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.