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NFRC User Manual

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1. GENERAL INFORMATION PRODUCT LINE INFORMATION Simple Addendum CPD Number XY 2 T 79 Revision Date 1 2009 Model Series simple Addendum Upload Mfr Names 123472 Company Operator Type HSA Lab Code SNFR Thermal Break Type N IA Code T 2004 Model Size 1200mm x 1500mm Uploaded By shanlon Rating Procedure 2004 Upload Date w1 Report Number Simple Addendum 9 1 5 Rejecting Upload Spreadsheets If the IA determines that the simulation and or the test data are incorrect the IA can select the Reject button If the rejected upload spreadsheet is currently associated with a validation both upload spreadsheets will need to be uploaded again The IA will be prompted to confirm the rejection NFRC IA CPD 2 0 User Manual toan page 28 Figure 9 11 Rejected report notice GENERAL INFORMATION PRODUCT LINE INFORMATION COMMENTS Report Type New Model Series NEW 001T 08 08 21 Add Comment Mir Name 1234Y Company Operator Type VSDH Lab Code TNFR Thermal Break Type N IA Code a Specimen Size 1200mm x 1500mm Uploaded By shanlon tlab Rating Procedure 2004 J Are you sure gyou want to reject this r p Upload Date 9 15 2008 Windows Internet Explorer PHYSICAL TEST DETAILS 9 1 6 Grouped Upload Spreadsheets A simulation uploaded without a validation option as a New or Recertification report type under a validation matrix grouped product is required to be grouped to a certif
2. button Upon completion of generating a product line the IA can proceed to the Manufacturer screen to access the new product line modify all product line details and to produce a CAR per Section 6 and 7 NFRC IA CPD 2 0 User Manual toan page 31 10 VALIDATION PROCESS The validation process allows interaction between the Inspection Agency Test Lab and Simulation Lab for efficient verification of the simulation to the physical test For a New or Recertification report type which is not submitted for grouped validation the validation process cannot be started without both the simulation and test upload sheets being submitted to the IA 10 1 Validation Coordination Page Upon selecting the Start Validation button at either a simulation or test Report Detail the Validation Coordination page will appear This page is where the IA will link the simulation and test option for validation comparison Depending on which upload spreadsheet was used to start the validation the IA will use the pull down menu to select the corresponding simulation or test The drop down list of reports available for coordination will only be for that manufacturer Any simulation or test reports matched under another validation process will not be available The grayed out pull down menu for the other report depicts the upload spreadsheet used to start the validation NOTE To use streamline acceptance and product line generation process the IA
3. CA ae National Fenestration Rating Council National Fenestration Rating Council Incorporated CERTIFICATION AND INSPECTION AGENCY USER MANUAL F041 NERC Certified Products Database 2 0 2009 NATIONAL FENESTRATION RATING COUNCIL INC PREPARED BY National Fenestration Rating Council 6305 Ivy Lane Suite 140 Greenbelt MD 20770 Voice 301 589 1776 Fax 301 589 3884 Email info nfrc org Website www nirc org National Fenestration Rating Council FOREWORD This NFRC Certified Products Database IA User Manual provides guidelines and explains the procedure to NFRC Licensed Certification and Inspection Agencies for accepting updating reviewing and validating uploaded products using NFRC online Certified Products Database CPD 2 0 Questions on the use of this procedure should be addressed to National Fenestration Rating Council 6305 Ivy Lane Suite 140 Greenbelt MD 20770 Voice 301 589 1776 Fax 301 589 3884 Email info nfrc org Website www nfrc org NFRC IA CPD 2 0 User Manual ioa page ii i A ka National Fenestration Rating Council Table of Contents MONE Wy ONC eane a AEE EEO EEE ERE ji TEO ON er EEEE lil 1 Fotr oduc o geseccscchsenceesensaeeccsssedsyscncncssatssedsesencsunasessedanucacsssaatsessusaeecesssaiaseeibisacessseisseens 2 Zs Certification and Inspection Agency Responsibilities scsccccccsssssssssssssscceoees 2 3 Sammary Spreadsheci
