Downloading Java Development Kit (JDK), the Offline Client, and Utilizing the Offline Audit Tool

Transcription

1 Downloading Java Development Kit (JDK), the Offline Client, and Utilizing the Offline Audit Tool Contents Downloading Java Development Kit... 2 Downloading the Offline Client... 7 Completing Your Audit & Utilizing the Offline Audit Tool Importing Your Audit into Reliance... 18

2 Downloading Java Development Kit 1) To utilize the offline audit tool within Reliance, you will first need to download what is known as Java Development Kit, or JDK. Begin this process by opening your web browser and opening a search engine of your choice (examples demonstrated below are Google and Bing). Type in the words Java Development Kit in the search field, and then select Java SE Downloads from the search results, as demonstrated below. NOTE: Java Development Kit is hosted by Oracle, not by SQFI. The downloading of JDK will vary from web browser to web browser. The download process demonstrated in this user guide was completed in Internet Explorer. If you are to experience issues with your download, you will want to contact your internal IT department for any and all assistance. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 2 of 21

3 2) Once on Oracle s Java SE Downloads web page, you will want to select the download furthest to the left, as demonstrated below. You will not want to select any of the other three downloads made available to you. 3) After clicking on the download furthest to the left within the Java SE Downloads web page, you will then view the download information for JDK. You will first need to review the information, then select on the radio button titled Accept License Agreement. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 3 of 21

4 Once you have accepted the License Agreement, you should see the following message: Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 4 of 21

5 4) After successfully accepting the License Agreement, scroll down the page to the first set of Java SE Development Kit downloads, as shown below. You will specifically need to worry about the last two available downloads, as demonstrated below. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 5 of 21

6 DOWNLOAD DIFFERENCES Windows x86 this download is the 32-bit download. This download is specifically for Windows systems XP or earlier. If you have Windows Vista or Windows 7, you should not download this version of JDK. Windows x64 this download is the 64-bit download. This download is specifically for Windows systems Vista or higher. If you have Windows XP or earlier versions, you should not download this version of JDK. 32 bit download 5) Select on your appropriate download link by clicking on the link. After selecting the link, you will be prompted to Run or Save the download. You will want to select Run. 64 bit download The download will then begin. Once the download has successfully completed, you will be notified within your specific web browser. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 6 of 21

7 Downloading the Offline Client LOGGING INTO RELIANCE 1) For existing users, log in to Reliance via the SQF website, under the Suppliers tab, then Existing Users. After opening the Reliance login page via the SQF website, simply type in your username and password into the correct fields as demonstrated below. If logging into Reliance for the first time, you will be prompted to change your password and select your time zone for security purposes. If at any time you have lost your password, simply type in your username then select Forgot your password? Your username must first be entered in order to use this feature. Once selecting Forgot your password?, an automated from the system will be distributed to the username s corresponding address. If you do not receive this immediately, be sure to check your spam filter. Once receiving your password, you will be prompted to change that password when re-entering the system for the first time. Simply type in the temporary password you received via the distributed , then your desired password. The password rules will be listed for you, as shown below. When completed, select OK. Do note that you also have the opportunity to change your login information in your user profile within the system (refer to Editing My User Profile User Guide ). Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 7 of 21

8 To change your password at any time, you must first know your existing username and password. Simply type in your username and password into the correct fields, then select Change Password. Your username and password must first be entered in order to use this feature. After selecting Change Password, you will be prompted to change your password. Simply type in your existing password, followed by your desired password. The password rules will be listed for you, as shown below. When completed, select OK. Do note that you also have the opportunity to change your login information in your user profile within the system (refer to Editing My User Profile User Guide ). It is important to note the End User License Agreement housed on the Reliance login page. By signing into the Reliance System using your personal username and password, you are acknowledging your understanding and acceptance of the terms and conditions listed in the End User License Agreement. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 8 of 21

9 2) Once having logged into the system, to access the Offline Client for downloading, select the Audits application. NOTE: An audit must have been assigned to you in order to access the Offline Client for downloading within Reliance. 3) Once entering the Audits application, a new tab will open for you at the top of your page within the system, similar to that of a web browser. This is simply for navigation purposes within the system. NOTE: Within Reliance, it is important that you utilize Reliance features. It is suggested that you do not use your web browser back, forward, or refresh buttons when within the system. To refresh the page at any time, select Refresh within the Reliance toolbar. This toolbar will be made accessible to you when within an application at any time, as the toolbar moves up and down your screen as you scroll up and down a form. To navigate back and forth, simply utilize the tabs as you would in a web browser. EXAMPLE Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 9 of 21

10 4) From the left hand navigation bar in the Audits application, select the + sign next to 1. Audits, then select 3. Open by Assigned. You will then be able to view each audit that has been assigned to yourself. Locate the audit needed, and select it, as demonstrated below. You will only be able to download the Offline Client with an audit that is in the Perform Audit phase. Left hand Navigation bar EXAMPLE If you have many audits to sift through within this area in the Audits application, you may also utilize the Column Search, to which you can specify the audit you are searching for by column. Simply select Columns Search to utilize this feature. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 10 of 21

