oasis user training for certification bodies part 2 – applications section july, 2013
TRANSCRIPT
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OASIS User Training for Certification BodiesPart 2 – Applications Section
July, 2013
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OASIS User Training for Certification Bodies
Page 2
Part 2 – Applications SectionTraining Content:
• Overview• The Main Screen• Certificate / Assessment Add or Transfer• Certificate / Assessment Modify• Certificate / Assessment View Details• Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
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OASIS User Training for Certification Bodies
Page 3
Overview:
• Background• OASIS contains two primary sections
• Data Search (Public) Section• Applications (User group-specific) Section
• OASIS uses English as its main language. • Written skills associated with that language are essential.
• Scope of Training• This training is designed to provide detailed guidance for Certification
Body (CB) personnel who will be entering data into OASIS• Part 1 covers Public Section functions• Part 2 covers Applications for the CB user group.
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OASIS User Training for Certification Bodies
Page 4
Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen• Certificate / Assessment Add or Transfer• Certificate / Assessment Modify• Certificate / Assessment View Details• Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
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OASIS CB Applications Section
Page 5
The Main Screen – CB Users
Data Search(Public) Section
CB ApplicationsSection
Refer to OASIS User Training for Certification Bodies Part 1for new user registration and general login instructions.
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OASIS User Training for Certification Bodies
Page 6
Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer• Certificate / Assessment Modify• Certificate / Assessment View Details• Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
![Page 7: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/7.jpg)
OASIS CB Applications Section
Page 7
Certificate / Assessment Add: Initial Audit Data
Click toaccess
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OASIS CB Applications Section
Page 8
Click to add
Note “ * ” andmeanings
Saved entriesnot yet published
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Four Options:• Initial• Recertification• Surveillance• Special
Select option andclick “Continue”
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Add additional certificationdetails to help locate
“saved” entries.
Select certification standardfrom drop-down list.Then click “Select.”
Enter at least part of thesupplier’s name, then
click “Search” to locate.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Highlightapplicablesupplier
Then click“Select Supplier”
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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If no matching supplieris found, complete a
“New Supplier Ticket”by clicking here.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Complete details:• Name• Email address• Comments
Then click “Send”
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Certificate / Assessment Add: Initial Audit Data
Example emailrequest to supplier
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OASIS CB Applications Section
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Repeat searchfor additional sites
Confirmation thatrequest has been
sent to the supplier
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Enter number of supplier employees
and onsite audit days
Click to Save Changes
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Enter certificatestructure type fromdrop-down selection
Select whetherexclusion clauseswere identified
View supplier OASISAdministrator contact
information
Identify exclusionsas applicable
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Upload .pdf copyof certificate
Enter assessment details.Note: Total Audit Days =
Total On-site Days
Enter certificate scope using same wording as
on certificate. Use EnglishAnd Local language.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Enter at least part of theauditor’s name, then
click “Search” to locate.Repeat for all audit
team members.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Locate auditor,then click
“Select Auditor”
Click “Return” ifsearch did not
find auditor
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Enter all audit teammembers. Then click to
identify the “Lead Auditor”
Copy/paste theaudit reportsummary
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Click to enter PEARs
Upload required documents.Note: Uploads must
be in .pdf format
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Click to addadditional PEARs
Enter PEAR details,clauses referenced andlevel of effectiveness
Click to saveas indicated
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Click to enterAssessment Result
Summary
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Minimum values maybe auto-filled, then
individually “un-checked”for exclusions ornonconformities
Click N/A for permissibleexclusions (Clause 7 only).
N/E not allowed forinitial and recertification
audit reports.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Click to showtotal number ofnonconformities
Enter estimatedbusiness percentages
“Run completeness check”and Save upon completion.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Only use to fullydelete entry before
publication.Always click “Save.”
When fully complete,click the Green buttonto publish the entry.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Note: In some countries (e.g. Italy),clicking the Green confirmation buttonforwards the entry for approval. That
approval applies to all new assessmententries: Initial, Surveillance, Recertification
and Special. The entry will only becomepublicly visible when approved.
