User guide External User

I.Access to the ViaSyst platform- How to start with the database (from scratch)

1.Login to the platform

Instructions :

1- Browse www.viasyst.net

2- Enter the login codes you received (Username and password)

3- Click on “Log in”

Notes :
  • To reset your password, click on “Forgot password?” available on the homepage
Tips and recommendations:
  • Best browsers to use : Mozilla, Chrome, Opera: be sure to use the latest version
Mistakes to avoid :
  • After 5 wrong login attempts, your account is blocked. In this case, you have to contact ViaSyst Helpline to unblock your account and reset a new password.
  • For confidentiality and security reasons, never share your login and password with other users
  • For security reasons also, never submit the login and password on the same email and via the same channel, and send this data only to the concerned person.

2. Edit profile (Change password)

Instructions :

Proceed as follows to change your password, starting from the Homepage:

1- Click on “Edit profile” on the top right of the Homepage

2- In the field “Password”, delete the existing password and enter a new one

3- Re-enter your password in the field “Confirm password”

4- “Save”

You have now to use your new password to login.

Proceed as follows to change your profile language, starting from the Homepage:

1- Click on “Edit profile” on the top right of the Homepage

2- In the field “language”, scroll down the drop list

3- Select your preferred language

4- “Save”

Notes :
  • If the password is not changed after 6 months an automatic email with instructions will be sent to the user, you have just to follow the instructions described on the email.
  • Only the translated field labelling material (usually provided by the scheme owner if not part of the basic ISO vocabulary) is available in the selected language, i.e. some labelling might still be in English – but any translation proposal is welcome!
Tips and recommendations:
  • If you lose your password, you can request a new password by contacting: helpline@viasyst.com
Mistakes to avoid :
  • After 5 wrong login attempts, your account is blocked. In this case, you have to contact ViaSyst Helpline to unblock your account and reset a new password.

3. Reset password

Instructions :

Proceed as follows to reset your password, starting from the login page:

1- Click on “Forgot password?” under the button “Log in”

2- Enter the Username or email address of the account for which you need to reset the password

3- Click on “Submit”. Password reset instructions are sent to the registered email address for this account.

4- Open the email and click on the available link or copy/paste it in your browser

5- Read the instructions and click on “Login”

6- Enter a new password in the fields “Password” and “Confirm password

7- “Save”

You have now access to your account and you have to use your new password for future connections.

Notes :
  • The link sent in the email to reset password is a one-time login, so it can be used only once. It expires after one day and nothing will happen if it’s not used.
  • Password rules:
    • Password length must be at least 8 characters.
    • Password must contain at least 3 types of characters from the following character types: lowercase letters, uppercase letters, digits, special characters.
    • Password must not contain the user’s username.
    • The same password must not be used 2 consecutive times
    • Password must contain at least 2 numeric characters.
    • Password must contain at least 1 uppercase character.
    • Password must contain at least 1 special character.
Tips and recommendations:
Mistakes to avoid :
  • After 5 wrong login attempts, your account is blocked. In this case, you have to contact ViaSyst Helpline to unblock your account and reset a new password.
  • Reset your password is not possible if your account is blocked by your site administrator

II.Organisations

1. Consult organisation page

Instructions :

Proceed as follows to consult an organisation, starting from the left-hand side menu :

1- Click on “Organisations”

2- Enter the organisation name in the filter field and click on “Filter”

3- Open the organisation to consult

Notes :
  • This list displays the organisations assigned to you as an external user by ViaSyst
  • Data are managed and updated by Certification Bodies

III. Audits

1. Audit folder

Instructions :

Proceed as follows to consult audit data, starting from the left-hand side menu:

1- Click on “Organisations”

2- Enter the organisation name in the filter field and click on “Filter”

3- Open the organisation

4- Click on “Audits” in the left-hand side menu

5- Open the audit to consult by clicking on the audit name

6- Browse the different sub-pages (Organisation profile, Details, …, Checklist), to read the audit report

Notes :

Only the audits validated by the CB reviewer are visible on your audits list.

2. Consult audit findings

Instructions :

Proceed as follows to consult the findings, starting from the left-hand side menu:

1- Click on “Organisations”

2- Enter the organisation name in the filter field and click on “Filter”

3- Open the organisation

4- Click on “Audits” in the left-hand side menu

5- Open the audit report

6- Click on “Audit findings” on the left-hand side menu

7- Click on the view sign to open finding per finding and read the corrective action and corrective action added by the contact organisation

3. Extract PDF audit report

Instructions :

Proceed as follows to generate a PDF version of the audit report, starting from the left-hand side menu :

1- Click on “Organisations”

2- Enter the organisation name in the filter field and click on “Filter”

3- Open the organisation

4- Click on “Audits” in the left-hand side menu

5- Open the audit for which you need to generate a PDF by clicking on the audit name

4- Click on “Reports” on left-hand side menu

5- Open the latest version of the generated audit report by clicking on the name of the audit report

6- Click on “Print”

7- A PDF version is generated, open it or save it

Notes :
  • If no audit report is generated, contact the Certification Body to generate a new version for you

IV. Certificates

1. Consult certificate data

Instructions :

Proceed as follows to consult your certificate data on the Database:

1- Click on “Organizations”

2- Enter the organization name in the filter field and click on “Filter”

3- Open the organization

4- Click on “Certificates” in the left-hand side menu

5- Open the certificate to consult

V. Data management: Data extraction

1. Data management: Data extraction

Instructions :

Proceed as follows to extract data, starting from the left-hand side menu:

1- Click on “Data management”

2- Select the type of data to extract in the left-hand side menu (CSV Audits, CSV Certificates, CSV Findings)

3- The extraction will automatically be downloaded

4- Save the file as “Excel File” (drop list in excel)