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User Guide for On-Line Inspection Program
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User Guide For
< Online Inspection Program (OIP)> Version 1.0
Revision History
Name Date Reason For Changes Version
Jackson Chan 2011-5-5 1.0
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Table of Contents
1. Introduction..................................................................................................................... ….…..3
1.1 Background 1.2 Service Scope of OIP 1.3 Pre-requisite of OIP Browser
1.4 Purpose of the User Guide 1.5 Work Flow of OIP
2. OIP System Features…………………………………………………………………………4
2.1 Applicant New Account Free Registration 2.2 Add User Account 2.3 Summary Information 2.4 Apply Now -- Booking Form 2.5 Payment Process 2.6 Drafted Booking 2.7 Scheduled Booking 2.8 Cancelled Booking 2.9 Performed Inspection 2.10 My Account Profile 2.11 My Factories 2.12 My Account Balance 2.13 My Report Summary
2.14 Email Notification of Report, Invoice & Certificate 2.15 Help Center 2.16 Contact Us 3. Terms of Service………………………………………………………………………………28 4. Frequently Asked Questions & Answers…………………………………………………28
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1. Introduction 1.1 Background
Passport Express Pre-shipment Inspections ---- Allows you to go-to-market at optimum speed On-Line Inspection provides affordable excellence and same day reporting allowing you to go-to-market at optimum speed without having to develop your own inspection program. Instead, suppliers and buyers have the luxury of utilizing Intertek's Simplified, Standardized, and Best-In-Class inspection protocols anywhere you do business. Intertek now offers On-Line Inspection - a hassle free, standardized pre-shipment inspection which offers
• Simplified and hassle free inspection • Minimize paper work • Reporting in a concise 1-2 page format • Quality focused inspection - reduced sample size • Same day reporting, Speed to market • Best-in-class industry specific inspection protocols and defect classification lists
1.2 Service Scope of OIP The “On-line Inspection Program” (OIP) allows global applicants to apply inspection services online, to pay online, and to review inspection reports/invoices/certificates online. 1.3 Pre-requisite of OIP Browser The OIP website http://onlineinspection.com is best performed with browser IE7 or above. 1.4 Purpose of the User Guide This document is to provide guidelines to the External Users of the On-line Inspection Program (OIP). External Users include on-line inspection applicants which include clients and suppliers. 1.5 Work Flow of OIP
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2. OIP System Features 2.1 Applicants New Account Free Registration
Applicant can register a new user account without any charge to login the system. After clicking the “Free Registration” button at Home Page, he or she is required to input: Account details : User Email ID, Password. Company details & Contact Information Personal details & Contact Information Billing details & Contact Information During Registration (or every time login here-in-after), the applicant has to check the box for the agreement with
the Terms of Service. The first user registering the company information is always an Admin user. Please refer to http://onlineinspection.com/CreateSupplierAccount.aspx for the Registration Screen Display. If the applicant cannot remember the password after registration or previous change, he or she can click the “Forgot Password” Button at the Home Page and the system can automatically send an email with new password to his or her email address registered. From this point onwards, we will use Rainbow Yip of MBA (Spain) Limited as an example of applicant account with email ID [email protected] to describe the system features.
2.2 Add User Account
After Login, applicant can add Users if he or she is an Admin User.
Select “Add Users” from My Account Pull Down Menu.
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Add Users Page – Login Information.
Functional Comparison between Admin User and Normal User.
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2.3 Summary Information
After login, the user will be shown the Summary Information Page which gives a quick overview of the updated status & statistic data of different sections of his/her account inside this OIP portal. Every term & number under the Summary Information List can be clicked to view the details inside. The “Performed Inspection” section includes the divisions of Report, Invoice & Certificate with the statistic data of “Read” & “Unread”.
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2.4 Apply Now – Booking Form has 3 Steps for entering information which can be referred to the Work Flow of Section 1.5
Step 1 -- first page has to input or select Type of Inspection, Factory Information & Factory Contacts before Save and Continue. Three Options for Type of Inspection : New Inspection, Retrieve from a history inspection & Reinspection. As a start for the new User, he or she has to create new factory profile as per section 2.11 “My Factories” and then select the Option “New Inspection” under Apply Now, select “Retrieve From My Factories List” and click “Get Contact Details” before “Save And Continue”.
For Demonstration Purpose, “Retrieve from a history inspection” was selected as Type of Inspection.
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Booking No A1696067 was selected by clicking it.
The factory information & factory contacts of the selected history inspection were retrieved and displayed.
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The factory information & factory contacts of the selected history inspection were displayed. Click Save And Continue.
