Online Documentation

Work Location Maintenance

The Work Location Maintenance Screen allows the user to “Add”, “Edit” and “Delete” Work Location information.  The Work Location is assigned to a Company in this screen.  A Business Representative is also assigned to the Work Location.  Business Representatives are stored in the Contact database with a Contacts Type of Business Representative.  If the Work Location is inactive, the check box can be checked. and the system will insert the system date as the inactive date with the option for the user to override this date.  The Work Location should be assigned to the office for the labor organization.  There is a drop down list with user definitions for the reason a work location is opened.  The date of this work location opening can also be entered.  Unlimited addresses and contact numbers can be entered for a work location. If mail is not deliverable to the work location, then the Returned Mail Check Box can be selected and the user can enter the date.  Once the date is modified, the system will remove the Returned Mail Selection.

Details

The Details Tab of the Work Location Maintenance screen provides specific detail information about the work location.  The user can select and assign a District to the Work Location from the District Table by either typing part of the district description or selecting the district from the drop down list.  Similarly, the Route can be selected from the Route Table.   The Mail Pointer will indicate whether any computer mailings to this work location should be sent to the company or the work location.  The Company Work Location Code allows entry of the code the company uses for this work location.  The user can select the check box to indicate if the work location is billed directly by Dues Checkoff instead of the company.  The user can also select to force members in this work location to not be processed in the delinquent billing for certain bill type codes.   This screen also allows the user to indicate which New Member and Suspension Letters will be used for this work location.  Work Location user definable fields are also available on the Details Tab.

Service History

The Service History Tab will allow the user to view, edit or delete service history by a business representative for the work location.  This information will come typically from a routing report service or from the Business Representative Laptop System.  The red button in the upper left corner is the add button to add records to the list.

Contacts/Departments

The Contacts/Departments Tab provides a means of keeping track of contacts for the work location.  The buttons on this screen allow the user to launch the Contact Maintenance Screen to “Create” a new contact in the Contact Database, “Add” an existing contact in the Contact Database to this work location, “Edit” the highlighted contact, “Delete” this contact from being connected to this work location or “View” the details on the selected contact.   This tab also displays the departments defined in the Work Location/Department file for this work location. Double Clicking on the department will launch the Work Location/Department screen.

BA History

The Business Representative History Tab provides a list of every time a different business representative has been assigned to this work location.  This is a view only screen and this information is updated each time the business representative is changed at the top of this screen and saved.

Notes

The Notes Tab provides a history of all notes entered for this work location and also allows the user to “Add” or “Edit” notes.  Each new note is automatically date, time and user stamped.  The buttons to the right of the note screen are used for adding or editing notes.

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