This section explains all the steps for completing a work order in ORA, such as selecting devices for examination, recording device examination results and viewing open work orders (i.e. work orders that are in progress and have been saved).

For additional information about recording device examination results, refer to the Device manual.

 

Work order navigation

Common actions are available at the bottom of each page of the work order process:

• Select the Previous button to return to the previous step (not available at step 1).
• Select the Next button to continue to the next step of the work order (not available at step 5).
• Select Save and exit to save the data entered and return to the dashboard.
• Select Cancel at any time to discontinue the work order process; any data you entered or changed will not be saved.
• Select Delete work order to permanently delete the work order and any data you entered.

To access a saved work order again later, go to the dashboard and select View open work orders.

 

Warning – Do not use your Web browser’s forward and back buttons.

When navigating in ORA, you must use the Previous and Next buttons at the bottom of each page. Failure to do so can lead to errors.

Step 1: Create work order

There are several ways to start a work order. The Create work order option is available:

• from the Dashboard;
• in the Actions column on the Search results page;
• at the bottom of the View establishment profile page;
• on the View open work orders page;
• after adding an establishment profile on the Confirmation page.

 

Information – A work order can only be created if the establishment has an active profile in ORA.

Refer to the Section 3: Search of this manual for information on searching for an establishment. Refer to the Section 4: Establishments of this manual for information on adding an establishment profile in ORA.

To start a work order from the dashboard:

1. Select Create work order.
2. The Create work order page will display; below the Search for an establishment heading, enter your search criteria in the appropriate fields.
3. Select Search at the bottom of the page.
4. The search results will display the profiles of matching establishments; refine your search if needed to limit the results.
5. Locate the establishment in the search results and select the Create work order icon in the Actions column.

 

Information - Measurement Canada users will be prompted to select a work order type.

If you are conducting a commodity examination, you will need to

refer to the Commodities manual for the step-by-step instructions for creating a commodity work order in ORA.

6. The Device examination page will display.
7. Review the information in Establishment details section.
8. Select the Update button to make changes to the details fields.

 

Critical – Has there been a change of ownership?

Updates can be made to correct establishment details, such as the address and banner, but not ownership information. For more information, refer to Section 4: Establishments.

9. When you have completed the update, select Save to save the changes and return to the previous page; otherwise, select Cancel to discontinue.

 

Information – ASP contact information section (or Measurement Canada office information section for MC users)

This section indicates the organization or MC office that is tied to the ORA user profile of the recognized technician or inspector performing the examination. You cannot change this information in the work order. The information will also appear on the Device Examination Certificate.

10. Enter the date in the Examination date field.
11. If the Recognized technician ID field (or Inspector ID field if you are an MC inspector) is not prefilled, enter your ID number or, if you are authorized to complete a work order on behalf of a recognized technician or an inspector, enter their ID number in this field or use the Select from list link to search for the applicable number.
12. If your organization has an internal numbering system for work assignments, enter the number in the Work order / reference number field; if you do not have a work order number, ORA will automatically generate a reference number in this field.
13. At the bottom of the page, choose the action you wish to take:

• Select Next to continue to step 2 of the work order.
• Select Save and exit to save your work order and return to the dashboard.
• Select Cancel to discontinue the work order process and exit the page.
• Select Delete work order to permanently delete the work order.

 

Step 2: Prepare a work order

In this step, you will build your examination list and ensure it includes all the devices you are examining. Refer to Section 5: Devices of this manual for additional information about each function mentioned below.

1. Select the Add new device button located above the legend to add the profile of a device used at the establishment that is not already listed or to reactivate an inactive device’s profile.

 

Information – The devices listed depend on your scope and employer.

• ASP users: only the devices within the scope of the recognized technician specified for the examination will be listed.
• MC users: all active devices for the establishment will be listed.

2. In the Select column, activate the checkbox next to the serial number of each device you want to add to your examination list.
3. Make any additional changes as required:

• Select the Update device icon in the Actions column if you need to review or make changes to the device details.
• Select the Deactivate device icon in the Actions column to deactivate the profile of a device that is no longer used in trade at the establishment.
• Select the Deactivate selected profiles link below the list to deactivate multiple devices.
• Select the Reactivate selected profiles link below the list to reactivate multiple devices.

4. After you have made the required changes, activate the checkbox in the Select column next to the serial number of each device for which you are entering examination results.
5. At the bottom of the page, choose the action you wish to take:

• Select Next to continue to step 3 of the work order.
• Select Save and exit to save your work order and return to the dashboard.
• Select Cancel to discontinue the work order process and exit the page.
• Select Delete work order to permanently delete the work order.

 

Step 3: Validate a work order

In this step, you will review and confirm the list of devices you have selected for examination and any devices to be deactivated.

1. Select the Update device icon in the Actions column to make changes to the details of a device listed.
2. Reconfirm the examination date indicated in the Date of examination section.

 

Information – Missing information warning

The validation of data performed while you navigate within a work order can cause a “missing information” warning to appear. The details of what is missing are listed in the warning. Refer to subsection 5.8: Update device details of the manual for information about updating devices.

3. At the bottom of the page, choose the action you wish to take:

• Select Next to continue to step 4 of the work order.
• Select Save and exit to save your work order and return to the dashboard.
• Select Cancel to discontinue the work order process and exit the page.
• Select Delete work order to permanently delete the work order.

