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

Contents (summary)
Preface	Preface
Chapter 1	Index of Menu Items
Chapter 2	Menus, Menu Items, Getting Around, Report Output Options
Chapter 3	Requirements for Going to Full Auto Processing
Chapter 4	CHGLOC - Change User Local
Chapter 5	POSTITVIEWER - View Post-Its
Chapter 6	READIM - Reading Instant Messages
Chapter 7	NEWPASSWORD - Change Your Password
Chapter 8	KEYUSER - Key User Access
Chapter 9	USERS - User Maintenance
Chapter 10	SECKEY - Security/Key/CODS User Inquiry
Chapter 11	RESETPC - Reset PC Configuration
Chapter 12	NEWMEM - New Member Entry
Chapter 13	PAYCHRG - Member Payments, Charges Entry
Chapter 14	CHANGE - Member Maintenance
Chapter 15	IDCHANGE - Member SSN/SIN Change
Chapter 16	MOVEWALKIN - Move Walk-in to Member
Chapter 17	MEMNOTES - Member Notes
Chapter 18	ALTCONTACT - Alternate Contact Maintenance
Chapter 19	DUESCLASSCHA - Future Dues/Class Change Maint
Chapter 20	CONWITH - Mass Conditional Withdrawal
Chapter 21	MEMGOINITDISP - Change Mbr GO Init Disp Flag
Chapter 22	REINITIATE - Initiate Former Mbr-reinitiate
Chapter 23	REINSTATE - Re-instate a Member
Chapter 24	APPLICANT - Applicant Entry
Chapter 25	MOVE_APP - Move Applicant to Member
Chapter 26	TOUT - Transfer Member Out
Chapter 27	TIN - Transfer Member In
Chapter 28	TRANFORM - Reprint Transfer Card
Chapter 29	BRING_JATC - Bring Pending JATC to Member
Chapter 30	JATCINQ - Pending JATC Inquiry
Chapter 31	MEMINQ - Member Inquiry
Chapter 32	CONTACT - Member Inquiry by Contact Info
Chapter 33	FINHIST - Member Financial History
Chapter 34	MEMAFFINQ - Member Inquiry by Affiliate
Chapter 35	DUESCODE - Members by Dues Code Report
Chapter 36	ARRLTR - Arrears/Susp-Report/Letter/Label
Chapter 37	ACTIVITY - Membership Changes Activity
Chapter 38	MEMBAL - Membership Balance Report
Chapter 39	CLASSSUM - Membership Summary by Class
Chapter 40	CRAFTSUM - Membership Summary by Craft
Chapter 41	GENDERSUM - Membership Summary by Gender
Chapter 42	MEMEMP - Members by Employer Report
Chapter 43	ELIGRPT - Officer/Voter Election Eligibility
Chapter 44	OFFELIG - Current Officer Eligibility
Chapter 45	AVGAGE - Membership Average Age Report
Chapter 46	MEMCOUNTY - Members by City/County Report
Chapter 47	ARRSALERT - Membership Alert Inquiry
Chapter 48	RETIRE - Retirement Eligibility Report
Chapter 49	IDCARD - Print Member ID Card
Chapter 50	IDROSTER - Member ID Roster
Chapter 51	PHOTO_REPORT - Member Photo Report
Chapter 52	BILLTRANS - Billing Transaction Inquiry
Chapter 53	AFFINQ - Affiliate Inquiry
Chapter 54	AFFROSTER - Member Roster with Address
Chapter 55	SUMAFFINQ - Summary Affiliate Inquiry
Chapter 56	OPTIONS - Reports, Letters, Labels
Chapter 57	MEMLTRLAB - Member Letters and Labels
Chapter 58	DAYBOOK - Day Book Report
Chapter 59	TRSTEEDB - Trustee Day Book
Chapter 60	CHRGPAY - Charges & Payments Report
Chapter 61	FUNDALLOC - Dues Fund Allocation Report
Chapter 62	QTRFUNDALLOC - Quarterly Dues Fund Allocation
Chapter 63	PERMITSINQ - Traveler Inquiry
Chapter 64	PRINTOBLIFORM - Reprint Obligation Form
Chapter 65	EMPBILL - Employer Billing for Dues
Chapter 66	DUESPAID - Dues Paid Statement Letters
Chapter 67	ESTDELEGATE - Convention Delegate Estimate Report
Chapter 68	AFFREPLAB - Affiliate Report and Labels
Chapter 69	FINADJUST - Financial Adjustments Report
Chapter 70	10YRSTATS - 10-Year Statistics Report
Chapter 71	12MOSTATS - 12-Month Active Membership
Chapter 72	GROWTH - Growth Reporting
Chapter 73	CERTIFICATE - Delegate Goodstanding Certificate
