Ecert - Customer Portal. Quick start guide

Transcription

1 Ecert - Customer Portal Quick start guide

2 Glossary Non-conformity (NC): During audits the auditor verifies based on checklists the fulfillment of standard requirements and identifies a non-conformity in case that a requirement is not or insufficiently fulfilled. FLOCERT customers need to resolve all non-conformities. Corrective measure (CM): A CM is a measure to resolve existing nonconformities and to prevent their recurrence. FLOCERT customers are requested to suggest such CMs for all non-conformities identified during audits. They can do so either during the audit closing meeting or after the audit and prove implementation by submitting relevant objective evidences. Objective evidence (OE): Refers to any documentation that FLOCERT requires a customer to submit during the certification process to prove the implementation of each CM and thus the resolution of an NC. Version 3/

3 The certification process & your involvement on Ecert Audit Auditor Customer You The auditor will state the non- conformities in the system. At the latest two weeks after the audit. Analyst The analyst will review the audit result:. The analyst will confirm the non-conformities. * And will request the corrective measures from the customer 4 Analyst The analyst evaluates the corrective measures then:. Confirms the corrective measures. Requests the objective evidence from the customer. 3 Customer on The customer provides the corrective measures only when the analyst requests it. You have access to the non conformities on Ecert only when the analyst has processed the auditor report Customer on 5 6 The customer provides the objective evidence only if the analyst requests it. Analyst The analyst finalizes the certification and notifies the customer. Certificate * In case the customer suggested the corrective measures in the closing meeting with the auditor, the process moves to step 4. The customer will be able to see the request of objective evidence in the Ecert customer web portal. You are informed about requests via Evaluation letter sent by your responsible analyst

4 TWO OPTIONS to access Corrective Measures & Objective Evidence requests A Auditor Customer You The auditor will state the non conformities in the system. At the latest two weeks after the audit. Click on any row for direct access Only applicable to Producers in Renewal audits. B 4 Analyst Click this tab and the system takes you to the list of non-confirmities 4 Version 3/

5 Enter corrective measures (CM) Enter a corrective measure (CM) Click on the NC displayed in the list, then the next window will appear. 3 The field Non-conformity contains the description of the NC. Enter your CM suggestion in the field. 5 3 When completed, click Ready to send. If you want to continue editing later, click on Save for later. See slide 9 for sending CM to FLOCERT!

6 Upload documents as Objective Evidence Scroll down to Objective evidence and click on Objective evidence documents, in the next window click on Drag files/images here and search in your computer the document to be uploaded. Then press Save and close. Click on Ready to send to mark the item as completed. You can Save for later and continue adding documents another time. 6 Version 3/

7 Visualize your OE documents In case you want to check your uploaded OE documents please see tab Objective evidence (documents) 7 Version 3/

8 Submit your CMs / OEs YOU ARE DONE Submit your corrective measures or objective evidence to FLOCERT All non-conformities which include CM / OE ready to send will have a blue checkmark. A new button in the menu will be available. Click on it to send your CM / OE to FLOCERT. The ones not marked with the icon will not be sent. 8 Version 3/

9 Clarification request on CM & OE Your certification analyst might send back CMs or OEs that need further clarification through your Ecert Customer Portal. We advise you to always verify if there are messages from your analyst in the Communication area. You can also enter your own message in the field Communication and then click on Add. The message will be visible to your analyst after you sent the CM or OE back to FLOCERT. 9 Version 3/

10 Change History Version Author Date approved Changes 0 Josefina Rey First version Enrique Trejo New portal layout screens, and menu explanation Enrique Trejo Design and explanation 3 Enrique Trejo Design and explanation 0 Version 3/