Course 5001-CAA CASORT DQC Training Lesson 04 CASORT Organization Identifier View-Add-Edit 5001-04-01 © 2012 AVSOG, Inc.

Objectives of this Lesson The Data Quality Coordinator will demonstrate: 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. 5001-04-02 © 2012 AVSOG, Inc.

The guidance in this presentation is extracted from Chapter 6. CASORT Manual The guidance in this presentation is extracted from Chapter 6. Go to Inspector Toolkit Select folder C=CAA Technical Guidance Select folder CASORT Database Manual From the bookmarks, Select Chapter 6 5001-04-03 © 2012 AVSOG, Inc.

Purpose of Organization Identifier The 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 Organization Identifier is limited to 6 character spaces to conserve space in a formal report. The Org ID is used throughout the database in lieu of the organization’s business name. ...and management should only concur for organizations that require the safety oversight functions of the CAA 5001-04-04 © 2012 AVSOG, Inc.

Organization Identifier Start-Up The 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. 5001-04-05 © 2012 AVSOG, Inc.

Setting Normal User Permissions For the normal user, use the Admin Panel to select only the VIEW permission. 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. 5001-04-06 © 2012 AVSOG, Inc.

DQC View-Add-Edit Permissions The 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. 5001-04-07 © 2012 AVSOG, Inc.

Access for EDIT/ADD Function Select Subtables Select View (CAA Actions) From here, the DQC can access the Organization Identifier sub-table to EDIT... ...or ADD 5001-04-08 © 2012 AVSOG, Inc.

ADD Organization Identifier When you select the ENTER button from the Action Sub-Tables list, a blank record will appear. STOP! This next step is important. You will not be able to change this Organization Identifier after this record is saved. 5001-04-09 © 2012 AVSOG, Inc.

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 acronym Separate the Prefix from the acronym by a hyphen. 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. 5001-04-10 © 2012 AVSOG, Inc.

Purpose of Prefix Letter The Prefix Letter serves to group the organizations with similar certificates and authorizations. This will be an important feature as the number of approved organizations gets larger. 5001-04-11 © 2012 AVSOG, Inc.

Offer of Service 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. 5001-04-12 © 2012 AVSOG, Inc.

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. It is not unusual for an organization to use the same business name for each type of certificate approved by the CAA Example: A-AWA: Anywhere Airlines M-AWA: Anywhere Airlines Example: Delta Airlines [USA] 5001-04-13 © 2012 AVSOG, Inc.

Type of Organization 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. 5001-04-14 © 2012 AVSOG, Inc.

Clarifying Examples Same Organization with 2 certificates Foreign Organizations Applicants for Certificates. 5001-04-15 © 2012 AVSOG, Inc.

Enter New Organization Identifier 1. Select ENTER Action Organization Identifier. 2. Enter New Org Id. 3.Enter Org Business Name. 4.Select Org Type from menu 5. Organization Identifier will be available to all users after you select GO. 5001-04-16 © 2012 AVSOG, Inc.

Review! The Organization Identifier must be correct before you 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. It cannot be revised after the Save. 5001-04-17 © 2012 AVSOG, Inc.

1. Select VIEW Action Organization Identifier. To Edit Existing Org ID 1. Select VIEW Action Organization Identifier. 2. Select VIEW for the Organization Identifier record you would like to EDIT. 3.Select EDIT 5001-04-18 © 2012 AVSOG, Inc.

Edit record Organization Identifier cannot be edited. Added the word “Inc” to Business Name. Revised “PAOC” to “AOC3” ID# is computer assigned and cannot be edited. Select GO 5001-04-19 © 2012 AVSOG, Inc.

Check the Organization Identifier List... 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. 5001-04-20 © 2012 AVSOG, Inc.

Most Reports use Org IDs... All of these reports have a provisions to include the Org ID. 5001-04-21 © 2012 AVSOG, Inc.

Lesson 4: T or F: Org Identifiers ANSWER # POSSIBLE ANSWER TRUE 1. Once saved, the Organization Identifier cannot be edited. FALSE 2. Applicants for certificates are not assigned an Org ID. 3. A business name may appear more than once in the Org Listing. 4. The Org ID acronym may be 3 or 4 letters. 5. Org IDs should only be assigned to those organizations that are under the safety oversight of the CAA. 6. The Prefix Letter that precedes the Org acronym groups similar organizations in the Org ID Listing drop-down menu. 7. The Org Business name can be edited at any time. 8. The Org ID for a foreign organization approved by the CAA should have their State acronym in brackets following the business name. 9. An Org not subject to CAA safety oversight should “inactive.” 10. An Org ID revised to “inactive” status may continue to be inserted into new Action records. 5001-04-22 © 2012 AVSOG, Inc.

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. 5001-04-23 © 2012 AVSOG, Inc.

Recap of Lesson Objectives The Data Quality Coordinator will demonstrate: 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. Were these objectives met? 5001-04-24 © 2012 AVSOG, Inc.