Chapter 74	USERAUDIT - User Audit Report
Chapter 75	LM_REPORT - LM2 Report
Chapter 76	MASSDUES - Mass Monthly Dues Entry
Chapter 77	MASSCHARGE - Mass Charges Entry
Chapter 78	REMIT - Employer Dues Remittance Entry
Chapter 79	PRINTRCPT - Print Receipts
Chapter 80	WORKCARD - Print Work Cards
Chapter 81	OTHERFIN - Other Financial Entries
Chapter 82	WRKPERMIT - Traveler Set-up
Chapter 83	EMPDUES - Employer Dues Remit Inquiry
Chapter 84	PCEXPORT - Create Member Export File
Chapter 85	CONTEXPORT - Create Contractor Export File
Chapter 86	OOWEXPORT - Export Out of Work Lists
Chapter 87	CUSTOMEXPORT - Custom Member Export
Chapter 88	XREFEXPORT - Cross Reference Export
Chapter 89	EXPEMAIL - Export Member Email Addresses
Chapter 90	CONTRACTMAINT - Contract Maintenance
Chapter 91	CONTRACTINQ - Contract Inquiry
Chapter 92	CONTRACTORS - Contractor Maintenance
Chapter 93	INQCONTR - Contractor Inquiry
Chapter 94	JOBSITEMAINT - Job Site Maintenance
Chapter 95	EMPJOBSITE - Employer/Job Site Inquiry
Chapter 96	EMPLABEL - Create Employer Labels
Chapter 97	WAGEMAINT - Wage Code Maintenance
Chapter 98	MBRSKILL - Assign Skill Codes to Members
Chapter 99	LAGOVERRIDE - Skill Lag Override
Chapter 100	SKILLRPT - Members by Skill Code Report
Chapter 101	WORKSKILLS - Member Skills Inquiry
Chapter 102	MBREXPSKILL - Member Skill Expiration Report
Chapter 103	TRAINUPDATES - Certified TRAIN Skills Updates
Chapter 104	WORKENTRY - Out of Work List Entry
Chapter 105	CHECKIN - Out of Work List Mass Check In
Chapter 106	CHNGSEQ - Change Work List Sequence
Chapter 107	OUTWRK - Out of Work List
Chapter 108	REFERRAL - Job Referral
Chapter 109	DLYREFERRAL - Referral Reporting
Chapter 110	REINOOW - Reinstate to Out of Work Report
Chapter 111	WRKHIST - Work/Referral History Inquiry
Chapter 112	AUDSEQ - Work List Resequence Audit
Chapter 113	RESTRICTMAINT - Mbr Contractor Restrict Maint
Chapter 114	RESTRICTINQ - Mbr Contractor Restriction Inq
Chapter 115	REPDISPFRM - Reprint Dispatch Form
Chapter 116	SIGNIN - Meeting Sign In Sheet
Chapter 117	MEETING - Meeting Attendance Update
Chapter 118	AFFMAINT - Affiliate Maintenance
Chapter 119	SELCTRCPT - Receipt Format Selection
Chapter 120	DUESMAINT - Dues Code Maintenance
Chapter 121	FINMAINT - Finance Code Maintenance
Chapter 122	STSUPDATE - Maintain Status Update Flag
Chapter 123	CHECKOFFMAINT - Checkoff Type Maintenance
Chapter 124	REFDISPATCHMN - Referral/Dispatch Info Maint
Chapter 125	DROPUNABLE - Drop Unable-to-Reach Setup
Chapter 126	APPRENLVL - Apprentice Levels Maintenance
Chapter 127	APPRENTREFER - Apprentice Referral Info Maint
Chapter 128	CUSTOMSKILL - Custom Skill Type Maintenance
Chapter 129	SKILLMAINT - Skill Code Maintenance
Chapter 130	WORKLISTMAINT - Work List Code Maintenance
Chapter 131	AFFLETTERMN - Affiliate Letter Maintenance
Chapter 132	AFFBRANCHMN - Affiliate Branch Maintenance
Chapter 133	MBRBRANCH - Assign Members to Branch
Chapter 134	EMPLOYER - Add Employment Information
Chapter 135	HOLIDAY - Affiliate Holiday Maintenance
Chapter 136	DATAREVIEW - Mass Data Review and Update
Chapter 137	MASSAC - Mass Area Code Change
Chapter 138	MASSDC - Mass Change Member Dues Code
Chapter 139	MASSCRAFT - Mass Change Member Craft
Chapter 140	AFFDFLTS - Defaults Maintenance
Chapter 141	CRAFTMAINT - Affiliate Crafts Maintenance
Chapter 142	PRINTER - Set Up PC Printer Definitions
Chapter 143	INQDISP - Dispensation Inquiry
Chapter 144	OFFMAINT - Officer Maintenance
Chapter 145	OFFINQ - Officer Inquiry
Chapter 146	OFFLAB - Officer Mail Labels
Chapter 147	OFFROS - Officer Roster with Address
