officer record for the affiliate being processed.

If no officer record is designated/flagged as "head of affiliate", the following alert message is displayed: 


              Alert! -- No Current Head Office Entered on System 
                        Press the RETURN key to continue

If the affiliate being processed, has multiple officer records designated/flagged as "head of affiliate", the following alert message is displayed: 


           Alert! -- Multiple Current Head Offices Entered on System 
                        Press the RETURN key to continue

144.3.2 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.

You can enter the affiliate number or enter the entire affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

If Changing Current Officer Term End Date...

If you selected the "Change Current Officer Term End Date" option, a menu of the current officers is displayed and you are asked to select the officer that you want to change the term end date for. 



 +---------------------Select Officer to Change End Date----------------------+ 
 |                                                                            | 
 |  Office                         Current Officer               Term End     | 
 |  Executive Secretary/Treasurer  Board Sr, Carl Lloyd          05/31/2012   | 
 |  Financial Secretary            Board Sr, Carl Lloyd          07/31/2012   | 
 |  President                      Cook Jr, Sandy Dale           07/31/2012   | 
 |  Recording Secretary            Board Sr, Carl Lloyd          10/31/2012   | 
 |  Secretary/Treasurer            Cook Jr, Sandy Dale           05/31/2012   | 
 |  Delegate to Council            Board Sr, Carl Lloyd          05/31/2012   | 
 +----------------------------------------------------------------------------+

Select one of the officers from the menu.

After you select one of the officers from the menu, that officer's information is displayed, and you are asked for the new term end date. 



Option    : Change Current Officer Term End Date 
 
Affiliate : UBC01444 -- Tucson Eastside 
 
Office    : Secretary/Treasurer 
Member    : U-4688-6519  Cook Jr, Sandy Dale 
 
Term Start Date        : 06/01/2009 
Current Term End Date  : 05/31/2012 
 
Change Term End Date To: 
 
 
 
New term end date for officer (MMDDYYYY)? ________

Enter a new term end date in MMDDYYYY format.

The date must be a valid date that is not after the current term end date or before the term start date.

After you enter a new term end date, you are asked if you want to continue and actually change the term end date. 



   +Continue to Change the Term End Date+ 
   |  Yes                               | 
   |  No                                | 
   +------------------------------------+

Select "Yes" to continue and change the term end date.

Select "No" to return to the date prompt.

If "Yes", the term end date is changed.

If Changing Current Officer Information...

If you selected the "Change Current Officer Information" option, the next prompt is for "office code". After you select the office code, you can change the current elected/appointed officer information. The next prompt will be for member ID. The prompts used for the "Change Current Officer Information" option are the same as the officer data prompts used for "Election Update" or "Appointment Update". The officer data prompts are described in the following sections.

144.3.3 Election Date

If the "Election Update" option has been selected, you are asked for the election date. 



 Election date (MMDDYYYY)? ________

The election date is required.

Enter a date in MMDDYYYY format.

The election date must be today's date or prior to today.

144.3.4 Appointed Date

If the "Appointment Update" option has been selected, you are asked for the appointed date. 



 Appointed date (MMDDYYYY)? ________

The appointed date is required.

Enter a date in MMDDYYYY format.

The appointed date must be today's date or prior to today.

144.3.5 Election Type

If the "Election Update" option has been selected, you are asked for the election type. 



   +Election Type+ 
   |  GENERAL    | 
   |  SPECIAL    | 
   +-------------+

The election types are:

GENERAL - this office is voted on at general elections
SPECIAL - this office is voted on at special elections

The election type is required.

Select one of the election types from the displayed menu.

144.3.6 Term Start Date

If the "Election Update" or "Appointment Update" option has been selected, you are asked for the start date of the term. 



 Term start date (MMDDYYYY)? ________

The term start date is required.

Enter a date in MMDDYYYY format.

The term start date must be the same as the election date, or after the election date.

144.3.7 Term Months

If the "Election Update" or "Appointment Update" option has been selected, you are asked for the term in months. 



 Term months? __

If the affiliate is a local, the default is "36" months.

If the affiliate is a council, the default is "48" months.

If the affiliate is General Office/International, the default is "60" months.

You can press [Enter] to accept the default term months, or enter the appropriate number of term months.

144.3.8 Term End Date

If the "Election Update" or "Appointment Update" option has been selected, you are asked for the term end date. 



 Term end date (MMDDYYYY)? ________

The term end date is required.

The term end date has been calculated, and is the default date.

You can press [Enter] to accept the default date, or enter the appropriate term end date in MMDDYYYY format.

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