[Welder s Needed Support Document] Association of Plumbers and Pipefitters

Transcription

1 2013 United Association of Plumbers and Pipefitters [Welder s Needed Support Document] Support material to utilize the Welder s Needed application to report welder staffing needs. Last edited: 01 August 2013 Copyright 2012 United Association. All rights reserved. All other trademarks are the property of their respective owners.

2 Welder s Needed Support Document 1 Contents Logging into Welder s Needed... 2 Viewing Project Information... 2 The Profile Question Section... 3 Editing the Profile Question Section... 5 Add New Project... 5 Adding a New Project... 6 Project Information... 6 Contractor Information... 7 Main Page Grid... 9 View & Edit Project/Contractor Details View Edit Add Another Contractor Log Out... 12

3 Welder s Needed Support Document 2 Logging into Welder s Needed 1. Log into UAnet.org 2. Select UA Info in the header at the top of the page 3. Select Organizing near the bottom of the list 4. Scroll down the page to the Tools section 5. Select Welder s Needed Viewing Project Information There are three different views a user may experience after logging into the application: 1. Business Manager s will see the Project Information Page for their local only. 2. International Representative s will see a drop-down style menu in which they will select a local from their jurisdiction for which they wish to view project information page. 3. UA Officer s will also see a drop-down style menu in which they may select ANY local for which they wish to view the project information page.

4 Welder s Needed Support Document 3 Officer and IR View: Business Manager View: (No drop-down, automatically loads the users local.) The Profile Question Section The first time a user logs into the application they will be required to answer three profile questions depicted below. All fields are required and the user will be unable to Save Responses without satisfying all of the required fields. (Note: 11-Duluth, MN has been used as an example)

5 Welder s Needed Support Document 4 1. Question 1: If a user specifies they DO NOT anticipate needing welder s over the next year then they will not have the opportunity to specify welder needs later on. However if the user does anticipate needing welders in the next year they will have the opportunity to specify those needs after saving all mandatory profile responses. 2. Question 2: Inquires whether or not a given local recruits welders for informational purposes. 3. Question 3: Here a user will reveal whether or not they have a relationship with a trade school or schools. a. If yes they will be asked to specify said schools by clicking the Enter Trade Schools button. This button will launch a pop-up in which the user will have the ability to specify up to four different trade school relationships. (See below). i. To save the trade school entries a user may click the Finished button, the X to close button, or the black area of the screen. ii. To return no trade schools the user must empty the text entry fields and then close the pop-up using any of the three methods above.

6 Welder s Needed Support Document 5 (Note: If a user specifies that they DO have a trade school relationship they MUST name at least one school in the above screen.) After all mandatory fields are satisfied the user may submit their profile selections by selecting the Save Responses button. Editing the Profile Question Section After submitting responses in the profile section a user has the ability to go back and edit the responses at any time. To do so the user should click the Edit Responses button which allows editing of information in the same manner that it was first input. (See below). Add New Project A first time user will see a message No Projects To Display after completing and saving the profile responses. To add a new project click the Add New Project button.

7 Welder s Needed Support Document 6 Adding a New Project The Add New Project area is broken into two pieces; the Project Information collection point and the Contractor Information collection point. Project Information This piece collects all information relevant to the project which includes: Project Type 1. Industrial a. This is a conditional question. If the project type IS Industrial the user will be asked if they use IIR and if Yes the IIR # must be entered. 2. Commercial 3. Fabrication 4. Manufacturing Project Labor Agreement This is conditional question in which a Yes response brings up a sub-question inquiring whether the agreement is public or private. A Public response is also conditional which requires the user to further specify the level of the agreement (National, State, Local). Project Name & Time Frame The name of the project and time frame are mandatory fields. Start Date field may contain any date. End Date field must contain a date greater than the start date AND must be greater than today.