4. FL Jessica Ferris 301 589 1776 Active City Greenbelt National Fenestration Rating Council National Fenestration Rating Council Office Building Silver Spring MD Active State MD Jan Doe Shopping Center Anyplance MA Active PROGRAM PARTICIPATION Postal Code 20770 John Doe Library Someplace IA Active Fabricator Country USA Test Plant Pleasantville PA ContactNamell 717 555 1212 Active ineal Telephone 301 589 1776 setae Test Plant 10 Anywhwere DC Contact Name ll 555 555 1212 Active z i Manuf Fax S01 see saa4 5 Ste Bust Manufacturer mine testville md inactive AVAILABLE REPORTS Mine too Nowhere md Inactive Mine Three Nowhere md Active Schedule Il NERC IA CPD 2 0 User Manual eoa page 11 6 5 1 Viewing Available Reports The IA can view the manufacturer s Schedules listed in the Available Reports Box by selecting the corresponding schedule s hyperlink Figure 6 9 Result of selecting the manufacturer s Schedule I hyperlink 123XYZ Plant 2 Somewhere in St Augustine FL St Augustine FL Mickeyland Jessica Ferris 301 589 1776 301 589 3834 jferris nfrc org Active National Fenestration Rating Council Office Building 8484 Georgia Avenue Suite 320 Silver Spring MD 20910 301 589 3884 Active Jan Doe Shopping Center 123 Oak Street Anyplance MA 01234 514 555 1234 Active John Doe Library 123 Redwood Street Someplace IA 67899 666 555 9999 Active Test Plant 5555 Strawberry Fields Pleasantville PA 17555 Con
5. Viewing The default individual product status is Active to modify the viewing click the pull down arrow and select AN or Inactive Figure 7 9 Viewing Options RATINGS INFORMATION Change Status Status Code AY 2 T F 7 3 Viewing Amount of Individual Products Depending on the amount of individual products within a product line the screen can be modified to be viewed in a single or a multiple page view To maneuver while in the paging view the IA can click between the pages uses two methods 1 Use the pages number hyperlinks located at the bottom of the page or XYZ T 7 P 00001 00100 Test 1 west 123456 Key 2 values for U Factor SHGC and VT indicate Res Non Res ratings indicates that certified SHGC VT values are available from the manufacturer 2 Use the lt lt page gt gt hyperlinks located on the upper right side of page Po lt lt First lt Previous Next gt Last gt m ona aie To view ALL the individual products click on the VIEW ALL button at top left of page RATINGS INFORMATION Se Change Status Status Code NFRC IA CPD 2 0 User Manual 0a1 page 18 To view a limited number of individual products in a paging view click on the Return to Paging button at top left of page RATINGS INFORMATION Return to Paging Change Status Product Line Detail columns 7 4 7 4 1 Changing Statuses The IA can modify the
6. any box selected by the IA will be checked and highlighted for their reference NOTE If the IA utilizes the notification tools at the validation comparison screen and has not rejected either of the laboratories spreadsheets the lab is not required to re upload a new spreadsheet The modifications by the laboratory are sufficient and the IA may proceed with certification if all necessary changes are completed The laboratories are required to re submit a new report and spreadsheet to the IA outside the CPD environment i e email Figure 10 10 View of Boxes Checked by IA Deserto a r N N Grid Type Fi Grid Size O Frame Emissivity 0 9 F Frame Absorptance 0 3 d Frame Type vy Wa YY Sash Type wi va wy Door Description F Door Core Fill Door Skin Material C Door Substructure Edge d Door Panel Material F U factor 0 350 Size 1250mm x 1550mm 1200mm x 1500mm iml NERC IA CPD 2 0 User Manual eoa page 37 Figure 10 11 View of Highlighted Boxes when Lab Visits page N N Error Grid Type d Grid Size d Frame Emissivity 0 9 0 9 C Frame Absorptance 0 3 0 3 d Frame Type Wy Wa YY Sash Type vi Va wY Door Description L Door Core Fill d Door Skin Material d Door Substructure Edge d Door Panel Material d U factor 0 35 0 350 d Size 1250mm x 1550mm 1200mm x 1500mm 10 2 5 Accepting Validations In case of a validation issue failure the labs will visit the Validation Comparison page and make any ne
