Journeyman/Apprentice (J/A) Rules

The Journeyman/Apprentice (J/A) Rule is designed to fill callouts based on the qualifications of an employee and the minimum number of Journeyman required for the callout. The minimum is based on company rules and other negotiated requirements.

The J/A Rule allows ARCOS to call employees in a different sequence than a typical callout dictates. An Apprentice who appears before a Journeyman in the sequence of a roster may get skipped initially in the callout if certain requirements of the J/A Rule have not been met at the time the Apprentice's position arrives in the callout. When certain conditions have been met, then ARCOS may return to the skipped Apprentice and call him.

There are two ways the J/A Rule can be activated:

1. A checkbox on the Create Callout screen called J/A Enable. This option can be displayed through a security feature. The security feature does not control whether or not the checkbox is selected by default, it only controls whether or not the checkbox is available.

2. The roster preference - the J/A Rule is activated in the Roster List Administration through a callout option. When this option is selected, then the J/A Rule runs anytime that roster is used in a callout. The J/A Rule is only used when a roster has a "mixed' list of Journeymen and Apprentices. You can see if a person is designated as a J or A on the Roster List View screen.

Certain Primary Classifications are designated as Journeymen, which are configured in the ARCOS database.

An employee can be assigned one of these Primary Classifications as an Additional Skill. This employee is listed as Qualified and may be considered for a journeyman position as long as all of the other journeymen in the list have already been called.

When the rule is enabled, there are a certain number of Apprentices that are allowed to accept a callout.

Note: Some companies have built in logic to auto-increase the number of employees requested. See Auto-Increasing the Number Requested for more details.

J/A Rule Components

There are three components for configuring the J/A Rule:

1. Percentage of Journeyman per callout

2. +/- for rounding up or down

3. R/A for requested positions or accepted positions - determines whether the percentage of Journeymen is based upon number of requested positions or number of accepted positions.

J/A Rule Configurations

There are currently six different configurations of the J/A Rule used by customers:

1. 99-R

2. 99+R

3. 50+R

4. 50+A

5. 0.1+A

6. Q2A

7. Serial/Journeyman Rank Rule

99-R Configuration

99-R means that at the most, 99% of the Requested positions must be filled by Journeymen. The table below shows how ARCOS determines how many Journeymen are required based on a request of 1 - 4 positions:

# Requested Positions	% Filled must be Journeymen (99% rounded down)	Minimum Journeymen Required
1	0%	0
2	50%	1
3	66%	2
4	75%	3

The following table illustrates a possible roster list with Journeymen and Apprentices:

Employee	Job Class	J/A
Adam Miller	Lineman Apprentice	A
Bill Smith	Lineman	J
Charles Jones	Lineman Apprentice	A
Doug Johnson	Lineman	J
Edward Thompson	Lineman	J
Frank White	Lineman	J
George Barnes	Lineman Apprentice	A

Using the 99-R configuration with 3 requested positions, we know that at least 2 positions must be filled by Journeymen. That also means that it is OK to call Adam Miller first because one filled position can be an Apprentice.

ARCOS initiates the callout by calling Adam Miller, Bill Smith, and Doug Johnson simultaneously. Notice that Charles Jones is skipped initially since he is an apprentice. If Adam Miller declines or cannot be reached, then Charles Jones is called.

99+R Configuration

99+R means that only one Apprentice is allowed to accept for any callout and that Apprentices are unavailable for any 1-employee callouts.

50+R Configuration

50+R means that at least 50% of the Requested positions must be filled by Journeymen. The following table shows how ARCOS determines how many Journeymen are required based on a request of 1 - 4 positions:

# Requested Positions	% Filled must be Journeymen (50% rounded up)	Minimum Journeymen Required
1	100%	1
2	50%	1
3	66%	2
4	50%	2

Using the 50+R configuration with 2 requested positions, we know that at least 1 position must be filled by a Journeyman. Using the same roster above, Adam Miller and Bill Smith are called first. If Adam Miller accepts, then Charles Jones and George Barnes are  skipped if ARCOS comes to their names during the callout.

50+A Configuration

50+A means that at least 50% of the accepted positions must be filled by Journeymen. However, in this configuration, at least 50% of the accepted positions must be Journeymen. The difference is when ARCOS does the calculation. Consider the following table:

# Requested Positions	% Accepted must be Journeymen (50% rounded up)	Minimum Journeymen Required
1	100%	1
2	50%	1
3	66%	2
4	50%	2

This table looks identical to the 50+R configuration. However, if there are two requested positions, Adam Miller would not be the first person called. At the initialization of the callout, 0% have accepted. Since that is less than 50%, then ARCOS calls the first Journeyman on the list, who is Bill Smith. If Bill Smith accepts, then ARCOS determines that 100% of the accepted positions are Journeymen and calls Adam Miller next, since it is now OK to call Apprentices.

If there were 3 requested positions using 50+A, then ARCOS would call an Apprentice after one Journeymen has accepted. In this example, only one Apprentice would ever be allowed to accept, because more than that would break the 50% rule.

