Post on 31-Mar-2015
transcript
Course 5001-CAACASORT DQC Training
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Lesson 04CASORT Organization Identifier
View-Add-Edit
Lesson 04CASORT Organization Identifier
View-Add-Edit
Objectives of this Lesson
An understanding of the purpose the CASORT drop-down menu for “Organization Identifier.”The relationship of the admin permissions to the ability to view-add-edit the Organization Identifier Listing.The creation of a unique Organization Identifier.The ability to insert the Organization Identifier and Project Description in the proper fields, save and edit the record.The ability to use the Organization Identifier for Standard Reports.
The Data Quality Coordinator will demonstrate:
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CASORT Manual
1. Go to Inspector Toolkit
2. Select folder C=CAA Technical Guidance
3. Select folder CASORT Database Manual
4. From the bookmarks, Select Chapter 6
© 2012 AVSOG, Inc.5001-04-03
The guidance in this presentation is
extracted from Chapter 6.
Purpose of Organization IdentifierThe Organization Identifier becomes the “acronym” for the organization to which it is assigned.
Organization business names vary in length, and are not suitable to summary reports where predictable spacing is necessary.
The Org ID is also used by some CAAs as a part of the file number assigned to the organization.
An Org ID should be assigned only with the concurrence of management.
The Org ID is used throughout the database in lieu of the
organization’s business name.
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The Organization Identifier is limited to 6 character spaces to
conserve space in a formal report.
...and management should only concur for organizations that require the safety oversight
functions of the CAA
Organization Identifier Start-UpThe CASORT Database Suite is provided with no Organization Identifiers entered.The only entry in the Organization Identifier drop-down menu will be the “0000-Need New Organization Identifier.”It is the responsibility of the Data Quality Coordinator to:
– “ADD” new Organization Identifiers, – “EDIT” (revise) existing descriptions, and – “RETIRE” (De-activate) numbers for Projects that are completed.
This DQC responsibility should be very restricted to ensure that “standardized” entries are made.
Having a single point of entry through the DQC ensures that there are not duplicates, different Organization Identifiers for
the same place and poorly entered numbers/descriptions.
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For the normal user, use the Admin Panel to select only the VIEW permission.
Setting Normal User Permissions
This will give the user the ability to VIEW, SEARCH and USE (Select) a Organization
Identifier from the menu on Action Entry form.
User will NOT be able to ADD a new Org ID, or
EDIT an existing Org ID.
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DQC View-Add-Edit PermissionsThe DQC should have the responsibility for ensuring that the
Organization Identifier listing is “standardized.“
The DQC with this assignment will be given the permissions for VIEW-ADD-EDIT.
The assignment of persons to ENTER and EDIT Organization Identifiers should be restricted to 1 or 2 persons.
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Access for EDIT/ADD Function
Select View (CAA Actions)Select Subtables
From here, the DQC can access
the Organization Identifier sub-table to EDIT...
...or ADD
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ADD Organization IdentifierWhen you select the ENTER button from the
Action Sub-Tables list, a blank record will appear.
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STOP! This next step is important.
You will not be able to change this Organization Identifier after this record is saved.
Create an Organization Id
Determine a 3 or 4 letter acronym for the organization.From the following list, select a prefix letter denoting general type of organization.
– A = Air Operator (AOC) of Large Aircraft– B = Basic (AOC) Air Operator (Air Taxi)– C= Commuter (AOC) Air Operator– H = Helicopter (AOC) Air Operator– F = Foreign Air (FAOC) Operator– M = Maintenance (AMO) Organization– T = Training (ATO) Organization– W = Aerial Work (AWC) Operator
Place the Prefix Letter in front of the acronymSeparate the Prefix from the acronym by a hyphen.
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Take time to ensure that the acronym is acceptable to
management.
Remember: You will not be able to change this
Organization Identifier after this record is saved.
Purpose of Prefix Letter
The Prefix Letter serves to group the organizations with similar certificates and authorizations.
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This will be an important feature as
the number of approved
organizations gets larger.
Offer of Service
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The previous slide recommends the protocol for having a Prefix Letter in front of the acronym used for the organization.
We recognize that this recommendation is contrary to recommendations provided prior to 2012.
