ASME CA Connect. Applying for Certification. Jon Labrador Managing Director, Conformity Assessment

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1 ASME CA Connect Applying for Certification Jon Labrador Managing Director, Conformity Assessment

2 Topics CA Connect Company Dashboard Applying for Certification Knowing the status of your certification Application Details Frequently Asked Question and Issues Q&A

3 The Company Dashboard Designed to provide an at-a-glance view of Accounts for which you are the contact Ability to apply for a new certificate(s) or renew an existing certificate(s) Applications and certificates that you hold or have applied for Upcoming reviews

4 The Company Dashboard

5 The Company Dashboard Adding a new account Allows you to create a new account from your dashboard Use this if you are applying for certification for a new Program Type or a new Plant Address You will be the primary contact

6 The Company Dashboard Adding a new account Important Note: Accounts can only have one contact. If you click the select button, the current contact will receive an notifying them that someone has tried to access the account

7 The Company Dashboard Adding a new account

8 The Company Dashboard Viewing Notifications Notifications found here have also been sent to the address on record.

9 The Company Dashboard Viewing Notifications CA Connect sends notifications for Payment Notices and Reminders AIA verification (if an AIA is required) Scheduled reviews and surveys Renewal of existing certificates Certificate issuances

10 Applying for Certification You can renew existing certifications using the same button. The application process for new and renewal certificates is very similar.

11 Applying for Certification Step 1: Policies

12 Applying for Certification Step 2: Certificates and Stamps (Boiler and Pressure Vessel) Add certificates: You can add as many certificates as you need to If you are renewing and existing certificate the program type field is locked

13 Applying for Certification Step 2: Certificates and Stamps (Boiler and Pressure Vessel)

14 Applying for Certification Step 2: Certificates and Stamps (Boiler and Pressure Vessel)

15 Applying for Certification Step 2: Certificates and Stamps (Non BPV)

16 Applying for Certification Step 3: Entering Travel information

17 Applying for Certification Step 3: Entering Travel information Be sure to enter complete information related to travel and review/survey dates otherwise your review/survey may be delayed Applicants with multiple locations should specify a request for joint review dates in the Acceptable Dates For Review/Survey field or send an to: ca@asme.org.

18 Applying for Certification Step 4: Billing Information

19 Applying for Certification Step 5: Review and Submit

20 Applying for Certification Step 5: Review and Submit Your application will not be scheduled for review until ASME receives the signed Certification Agreement form

21 Applying for Certification Continuing a work in progress Clicking on Continue Application lets you pick up where you left off You can see any previously saved information

22 Applying for Certification Tips and Tricks Navigate from tab to tab by using the next and back buttons To navigate by clicking on each tab, please save each step first The dashboard may show multiple lines with the same certificate number The bottom certificate is the most recent

23 Status report - Application There are two ways to check the status of you application Dashboard Application Details Key Application Statuses Payment Due To Be Scheduled Schedule Accepted Under Review To Be Issued Certificate Issued

24 Status report - Application

25 Status report - Certificates Certificate statuses can also be checked from the dashboard and application details Key Certificate Information Issued Date Expiration Date Certificate Number

26 Status report - Certificates

27 Application Details Allows you to see Certificate Status Application Status Billing Information Scheduling Information Pertinent Documents

28 Application Details

29 Application Details - Billing

30 Application Details - Schedules

31 Application Details - Documents The documents tab lets you download any files that have uploaded to your application and that you have permission to view

32 Application Details Choose the applicable type of change from the list Specify what exactly needs to be changed Provide a reason for the change Change Requests

33 Help Material The help material provides step by step instructions on using CA Connect

34 Certificate Holder Search

35 Frequently Asked Questions Q. How many contacts (i.e. primary addresses) can one account have? A. One account has one contact (login ). However, multiple computers can login to the same account at the same time.

36 Frequently Asked Questions How do I enter the Bank Name? If your Bank Account Name is too long, an error message will appear when you click Next. Solution: Please your Bank Account Name to ca@asme.org.

37 Frequently Asked Questions How do I access the Certificate Letter/Scan in Certificates Folder? 1. After an Application is Processed, navigate to the Application Details by selecting the blue application number. 2. Click on the Documents Tab. 3. Locate the file and click Download File. The certificate letter will appear under the Certificates label

38 Questions?

ASME Conformity Assessment: Statistics, Process, and CA Connect

ASME Conformity Assessment: Statistics, Process, and CA Connect Jon Labrador Managing Director, Conformity Assessment Buenos Aires, Argentina May 2017 Topics ASME Conformity Assessment Statistics Overview