7. lt Remove _ lt Remove lt lt Remove All lt lt Remove All All 3 The available and associated Product Lines will populate Select a Manufacturer 123XY Z Company 123472 Company Available Product Lines Associated Product Lines R po ETES lt Remove 4 Select available product lines individually or use the buttons in the middle to add or remove the product lines and select the Done button Select a Manufacturer 123XYZ Company 123XYZ Company Available Product Lines Associated Product Lines NFRC IA CPD 2 0 User Manual toai page 13 Back Add Associations Select a Manufacturer 1232 Company 123XYZ Company CPD Number XY 2 1 79 KYV2Z T 75 XY 2 T 76 XY2Z T 7F Manufacturer Details PLANT DETAILS Plant Name Address Line 1 Address Line 2 Address Line 3 Figure 6 11 Results of adding an associated product line Senies Model Designation Simulation Upload 001 NEW 08 06 29 NEW 06 08 21 NEW Test 0014 6 5 3 Viewing Plant Details 8484 Georgia Avenue Suite 320 Silver Spring MD 20910 301 589 1776 301 589 3884 USA Active tating Council Office Build The IA can view a manufacturer s plant detail by selecting the Production Plant s Location Somewhere in St Augustine FL St Augustine FL Mickeyland Somewhere in St Augustine FL St Augustine FL Mickeyland Somewhere in St Augustine FL St Augustine
8. must start from the simulation report 10 1 1 Selecting Corresponding Report When selecting a corresponding report highlighting a different report will change the data listed below This will allow the IA to review multiple reports prior to proceeding with the validation The IA has three choices proceed with the validation deem the report has no matching report available or step back to cancel the validation process for this upload The pull down menu lists the Report Number and the Model Name in the listing Figure 10 1 Validation Coordination Page depicting Multiple Reports Simulation Report Model Report Model Product Type HSXX Product Type Initial Validation Test Initial Validation Sim Report initial Report Test Report Decimal Test1 Decimal Validation Test Date 5 1 2009 Test Date Sim Lab SNFR Test Lab U Factor 0 35 U Factor Size 1200mm x 1500mm Size Upload Date 5 12 2009 Upload Date Report Type New Report Type CPD Number CPD Number Proceed With Validation NFRC IA CPD 2 0 User Manual toan page 32 Figure 10 2 Selecting a matching Report Data Populates Matching Report Unavailable Simulation Report Model Product Type HSXX Sim Report Initial Report Test Date 5 1 2009 Sim Lab SNFR U Factor 0 35 Size 1200mm x 1500mm Upload Date 5 12 2009 Report Type New CPD Number Proceed With Validation Report Model I
9. toan page 25 Figure 9 5 Detailed view of Comment field and message at Test page Reject Start Validation GENERAL INFORMATION PRODUCT LINE INFORMATION COMMENTS Report Type New Model Series Test 12 19 2007a Mfr Name 123X472 Company Operator Type VSDH lA to Start Validation this is the TLAB data Lab Code TNFR Thermal Break Type M IA Code T Specimen Size 1200mm x 1500mm Uploaded By shanlon tlab Rating Procedure 2004 Upload Date 12 21 2007 Save Cancel Figure 9 6 Detailed view of saved comment Start Validation GENERAL INFORMATION PRODUCT LINE INFORMATION Report Type New Model Series Test 12 19 2007 a COMMENTS commen ferenor owe Mfr Name 123472 Company Operator Type VSDH IA to Start Validation this is the TLAB data shanlon ia 12 22 2007 12 23 17 AM Lab Code TNFR Thermal Break Type N Test Upload User Guide Example shanlon tlab 12 21 2007 10 17 16 Phl IA Code T Specimen Size 1200mm x 1500mm Uploaded By shanlon tlab Rating Procedure 2004 Upload Date 12 21 2007 9 1 3 Starting the validation process Organizing reviewing and accepting a validation for product lines that require a validation test by utilizing the Start Validation button CPD 2 0 determines simulation and test upload sheets containing a 0 validation option that will be part of a validation sequence Product lines uploaded under the Report Type of New or Recertification will be c
