Using The Union Organizer! to Track Multiple Locals/Campaigns
The Union Organizer was intended to be used by a single local or organizing campaign. As such, the various features included are designed around the needs of single campaigns and locals. However, this does not prevent the softw
are from being used for more than one group. The Union Organizer! is designed to be versatile.
Setting up the software to track more than one Local/Campaign is quite simple. To do so, do the following:
1) Keep in mind that the Building List will only allow a single Employer to be entered (hence - all employees are assumed to be working for the same company). Thus, do not use this field. Instead, e
ither record the employer in one of the user defined fields, or include the Employer in the Department field.
2) As no field designating the Local or Campaign is included in the system, you should re-assign one of the User Defined Fields to be the Local or Campaign Name. You could also simply include a Group Code in one of the other fields, in
the same way that the Employer can be included in the Department field. For example, different Campaigns might correspond to different Buildings, so you could include a Campaign Code in each Building Name.
3) Now, when entering new data, you would always fill in the Local/Campaign field that you created in the User Defined Fields. Of course, if you included the code in the Department, or Building Name then entering the Local/Campaign would
just be a matter of picking the Department or Building from the drop-down list.
4) To view, or run reports on, the data of a particular Local or Campaign, you would set a Filter to appropriately limit the data. This is a basic feature of The Union Organizer! It lets you view, or r
eport on anysubset of the data that you can dream up.