Certificate / Assessment Add: Initial Audit Data
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OASIS CB Applications Section
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Certificate / Assessment Add: Re-certification Audit Data
Click toaccess
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OASIS CB Applications Section
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Click to add
Note “ * ” andmeanings
Saved entriesnot yet published
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Re-certification entry includesan option to bring forward datafrom an existing certification.
WARNINGDO NOT use “Modify” toadd a NEW re-certification
or surveillance audit
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Enter parameters,then click “Search”
Search auto-filters to only listcertificates that are issued
by your CB organization
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Then click“Select”
Select correctcertification
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Always select “View/Manage”to update supplier information
Verify supplieradministrator
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Click “Refresh” to updatedata maintained by theSupplier Administrator
Ensure all informationis correct and up to date.
Click to saveany changes
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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All other data entryis the same as for“Initial Audit Data”
Certificate / Assessment Add: Re-certification Audit Data
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OASIS CB Applications Section
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Certificate / Assessment Add: Surveillance Audit Data
Click toaccess
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OASIS CB Applications Section
Page 38
Click to add
Note “ * ” andmeanings
Saved entriesnot yet published
Certificate / Assessment Add: Surveillance Audit Data
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OASIS CB Applications Section
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Certificate / Assessment Add: Surveillance Audit Data
Surveillance entry requires thatdata is brought forward from
an existing certification
WARNINGDO NOT use “Modify” toadd a NEW re-certification
or surveillance audit
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OASIS CB Applications Section
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Enter parameters,then click “Search”
Search auto-filters to only listcertificates that are issued
by your CB organization
Certificate / Assessment Add: Surveillance Audit Data
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OASIS CB Applications Section
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Then click“Select”
Select correctcertification
Certificate / Assessment Add: Surveillance Audit Data
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OASIS CB Applications Section
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Certification data may be editedby clicking this Green button.
Note: Editing the certification
data requires re-issuanceof the certificate.
Certificate / Assessment Add: Surveillance Audit Data
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OASIS CB Applications Section
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Warning when changingcertification data. Click
“OK” to proceed.
Certificate / Assessment Add: Surveillance Audit Data
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OASIS CB Applications Section
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Certificate / Assessment Add: Surveillance Audit Data
When certification data is edited,enter the certificate’s reissue date
The revised certificatemust be uploaded
Example scope change.
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OASIS CB Applications Section
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Certificate Transfer
Click toaccess
Enables the transfer of certificate(s) from one CB to another
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OASIS CB Applications Section
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Click to transfer acertificate(s) to your
CB organization.
Two types of transfers are possible:• Individual certificate transfers• Mass transfers resulting from
a CB merger/acquisition
Certificate Transfer
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OASIS CB Applications Section
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Select the audit typethat was conducted tosupport the transfer
Certificate Transfer: Individual Certificate Transfers
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OASIS CB Applications Section
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Search for the existingcertificate – published
by a different CB
Certificate Transfer: Individual Certificate Transfers
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OASIS CB Applications Section
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Select the certificateto be transferred
Certificate Transfer: Individual Certificate Transfers
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Click the Green buttonto edit the certification
data and re-issuethe certificate.
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Click “OK” to proceed.