Chapter 148	DBINQ - Davis-Bacon Data Inquiry
Chapter 149	PROTEST - Davis-Bacon Protest Cover Letter
	Glossary
	Index

Preface
Preface	Preface
Chapter 1
1	Index of Menu Items
Chapter 2
2	Menus, Menu Items, Getting Around, Report Output Options
2.1	UBCJA System Menus
2.1.1	System Access Menu
2.1.2	Main ULTRA Menu
2.2	Getting Around
2.2.1	Messages
2.3	Reports and Output Options
2.4	Printing Receipts, Labels and Reports
2.4.1	Printing Issues When Using the New Ultra System
2.5	Downloading a PC Export File
2.6	Locking/Unlocking a Session
2.7	Entering Member Names, IDs
2.8	F4 Key for Member ID Defaults
Chapter 3
3	Requirements for Going to Full Auto Processing
3.1	Paid Through Dates
3.2	General Office Correspondence
3.3	Check List
Chapter 4
4	CHGLOC - Change User Local
4.1	Change User Local Input Screen
Chapter 5
5	POSTITVIEWER - View Post-Its
5.1	Post-It Viewer Input Screen
5.2	Reading/Viewing Post-its
Chapter 6
6	READIM - Reading Instant Messages
6.1	New Instant Messages
6.2	Reading New/Saved Instant Messages
Chapter 7
7	NEWPASSWORD - Change Your Password
7.1	Change Password Input Screen
7.1.1	Old Password
7.1.2	New Password
7.1.3	Verify Password
7.1.4	Proceed
Chapter 8
8	KEYUSER - Key User Access
8.1	Key User Access Input Screen
8.2	Prompts and Responses
8.2.1	Enable Key User
8.2.2	Disable Key User
Chapter 9
9	USERS - User Maintenance
9.1	Maintain Users Input Screen
9.2	User Account Maintenance Options
9.2.1	Resetting User Passwords
9.2.2	Maintain Multiple Affiliate Access
9.2.3	Maintain Key User Affiliates
9.2.4	Adding User Account Records
9.2.5	Other Affiliates Access Entry
9.2.5.1	Changing Other Affiliate Access Information
9.2.5.2	Deleting Other Affiliate Access Information
9.2.5.3	Listing Other Affiliate Access Information
9.2.6	Maintain Key User Affiliate Access
9.2.6.1	Deleting Key User Affiliates
9.2.6.2	Listing Key User Affiliates
9.2.7	Changing User Account Records
9.2.8	Deleting User Account Records
9.2.9	Inquire on User Account Records
9.2.10	List User Account Records
Chapter 10
10	SECKEY - Security/Key/CODS User Inquiry
10.1	Security/Key/CODS User Inquiry Input Screen
10.2	Prompts and Responses
Chapter 11
11	RESETPC - Reset PC Configuration
11.0.1	Reset PC Configuration Information Input Screen
11.0.2	Prompts and Responses
Chapter 12
12	NEWMEM - New Member Entry
12.1	New Member Screen
12.2	New Member Input Prompts
12.2.1	Affiliate ID
12.2.2	Branch ID
12.2.3	SSN/SIN
12.2.4	Last Name
12.2.4.1	Casing Words
12.2.5	Suffix for Member Last Name
12.2.6	First Name
12.2.7	Middle Name
12.2.8	Nickname
12.2.9	Address Line 1
12.2.10	Address Line 2
12.2.11	Country
12.2.12	Zip Code/Postal Code
12.2.13	City
12.2.14	State or Province
12.2.15	Send Magazine Flag
12.2.16	Phone Number
12.2.17	Date of Birth
12.2.18	Gender
12.2.19	Member Classification
12.2.20	Craft Code
12.2.21	Additional Phone Numbers, Alternate Contacts
12.2.22	Original Initiation Date
12.2.23	Tax Schedule
12.2.24	Apprentice to Journeyman Date
12.2.25	Signed Supplemental Dues
12.2.26	Signed Bargaining Authorization
12.2.27	Prior Member
12.2.28	Prior Affiliate ID
12.2.29	CLIC Donation
12.2.30	Political Affiliation
12.2.31	Ethnic Code
12.2.32	Citizen
12.2.33	Polling District
12.2.34	Native Language
12.2.35	Dues Group Code
12.2.36	Dues Sent by Employer
12.2.37	Employer ID
12.2.38	Employee/Clock Number
12.2.39	Payroll Deduction
12.2.40	Local PAC Donation
12.2.41	Council PAC Donations
12.2.42	Add New Member
12.2.43	Member Notes
12.2.44	Enter Initiation/Dues Charges/Payments
12.2.45	Obligation Form