10. CPO Number Grouped With Status Code Senes Model Number 7 AW 2Z T 5 NEW 02 06 29 Product Line Summary 125472 Company Select Line Status Active Only CPD Number Grot ste in us Code Series Model Number AY Z T f5 NEW 02 06 29 page 7 6 2 Viewing Amount of Product Lines Depending on the amount of manufacturer s product lines the screen can be modified to be viewed by single or a multiple page view To view ALL product lines click on the Remove Paging button Figure 6 2 Paging Option Remove Paging Manufacturer Details Product Line Summary 125472 Company Select Line Status Ch CPO Number Grouped With Status Code Senes Model Number To view a limited number of product lines in a paging view click on the Return to Paging button Figure 6 3 Paging Option Return to Paging lt Back Manufacturer Details Product Line Summary 125472 Company Select Line Status _ Return to Paging cl CPD Humber Grouped With Status Code Senes Model Number 6 3 Changing Statuses The IA can modify the product line or individual products statuses by selecting the desired status selecting the Change Line Status or Change Product Statuses boxes and clicking the Update button Note This feature can be applied to multiple product lines desiring the same status change Status Definitions 01 Manufacturer Voluntary Termination This code deactivates
11. FL Mickeyland Somewhere in St Augustine FL St Augustine FL Mickeyland hyperlink of a plant listed The IA can select the Edit button and edit the plant details Note Contacts can only be edited by NFRC staff To request an update please send an email to support nfrc org CONTACTS Jane Figure 6 12 Results of selecting a plant hyperlink Add Contact 301 589 1776 301 589 3884 jdoe nfrc org Secondary Figure 6 13 Results of selecting the Edit button PLANT DETAILS Plant Name Address Line 1 Somewhere in St Augustine FL Address Line 2 Address Line 3 State Postal Code Fam Country Status NERC IA CPD 2 0 User Manual eoa 123xX 72 Plant 2 St Augustine 301 569 3004 Active J a ABIH IE l page 14 7 PRODUCT LINE DETAIL PAGE After selecting a CPD number hyperlink from the Product Line Summary screen the product line s details are displayed The IA will be capable of manipulating the individual products from this page such as changing individual products statuses The IA will have the ability to edit the product line information details and the ability to view manufacturer details Note Select the Deselect All button to clear all the checked boxes prior to selecting a status change and the update button Figure 7 1 Product Line Details Screen CERTIFIED PRODUCTS DIRECTORY Status Manufacturer NFRC Reports 1A Info My Account Cod
12. IA can edit the date the IA received the simulation report the revision date and simulation report number in the Simulation Information section Note Currently the revision date cannot be edited to be today s date Figure 7 6 Edit Simulation Information SIMULATION INFORMATION Lab a Code SNFR Report aaa Date 4 1 2009 wee 4 1 2009 4 91 2009 E Sim Rpt Number Size 1000mm x 2000mm first new NFRC IA CPD 2 0 User Manual toan page 16 7 1 6 Edit Test Validate Information The IA can edit the test date the report revision date and the date IA received the test report in the Test Validate section Figure 7 7 Edit Test Validate Information TEST VALIDATE Test Lab _ Code TNFR Standard U Factor taron Size 1200mm x 1500mm Test 14 2009 Date Report Revision 21 2009 Date Report Recieved Date Report Number 7 1 7 Adding Comments to the Product Line Details The IA can add any desired comments in the Comments box Figure 7 8 Edit Test Validate Information COMMENTS NOTE The comment field allows a max of 512 characters Comments cannot be completely removed deleted but can be replaced with new comments 7 1 8 Saving Product Line Information To save all updated information the Save Product Line Information button must be selected Save Product Line Information Cancel NFRC IA CPD 2 0 User Manual toan page 17 7 2 Selecting Product Status
