The details of a device can be viewed before creating a work order or initiating a device transfer. Device details, such as the device capacity and components as well as the device notes are not visible on the View establishment profile page. However, you can access the device profile, which includes the device’s transfer and examination history, from that page.

From the View establishment profile page:

1. Go to the Active devices tab (default tab).
2. Locate the device you wish to review.
3. Select the View device profile icon in the Actions column.
4. The device profile will display:

• Scroll down to the Components section to view the active components associated with the device, including their approval number, description and status.
• Scroll down to the Device transfer history section to view the device transfer number, the receiving and sending establishments, the date the transfer occurred and the transfer status.
• Scroll down to the Device examined on certificates section to view the examination history of the device at the establishment (this section is visible to MC users only).

5. To exit, select the Return to establishment profile link at the bottom of the page.

 

You may add a device profile at Step 2: Prepare work order by selecting the Add new device button located above the legend. Refer to the Device manual for more information about the device information fields.

 

Information – Only add profiles of devices being initially examined.

The profile of any device that has previously been examined is to be transferred to the establishment in ORA. If you cannot find the device profile, contact the ORA support desk for assistance.

 After selecting the Add new device button:

1. Enter the device’s serial number in the Serial number field (required).
2. Select Next to proceed; otherwise, select Cancel to discontinue and return to the work order.
3. If the serial number you entered is similar to that of a device that is already listed in the establishment profile (whether in the Active devices or Inactive devices tab), you will be prompted to review the device listing.
4. If the serial number is listed, select Update device to review the device details.
5. The Serial number field will be prepopulated with the serial number you entered on the previous page; however, if you notice an error, correct it.
6. Complete the Approval number field (required).

• The number must consist of a prefix followed by four digits (e.g. AM-1111).
• Search the Notice of approval database to find approval numbers.

7. Complete the Secondary serial number field, if applicable.
8. Complete the Secondary approval number field, if applicable.
9. Complete the Device type field (required).
10. Complete the Trade subsector code field (required).
11. Complete the Capacity field (required).
12. Complete the Unit field (required) by selecting the unit of measure that applies to the capacity from the drop-down list.
13. If applicable, complete the Interval field (required for mass devices) and the field next to it.
14. Provide any additional details in the Device notes field.
15. At the bottom of the page, select the appropriate option:

• Select Add and clone to add the profile of another new device with the same parameters; you’ll need to specify the device’s serial number.
• Select Add to complete the process and return to step 2 of the work order.

16. If the device has a separate component, select Add component:

• Add the component’s serial number in the Serial number field.
• Add the component’s approval number in the Approval number field.
• Add a description of the component if needed.

 

The option to delete a device is only available for a device whose profile has just been added to ORA. You cannot delete a device that has been examined and for which a certificate has previously been issued. A device that has previously been examined is deactivated, not deleted.

If you added a device profile and realize it was a mistake, the profile should be deleted. You can delete a device profile at the Step 2: Prepare work order page:

1. Locate the relevant device in the device list (there will be a star icon designating a new device next to the serial number).
2. Select the Delete device option found in the Actions column.
3. The Delete device page will display.
4. Select the Delete button if you want to proceed with the deletion; otherwise, select Cancel to abandon the deletion and return to the previous page.
5. If you selected the Delete button, a confirmation message will display.
6. Select the Return to Step 2: Prepare work order link.

 

You can only deactivate the profile of devices that have previously been examined.

If you added a device, but have not yet completed the work order, refer to subsection 5.3 Delete a device profile.

When there are duplicate profiles of the same device at an establishment, contact the ORA support desk for assistance. The ORA support desk will merge the duplicate device profiles to retain the examination history.

 

Deactivate a device profile

From the View establishment profile page:

1. Go the Active devices tab (default tab).
2. Select the correct serial number in the active devices list.
3. Select the Deactivate device icon in the Actions column; the device profile will be deactivated and moved to the Inactive devices tab.

 

Deactivate multiple device profiles

From the View establishment profile page:

1. Go the Active devices tab (default tab).
2. Select the devices to be deactivated by activating the checkboxes in the Select column.
3. Select the Deactivate selected profiles option at the bottom of the page; the selected device profiles will be deactivated and moved to the Inactive devices tab.