Step 1 -- second page containing Inspection Information (Product Line selection, Inspection Level selection, AQL selection with Default and Custom levels, Product Category selection, Item & PO information) was retrieved and displayed. Item addition and PO addition of one inspection booking are under the constraint that maximum 4 items and maximum 4
POs per item are allowed. Moreover, the total item quantity should match the summation of individual PO shipment quantities.
Clicked “Edit” for Item Name IN005.
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The Item Quantity, PO #, PO Qty and Ship Qty of IN005 were revised.
At each Item Information Page, there are several questions regarding sample handling and the fees are
according to the Business Policy contained inside the Terms of Service. At the Item Information Page, please attach all inspection materials you would like Intertek inspectors to
compare during the inspection, such as purchase order, artwork, product specification, instruction manual, shipping mark, size measurement chart or any other technical document.
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To attach inspection materials (Maximum 2MB allowed), click Browse button and selected your files to be uploaded as attachments.
File was uploaded successfully and then clicked “Save” button.
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The Quantity of Item Name IN005 was changed from “30000” to “3000” after editing. Then Click “Edit” for Item Name IN006.
The Item Quantity, PO #, PO Qty and Ship Qty of IN006 were revised. Clicked “Save” button
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New Item and PO information was displayed.
At Step 1 second page, Applicant has to input or select General Information (Expected Inspection Date, Supplier & Buyer) before Save and Continue to Step 2.
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Booking Form Step 2 -- to input Invoice Information. The hardcopy postage fee for report, invoice & certificate will be USD 5 by airmail per delivery address.
Booking Form Step 2 -- to input Report Information. The hardcopy postage fee for report, invoice & certificate will be USD 5 by airmail per delivery address.
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Booking Form Step 2 -- to input Certificate Information. The hardcopy postage fee for report, invoice & certificate will be USD 5 by airmail per delivery address.
Booking Form Step 2 -- to input Certificate Information. Then click Save and Preview.
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Preview Page – Payment Information and Factory Information.
Preview Page – Factory Contacts and Applicant Information.
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Preview Page – Item Information.
Preview Page – Invoice and Report Information.
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Preview Page – Invoice and Report Information.
Preview Page – Certificate Information. After checking information at Preview Page, click Continue To PAY.
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Booking Form Step 3 shows the Payments Screen in USD Currency as default.
Select RMB from Choose Currency and Booking Form Step 3 shows the Payments screen in RMB Currency.
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2.5 Payment Process System displays the total charge in USD as default (with RMB as another option) for that booking and the
Terms & Conditions for checking. Applicant can choose “Proceed for Payment” or “Save and Exit”. The payment in USD is processed through PayPal Gateway while the payment in RMB is processed through Alipay Gateway. For the Creation of Paypal & Ali-pay Account, please visit the websites http://paypal.com & http://alipay.com respectively.
System can log the payment transaction ID, so that Intertek staff can check in future.
Once Applicant finishes the online payment process, the system can send email automatically to inform
Applicant and the related Intertek staff. If applicant choose “Save and Exit”, or interrupt during the payment process, system can auto save the
application as a “Drafted Booking”. 2.6 Drafted Booking
Drafted Booking Page contains Bookings with Incomplete information or Payment Not Paid. Search Function and Column Display Selector are in place. The Action Column contains icons to view, edit/pay and cancel the booking.
VIEW ICON
CANCEL ICON
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2.7 Scheduled Booking
Scheduled Booking Page contains On-line Paid Bookings with Expected Inspection Date. Search Function and Column
Display Selector are in place. The Action Column contains icons to view the Proforma Invoice (PI) & booking details and edit or cancel the booking.
However applicant is not allowed to Edit the application information within 4 working days before scheduled inspection date as no “Edit” Icon will be displayed in that situation.
Clicked Edit Icon for Booking Number A1812276 and the following screens appeared..
EDIT ICON
VIEW PI ICON
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The applicant is not allowed to change any information that affects the payment. If he or she does not intend to change any information that affects the payment, Click on "Edit basic information".
Otherwise Click on Edit to Resubmit for Payment. The booking will be treated as Cancelled Booking and the paid amount will be credited to the applicant’s Account
Balance. This booking will be moved to the Drafted Bookings. Then the applicant can do the required changes and save the
application or proceed for payment. If the new payment amount of the revised application exceeds the amount in the Account Balance, then applicant will
need to pay the additional amount. If the new payment amount is less than the amount in the Account Balance, then the new payment amount will be deducted from the Account Balance and the remaining amount in the Account Balance will be retained to be used for next inspection booking.
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2.8 Cancelled Booking
Cancelled Booking Page contains previously Scheduled Bookings after cancellation with Cancellation Date.
