The establishment’s profile includes details such as its legal name, location and contact information. It also shows the date the establishment profile was created and the date it was last modified.

The tabs at the bottom of the page include information about:

• active devices
• inactive devices
• issued examination certificates
• transfer notices

Measurement Canada inspectors are also able to view tabs that provide information about commodity reports and enforcement actions.

 

To access an establishment’s profile:

1. Perform a search to locate the establishment (see Section 3: Search for more information).
2. In the Search results page, select the View establishment profile icon located in the Actions column.
3. The View establishment profile page will display.
4. At the bottom of the page, select Return to search results or Create work order.

 

When viewing an establishment profile, you can also display the latitude and longitude of the establishment’s location based on the address provided.

• Select the Latitude and longitude hyperlink to display the coordinates.
• Select the View location on Google Maps hyperlink to view the location on a map.

 

You can add a new establishment profile in ORA when you have used the search function to determine that there is no existing profile for that establishment or there has been a change in ownership and a new establishment profile is required.

 

Option 1: Add an establishment profile from the Search results page

Step 1

1. Go to the Dashboard.
2. Select the Search option.
3. Enter the search criteria.
4. Select the Search button at the bottom of the page.
5. The Search results page will display.
6. If the establishment you are searching for is not listed, select the New search link to start another search using different criteria.
7. If the required establishment is still not found, select the Add establishment profile link.
8. The Add establishment profile page will display.
9. Proceed to step 2.

 

Option 2: Add an establishment profile using the dashboard link

Step 1

1. Go to the Dashboard.
2. Select the Add establishment profile link.
3. The Add establishment profile page will display.
4. Proceed to step 2.

Step 2

Refer to the Device manual for detailed information about the fields mentioned below.

In the Establishment details section:

1. Enter the establishment’s legal name in the Legal name field (required) and its operating name in the Operating name field.

 

Warning – If the establishment’s legal name starts with a series of numbers such as “1234567 Canada Inc.”, you must also provide an operating name.

2. Enter the banner in the Banner field (required) or select a banner using the Select from list link.

 

Information – Enter or select “IND – Independent” in the Banner field when:

• the establishment does not have a banner
• the banner is not found in the list

3. Enter the address in the Address field (required).
4. Enter the city in the City field (required).
5. Select the province or territory from the Province field (required) drop-down list.
6. Enter the postal code in the Postal code field (required).
7. Enter the telephone number in the Telephone field (required).
8. If the establishment is a factory, activate the Factory checkbox.

 

Critical – Only activate the Factory checkbox when the establishment is not the end user.

The establishment of a manufacturer, dealer, distributor or authorized service provider is considered a "factory" when it is the premises from which the device will be sent to the end user.

9. Complete the Directions field, as needed.
10. Complete the Establishment notes field, as needed.
11. Go to the Details of establishment’s contact person section.
12. Enter the contact person’s name in the Name field.
13. Enter the contact person’s job title in the Title field.
14. If applicable, enter the email address in the Email field.

• If the establishment requests that a second recipient receive automatic notifications for examination certificates, select the Add another email address link and enter the recipient’s email address in the Secondary email field.

15. If the Recognized technician ID field (or the Inspector ID field for MC users) is not prefilled, enter the applicable ID or use the Select from list link to search for the applicable ID.

Note: This field is prefilled with your ID, unless your ORA user type allows you to enter device inspection results on behalf of recognized technicians or inspectors.

16. In the Provide comments to Measurement Canada section, complete the Standardized comments field (required) by selecting the applicable option from the drop-down list:

• Select New Establishment if you are adding the establishment because the establishment is new.
• Select New owner of existing establishment if you are adding the establishment because of a change in ownership; however, you must remember to submit a Request to close establishment for the previous owner’s establishment.
• Select ORA support desk requested when you are adding the establishment because of a request from the ORA support desk.
• If none of the above options apply, select User entered comment and enter comments in the Comments text field to explain why you are adding an establishment profile.

