This section describes how to download a device examination worksheet when you want to record the device’s examination results on paper and how to upload a completed worksheet.

The following options are available in ORA:

• download a prefilled worksheet from an open work order
• download a blank worksheet from the dashboard
• upload a completed worksheet from the dashboard

 

Download a prefilled worksheet

You can download a prefilled worksheet only if you have already created a work order. This option is available at Step 1: Create work order and Step 3: Validate work order of an open work order.

 

Information – It’s recommended to download a worksheet that contains the establishment and device details.

It is recommended that you download a prefilled worksheet at step 3 of the work order process, once all the devices have been added to the examination list. This will ensure the worksheet contains both the establishment details and those of the devices selected for examination.

This recommendation does not apply if you are doing an initial examination.

Download a prefilled worksheet containing only the establishment details

From the Step 1: Create work order page:

1. Select the Download Device Examination Worksheet link above the Establishment details section, on the right.
2. On the resulting page, select Download to proceed with the download, then select from the options available to you; otherwise select Cancel to discontinue and return to the previous page.

Refer to Step 1: Create work order for instructions on creating and saving a work order.

Download a prefilled worksheet containing the establishment details and device information

From the Step 3: Validate work order page:

1. Select the Download Device Examination Worksheet link above the Selected devices section, on the right.
2. On the resulting page, select Download to proceed with the download, then select from the available options; otherwise select Cancel to discontinue and return to the previous page.

Refer to Step 2: Prepare work order for instructions on preparing a work order and selecting devices.

 

Information – Once you have downloaded a worksheet, you can view it later in the Open work orders page.

Download a blank worksheet

You can download a blank worksheet to manually record the examination results. However, if you select that option, you cannot use the worksheet to upload the examination results.

 

Warning – You still need to complete all the steps of the work order process when you choose to download a blank worksheet.

You can upload examination results from a completed worksheet only if you selected the option to download a prefilled worksheet at step 1 or step 3 of the work order process.

From the Dashboard:

1. Select the Download blank Device Examination Worksheet link.
2. If you want your name and ID to appear on the worksheet, fill out the Recognized technician ID field (or the Inspector ID field for MC users) or, if you are authorized to submit examination results on behalf of a recognized technician or an inspector, enter their ID in this field or use the Select from list link to search for the applicable ID.
3. On the resulting page, select Download to proceed with the download, then select the options available to you; otherwise, select Cancel to discontinue and return to the previous page.

 

Upload a completed worksheet

Warning – You can upload a completed worksheet only if you downloaded a prefilled worksheet at step 1 or step 3 of the work order process.

From the Dashboard:

1. Select the Upload completed worksheet link.
2. Select the Choose File button.
3. In the file search window that will display, navigate the folders to find and select the relevant file, then select Open.
4. Ensure the file name shows in the File name text box, then select Upload; otherwise, select Cancel to discontinue.
5. If your worksheet contains an error, an error message will display indicating the reason the worksheet cannot be uploaded.

 

Information – Types of worksheet errors

There are two types of worksheet errors:

• Errors that prevent the worksheet from loading.
• Errors that must be fixed before the work order can be submitted. When an error is flagged, the message will indicate what information is missing or incorrect. You must fix the errors to proceed.

6. When the completed worksheet is uploaded successfully, you will receive a confirmation message to that effect.
7. Select the action you wish to take:

• Select Next to proceed to step 5 of the work order process.
• Select Cancel to return to the dashboard; the uploaded worksheet will be saved to the Open work orders page.

For instructions on completing the work order process, refer to subsection 6.1: Work orders.