3/14/2019 Page 1
Updates to IWITS
This document will outline several new updates that have been applied to IWITS recently:
New Member Types
Email Receipt Option for Employer Check off processing
Restriction of processing TS dues on a member whom is suspended in Home Local
New Payment Method
Selecting the Important Updates link will open an additional window to view the documentation
outlining the new features mentioned above.
3/14/2019 Page 2
New Member Types
IWITS has 2 new Member Types – Agency fee Payer and Beck Objector. These are in addition to the
current Member Types - Member, Traveler, and Permit. These new Member Types are available at all
locals if needed and follow the same rules as Members – initiation/reinstatement, pending activities,
member cards, suspension/revoke, per capita billing, check off , etc.
Agency Fee Payer – Members whom a local may assess a lower monthly dues rate. Members
will receive a member card from the International but not have the same benefits as full
Ironworker Member. Agency Fee Payers dues payments will be billed at the current per capita
rate.
Beck Objector – Members whom a local may assess a lower monthly dues rate. Members will
receive a member card from the International but will not have the same benefits as a full
Ironworker Member. Beck Objectors dues payments will be billed at the current per capita rate.
The Member Search Screen (Member and Member Payment) will allow the user to search on any of the
member types via the Type drop down selection:
On the search results grid under Type is will reflect what Member Type the Member is in IWITS:
A – Agency Fee
B – Beck Objector
M – Member
P – Permit
T – Traveler
3/14/2019 Page 3
Initiation/Reinstatement
When a local initiates or Reinstates a member they will now be able to select the applicable Member
Type for the member that is being initiated or reinstated. As highlighted below the Type field now
allows the user to select as a Member Type.
Available Member Types for the member being initiated or reinstated:
Member (full benefits)
Agency Fee Payer (no benefit and possible lower dues rate – Local’s discretion)
Beck Objector (no benefits and possible lower dues rates – Local’s discretion)
IMPORANT: The Init/Reinstate Screen as highlighted above will have a defaulted member type of
Member. The user will need to use the drop down box to select the one of the other Member type if
the member being initiated or reinstated should be one of the other designations.
Next the user should enter or verify the correct Dues rate applicable for the Member type being
initiated or reinstated.
Users may also select if the member being added is a veteran, Reserve, Unknown, and Non-
Veteran at the time of initiation or reinstatement. This field is located to the right of the Dues
Rate field.
Enter in all required information and optional information as needed.
Select Method of Payment, Fee owed (if the defaulted value needs to be changed) and number
of months being paid.
Enter in a response to Organized, Helmets to Hardhats (not applicable for Shop Locals)
3/14/2019 Page 4
Select Validate and if no errors are found then commit for the action to be preformed.
This will create a receipt, pending activity and application. The form (application for membership forms)
for Initiation/Reinstatement will remain the same even with the new member types.
Changing an Existing Permit Record to a Member Record
IWITS allows locals to create a Permit record which only resides in the local’s database. These permit
records are typically potential members that the local has working on a temporary basis and/or they do
not have their SSN/SIN’s, DOB’s or mailing addresses. These permit records are treated under the same
rules as Travelers ($5.00 for the weekly dues rates)
Local converting exiting Permit Member Records via the Initiation option can now select which Member
Type should be used for creating the Member record. As always if the existing Permit Record is MISSING
the DOB on the info screen, you will need to enter in a valid DOB from the Info Screen before selecting
the initiate member record.
After entering in Date of Birth and selecting Save Member Changes an additional link will be displayed
on the Info screen. This will allow the user to initiate the member directly from the Info screen. This
will create a member number, and the past payment history will be updated with the new member
number so the complete payment history will be available.
3/14/2019 Page 5
Select Initiate this member and the Initiate/Reinstatement screen will display for the user proceed.
NOTE: If the Permit record was created initially with an incorrect SSN/SIN (maybe the SSN/SIN was not
provided when the permit record was created) when a permit record is initiated the IWITS record will be
created with that SSN that was on file in the permit record. Please contact the International with
assistance getting the SSN/SIN changed on the newly created IWITS record.
Changing Member Type on an Existing Member Record
IWITS will now allow users to change an existing IWITS record from Member to Agency Fee or Beck
Objector or vise versa. The IWITS record MUST currently designated as a Member for this option to be
available. Records in IWITS that have a member type of PERMIT or Traveler will NOT be eligible to have
the Member Type changed in this fashion.
Select the Member in which you would like to change their Member type via Member – search.
On the Info screen the Type is now a field that has a drop down option as seen below:
3/14/2019 Page 6
To change the Member Type select the drop down and select the new member type you wish to
apply to the record. Then select Save Member Changes to apply the new member type.