17. At the bottom of the page, select the Submit button; otherwise select Cancel to discontinue and return to the dashboard.
18. If there are existing establishment profiles that contain similar information to what you have entered, a verification warning will display:

1. Review the list of similar establishments that ORA generated.
2. If the establishment is listed, use the radio button in the Select column to select that establishment’s profile.
3. Select Next to access the View establishment profile page, then select the appropriate action:
   • Select the Update button in the Establishment details section to make changes (only MC users have access to this option).
   • Select Return to Add establishment profile: Profiles found to return to the previous page.
   • Select Create work order to proceed with a work order for this establishment.
4. If the establishment is not listed, activate the checkbox next to the statement “None of these establishment profiles match the establishment profile I attempted to add”, then select Next.
5. If you selected Next, you will be redirected to the Confirmation page.

19. Choose the action you wish to take:

• Select Dashboard to return to the dashboard.
• Select Create work order to create a work order for the establishment whose profile you added.
• Select Transfer devices to proceed to step 2 of the transfer process.

 

Information included in the establishment profile can be updated. To do this, you must complete a work order.

Within the Step 1: Create work order page, you will see the current establishment details:

1. Select Update.
2. Make the necessary changes to the text fields.
3. If the Recognized technician ID field (or the Inspector ID field for MC users) is not prefilled, enter the applicable ID number or use the Select from list link to search for the applicable ID.
4. At the bottom of the page, select Save; otherwise, select Cancel to discontinue and return to the previous page.

 

Update the legal name of an establishment

An establishment’s legal name can only be changed in ORA when there are errors or omissions.

The Legal name field can be updated only in the following situations:

• The legal name recorded contains a spelling or punctuation error.
• The establishment’s legal name and operating name are recorded as the legal name.
• The operating name or banner is recorded as the legal name.
• Where applicable, “Ltd.” or “Inc.” is missing.

 

Critical – Do not update an establishment’s details when there has been a change of ownership.

Do not attempt to change an establishment’s legal name in ORA if there has been a change in ownership.

A change in ownership requires that a new establishment profile be added in ORA. Any devices used at the former establishment that are in use at the new one are to be transferred to that establishment and a request to close the previous owner’s establishment must be submitted.

 

Submit a request to update the legal name of an establishment

1. Go to the Dashboard.
2. Select the Search or Create work order option.
3. Enter the search criteria.
4. The Search results page will display.
5. Select the Create work order icon in the Actions column for the applicable establishment.
6. The Step 1: Create work order page will display.
7. In the Establishment details section, select Update; the resulting page will allow you to edit the establishment details fields.
8. Make the necessary changes to the Legal name field.
9. If the Recognized technician ID field (or the Inspector ID field for MC users) is not prefilled, enter the applicable ID or use the Select from list link to search for the applicable ID.
10. In the Provide comments to Measurement Canada section, complete the Standardized comments field (required) by selecting the appropriate option from the drop-down list:

• Select Added legal name if you added the legal name.
• Select Corrected legal name if you corrected errors in the legal name or other information that was missing.
• Select ORA support desk requested if you made changes because of a request from the ORA support desk.
• Select User entered comment if none of the above options apply and provide an explanation in the text box of the Comments field.

11. Select Save to update the information; otherwise, select Cancel to exit this page (the changes will not be saved).

 

The option to merge establishment profiles can be useful when there are some duplicate entries of establishment details in ORA. Duplicate entries can be created by mistake because of confusing addresses, mistyped postal codes and other errors.

If you believe there is a duplicate establishment profile, review the establishment details of each establishment to determine which profile should remain active. Do not request to merge establishment profiles when there has been a change of ownership.

Before requesting to merge duplicate establishment profiles, make sure you close any open work orders for any of the establishments proposed for merger. The request cannot be processed while there are related open work orders. If the open work order wasn’t created by you, contact the ORA support desk who will follow up with the ORA user whose work order is open.

 

Critical – Mergers cannot be reversed.

You must be certain the establishment profiles you wish to merge are duplicates and there has not been a change of ownership.  Once a merger request is processed by the ORA support desk, it cannot be cancelled.

Submit a request to merge establishment profiles

1. Go to the Dashboard.
2. Select Search.
3. Enter the search criteria.
4. Select Search at the bottom of the page; the Search results page will display.
5. All of the establishments you wish to merge must appear in the list. If they are not, you have to conduct a new search that will include all of the applicable establishments.
6. Select the Request to merge establishments link located above the legend.
7. The Select to merge page will display.
8. In the Select to merge column (first column), activate the checkboxes for the establishments you wish to merge.
9. At the bottom of the page, select Request to merge establishments to proceed; otherwise select Cancel to return to the previous page.
10. After selecting Request to merge establishments, the Send notification page will display.
11. In the Establishments to be merged section, select the radio button of the establishment profile that needs to remain active.