 

Step 4: Report examination results

In this step, you will enter the examination results for each device in the examination list. If you need to make changes to the examination list or update device details, refer to the previous steps.

1. On the left side of the page, the serial number of each device you have selected for examination is listed in the Examination list. On the right side of the page, in the Device information section, the details of the device whose serial number is indicated by a green arrow in the Examination list will be displayed. If you want to enter the examination results of a different device, select the serial number of the device in the Examination list.

 

Information – View information on P4 and F4 examination types

Measurement Canada users will see the ASP certificate number, Recognized technician ID and Physical standard type fields that the recognized technician completed when entering the results of a product audit (P4) or follow-up (F4) examination.

2. Complete all the required fields (preceded by a red asterisk) in the Device examination results section by selecting the applicable option from the drop-down list or by entering the results in the field for each device. Note: The fields that are displayed will be different depending on whether a recognized technician or inspector conducted the examination.
3. Select the Confirm examination results button after entering the examination results for each device in your examination list.
4. If there are multiple devices in your examination list whose examination results are the same, you can select the option Confirm examination results and clone. When you use this option, the next device in the examination list is displayed with the same examination results as the previous device, but the Result field must be completed manually for each device.
   
   For more information about the examination data fields, refer to the Device manual.

 

Information – Comments field

In the Comments field, enter any necessary information pertaining to the examination of the device. The comments will appear at the bottom of the Device Examination Certificate. When there are comments for multiple devices, each comment on the certificate will be preceded by the number that corresponds to the device number displayed under the Examined devices list.

Comments applicable to the overall examination are entered in step 5 of the work order process.

5. When you have entered the examination results for all devices, a confirmation message that you are finished will display.
6. If you need to change information pertaining to the device examination, select the device serial number in the Examination list on the left of the page.
7. Read and activate the checkbox for the attestation statement regarding standards with expired certificates. Failure to do so will prevent you from proceeding to step 5 and submitting the work order.
8. At the bottom of the page, choose the action you wish to take:

• Select Next to continue to step 5 of the work order.
• Select Save and exit to save your work order and return to the dashboard.
• Select Cancel to discontinue the work order process and exit the page.
• Select Delete work order to permanently delete the work order.

 

Step 5: Confirm and submit a work order

The last step of the work order process allows you to do a final review of the examination results and the contact information for the certificate delivery.

If you need to make changes to previously selected or updated information, return to the applicable steps of the work order process.

1. Select Update examination results to make modifications to the examination results of the devices listed. In the Certificate delivery method field, select “email” or “mail” from the drop-down list.

 

Information – Certificate delivery

If the establishment does not wish to provide an email address, select the “mail” option (the email address ORA-ADEL@ised-isde.gc.ca will appear in the field) and the ORA support desk will mail the certificate to the establishment.

2. If two recipients need a copy of the certificate, select the Add another email address link to the right of the Email field.
3. In the second email address text box that will display, enter the email address of the other recipient.

 

Information – Sending a certificate to two email recipients

When you send a copy of the certificate to a second recipient at the establishment, the second email address is specific to the certificate and is not saved to the establishment profile unless you activate the Save to establishment profile checkmark.

4. To receive a copy of the certificate by email, activate the checkbox Send me a copy at.
5. Complete the Language preference field.

 

Warning – If you choose the wrong language, you will have to update the certificate and reissue it.

Double-check to make sure you chose the correct language to avoid having to reissue the certificate. Resending the certificate will not correct the language.

6. In the Overall examination comments field, enter comments that pertain to all the devices examined; any information entered in this field will appear on the Device Examination Certificate.

 

Critical – The establishment ID, examination date and recognized technician ID or inspector ID cannot be modified once a work order is submitted.

At this stage, if you notice that the recognized technician ID or inspector ID or the examination date is incorrect, select the Previous button to return to prior work order steps and update the relevant fields.

If you notice that the establishment ID is incorrect before completing the work order, select the Cancel button, then select View open work orders from the Dashboard and delete the incorrect work order.

If you issue a certificate with the wrong recognized technician ID or inspector ID or the wrong examination date, you must contact the ORA support desk.

If you issue a certificate to the wrong establishment, you must contact the ORA support desk to have the certificate deleted.

 

Information – Preview feature

After completing the Details of establishment contact person section, select the Preview Device Examination Certificate link located to the right of the Email field to see what the certificate will look like with the current data.

In preview mode, the certificate is displayed with a “test” watermark over the establishment details section to indicate that the certificate has not been submitted.

 

Information – Download Device Examination Worksheet

After completing the Details of establishment contact person section, select the Download Device Examination Worksheet link located to the right of the Email field to view the examination data entered in the work order.

This worksheet can be saved as a reference copy of all of the data fields completed in the work order.

7. At the bottom of the page, choose the action you wish to take:

• Select Save and exit to save your work order and return to the dashboard.
• Select Cancel to discontinue the work order process and exit the page.
• Select Delete work order to permanently delete the work order.

8. To complete the work order, you must acknowledge and agree to the Online Reporting Application terms and conditions of use.
9. Select Submit to submit the completed Device Examination Worksheet to Measurement Canada.
10. The Confirmation page will display.
11. Select OK to return to the dashboard.