If your CAA is using the pre-2012 protocol of having the last letter in the acronym to indicate the type of certificate, you may continue to use the
previous method.
If your CAA has a large number of certificated organizations, this new recommendation for formatting provides more efficient accessing.
If you choose that option, we will assist you to make that changeover at no charge.
Business Name
The Business Name used by the organization for operations under the specific certificate (AOC, AMO, ATO, AWC) should be entered.
A separate Organization Identifier is required for each certificate issued to the company.
Foreign organizations with CAA approval should have the acronym for the State of the Organization in brackets following the business name.
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It is not unusual for an organization to use the same
business name for each type of certificate approved by the
CAA
Example: Delta Airlines [USA]
Example: A-AWA: Anywhere AirlinesM-AWA: Anywhere Airlines
Type of Organization
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Air Operators [AOC]
Training Organizations [ATO]
Maintenance Organizations [AMO]
Aerial Work Organizations [AWC]
Applicants for Original Certification
Note that when an applicant completes certification it will be
necessary for the DQC to revise the organization type to the correct
certificate.
Clarifying Examples
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Foreign Organizations
Same Organization with 2 certificates
Applicants for Certificates.
Enter New Organization Identifier1. Select ENTER
Action Organization Identifier.
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2. Enter New Org Id.
3.Enter Org Business Name.
5. Organization Identifier will be available to all users after you select GO.
4.Select Org Type from menu
Review!
The Organization Identifier must be
correct before you save.
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It cannot be revised after the Save.
The Business Name and Type of organization can
be revised at any time will automatically update to all
previous records.
The Active = Yes/No should be edited to
“No” when the Org is no longer subject to
CAA safety oversight.
To Edit Existing Org ID1. Select VIEW
Action Organization Identifier.
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2. Select VIEW for the Organization
Identifier record you would like to EDIT.
3.Select EDIT
Edit record
Organization Identifier cannot be edited.
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ID# is computer assigned and cannot be edited.
Added the word “Inc” to Business Name.
Revised “PAOC” to “AOC3”
Select GO
Check the Organization Identifier List...
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Check the default Org View for the correct
display.
When an organization becomes “inactive, “ move the Org ID to the inactive list. It will still be available.
Most Reports use Org IDs...
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All of these reports have a provisions
to include the Org ID.
Lesson 4: T or F: Org Identifiers
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ANSWER # POSSIBLE ANSWER
TRUE 1. Once saved, the Organization Identifier cannot be edited.
FALSE 2. Applicants for certificates are not assigned an Org ID.
TRUE 3. A business name may appear more than once in the Org Listing.
TRUE 4. The Org ID acronym may be 3 or 4 letters.
TRUE 5. Org IDs should only be assigned to those organizations that are under the safety oversight of the CAA.
TRUE 6. The Prefix Letter that precedes the Org acronym groups similar organizations in the Org ID Listing drop-down menu.
TRUE 7. The Org Business name can be edited at any time.
TRUE 8. The Org ID for a foreign organization approved by the CAA should have their State acronym in brackets following the business name.
TRUE 9. An Org not subject to CAA safety oversight should “inactive.”
TRUE 10. An Org ID revised to “inactive” status may continue to be inserted into new Action records.
Key Points of This Lesson
The assigned Org ID cannot be edited after the originating Organization Identifier record is saved.Org IDs should only be assigned to those organizations that are under the safety oversight of the CAA.The Org ID is used to selectively connect all CAA Action records pertaining to a specific organization.Inserting a Prefix Letter before the Organization acronym provides better VIEW and report access.A Org ID that has been made “inactive” will no longer appear in the default listing, but may continue to be used. Any report involving organizations will contain the Org ID for each record displayed.
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Recap of Lesson Objectives
An understanding of the purpose the CASORT drop-down menu for “Organization Identifier.”The relationship of the admin permissions to the ability to view-add-edit the Organization Identifier sub-table.The creation of a unique Organization Identifier.The ability to insert the Organization Identifier and Business Name in the proper fields, save and edit the record.The ability to use the Organization Identifier for Standard Reports.
The Data Quality Coordinator will demonstrate:
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Were these objectives met?