 

Deactivate device profiles while completing a work order

From the Step 2: Prepare work order page:

1. Select the Deactivate device icon in the Actions column of each device whose profile you wish to deactivate.
2. When your examination list is complete, select Next to proceed to the Step 3: Validate work order page.
3. The devices selected for deactivation will be displayed in the Deactivated devices section of the page.
4. The profiles of these devices will only be deactivated when the completed work order is submitted.
5. A list of deactivated devices will appear on the examination certificate.

 

Inactive devices do not appear in the examination list. In order to reactivate a device profile, you must be at step 2 of the work order process.

1. From the Step 2: Prepare work order page, select Add new device.
2. Enter the serial number in the Serial number field.
3. A warning message that the device may already exist will display.
4. Select Update device to reactivate the device profile.
5. Fill in all the required fields (they are preceded by a red asterisk).
6. Update the Device status field by selecting the applicable option from the drop-down list.
7. Select Save to complete the reactivation process; otherwise select Cancel to discontinue the process and return to the Step 2: Prepare work order page.

Note: You can also select the Save and clone option to reactivate and add the profile of a second device with the same specifications; however, this is not recommended.

 

Information – Avoid using the Save and clone option when reactivating device profiles.

Although the option is available, it is recommended to reactivate and add device profiles separately. Cloning a reactivated device profile as part of the same step is not recommended.

Once the device profile is reactivated, the device will appear on the examination list. Refer to the Device manual for more information about devices and examination data fields. Refer to Section 6: Work orders, worksheets and certificates for instructions on completing the work order.

 

When a device moves from one establishment to another, you must update the device location by completing a device transfer. This action will generate a Device Transfer Notice.

 

Information – Transferring multiple devices

When multiple devices from different sending establishments must be transferred, you must complete a separate transfer for each establishment.

1. Go to the Dashboard.
2. Select Transfer devices.
3. The Step 1: Search for receiving establishment page will display.
4. If you know the establishment ID, enter it in the Establishment ID field, then select the Search button.
5. If you don’t know the establishment ID, select More search criteria to enter other search criteria, then select the Search button.
6. The Search results page will list the establishments that match your search criteria.

• If the receiving establishment is not listed in the search results, select the link Is the establishment you are looking for not listed?
• Only open establishments are listed in search results.
• Select More search criteria to further refine your search, then select Search.

7. In the list of search results, select the View establishment profile icon in the Actions column, if needed, to confirm the correct receiving establishment.
8. Select the receiving establishment in the list of search results by activating the radio button in the Select column next to the establishment ID.
9. Select Next to continue; otherwise, select Cancel to discontinue the transfer and return to the dashboard.
10. After selecting Next, the Step 2: Search for devices page will display.
11. You can choose to stay on the default Search by establishment tab or select the Search by serial/approval number tab.
12. If you choose Search by establishment:

1. Enter the sending establishment ID in the Establishment ID field or select More search criteria to use other search criteria.
2. Select the Search button.
3. The Search results page will display.

• If the sending establishment is not listed in the search results, select the link Is the establishment you are looking for not listed?.
• Select More search criteria to further refine your search, then select Search.

4. Select the sending establishment in the list of search results by activating the radio button in the Select column next to the establishment ID.
5. Select the action you want to take:

• Select Previous to return to the Step 1: Search for receiving establishment page.
• Select Next to continue; otherwise, select Cancel to abandon the transfer and return to the dashboard.

13. If you choose Search by serial/approval number:

1. Enter the device’s serial number in the Serial number field (required).
2. Enter the approval number in the Approval number field. Note: It is recommended to only add the approval number when you need to refine the search results, as some devices have the wrong approval number or the approval number is missing.
3. When transferring more than ten devices, select Add serial/approval numbers to enter additional serial and approval numbers.
4. Select Search to continue.
5. A message will display while the application conducts the search.