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Enter the certificate reissue date
Enter your CBcertificate number
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Select “View/Manage”to update supplier
information
Verify supplieradministrator
Complete certificatedata entry and upload
new certificate
All other data entryis the same as for“Initial Audit Data”
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Click to Save
When fully complete,click the Green button
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OASIS CB Applications Section
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Certificate Transfer: Individual Certificate Transfers
Click to publishthe transfer
Publishing the transferwill initiate an emailnotification to the
previous CB
View thetransfer summary
From: [email protected] [mailto:[email protected]] Sent: Monday, June 17, 2013 11:29 AM To: Subject: [IAQG-OASIS] Certificate Transfer Notice: yegygegi This is an automated message from IAQG OASIS (http://www.iaqg.org/oasis). A new certificate entry in IAQG OASIS (Cert # 7654321 issued by Demonstration CB 2) is replacing the below certificate as the "latest certificate" for the supplier and 9110 standard group below. If you have any questions, please reply to this email or contact the new issuing CB directly. Certification Body: Demonstration CB Certificate Number: yegygegi Previous Status: Certified Supplier: Demo Supplier - 3 (OIN: 6113980781) Little fake street 13 Center City, AK 12345 USA Accredited Standard(s): - AS9110:B Thank you IAQG Admin
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OASIS CB Applications Section
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Certificate Transfer: Mass Certificate Transfers
• In cases of CB Mergers/Acquisitions, an application is availablein OASIS to enable the mass transfer of certificates from one(“Purchased”) CB to another (“Purchasing”) CB.
• To obtain that application, authorization of the transfer must be sent to the IAQG OASIS Administrator from the Purchasing CB’s Accrediting AB.
Note:
Example ofcertificate mass
transfer authorization
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OASIS CB Applications Section
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Certificate Transfer: Mass Certificate Transfers
Once authorization has beenprovided, the Purchasing CBwill receive an application to
enable completion of the transfer.
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify• Certificate / Assessment View Details• Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
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OASIS CB Applications Section
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Certificate / Assessment Modify
Modify or Delete?
• It is important to understand the difference:• MODIFY amends the record• DELETE permanently removes the record from OASIS
• ONLY delete an assessment when:• An entirely incorrect record was entered – one that needs
to be totally removed.
• WARNING! DO NOT DELETE A CERTIFICATION IN ORDERTO CHANGE ITS STATUS.• Doing so will permanently remove the entire OASIS record
for that certificate.
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OASIS CB Applications Section
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Certificate / Assessment Modify
When to Delete?
• OASIS keeps track of assessment and certificate historyfor 6 years.
• OASIS automatically removes expired certificates fromthe Certified Supplier List, but not from the history.
• DO NOT DELETE expired certifications or assessments!• When a certificate is withdrawn, use the Certificate Modify
function to change the certification status to “Withdrawn”
• Only delete in cases of incorrect or double record entry!
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OASIS CB Applications Section
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Certificate / Assessment Modify
When to Modify a Certificate?
• Modify a CERTIFICATE for:• Typing errors• Change of scope• Name or address change
• NOTE: A new printed certificate publication requiresa new upload to OASIS!
• DO NOT USE “MODIFY” when re-certifying a supplier (i.e. for a new 3-year period) – the modification will berejected by the Sector OASIS Administrator!
• Instead, use the “Certificate / Assessment Add” function,and select “Re-certification”
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OASIS CB Applications Section
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Certificate / Assessment Modify
Enter search parameters.Search for either:• Assessments or• Certificates
Existing Assessmentmodifications in progress:Select “Edit” to Continue.“Cancel” deletes modification.
Existing Certificatemodifications in progress:Select “Edit” to Continue.“Cancel” deletes modification.
![Page 63: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/63.jpg)
OASIS CB Applications Section
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Select applicablecertificate and
click “Edit”
Certificate Modify
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Note Warning! Click“OK” to proceed.
Certificate Modify
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OASIS CB Applications Section
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Certificate Modify
Always enter reissue date:• Same as on certificate• Between Issue and Expire dates
Change Certification statususing drop down. Select:• Certified• Suspended or• Withdrawn
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OASIS CB Applications Section
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Certificate Modify
Always add an explanationfor the change: - Change due to…
DO NOT just enter“Certificate modified”
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OASIS CB Applications Section
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Certificate Modify
5 Options:• Delete Certificate• Delete Modification• Save• Return• Confirm Entry for Submission
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OASIS CB Applications Section
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Certificate Modify
If “Delete Certificate” is selected,a WARNING will appear.
Only “Delete Certificate” for double certification entry orcompletely incorrect record! Deletion removes the entirecertificate history.