0.1+A Configuration

0.1+A means that at least 0.1% of the Accepted positions must be Journeymen. This configuration guarantees that at least one Journeyman is always required for every callout using this J/A Rule. The table below illustrates this point:

# Requested Positions	% Accepted must be Journeymen (0.1% rounded up)	Minimum Journeymen Required
1	100%	1
2	50%	1
3	33%	1
4	50%	1

No matter how many positions are required for a callout, the first employee called is a Journeyman. ARCOS continues calling Journeymen until it gets an accept. Then ARCOS goes back to any Apprentices who were skipped and calls them. For example:

Employee	Job Class	J/A	Call Order/Time/Result
Adam Miller	Lineman Apprentice	A	(4)  11:17 - Phone Busy
Bill Smith	Lineman	J	(1)  11:14 - Decline
Charles Jones	Lineman Apprentice	A	(5)  11:18 - Decline
Doug Johnson	Lineman	J	(2)  11:15 - Ans. Machine
Edward Thompson	Lineman	J	(3)  11:16 - Accept
Frank White	Lineman	J	(6)  11:19 - Accept
George Barnes	Lineman Apprentice	A	Not called

There are 2 requested positions for this callout. Since at least one accepted position must be a Journeyman, Bill Smith is called first. When he declines, ARCOS calls the next Journeyman: Doug Johnson. The first accepted Journeyman is Edward Thompson. At that point, ARCOS calls Adam Miller, who was initially skipped because he is an Apprentice.

Q2A Rule

The Q2A means at least 2 Journeyman must accept before any Apprentices can be called. See the example below for the callout requesting 4.

Employee	Job Class	J/A	Call Order/Time/Result
Joe Smith	Apprentice	A	(4) 12:05 - Ans. Machine
John White	Sr. Mechanic	J	(1) 12:00 - Decline
Rich Thompson	Apprentice	A	(4) 12:05 - Accept
Rob Barnes	Foreman	J	(1) 12:00 - Accept
Ted Miller	Apprentice	A	(5) 12:07 - Accept
Michael Adams	Sr. Mechanic	J	(2) 12:02 - Phone Busy
Tom Johnson	Sr. Mechanic	J	(3) 12:03 - Accept

 Even though 4 employees were requested for this callout, ARCOS only called the first 2 Journeyman, John and Rob, simultaneously. This is because the remaining 2 available positions are being held for the 2 Apprentices that were skipped, Joe and Rich. After the second Journeyman accepted, Tom Johnson, ARCOS saw that there were 2 remaining positions and called the first two skipped apprentices.

Serial/Journeyman Rank Rule

Some companies use separate lists and apply either Serial or Matched calling to get the proper mix of Journeymen and Apprentices.

• Serial Calling - No Apprentices Primary Classes are called until the Journeymen Primary Class positions are filled.

• Primary Class Ranks

Primary Class	J/A	Rank (Serial Call Order)
Restoration Specialist	J	1
Senior Line Specialist	J	1
Line Specialist	J	2
Apprentice Line Specialist	A	3
Groundworker	A	3

If a callout is created with each of the above Primary Classes as its own sub-callout, The Restoration Specialist and Senior Line Specialist sub-callouts would be called first while the remaining lists remain in Hold status. After the Restoration Specialist or the Senior Line Specialist positions are filled, ARCOS will call the Line Specialist sub-callout and keep the Apprentice Line Specialist and Groundworker sub-callouts in Hold status. After the Line Specialist sub-callout has been filled, ARCOS will call the Apprentice Line Specialist and Groundworker sub-callouts simultaneously.

Qualified Journeymen

Some customers designate an Apprentice as a "qualified" Journeyman. If the Additional Skills functionality is enabled for your company, then anyone who has an Additional Skill of a Job Classification that is designated in ARCOS as a Journeyman can be considered to be called as a Journeyman. However, this can happen only when every Journeyman in the roster has been called and the minimum required has not been met. For example:

Employee	Job Class	J/A
Adam Miller	Lineman Apprentice	A
Bill Smith	Lineman	J
Charles Jones	Lineman Apprentice	Q
Doug Johnson	Lineman	J
Edward Thompson	Lineman	J
Frank White	Lineman	J
George Barnes	Lineman Apprentice	A

ARCOS called Bill Smith, Edward Thompson, Frank White, and Doug Johnson but none accepted. In this situation, Charles Jones is called next since he is a "qualified" Journeyman. Any time the minimum required Journeymen has been met for a callout, then the qualified employee is called in the regular sequence.

Chained Lists

If a callout is made to a chained list, ARCOS checks to see if any of the chained lists has the J/A Rule enabled. If even one list does have the J/A Rule enabled, then the rule takes effect for all lists in the chain for the callout. The ratio of Journeymen and Apprentices does not apply within each list, but for the overall callout. For example, consider the following two chained lists using the 50+A configuration and 3 positions required.

Pineville Overhead
Employee	J/A
Adam Miller	A
Bill Smith	A
Charles Jones	J
Doug Johnson	A
Edward Thompson	J
Frank White	J
George Barnes	A

Oakwood Overhead
Employee	J/A
Henry Kearsey	A
Irv Rollins	J
Jack Childress	J
Kevin Green	A

ARCOS began calling Journeymen from the Pineville Overhead list. Since Charles Jones was the only Journeyman to accept from the list, ARCOS proceeded to the Oakwood Overhead list. Starting with Irv Rollins, because Henry Kearsey is an Apprentice and the two Journeyman positions have not been filled. After Irv Rollins accepted, the minimum of 2 Journeymen was fulfilled and ARCOS returned to the first person skipped, which was Adam Miller.

Hold Status

If a list is called and has not reached the required minimum accepted positions for Journeymen, the list goes into Hold Status. Even though there may be Apprentices that were skipped, the callout remains on Hold Status until either enough Journeymen call Inbound and accept, or action is taken by an ARCOS user, such as resubmitting the callout.

If the minimum number of Journeyman who were called accept the callout via Inbound, then the callout continues by returning to the beginning of the list and calling those employees who were skipped initially.