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Company Confidential 1 OASIS User Training for Certification Bodies May, 2011 Section 1 – Public Section www.sae.org/oasis

OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

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Page 1: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

Company Confidential 1

OASIS User Training for Certification Bodies

May, 2011

Section 1 – Public Section

www.sae.org/oasis

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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?

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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

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OASIS Public Section

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New Users

Click here to

Register

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Complete all details *, accept the Terms and Conditions and click to Register

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OASIS Public Section

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Login for Registered Users

Enter Details and ‘Go’

Use to check passwords and multiple registrations

‘New’ Information

Help and Guidance

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OASIS Public Section

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The Main Screen - User

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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

Page 9: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

OASIS Public Section

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Finding the IAQG OPMT Resolution Log

Click on ‘Help/Guidance’

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OASIS Public Section

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Finding the IAQG OPMT Resolution Log

Click for the Resolutions Log

Communications about changes to OASIS

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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

Page 12: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

OASIS Public Section

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User Group Change Summary

Click to access

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Search changes for different groups

• 6 Months change

data available

• Can leave some search fields

‘blank’

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Search AB, CB and AAB changes

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Search Auditor changes

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OASIS Public Section

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Manage Watch List

Click to access

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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’

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OASIS Public Section

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Manage Watch List

Click to choose ‘type’

Enter name or part of name

Choose ‘Starts With’ or ‘Contains’

and click ‘Search’

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OASIS Public Section

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Manage Watch List

Click to view ‘Certified Supplier Directory’ entry

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OASIS Public Section

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Manage Watch List

After viewing, click to go back to

‘Manage Watch List’

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OASIS Public Section

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Manage E-mail Notification

Click to Access

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OASIS Public Section

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Manage E-mail Notification

Use the ‘detailed instructions for

specific help

Click to create notification

Choose parameters for the search

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OASIS Public Section

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Save the E-mail Notification

Show or hide details of the

created notification

Choose ‘Run’ frequency

‘Click’ to save

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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

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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

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OASIS Public Section

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Feedback for CBs and ABs

Click to access

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OASIS Public Section

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Feedback for CBs and ABs - General

All feedback summary

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Feedback to ABs with filter

Click to create New feedback to AB

Click to download feedback as a spreadsheet

Feedback for ABs

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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

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Feedback to CBs with filters for viewing

Click to create new feedback to CB …

Click to download feedback as a spreadsheet

Feedback for CBs

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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

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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

Page 33: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

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Click on Certified Suppliers Directory

Enter search information

Click to search

Feedback for Suppliers (and CBs)

Page 34: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

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Choose from the list and click on selection

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Click on ‘Contact issuing CB’

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Check e-mail address and click ‘OK’

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‘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

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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

Page 39: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

OASIS Public Section

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Searching for Information

Click each to access information about

stakeholder

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OASIS Public Section

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IAQG Member Companies

Lists all organizations considered as IAQG members for OASIS

purposes

Click to get specific details

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OASIS Public Section

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National Aerospace Industry Associations

Lists all participating NAIA in OASIS

Click to get specific details

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OASIS Public Section

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Accreditation Bodies (ABs)

Lists all participating National ABs in OASIS

Click to get specific details

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OASIS Public Section

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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

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OASIS Public Section

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Certification Bodies (CBs)

Click to organize data by Sector or by Name

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OASIS Public Section

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Auditor Authentication Bodies (AABs)

Lists all participating AABs in OASIS

Click to get specific details

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OASIS Public Section

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Auditors (AEA or non AEA – i.e. AA)

Enter search parameters

Click to get a list

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Click to see detail

View auditor status

Choose how many To view

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Authentication for 91xx:2009 versions shown separately

View authentication by FOS

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OASIS Public Section

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Training Provider Approval Bodies (TPAB)

Click for more details

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OASIS Public Section

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Approved Training Providers (TP)

Click to list

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OASIS Public Section

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Certified Suppliers Directory

Choose parameters and click to search

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OASIS Public Section

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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

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Example: Finds ‘irbu’ when Airbus is not

the first word

Click for more detail

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If the selected supplier has open assessment data access

Click to agree

Page 55: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

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Click to view the currently issued

certificate

Click to see results of audits ‘assessments’

Click to see previous issued

certificates

Page 56: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

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Click to view the audit report

Click to see previous assessment

results

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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

Page 58: OASIS User Training for Certification Bodies · 2 OASIS User Training for CBs •Those personnel within Certification Bodies (CBs) that will directly input data into OASIS •The

OASIS Public Section

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Help and Information

Click ‘Help / Guidance’

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OASIS Public Section

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Help and Information

Explanation of the ‘Feedback Process’

Communications about changes to OASIS

How Suppliers grant access to their data

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Click to see key Communication

updates on changes to OASIS

functionality

Communication update example

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