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OASIS CB Applications Section
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Certificate Modify
Modification Choices:
• Delete Certificateo Only use in case of duplicate or entirely incorrect record asdeletion will remove the entire certificate history.
• Delete Modificationo Applies to in-process modifications that are being temporarilystored in the “Work” area.
• Saveo Save changes in the work area for further processing.
• Returno Go back to the Certificate/Assessment Modification Screen
• Confirm Entry for Submissiono Send the modification to the OASIS Sector Administrator for approval
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OASIS CB Applications Section
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Certificate Modify
Expired Certificates:
• Do not cancel or delete an expired certificate!o OASIS will do this automatically. The visible certificate statuswill then be shown as “Expired.”
o After 13 weeks, an “Expired” certificate will no longer be publiclyvisible in OASIS, although the data will still remain in the database.
• Only Modify a certificate to “Withdrawn” status when a supplierno longer fulfills AQMS requirements.
o If a supplier transfers to another Certification Body, simply allowyour certificate to expire. The OASIS Change Summary and theCertified Suppliers Directory will show the latest issuing CB.
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details• Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
![Page 72: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/72.jpg)
OASIS CB Applications Section
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Certificate / Assessment View Details
Click toaccess
Shows certificate and audit data already entered by your CB
![Page 73: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/73.jpg)
OASIS CB Applications Section
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Certificate / Assessment View Details
From drop down, select Certificates or
Assessments
Enter search parametersand click “Search”
![Page 74: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/74.jpg)
OASIS CB Applications Section
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Certificate View Details
Identify supplier andthen click “View”
![Page 75: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/75.jpg)
OASIS CB Applications Section
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Certificate View Details
Shows details from theselected assessment
Click “View” to see theuploaded Certificate
![Page 76: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/76.jpg)
OASIS CB Applications Section
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Assessment View Details
Identify supplier andthen click “View”
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OASIS CB Applications Section
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Assessment View Details
Shows the assessmentbeing viewed
Shows details from theselected assessment
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback• Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
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OASIS CB Applications Section
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Manage Feedback – General Information
• Feedback requests (tickets) may be created by any registeredOASIS user.
• There are two paths by which users can create feedback requests.Options differ depending on the path chosen.
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OASIS CB Applications Section
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Manage Feedback – General Information
• Read all feedback requests. Always respond when requested to.
• Respond as soon as possible.
• The requestor will see all responses submitted.
• The requestor may delegate to the recipient the ability to closethe request.
• The requestor may re-open a request if they believe it was in factnot closed.
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OASIS CB Applications Section
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Manage Feedback
Click toaccess
Allows management of feedback requests that have been sent to your CB organization
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OASIS CB Applications Section
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Manage Feedback
Click to select arecipient type and senda new feedback ticket
Filtering optionsfor viewing the list of
feedback requests
Click on the entry toprocess the request.
Note: Each feedbackrequest has a unique
reference number.
Click to downloadthe list to Excel
![Page 83: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/83.jpg)
OASIS CB Applications Section
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Manage Feedback
Click to invite, viewor manage contributors
to the feedback discussion
View details of the request and anyattachments that
were included
Click to add a responseif one is requested
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OASIS CB Applications Section
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Manage Feedback
If a response was requested,select the type usingthe drop down menu
Check to copy the responseto associates in your
organization who haveaccess to feedback entries.
Add message andattach any applicable files
Click to send response
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback • Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
![Page 86: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/86.jpg)
CB Reports
OASIS CB Applications Section
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Reports
• Several reports are currently available to CB’so Aggregate ARSo Auditor Capacityo Certificate Issue Dateso Days to Uploado Supplier Admins
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OASIS CB Applications Section
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Report: Aggregate ARS
Then click“Get Report”
Select report parametersincluding one or moreFamily of Standards.
![Page 88: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/88.jpg)
OASIS CB Applications Section
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Report: Aggregate ARS
Screen indicating that the report is being
generated.
