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


Previous Contents Index

Chapter 25
25 MOVE_APP - Move Applicant to Member
     25.1     Move Applicant to Member Screen
     25.2     Move Applicant to Member Input
         25.2.1         Affiliate ID
         25.2.2         Branch ID
         25.2.3         Member Name/ID
         25.2.4         Move from Applicant Y/N
         25.2.5         Data You Can Change
         25.2.6         Effective Date
         25.2.7         Initiation Fee Dispensation
         25.2.8         Move the Applicant
         25.2.9         Member Notes
         25.2.10         Enter Initiation/Dues Payments
         25.2.11         Obligation Form
Chapter 26
26 TOUT - Transfer Member Out
     26.1     Transfer Out Screen
     26.2     Transfer Out Prompts
         26.2.1         Affiliate ID
         26.2.2         Member Name/Member ID
         26.2.3         Options
         26.2.4         Transfer Out Prompts
Chapter 27
27 TIN - Transfer Member In
     27.1     Transfer In Screen
     27.2     Transfer In Prompts
         27.2.1         Affiliate ID
         27.2.2         Member ID
         27.2.3         Correct Member to Transfer In Y/N
         27.2.4         Transfer In Effective Date
         27.2.5         Changing Member Data
         27.2.6         Proceed with Transfer In Y/N
Chapter 28
28 TRANFORM - Reprint Transfer Card
     28.1     Reprint Transfer Card Input Screen
     28.2     Reprint Transfer Card Prompts
Chapter 29
29 BRING_JATC - Bring Pending JATC to Member
     29.1     Bring Pending JATC to Member Screen
     29.2     Entry Prompts and Responses
         29.2.1         Affiliate ID
         29.2.2         Branch ID
         29.2.3         Pending Apprentice
         29.2.4         SSN/SIN
         29.2.5         Completing Data Entry
Chapter 30
30 JATCINQ - Pending JATC Inquiry
     30.1     Pending JATC Inquiry Screen
     30.2     Prompts and Responses
         30.2.1         Pending Apprentice Display
         30.2.2         Reporting on Pending Apprentices
Chapter 31
31 MEMINQ - Member Inquiry
     31.1     Member Inquiry Screen
     31.2     Displaying Member Data
     31.3     Inquiry Options
         31.3.1         Member Notes
         31.3.2         Member History
         31.3.3         Finance History
         31.3.4         Alternate Contacts
         31.3.5         Work/Job Referral History
         31.3.6         Work Skills
         31.3.7         Offices
         31.3.8         Dispensation
         31.3.9         Print Member Data
Chapter 32
32 CONTACT - Member Inquiry by Contact Info
     32.1     Member Inquiry by Contact Info Screen
     32.2     Displaying Member Data
     32.3     Inquiry Options
Chapter 33
33 FINHIST - Member Financial History
     33.1     Financial History Input Screen
     33.2     Prompts and Responses
Chapter 34
34 MEMAFFINQ - Member Inquiry by Affiliate
     34.1     Member Inquiry by Affiliate Screen
     34.2     Selecting Member Data - the Prompts
     34.3     Inquiry Contents and Examples
Chapter 35
35 DUESCODE - Members by Dues Code Report
     35.1     Dues Code Report Input Screen
Chapter 36
36 ARRLTR - Arrears/Susp-Report/Letter/Label
     36.1     Arrears/Suspension Reports/Letters/Labels Input Screen
     36.2     Prompts and Responses
         36.2.1         Arrears/Suspension Projection Report/Letters/Labels
         36.2.2         Arrears Reports/Letters/Labels
         36.2.3         Suspension Reports/Letters/Labels
     36.3     Creating Letters and Labels
         36.3.1         Creating Letters
         36.3.2         Creating Labels
Chapter 37
37 ACTIVITY - Membership Changes Activity
     37.1     Activity Reporting Input Screen
     37.2     Prompts and Responses
     37.3     Sample Reports
Chapter 38
38 MEMBAL - Membership Balance Report
     38.1     Member Balance Report Input Screen
     38.2     Prompts and Responses
Chapter 39
39 CLASSSUM - Membership Summary by Class
     39.1     Selecting Data - the Prompts
         39.1.1         Local Affiliate Input Prompts
         39.1.2         Council Input Prompts
Chapter 40
40 CRAFTSUM - Membership Summary by Craft
     40.1     Selecting Data - the Prompts
         40.1.1         Local Affiliate Input Prompts
         40.1.2         Council Input Prompts


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