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Company Confidential 1
OASIS User Training for Certification Bodies
May, 2011
Section 1 – Public Section
www.sae.org/oasis
2
OASIS User Training for CBs
• Those personnel within Certification Bodies (CBs) that will directly input data into OASIS
• The training is practical ‘how to’ training and not an overview
• OASIS uses English as its main language and so written language skills are essential
Who is it for?
3
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment
– Add
– Modify
– View Details
• Manage Feedback
• Reports
– Aggregate Reporting
– Supplier Admin Download
• Supplier View
• Help - CBs
OASIS Public Section
4
New Users
Click here to
Register
5
Complete all details *, accept the Terms and Conditions and click to Register
OASIS Public Section
6
Login for Registered Users
Enter Details and ‘Go’
Use to check passwords and multiple registrations
‘New’ Information
Help and Guidance
OASIS Public Section
7
The Main Screen - User
8
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment Add
– Transition During Surveillance
– Transition During Recertification
– New Suppliers
OASIS Public Section
9
Finding the IAQG OPMT Resolution Log
Click on ‘Help/Guidance’
OASIS Public Section
10
Finding the IAQG OPMT Resolution Log
Click for the Resolutions Log
Communications about changes to OASIS
11
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment Add
– Transition During Surveillance
– Transition During Recertification
– New Suppliers
OASIS Public Section
12
User Group Change Summary
Click to access
13
Search changes for different groups
• 6 Months change
data available
• Can leave some search fields
‘blank’
14
Search AB, CB and AAB changes
15
Search Auditor changes
OASIS Public Section
16
Manage Watch List
Click to access
17
The Watch List
• Use to monitor changes within your specified user group list
• Choose from the following groups:
– Suppliers
– AB / CB
– AAB
– Auditor
• Also use the watch list for ‘E-mail notification of changes’
OASIS Public Section
18
Manage Watch List
Click to choose ‘type’
Enter name or part of name
Choose ‘Starts With’ or ‘Contains’
and click ‘Search’
OASIS Public Section
19
Manage Watch List
Click to view ‘Certified Supplier Directory’ entry
OASIS Public Section
20
Manage Watch List
After viewing, click to go back to
‘Manage Watch List’
OASIS Public Section
21
Manage E-mail Notification
Click to Access
OASIS Public Section
22
Manage E-mail Notification
Use the ‘detailed instructions for
specific help
Click to create notification
Choose parameters for the search
OASIS Public Section
23
Save the E-mail Notification
Show or hide details of the
created notification
Choose ‘Run’ frequency
‘Click’ to save
24
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment Add
– Transition During Surveillance
– Transition During Recertification
– New Suppliers
25
Feedback through OASIS
• OASIS allows feedback to be sent directly to some stakeholders:
– Accreditation Bodies
– Certification Bodies
– Suppliers
• The feedback function allows you to monitor all the feedback you have raised and sent
OASIS Public Section
26
Feedback for CBs and ABs
Click to access
OASIS Public Section
27
Feedback for CBs and ABs - General
All feedback summary
28
Feedback to ABs with filter
Click to create New feedback to AB
Click to download feedback as a spreadsheet
Feedback for ABs
29
Click to create the feedback
Choose AB from drop down list
Choose if response required from AB
Add up to two files as attachments
Choose the reason from the drop down list
30
Feedback to CBs with filters for viewing
Click to create new feedback to CB …
Click to download feedback as a spreadsheet
Feedback for CBs
31
Click to create the feedback entry
Choose CB from drop down list
Choose if response required from CB
Add up to two files as attachments
Choose the reason from the drop down list
32
Feedback to Suppliers
• OASIS uses a different feedback mechanism:
– Find the supplier in the Certified Supplier Directory
– Select the supplier
– Click on ‘Contact issuing CB’
• Feedback to Suppliers also goes to the CB
• Can send Supplier Feedback only to the CB
33
Click on Certified Suppliers Directory
Enter search information
Click to search
Feedback for Suppliers (and CBs)
34
Choose from the list and click on selection
35
Click on ‘Contact issuing CB’
36
Check e-mail address and click ‘OK’
37
‘CC’ – Carbon Copy to Supplier is pre-selected.
Deselect if feedback is not to be copied to
the Supplier
CB already selected
Click to create the feedback entry as with
previous examples
38
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment Add
– Transition During Surveillance
– Transition During Recertification
– New Suppliers
OASIS Public Section
39
Searching for Information
Click each to access information about
stakeholder
OASIS Public Section
40
IAQG Member Companies
Lists all organizations considered as IAQG members for OASIS
purposes
Click to get specific details
OASIS Public Section
41
National Aerospace Industry Associations
Lists all participating NAIA in OASIS
Click to get specific details
OASIS Public Section
42
Accreditation Bodies (ABs)
Lists all participating National ABs in OASIS
Click to get specific details
OASIS Public Section
43
Certification Bodies (CBs)
Lists all participating National CBs in OASIS
Click to get specific details
Lists Family of Standards (FOS) accredited
Shows status: Accredited, Suspended or Withdrawn
Click to organize data by Sector or by Country
OASIS Public Section
44
Certification Bodies (CBs)
Click to organize data by Sector or by Name
OASIS Public Section
45
Auditor Authentication Bodies (AABs)
Lists all participating AABs in OASIS
Click to get specific details
OASIS Public Section
46
Auditors (AEA or non AEA – i.e. AA)
Enter search parameters
Click to get a list
47
Click to see detail
View auditor status
Choose how many To view
48
Authentication for 91xx:2009 versions shown separately
View authentication by FOS
OASIS Public Section
49
Training Provider Approval Bodies (TPAB)
Click for more details
OASIS Public Section
50
Approved Training Providers (TP)
Click to list
OASIS Public Section
51
Certified Suppliers Directory
Choose parameters and click to search
OASIS Public Section
52
Help with Searching
Consider use of ‘Contains’ radar button and at least 3 letters
Leaving all blanks shows entire list
Of suppliers
Click to search
53
Example: Finds ‘irbu’ when Airbus is not
the first word
Click for more detail
54
If the selected supplier has open assessment data access
Click to agree
55
Click to view the currently issued
certificate
Click to see results of audits ‘assessments’
Click to see previous issued
certificates
56
Click to view the audit report
Click to see previous assessment
results
57
Content of the Training Section 1:
Public Section:
• New Users
• IAQG OPMT Resolution Log
• User Group Changes:
– Change summary
– Manage watch list
– E-mail notification of changes
• Feedback function
• Information searches
• Help and information
Section 2:
CB Application Section:
• Certificate/Assessment Add
– Transition During Surveillance
– Transition During Recertification
– New Suppliers
OASIS Public Section
58
Help and Information
Click ‘Help / Guidance’
OASIS Public Section
59
Help and Information
Explanation of the ‘Feedback Process’
Communications about changes to OASIS
How Suppliers grant access to their data
60
Click to see key Communication
updates on changes to OASIS
functionality
Communication update example
61