- Section 1: User accounts
- 1.1 Terms, conditions and termination of use
- 1.2 Prerequisites and training
- 1.3 Create an Online Reporting Application user account
- 1.4 Access your user account
- 1.5 Manage your user account
- 1.6 Manage and view user profiles
- Section 2: Features
- Section 3: Search
- Section 4: Establishments
- 4.1 View establishment details
- 4.2 Add an establishment profile
- 4.3 Update establishment details
- 4.4 Merge establishment profiles
- 4.5 Close an establishment profile
- Section 5: Devices
- 5.1 View a device profile
- 5.2 Add a device profile
- 5.3 Delete a device profile
- 5.4 Deactivate a device profile
- 5.5 Reactivate a device profile
- 5.6 Transfer devices
- 5.7 Cancel a device transfer
- 5.8 Update device details
- Section 6: Work Orders, worksheets and certificates
- 6.1 Work orders
- 6.2 View open work orders
- 6.3 Device examination worksheets
- 6.4 Device examination certificates
- Section 7: Reports
- 7.1 Select a report
- 7.2 Create a report
- 7.3 Report creation options
- 7.4 Report search criteria fields - Reports accessible to all users
- 7.5 Report search criteria fields - Reports accessible only to MC personnel
- Section 8: Authorized service provider fees
- Section 9: Information and resources
- Revisions
The option to merge establishment profiles can be useful when there are some duplicate entries of establishment details in ORA. Duplicate entries can be created by mistake because of confusing addresses, mistyped postal codes and other errors.
If you believe there is a duplicate establishment profile, review the establishment details of each establishment to determine which profile should remain active. Do not request to merge establishment profiles when there has been a change of ownership.
Before requesting to merge duplicate establishment profiles, make sure you close any open work orders for any of the establishments proposed for merger. The request cannot be processed while there are related open work orders. If the open work order wasn’t created by you, contact the ORA support desk who will follow up with the ORA user whose work order is open.
Critical – Mergers cannot be reversed.
You must be certain the establishment profiles you wish to merge are duplicates and there has not been a change of ownership. Once a merger request is processed by the ORA support desk, it cannot be cancelled.
Submit a request to merge establishment profiles
- Go to the Dashboard.
- Select Search.
- Enter the search criteria.
- Select Search at the bottom of the page; the Search results page will display.
- All of the establishments you wish to merge must appear in the list. If they are not, you have to conduct a new search that will include all of the applicable establishments.
- Select the Request to merge establishments link located above the legend.
- The Select to merge page will display.
- In the Select to merge column (first column), activate the checkboxes for the establishments you wish to merge.
- At the bottom of the page, select Request to merge establishments to proceed; otherwise select Cancel to return to the previous page.
- After selecting Request to merge establishments, the Send notification page will display.
- In the Establishments to be merged section, select the radio button of the establishment profile that needs to remain active.
Information – Determining which establishment profile should remain active.
Keep the establishment profile that contains the most correct or recent information. If in doubt, contact the ORA support desk for guidance.
- 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.
- In the Provide comments to Measurement Canada section, complete the Standardized comments field (required) by selecting the appropriate option from the drop-down list:
- Select Duplicate establishment to merge two or more establishment profiles that you believe were entered multiple times for the same establishment.
- Select ORA support desk requested to merge two or more establishment profiles at the request of the ORA support desk.
- Select User entered comment to provide comments or justification for the merger request; this is particularly necessary when the establishment profiles are not exact duplicates.
- If you selected User entered comment and completed the Comments field, you must activate the checkbox next to the mandatory acknowledgement that you reviewed the information and it is correct.
Critical – Submitting a merger request without a prior visit to the establishment site.
It is recommended you visit the establishment site before submitting a merger request. However, if you have not visited the site, but are certain that the establishment profiles are exact duplicates, you must complete the User entered comment section to explain how you determined the duplicates need to be merged. For example:
- You phoned the establishment and checked ownership details.
- The name of the establishment and contact information are the same.
- There is a small difference in the establishment’s address that may have prompted the duplicate entry (e.g. the postal code is entered incorrectly or the establishment is located at an intersection which resulted in one establishment profile showing one street address and the other profile showing the other street address).
- At the bottom of the page, select Submit to continue; otherwise, select Cancel to return to the previous page.
- If you selected Submit, the Confirmation page will display.
- Select OK to finish and return to the Search results page.