14. When the search is complete, the Step 3: Select devices page will display.
15. Select the View device profile icon in the Actions column to review a device profile.
16. Select Return to step 3: Select devices when you have finished reviewing the profile.
17. Select the devices to be transferred to the receiving establishment by activating the checkboxes in the Select column of the applicable devices.

 

Information – Transferring non-compliant devices

A blue triangle is displayed next to the serial number of devices that are not in a compliant state.

You can transfer non-compliant devices. The local Measurement Canada district office will receive notification of the transfer.

18. Select Next to continue; otherwise, select Previous to return to Step 2: Search for devices or select Cancel to abandon the process and return to the dashboard.
19. After selecting the devices, the Step 4: Confirm transfer page will display; a warning at the top of the page will remind you to review and correct the trade sector of each device, if needed, before completing the transfer.
20. Complete the fields in the Receiving establishment contact details section (required fields are preceded by a red asterisk).
21. Complete the fields in the Sending establishment contact details section.
22. Review the device information below the Transferred devices heading.
23. Select the Update trade sector icon in the Trade subsector field to make changes to the trade sector before completing the transfer.
24. Select the View icon from the Actions column to view a device profile.
25. The View device information page will display.

 

Information – Transferring a device and trade subsector information

When transferring a device, the trade subsector must be identified. Verify the trade subsector before completing the transfer.

Changes to the trade subsector may affect a device’s next examination due date.

26. Activate the checkbox next to the mandatory acknowledgement to confirm the information entered in step 4 is correct.
27. At the bottom of the page, select Complete the transfer to continue; otherwise, select Previous to return to the previous step or select Cancel to abandon the transfer and return to the dashboard.
28. After selecting Complete the transfer, the Confirmation page will display.
29. Once ORA has completed the transfer, select View status to view a summary of the transfer.

When the transfer is completed, you can access the device transfer notice in your Message centre and in the Notices tab of the View establishment profile page of the sending or receiving establishment (select the View icon to review the notice).

 

If you need to cancel a device transfer, contact the ORA support desk by email. Include the details of the device transfer (i.e. serial number, sending establishment, receiving establishment) or a copy of the device transfer notice in the email. When the cancellation is completed, you will get a confirmation by email.

 

You can only update device details while completing a work order, at the Step 2: Prepare work order page. There are options on this page that allow you to make changes to device information fields or the status of a device. 

 

Update the status of a device

To change the status of a device from active to inactive or vice versa, select the appropriate icon next to the Update device icon in the Actions column:

• Select the Deactivate device icon to deactivate the device profile.
• Select the Reactivate device icon to reactivate the device profile.

 

Update the status of multiple devices

To change the status of multiple devices at once:

1. Activate the checkboxes in the Select column next to the serial number of the devices you wish to update.
2. Select the Deactivate selected profiles option located below the device list on the right-hand side.

To reactivate device profiles that were just deactivated:

1. Activate the checkboxes next to the serial numbers of the applicable devices.
2. Select the Reactivate selected profiles option located below the device list next to the Deactivate selected profiles option.

 

Update the device information fields

To update the device information fields:

1. Select the Update device icon in the Actions column of the device whose information you wish to update.
2. The Device information fields will display.

 

Information – Missing device information

The profile of older devices may be missing some mandatory information. The fields preceded by a red asterisk (*) may not have been required at the time the device was last examined. To complete the update, you must ensure the relevant information is entered in all required fields.

3. Review the Serial number field and correct the number if needed.

 

Warning – Be cautious when updating serial numbers.

Only update this field to correct an error in the serial number (e.g. the number displayed in ORA starts with 1T7, but the number on the device information plate starts with 1Y7, or the digit “8” was incorrectly entered as the letter “B”). Do not update this field to change the entire serial number.

4. Review all the other fields in this section to ensure the information is correct and update them if needed. All the required fields must be completed.
5. To add a component or update the component information:

• Select Add component to add a component to the device profile.
• Select the Update component icon in the Actions column of the applicable component to update the component information.

6. At the bottom of the page, select the action you wish to take:

• Select Save to save the changes and return to the Step 2: Prepare work order page.
• Select Save and clone to save the changes and add a second device with the same parameters.
• Select Cancel to return to the Step 2: Prepare work order page.