When a local changes a Member Type on an existing record it will NOT create an activity record or
require HQ approval. A record though is created in the Change Log Tab that will reflect Member Name,
Member #, Field changed, Date of the change, the old value, new value and the user whom preformed
the change. As in the example below the member type was changed from M (Member) to A (Agency
Fee Payer).
3/14/2019 Page 7
Payment Processing on New Members Types
All member types (Member, Agency Fee Payer, Beck Objector) will be have the same payment screens
available to the locals. Their dues and other payments will be performed in the same manner as on
Members.
Member Receipts on the new member types will print in the same format and have the same delivery
options (print, defer, email).
Member receipts, payment history and voiding of receipts on the new member types will perform the
same as your other Members.
All new member types will be available to be included on any Employer Check off Processing.
Reports
IWITS has modified a variety of reports to include the new Member Types to allow the locals. All
financial reports (account summary, daily bank deposit, daily control – current day/recalc, Detailed
Receipt Summaries, Dues receipts) will all include money applied to ALL Member Types.
Some examples of reports that have been modified to include the new Member Types are given below:
Utilities – Member Extract
This area has been updated to include all member types for selection
Reports – Membership – Alpha Report
This report will allow the locals to see all member types or select specific member types
3/14/2019 Page 8
Reports – Labels – Member – Traveler – Permit (envelopes, 3 up, 2 up)
These options have been modified to include the new member types
Employer Check off – Email Receipt Option
IWITS has the expanded the Employer Check off feature to allow users to select if they would like
receipts to be printed, deferred or emailed directly from the Employer Check off processing screen.
After selecting an Employer to process a check off the screen will display with the members information
(Member #, Name, Dues Rate, Current Paid thru date, Balance, Status, Employer, Type). It will also now
have an additional column (Email) which will display any email addresses that are currently on the
members account.
3/14/2019 Page 9
The user may enter in an email addresses on this screen to use for this check off. IWITS will save the
entered email address on the members account. If the field was initially blank and an email address is
entered the field will be highlighted Yellow as an indication the field value was changed.
If an email address is already displayed for any members you can use the one on file or you can enter in
a new email address for that member and it will be saved on the members’ record for future use.
If an email address is not available for any of the members on this check off list you may leave that line
blank. The receipt will still be processed but will be listed as Deferred – Not printed in the members’
payment History.
Below is an example of the blank email fields having an email address entered as well as one of the
members email field was not filled in:
The bottom left corner of the screen will now be a drop down box that will allow the user to select one
of the following:
Deferred
Printed
Email Receipts
After selecting the delivery method for the receipts and selecting Apply Payments receipts will be
generated on all members that had a check mark to the left of their name on the check off screen.
Below is a view of receipts generated and the delivery method that was entered. Notice that member
Hicks, Arthur has Defer because an email address was not entered on the check off screen:
3/14/2019 Page 10
As mentioned above the email address that is entered in the check off process will be saved on the
members’ record as seen below.
Locals may also verify that receipts have been emailed by selecting “Emailed Receipts” found under the
Local tab
3/14/2019 Page 11
When Emailed Receipts is first selected it will display any emailed receipts that may have not been
delivered – temporary issues with internet connections, temporary web server errors, etc.
Change the default option under the Warning column to Success of Any then select Refresh for the
screen to then display receipts that have been emailed. The results will show the email address that
was entered, the date and time the receipt was processed in IWITS.
NOTE: If the option of “Any” is selected the results will display all emailed Receipts even if they were
not delivered. Additionally, ALL receipts that are emailed from IWITS are emailed from the
Internationals email server and NOT sent directly from the Local’s email account. If a member informs
the local that they are not receiving emailed receipts first check this area to see if the receipt was not
sent; a warning message would be displayed to the right of the emailed receipt record. Verify the email
address on file with the member and ask the member to check their junk or span folders.
3/14/2019 Page 12
TS Dues Restriction on Suspended Members in their Home Local
A change has been made in IWITS that will restrict a local from processing TS dues on a Traveler IF they
are suspended in their home local.
Below is an Active Traveler record BUT the member is Suspended in their Home Local
If this members Traveler record is retrieved in Member Payment the following message will appear and
TS Dues will not be allowed to be processed.
The member will have to be reinstated in either their home local or in your local to become active again
before any local will be able to process TS dues.
3/14/2019 Page 13
New Payment Method
A new payment method- ONLINE has been added in IWITS in all areas where payments can be recorded.
This new payment method has the additional option for users to assess a CC (convenience fee) if there is
a fee being charged to process payment made via an online option.
On the Member Payment screen the new Payment Method has been added in the drop down box:
Select Online and the CC fee option will appear to the right of the Payment Method. This is the same as
if the payment method of Debit or Credit Card was selected.
If a fee is being charged for Online Payments select the CC fee box (if not already selected) and enter in
the amount of the fee in the box.
Then processed to the payment lines and apply the payment as normal.