 

Information – Determining which establishment profile should remain active.

Keep the establishment profile that contains the most correct or recent information. If in doubt, contact the ORA support desk for guidance.

12. If the Recognized technician ID field (or the Inspector ID field for MC users) is not prefilled, enter the applicable ID or use the Select from list link to search for the applicable ID.
13.  In the Provide comments to Measurement Canada section, complete the Standardized comments field (required) by selecting the appropriate option from the drop-down list:

• Select Duplicate establishment to merge two or more establishment profiles that you believe were entered multiple times for the same establishment.
• Select ORA support desk requested to merge two or more establishment profiles at the request of the ORA support desk.
• Select User entered comment to provide comments or justification for the merger request; this is particularly necessary when the establishment profiles are not exact duplicates.
• If you selected User entered comment and completed the Comments field, you must activate the checkbox next to the mandatory acknowledgement that you reviewed the information and it is correct.

 

Critical – Submitting a merger request without a prior visit to the establishment site.

It is recommended you visit the establishment site before submitting a merger request. However, if you have not visited the site, but are certain that the establishment profiles are exact duplicates, you must complete the User entered comment section to explain how you determined the duplicates need to be merged. For example:

• You phoned the establishment and checked ownership details.
• The name of the establishment and contact information are the same.
• There is a small difference in the establishment’s address that may have prompted the duplicate entry (e.g. the postal code is entered incorrectly or the establishment is located at an intersection which resulted in one establishment profile showing one street address and the other profile showing the other street address).

14. At the bottom of the page, select Submit to continue; otherwise, select Cancel to return to the previous page.
15. If you selected Submit, the Confirmation page will display.
16. Select OK to finish and return to the Search results page.

 

An establishment profile is closed when the establishment is no longer in business or has changed ownership.

If an establishment moves locations but the ownership stays the same, update the establishment address details as opposed to creating a new establishment profile and closing the existing one.

 

Information – An establishment profile can only be closed when there are no open work orders.

 

Submit a request to close an establishment profile

1. Go to the Dashboard.
2. Select Search.
3. The Search for an establishment page will display.
4. Enter the search criteria.
5. Select Search when ready to proceed.
6. The Search results page will display.
7. In the Actions column, select Request to close establishment.
8. The Send notification page will display.
9. If the Recognized technician ID field (or the Inspector ID field for MC users) is not prefilled, enter the applicable ID or use the Select from list link to search for the applicable ID.
10. In the Provide comments to Measurement Canada section, complete the Standardized comments field (required) by selecting the appropriate option from the drop-down list:

• Select Establishment no longer exists if you are submitting the request because the establishment has ceased operations.
• Select New owner of establishment if you are submitting the request because the ownership of the establishment has changed; if you select this option, you may also need to add an establishment profile for the new establishment and transfer any devices that are in use at the new establishment.
• Select ORA support desk requested if you are closing this establishment at the request of the ORA support desk.
• Select User entered comment if you wish to provide comments or if none of the above options explain the reason why you are closing the establishment.

 

Critical – Submitting a closure request without a prior visit to the establishment site.

It is recommended you conduct a site visit before submitting a request to close an establishment profile.

If you submit a request without visiting the establishment, select User entered comment and include the research you conducted to determine that the establishment is closed, such as:

• recent Google Street view search
• banner site listings missing from corporate websites
• attempted calls to the establishment resulted in a “number not in service” or “wrong number” message
• Internet search shows the business in permanently closed

You must include two independent confirmations that the establishment no longer exists in your comment.

11. At the bottom of the page, select the Submit button to continue.
12. The Confirmation page will display.
13. Select OK; you will be returned to the Search results page.

You can select Cancel at any time to return to the previous page. If you choose this option, your actions will not be saved.

 

Information – Requests to close an establishment profile are reviewed by the ORA support desk.

When a review of a request is in progress, the search results will display a note in the Actions column showing that there is a pending closure request for that establishment.