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).