8 Welder s Needed Support Document 7 Contractor Information This piece collects all information relevant to the Contractor (all fields required) which includes: 1. Contractor Name 2. Welder Start & End Dates (welder timeframe must fit within the project timeframe). a. The Welder Start Date must be greater than both the project start date and today s date. b. The Welder End Date must be greater than both the project start date and the welder start date. It must also be less than the projects end date. Specifying Welder Needs This piece at the bottom of the Contractor Information Section allows the user to specify their welder needs in detail. The user can specify up to four welder types. A welder type is constituted by the specific certification(s) the individual holds. A welder type may hold up to four different certifications giving them a unique certification combination. Enter the welder information: 1. Specify a # of welder types (state the # of individuals needed with one or multiple certifications) 2. Select those certifications that apply to the # of individuals specified above by clicking the Select Certs button. a. The above button launches a pop-up in which a user may check the box next to each certification he/she wishes a single welder to hold. i. To save selected certifications click Finish. (See below.)

9 Welder s Needed Support Document 8 Note: A project may have up to five alternate contractors all with varying welder needs. Click Add Contractor button to add another Contractor collection area to the same project. Please DO NOT cluster all welder needs into the first welder collection point. (See example below for proper entry.)

10 Welder s Needed Support Document 9 Example of Welder Entry In this example the user has specified the following needs: o o o o 5 persons that hold a combination of certifications (UA-1, UA-10, UA-11, UA-12) 25 persons that hold a combination of UA-37 and UA persons that hold a UA-20 certification 15 persons are needed for which no appropriate cert type was provided in the pop-up below. Thus it is noted that the contractor will perform onsite testing. Once all required fields have been satisfied the user may either save the new project by clicking Save or add another contractor to the same project by clicking Add Contractor. A user may add up to five contractors, all with varying welder needs, to the same initial project. Main Page Grid After saving a new project with its varying contractor(s) and welder needs the record will appear in the main page grid. This grid serves as a snapshot of the upcoming welder needs across the nearest four quarters. Grid 1:1 (Project to Contractor) Project Name Contractor Name Q3 13 thru Q2 14 : indicates that at the time of entry the user was in the third quarter of o The 100 across the rolling four quarters indicates that the SAME 100 welders will be needed for AT LEAST the next year. Project Start: Date project will commence Project End: Date Project will end View Project: Allows the user to click and view the specific details of the project and contractor as entered by the user. This is also where the user should go to EDIT the details of the entry or add another contractor to the same project.

11 Welder s Needed Support Document 10 If there are multiple contractors reportedly working on the same project with alternate welder needs it may display something like this: Grid 1:Many (Project to Contractors) Notice the same project appears twice because for each contractor on a given project a record is added. Here we see two contractors working on Test Project. o The first contractor only has welder needs for the first two quarters. To observe the details of those needs or edit them select View. o The second contractor is the same contractor noted above who has specified a need for the same 100 welders for the next year. Note: The main page grid will hold up to 10 records; after which a paging feature will appear at the bottom left hand corner of the grid. Simply click 2, 3, and 4 to view the next page. View & Edit Project/Contractor Details View As noted above the details of the Project and the Contractor(s) as entered by the user are available for viewing. To see the details click the View buttons inside the right most column of the main page grid for a given record. (See below.) Note: The project information will be the same no matter which record is viewed when there are multiple contractors associated with a given project. Edit Inside the View Project page the user may choose to edit either the project or the contractor information by clicking Edit project or Edit Contractor. Edit functionality mirrors the Add

12 Welder s Needed Support Document 11 functionality see Add New Project for instruction. Each button is centered beneath its section. (See below.) Add Another Contractor To add another contractor and their welder needs to an already existing project click the Add Contractor to Project button inside the View Project page. (See below.) This action will take the user to another page where they will be able to enter new information for a new contractor (See below). Adding a new contractor to an existing project functions the same way as adding a contractor to a new project, see Contractor Information for instruction.

13 Welder s Needed Support Document 12 To save this contractor to the existing project click Save New Contractor. To cancel the add click Go Back. Log Out To log out a user should click Log Out after completing their session. (See below.)