CUFS File Maintenance Report
Access this screen by selecting Tool #644: Print File Maintenance Report.
Visit Show Me the Steps for easy instructions on how to use CU*BASE to monitor file maintenance reports and complete other tasks related to employee security and monitoring.
Visit Show Me the Steps for easy instructions on using Automated Reports to create, change, and delete report settings.
This report prints and on demand version of the CUFMAINT data. It is a great report to use for more extensive research pertaining to maintenance which has been done on a specific member’s account or over a specific period of time. No need to pour through days of maintenance logs looking for each instance of maintenance on that one account. Use this report to monitor employee activity and to watch for suspicious activity. View this data a month at a time or a single account at a time so that you can either view all the maintenance done or hone in on a specific account you are monitoring. This report can be used in conjunction with the online File Maintenance Inquiry dashboard and the CU*Spy End-of-Day Maintenance Log CUFMNT Version Report (LELOG2).
NOTE: Changes to Employee Security, such as password changes or access to tools is not recorded in CUFMAINT. To view these changes to the SECMAINT file which records these changes, refer to the online or printed report with filters to view data in this file.
Attention auditors: The File Maintenance Inquiry dashboard and the printed this tools (Tool #644) will include data for the entire month the release is implemented (October 2017 for online clients. However, for reviewing data prior to the release date, continue to use Query or the Daily LELOG report. (The dashboard and printed report are not designed to be used with data prior to the release since they use the new file format.)
NOTE: If you are searching for the program UMBRSHIP, look for UCMAST, as changes to this program are written as UMCAST in CUFMAINT. This is due to the fact that nightly maintenance needs the changes to be in CUFMAINT under UCMAST.
Selection criteria allow you to optionally select a specific account base, account type, maintenance date, maintenance program, or employee ID.
Viewing data center employee activity:
Enter 99 to view transactions by all data center employees.
If you enter an alias ID, such as 89, the system will automatically translate that to all data center employee IDs that use that alias.
Check the “Export report to file” checkbox to export this information to a file for use with Report Builder. If you select this option, an additional screen will appear, allowing you to enter a filename.
You can to select to place a manual freeze (1-3) on a loan and remove the account from having its freeze code from being changed by delinquency monitoring. Learn more about placing a manual freeze on a loan. In this case, in addition to the freeze code change, a FRZIND code change will also be recorded.
For more details on setting up this feature, refer to the Automating Reports and Queries booklet, available on the CU*BASE Reference page.
This report can be used with the “Report Scheduler,” a time-saving automation feature that allows you to select and save the filters you use to run several commonly used reports and then set these reports to be run automatically by our operations staff on the first of the month. Or you can save the settings and run them manually by yourself at any time.
To save your report settings, first select your filters, including printer (can be a physical printer or the HOLDxx or MONTHxx OUTQs). Then select Save Settings (F24). On the next screen name your settings (we recommend adding your name!), and designate whether you wish to run this manually or if you wish for operations to run the report. At a later time, use Retrieve Settings (F23) to populate the screen with the settings you have saved. You can also edit your settings using Retrieve Settings (F23). All saved settings can be viewed on the Report Automation: Standard Reports screen.