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OASIS CB Applications Section
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Report: Aggregate ARS
Shows the average numberof nonconformities reportedby AQMS clause and audit type:• Initial• Recertification• Surveillance• Special• All
Allows comparison by:• AEA’s (AEA-led teams)at your CB• Others within your Sector• Others Globally
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OASIS CB Applications Section
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Report: Auditor Capacity
Enter time periodfor report
Click toget report
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OASIS CB Applications Section
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Report: Auditor Capacity
Provides an indication ofauditor utilization by yourCB within the timeframe
selected
Calculates AEA and AA daysbased on the number of
auditors and total audit daysentered into OASIS
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OASIS CB Applications Section
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Report: Certificate Issue Dates
Enter time periodfor report
Click toget report
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OASIS CB Applications Section
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Report: Certificate Issue Dates
Shows certificate issue/re-issuedates, and the number of days (gap)between a cert’s previous expirationdate and the date it was re-issued.
A positive (+) number gapindicates that the certificate
was re-issued after itsprevious expiration date.
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OASIS CB Applications Section
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Report: Days to Upload
Enter time periodfor report
Click toget report
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OASIS CB Applications Section
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Report: Days to Upload
Shows the number of daysbetween audit completion andaudit data upload into OASIS
Indicates whether time takento upload audit data complies
with applicable standards
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OASIS CB Applications Section
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Report: Supplier Admins
Click toget report
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OASIS CB Applications Section
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Report: Supplier Admins
For suppliers having an assessmententered by your CB:• Shows active OASIS Administrators• Shows cases in which no active OASIS Administrator is present
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback • Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View• Users – Manage• Help - CB
![Page 99: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/99.jpg)
OASIS CB Applications Section
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Supplier - View
Click toaccess
Shows organizational contact information entered by suppliers for each certificated site
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OASIS CB Applications Section
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Supplier - View
Enter organization nameand then click “Search”
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OASIS CB Applications Section
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Supplier - View
Select supplier
Click to view data
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OASIS CB Applications Section
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Supplier - View
Latest suppliercontact information
Click to go directly to“Certificate/Assessment
to enter a new assessmentfor this supplier
Click to view the supplier’sOASIS Administrator
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback • Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View • Users – Manage• Help - CB
![Page 104: OASIS User Training for Certification Bodies Part 2 – Applications Section July, 2013](https://reader038.vdocuments.mx/reader038/viewer/2022102818/56649dbc5503460f94aaf1c9/html5/thumbnails/104.jpg)
OASIS CB Applications Section
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Users - Manage
Click toaccess
Allows:• Adding, editing or removing OASIS users within your CB organization• Managing application privileges for those users
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OASIS CB Applications Section
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Users - Manage
Search to add usersalready registered
in OASIS
Click to registera new user
Click to editan existing user
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OASIS CB Applications Section
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Users - Manage
Un-check to “de-activate”user from your
OASIS applications
User details
Enter start/end dates foraccess to privileges. Leavingblank indicates no end date.
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OASIS CB Applications Section
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Users - Manage
Check/un-check toadd or remove individual
application privileges
NOTE: Associates with “Users-Manage”privileges are considered “OASISAdministrators.” It is recommendedthat there is only one user with thisprivilege at each CB organization.
Click to save info
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback • Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View • Users – Manage • Help - CB
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OASIS CB Applications Section
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Help - CB
Click toaccess
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OASIS CB Applications Section
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Help - CB
Click to provide feedbackregarding the Help-CB section
Click topic to review
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OASIS User Training for Certification Bodies
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Part 2 – Applications SectionTraining Content:
• Overview • The Main Screen • Certificate / Assessment Add or Transfer • Certificate / Assessment Modify • Certificate / Assessment View Details • Manage Feedback • Reports
• Aggregate ARS• Auditor Capacity• Certificate Issue Dates• Days to Upload• Supplier Admins
• Supplier View • Users – Manage • Help – CB
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OASIS CB Applications Section
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