13. eaae a N 20 7 4 6 Product Description and Rating Values cc ceeccseccceeeeeeesseeeeeeeees 21 1 VIEWING MANUFACTURER DETAILS creer ina iin wevetadegarshe eee 21 8 Status Pace CRCDOLES eziesssesay ici coisastueccsssulsansevsdessaiincctas ss Aaa a E AE EEEE RESE aeaa i 22 8 1 AVAILABLE FILTERS AND SORTING ccccsssscccceesscceceesecceceeescceeeaeeeceeeaeeeceeeuees 22 8 2 CHANGING UPLOAD SPREADSHEET REPORT STATUS sssccceeeseecceeeeeeceeeaees 23 9 IR VIC WINE REPOTI sairaiden aa E E AEE N 24 9 1 REVIEWING UPLOAD SPREADSHEET cccsssseccccessecccesnscccceeescceeeueeecseeueeceseuees 25 9 1 1 Viewing Additional Rows of Spreadsheet ce eeccececceeeeeeeeeeeees 25 IE Saye C One S a a cates encase cae toeesicues 25 91 3 starting the validatiOm process earen in ae E AAEE 26 DAA Accephine Spreads NCIS reco a a AN 26 9 1 5 Rejecting Upload Spreadsheets cc eeeccssccccccceeeeseseeeeceeeeeeeeeeeeees 28 91 0 Grouped Upload Spreadsheets ss scscdsatseracsmsasudsnchceskacennoudadicserzeenteudabes 29 Oils Generauns a Product Ines i2 terion nico irae 30 10 Vandalen PPOCESS sonorae ocana E N 32 10 1 WALIDATION COORDINATION PAGE caii a a A 32 10 1 1 Selecting Corresponding Report eesssssssoeeessssssssserersssssssseeersssss 32 10 2 VALIDATION COMPARISON PAGE oreren r E E 33 10 2 1 Methods to View the Validation Comparison Page ccseeeeeeeeeees 34 10 2 2 Proceed Elsewhere in the
14. product line is selected Simulation Group Leader Series Model NEW 08 06 29 Gr Model Name Product Type New Product Type Sim Report NEW 06 29 2008 Gr Thermal Test New 001a Test Date Bf 2Fo2008 a 6172008 Sim Lab SNFR z TNFR Upload Date 10 28 2008 iration Date 172012 Grouping Type Mutipurpose Products CPD Number XYZT79 Group Products Grouping Failed 9 1 7 Generating a Product Line After all the required upload spreadsheets and validations are accepted the IA is able to use the Generate Product Line button located on the simulation upload screen Generate Product Line Group Validation l GENERAL INFORMATION PRODUCT LINE INFORMATION CPD Number Model Series NEW 08 06 29 Gr Operator Type HEXX Thermal Break Type 2004 Model Size shanlon Rating Procedure 10262008 Report Number File Version Report Type CPO 2 0 NFRC IA CPD 2 0 User Manual toan page 30 If the IA selects the Generate Product Line button but one of the reports are not accepted the IA will receive the following error GENERAL INFORMATION Report Type New Revision Date F 1 2008 Mir Name 123XY Z Company Lab Code SNFR IA Code T Uploaded By shanion File Version Report Type Must accept Test report before the Line can be published The IA must go to the Test upload spreadsheet and select Accept then go through the Simulation upload spreadsheet and select Generate Product Line
15. 10 8 Detailed view of Comment field and message in comparison page First review by lA on validation conparizon page labs need to verify the size and frame and sash types Figure 10 9 Detailed view of Comment field and message in comparison page Add Comment First review by lA on validation conparizon page labs need to verify the shanlon 12 22 2007 size and frame and sash types ia 11 50 17 PM 10 2 4 Verification of the Validation Failed By utilizing the Verification Failed button in conjunction with the Comment field to list the issues or checked Error boxes the IA can notify the labs via automatic emails that the product line does not validate After selecting the Verification Failed button the A Home NFRC IA CPD 2 0 User Manual toan page 36 page will appear An automatic email will be sent to the lab s and the IA associated with the reports referenced on the validation page 10 2 4 1 10 2 4 2 Failure not due to the data or codes The validation failure does not have to be based on the data or codes listed on the validation comparison screen but can be other issues related to problems in the actual reports Failure due to the data or codes If the validation failure is based on data or codes listed the IA can select an error box next to the corresponding error which remains selected for corrections When the labs review the Validation Comparison page after receiving the email notification