11 5) Once you have located your audit, select it by clicking anywhere on the audit itself. A new tab will open within Reliance, to which you can locate the link to download the Offline Client. This link is always housed under the Audit Information area within the Audit form. The link for download is specifically found under the Export Audit and Import Audit buttons, as shown below. 6) To begin the download of the Offline Client, simply select the link. NOTE: You will only need to download the Offline Client ONCE. After downloading the program once to your computer, you will not need to download it a second time. In the event that your computer hard drive crashes, or you upgrade to a new computer, you will need to download the Offline Client again. Select Open. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 11 of 21

12 7) Once having opened the Offline Client, you will notice two files are listed for you: the EtQ Offline Audit Tool and an Offline Audit Tool User Guide (in PDF format). NOTE: The Offline Audit Tool User Guide will demonstrate the use of the Offline Audit. 8) To place the Offline Audit Tool on your computer, simply right click on EtQ Offline Audit, select Cut, then Paste the tool to your desktop (or in a safe area on your computer). It is suggested that the Offline Audit Tool is saved to your desktop for easy access. Step 1: Right Click, Cut Step 2: Desktop, Right Click Step 3: Paste Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 12 of 21

13 9) With the Offline Audit Tool now successfully saved to a safe area on your computer (preferably your computer desktop), you have correctly downloaded the tool for future use at any time. You will open all exported audits through this specific Offline Audit Tool any time you are planning to enter audit information into the exported audit checklists. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 13 of 21

14 Completing Your Audit & Utilizing the Offline Audit Tool 1) To access your exported audit, you must first open your Offline Audit Tool. If your Offline Audit Tool is available on your desktop, double click on the program to open it. 2) Select Open. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 14 of 21

15 3) Locate the exported audit zip file on your computer, select it, and click Open. 4) Within the Offline Audit Tool, your exported audit should now open in each of the checklists you created within the audit. To open each checklist, click on the + to the left of each folder. 5) Once opening each checklist via the + sign to the left of each checklist, you may begin filling out the Offline Audit Tool with the correct audit data. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 15 of 21

16 6) To fill out the Offline Audit Tool, simply select on an item at a time. This will open the item information within the checklist. NOTE: NOTE: Any item marked as not applicable in advance within the checklists in Reliance (online) has the ability to be edited within the Offline Audit Tool by the acting Auditor. When successfully completing an item, the circle that was once empty to the left of the item will turn black. It is important to ensure that the primary responses and evidence are entered for each item (besides those marked as N/A). You can also utilize the Summary Report within the Offline Audit Tool to see the status and breakdown of answered items filled in within the tool itself. Simply select Summary Report to view this information. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 16 of 21

17 Once the Offline Audit Tool has been entirely filled out, you have the ability to generate a PDF Summary of the nonconformities entered thus far. Simply click on the PDF Summary Report to generate this report. 7) Finally, when completed with entering audit data within the Offline Audit Tool, select Exit. When selecting Exit or attempting to X out of the Offline Audit Tool, you will be informed that your data will be saved upon exit. This will ensure that your data will be saved no matter what when working within the Offline Audit Tool. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 17 of 21

18 NOTE: When working within the Offline Audit Tool, you may access the tool multiple times to edit data. Nothing will import into Reliance until you manually import the audit into the system. Importing Your Audit into Reliance 1) When you have completed filling out the Offline Audit Tool for your internal audit, you will be able to import your audit back into Reliance. To import your audit into the system, first login to Reliance, and enter the Audits application from your portal. 2) Access your audit within the Audits application from your Reliance portal. Within the Audits application, under Audits select My Open Audits. 3) Within the audit, you will notice the Import Audit button. You will select this button to import your specific internal audit back into Reliance. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 18 of 21

19 4) Select Import Audit (page 39). 5) A new window will open for you, to which you will be able to locate your internal audit zip file from your computer. Begin by selecting the hyperlink icon, as demonstrated below. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 19 of 21

20 6) After selecting on the hyperlink icon, you will want to locate your internal audit zip file. Once selected, click on Open. Don t Import Me! Import Me! NOTE: When importing your audit, ensure that you are importing the zip file, not the folder (as shown above). 7) Once selecting Open, your audit should appear within the import field. NOTE: If the audit file name is too large (more than 80 characters), the system will not allow you to import the audit zip file. Simply rename the file on your computer, then repeat Step 6. 8) Select Import. Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 20 of 21

21 9) If your audit successfully imported all audit data, you will see the below message. NOTE: If the above message informs you that the audit imported, but with errors, note that the audit successfully imported, but evidence was missing for certain items within the Offline Audit Tool. You will be able to edit this information within Reliance. You must have this information edited, or you will be unable to route the audit forward from Perform Audit to Nonconformities Review. If you are to have any questions, or experience any issues with the completion of an audit, first contact your Certification Body for assistance. You may also contact SQFI for assistance at or Downloading JDK, OC, and Utilizing OAT User Guide. Copyright Food Marketing Institute All Rights Reserved. Page 21 of 21