Find Member (My Work)

This functionality allows the user to find a service request without a service request having to be logged and without having to go out of My Work. 

 

Select Find Member from the sub-menu on the left.

 

 

The JU3AO Search Criteria screen will be displayed. 

 

 

Field notes:

* denotes mandatory fields

 

Scheme

To list all members, enter only the scheme identifier.

Alternatively, click LIST alongside the field.  This links to the JU1BK List screen.  This screen displays a list of schemes to select from.  Highlight the required Scheme, and click SELECT.

Pay Centre

To list all members for a specific pay centre, or to display the history of a member’s association to all pay centres, enter the pay centre as well.

Alternatively, click LIST alongside the field.  This links to the JU1DL Scheme Pay Centre List screen.  This screen displays a list of pay centres to select from.  Highlight the required Pay Centre, and click SELECT.

Starting by Values

To list all members from a specific starting point, enter the surname (or part thereof).  You can also enter the member's initials to further refine your search.

Filter by Value

To list all members with reference numbers starting with a certain value, enter that value in the REFERENCE NO field.

Example

Entering 5 will find 5, 50, 51, 52,.....500, 501, 502, ....etc.

Entering 50 will find 50, 500, 501, 502, ....etc.

Entering 500 will find 500, 501, 502, ....etc.

 

To list all members with a specific status, select the status from the MEMBERSHIP STATUS drop-down list.  The following statuses are available:

-          NONE

-          ANNUITANT

-          DEATH FINALISED

-          DECEASEDANNUITY

-          DEF ANNUITANT

-          EXIT FINALISED

-          EXIT IN PROCESS

-          LIVE

-          LIVING ANNUITNT

-          PHI

-          UNCLAIMED BEN

 

To select only those members who have been reinstated, place a tick in the box alongside REINSTATED.

 

Enter a value for the following to further refine the search:

-  Date Joined Scheme

-  Date of Exit

-  ID Number

-  Company Number

-  Date of Birth

-  First Name

-  Reinstated (tick the box to indicate a reinstated membership)

 

Note:

If combinations of these filters are used, different results may be generated.

 

Click SUBMIT.  The JU3AO List of Members for a Scheme/Pay Centre screen will be displayed with the results of the search.

 

 

For more information on the JU3AO List of Members for a Scheme/Pay Centre screen, refer to

Clients

Finding Members

Members