Search Function and Column Display Selector are in place. The Action Column contains icons to view the booking details and late Cancellation Invoice.
If the cancellation is made with more than 2 working days prior to the inspection date, then system will refund the total
fee to the applicant's account, so that the applicant can make use of it for next inspection booking. Otherwise, then the system will deduct that job’s mandays’ charge from the applicant’s account, while the other charges shall be refunded to the applicant’s account due to the late cancellation of the inspection request.
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2.9 Performed Inspection
Performed Inspection Page contains Bookings after the Scheduled Inspection Dates or inspections performed. Search Function and Column Display Selector are in place. The Action Column contains icon to view the inspection report, Invoice (and certificate if requested by applicant). 2.10 My Account Profile
The My Account Profile Page contains the Company Information, Login Information & Billing Information of the Applicant. Functions to Edit Account Profile, Change User Password & Print the Account Profile are in place.
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Account Profile – Billing Information. 2.11 My Factories
My Factories Page contains the Factory & contact information under the applicant account. Applicant can Create New Factory Profile & its contact details at this page. Functions to search existing factories or Export factory list to Excel are provided. In the Action Column, there are icons to Edit factory profile, view factory contact and cancel the factory record.
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2.12 My Account Balance
The My Account Balance Page contains the transaction history with total charge, refund amount & Account balance. Search Function, Column Display Selector & Export to Excel function are in place. 2.13 My Report Summary
At My Report Summary Page, applicant can generate Inspection Job Summary Report & General Invoice Summary Report.
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Parameter selections are provided to generate the Inspection Job Summary Report.
Parameter selections are provided to generate the General Invoice Summary Report. 2.14 Email Notification When applicant has made the on-line payment for the new inspection booking or cancelled the existing scheduled
booking, the system will send an Email notice to the applicant regarding the acknowledgement. When the inspection report is updated & submitted by Intertek staff at the backend, the applicant can receive an email
notification with inspection report attached or to view the inspection report at the “Performed Inspection” section after Login the OIP portal. If Intertek staff generates invoices at the backend and submit to Client, the applicant can receive an email notification with inspection invoice attached. If applicant has requested inspection certificate before on-line
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payment and the inspection result is “Conformed” or shipment is “Accepted”, the applicant can receive an email notification with inspection certificate attached.
2.15 Help Center “Help Center” at Home Page contains the Features of View DEMO and WorkFlow Diagram. http://onlineinspection.com/ContactUs/demo.aspx http://onlineinspection.com/ContactUs/flow.aspx 2.16 Contact Us “Contact Us” section at Home Page contains the list of Intertek contact details at different countries as an offline channel to receive and reply customers’ enquiries. http://onlineinspection.com/ContactUs/Contactus.aspx 3. Terms of Service The Terms of Service combines the OIP Terms & Conditions and Business Policy in one PDF format file. http://onlineinspection.com/policy/TC_Business_Policy.pdf 4. Frequently Asked Questions & Answers Q1. If the factory location is not included in the list of serviceable cities when creating a new factory profile, the applicant can Click here to contact us section to submit the enquiries offline. Q2. If the factory location is in China, the applicant should select Chinese for “Factory information in local language” and then enter in Chinese the factory name, factory contact & factory address when creating a new factory profile. Q3. If the applicant doesn’t know the area code of the China Factory Location, he or she should ask the supplier or factory to provide this information. Another option is to use Internet Search Engine to search this information with the keyword “China Area Code” and then confirm with the supplier or factory. Q4. How does the applicant submit all inspection materials which he or she would like Intertek inspectors to compare during the inspection, such as purchase order, artwork, product specification, instruction manual, shipping mark, size measurement chart or any other technical document ? There is a document uploading function at the Item Information Page in Step 1 to upload Inspection Information as the Item attachment (Please refer Page 10 & 11). Q5. If the Expected Inspection Date is at Saturday, Sunday or Holiday of the local country (i.e. China) factory location, the booking will also be accepted (if the required mandays are available) but with surcharge according to the Terms of Service. Q6. For one on-line inspection booking, the applicant can only select one Expected Inspection Date out of three months’ booking window. Q7. For overall inspection result is “Not Conformed” or “Pending”, the applicant has to login the OIP website and then go to “Performed Inspection” section to make the shipment disposition (i.e. Accept or Reject the shipment) upon the receipt of Intertek Email Notification. Q8. Intertek notification emails for “Forgot Password”, acknowledgement of on-line payment of new booking or cancellation of scheduled booking, and Inspection Certificate issuance after Client accepting shipment at “Performed Inspection” section. The applicant or any other listed recipient will receive this kind of notification email within 30 minutes after clicking the “Submit” button, completing the transaction or making the related selection.
