CA CONNECTASME’s Certification &

Accreditation Processing System

90% of Processes CoveredIncluding:

• Applications Submittal• Verifications• Most Communications & Notifications• Financial Review• Reviews and Surveys• Change Requests• Certificate Issuance• Renewals

Programs in CA Connect

• BPV• Nuclear• QSC• RTP• QAI• PRD• QEI

On-line Access Accounts

• 6,200 Companies• 23 AIA’s• 31 ASME Consultants• 2 National Board Scheduler Roles• 47 Jurisdictional Contacts

CA Connect Statistics

Manages:

• 10,000 Applications• 11,000 Certificates• 9,400 System Accounts

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CA Connect System Requirements

• Internet Access

• Internet Explorer Recommended

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CA Connect: Process Change #1Access to Company Data

24 hr On-Line Access to:

1. Application Form submitted by the company

2. Form “D” submittal by the company

3. Previous Team Leader Report

4. Previous Application Form (upon request)

5. Certificate Data

CA Connect: Process Change #2Access to Scheduling Data

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24 hr On-Line Access to:

1. All company entered scheduling details

2. All staff entered scheduling data

3. Customized calendar view of reviews assigned to you

Team Leader Field Access24 Hour Access to:• All Current Applications Data• PDF of original Application Form• All Scheduling Data

– Review Dates– Team Leaders / Members Assigned– Logistics (Hotel, Airport, etc.)– Cancellations (if any)– Company Acceptance of Review Dates

Team Leader Field Access24 Hour Access to:• All Current Applications Data• PDF of original Application Form• All Scheduling Data• Pre-Certification Actions (prior to Issuance)• Post-Certification Actions (post-issuance)

– Team Leader Reports (Current)– Company Name, Location, Address Changes– Scope Changes– Suspensions / Terminations

Team Leader Field Access24 Hour Access to:• All Current Applications Data• PDF of original Application Form• All Scheduling Data• Pre-Certification Actions (prior to Issuance)• Post-Certification Actions (post-issuance)• Certificates

– Issue Date, Expiration Date, Extensions

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1. Notification of Finalized Individual Itinerary

2. Company acceptance of review dates (if a team is already assigned

3. Team Leader/Team Member assignment

4. Cancellation of Review

5. Upload of any Team Leader/Team Member Actions

CA Connect: Process Change #3Automated Notifications

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CA Connect: Process Change #4Team Action & Document Posting

On-Line uploading of:

1. QRR’s and Surveys**

2. Expense Reports**

**Only Staff and Team Leaders/Team Members have access to view any actions posted by a Team Leader/Team Member

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CA Connect: Process Change #5Eliminating most manual notifications and

mailed/emailed packages:

1. Mailed /emailed itineraries

2. Mailed/emailed Announcement Packages

(manuals still will be mailed)

3. Mailed/emailed Team Leader Reports

4. Mailed/Emailed Cancellations

5. Mailed/Emailed Application packages

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CA Connect: Process Changes

Questions?

Team Leader Account Overview

• My Accounts Page• Searches• System Notifications• Scheduling Calendar / Reviews• Application Details• Uploading Documents, Reports & Findings• Change Requests• Certificates

My Accounts Page – My Notifications Tab

• Notifications– Archive of Unread E-mails sent to you by CA Connect

• Applications– All applications for which you have been assigned to a

review

My Accounts Page – My Applications Tab

• Calendar– List of Upcoming Reviews– My Calendar Tab shows all certificate reviews or surveys for

which you have been assigned as Team Leader or Team Member

My Accounts Page – My Applications Tab

*Note: Clicking the Print Itinerary button will display your monthly itinerary in printable format

SearchesThe Search Bar now requires you to choose what to search for (e.g. Notifications, Applications, Certificate Reviews)

Can search by:• My Notifications Tab by

using the Application ID# or Notification Subject Line

• My Applications and My Calendar Tabs by using the Company Name or Application ID #

System Notifications• You will receive Notifications

as e-mails to your primary e-mail address

• Notifications are archived on your “My Accounts” page (Unread only) and the “My Notifications tab of CA Connect

• Notifications appear with the most recent first

Notifications you receive include:• Document Upload Confirmation• Re-Review Required• Change of Hotel Details• Change of Scope

Scheduling Calendar / Reviews

The Calendar Menu item displays the calendar with the Certificate Reviews that you have been assigned to as Team Leader or Team Member

*Note: Clicking the Print Itinerary button will display your monthly itinerary in printable format

Itinerary ReportThe Itinerary Report will list:– Dates of the review– Company– Location– Activity– Consultants– AIA

The Itinerary Report will be ready for printing when your Scheduling Agency informs you of its availability.

My Account – Applications Tab• Applications for

which you have been assigned to a Review

• Click on the Application number to open the application

Application – Reviewing Applications

• Application Tab - Basic Contact Info• Scheduling Tab - Review/ Survey Info• Pre- and Post- Certification Tab - Actions associated with Application• Certificates Tab - Certificates on Application• Documents Tab - Documents uploaded to application

Applications are broken up into tabs to organize the information. Tabs are:

Application – Application Form Tab

• Company Name• Plant Address• Mailing Address• Ability to Print Application. Certificate Scopes available

through this view.

Printable ApplicationThe printable application will include:– Company address– Scheduling

Information– Application Type– Certificates

Application – Scheduling Tab

The Scheduling Form contains:• Company Information• Hotel Information• Meeting Information

Application – Pre-Certification TabThe Pre-Certification tab will house any actions that occur prior to Certificate Issuance, including:• Survey Reports• AIA Verification• Change Requests

Application – Post-CertificationThe Post-Certification tab will house any actions that occur after Certificate Issuance, including:• Audit Reports• Change Requests• Extension Requests

Application – Certificates Tab• List of Certificates associated with the Application. • For full certificate scope Print the Application from

the Application Information tab.

Application – Documents Tab• All Documents uploaded to the Application• Migrated Applications in Top Level Folder• QRRs and Survey Reports in Pre-Certification

Folder – hidden from Company

Past ApplicationsIf you wish to review the previous application or survey report for a current application and it is not available on the Documents tab just e-mail CA@asme.org.

You will receive a notification from ASME staff when the files have been uploaded.

Uploaded files will be available in the Documents Tab of the Application.

Uploading ReportsYou have the ability to upload actions to the Pre- and Post- Certification tabs.

To do so, simply navigate to the appropriate tab and do the following:

1. Select the type of action you would like to take

2. Select the type of report you are uploading

3. Enter comments to describe the report, including Company ID#, Type of Report (e.g. QRR) and date of review or last date of nuclear survey(i.e. Co. id # - QRR 10-10-2011)

4. Navigate to the report on your computer using the Browse button (all reports must be in Adobe PDF format)

5. Click the Submit button

Action Type and Report Type options have been filtered so that all items you upload will be hidden from the customer.

1. Select the Action Taken “Other” from the dropdown menu

Uploading Reports

2. Select the Report Type you are uploading

Options include: Team Leader Report, Open Findings Report, Closed Findings Report, Audit Report, Unannounced Audit Report, Audits for Cause, and Other

Uploading Reports

3. Enter comments to describe the report

Uploading Reports

12234 Revised appl 11-11-2001change contact info or change in company name

4. Navigate to the report

Uploading Reports

All documents uploaded to CA Connect must be in an Adobe PDF format.

5. Click the Submit button

Uploading Reports

Team Leader Account Overview

• Questions?

• Further help materials are available here:– http://cstools.org/CAConnect/Help/CA_Connect_P

ortal.htm

• For assistance, please contact Angela Taylor, – TaylorA@asme.org– +1.212.591.8531