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