16. 6 The reports will be emailed to the JA user 6 4 2 Run CAR Reports To run single or multiple CAR reports select the box es in the CAR Reports column for the corresponding product line s rows s To generate separate PDF files for each CAR report select the Check to create separate report for each product line box at the top of the page Click the Run Reports button The CAR report s will be opened in a separate internet browser screen with the ability for the user to save the CAR as a PDF file If separate CAR reports were requested multiple screens will appear See figure 6 6 Note If a separate internet browser screen does not appear change your pop up settings to allow pop ups from this website 6 5 Viewing Manufacturer Details The IA can view the manufacturer s details by selecting the Manufacturer Details button at the top of the screen Figure 6 7 Manufacturer Product Line Summary Screen CERTIFIED PRODUCTS DIRECTORY Manufacturer NFRC Reports LA Info Codes lt Back Manufacturer Details Product Line Summary 123472 Company My Account Figure 6 8 Result of selecting the manufacturer details button LICENSING INFO CONTACTS ID 860 Initial Certification Date Scott Hanlon 301 589 1776 240 821 9519 shanlon nfrc org Primary Code XYZ PCP Packet Sent Address 1 6305 Ivy Lane License Agreement Received 1 1 2003 Address 3 INSPECTION AGENCIES 123XYZ Plant 2 St Augustine
17. By checking this box verify that the simulation and test uploads are correct and that wish to generate a NERC IA CPD 2 0 User Manual ioa Product Line Emissivity Surface 1 Emissivity Surface 2 0 Emissivity Surface 3 Emissivity Surface 4 Emissivity Surface 5 Emissivity Surface 6 Emissivity Surface 7 Emissivity Surface 8 Emissivity Surface 9 Emissivity Surface 10 Emissivity Surface 11 Emissivity Surface 12 Emissivity Surface 13 Emissivity Surface 14 Emissivity Surface 15 Emissivity Surface 16 Tint OS m s m pE o g Tn S To Cinn ii Tn C m fee fee o Sash Type Door Description Door Core Fill Door Skin Material Door Substructure Edge Door Panel Material U factor Size 0 362 1200mm x 1500mm m i o gOS o i o C OR Oe Add Comment page 35 Figure 10 7 View of Headers on Comparison Page SIMULATION SUMMARY TESTING SUMMARY Initial Upload seri E Initial Validation HSA 3 HSA Initial Report r Initial Validation Test w1f2009 w1f2009 10 2 2 Proceed Elsewhere in the CPD The IA can take no action by exiting the validation comparison page using two methods 1 Select the Back button which will bring the IA to the previous Validation Coordination page The IA cannot edit either report since the files are now linked 2 Select one of the gray tabs at the top of the screen 10 2 3 Add a Comment The IA can save a comment per Section 9 1 1 Figure
18. CPD areecnornreniinierairan aranan 36 1 P26 Adda C Om 0 lt 0 ee nee eR ner eT SE Pn 36 10 2 4 Verification of the Validation Failed cc cecccceeccceecseeesseeeeeeees 36 102 Accepit VN ANGAllONS wee e ennai nee nna 38 10 3 VALIDATION OF CPD 1 0 UPLOAD SPREADSHEET ssscccccessecceceeeecceeaeeeees 40 NFRC IA CPD 2 0 User Manual toan page iv 1 INTRODUCTION The IA Certified Products Database User s Manual provides guidelines and explains the procedure to review and validate data uploaded by laboratories to the online NFRC Certified Products Database 2 0 It is intended to provide the Inspection Agency with information on how to review and accept uploaded simulation and test data to coordinate simulation and test reports for validation to finalize the validation at the comparison screen and ability to generate a product line and provide Certification Authorization Report to manufacturers This manual is an integral component of the NFRC CAP and NFRC PCP and provides the IA user with direction on how to access and navigate the database with accuracy and consistency 2 CERTIFICATION AND INSPECTION AGENCY RESPONSIBILITIES Licensed NFRC Certification and Inspection Agencies IAs participating in the Certification Agency Program CAP are responsible for updating and monitoring information in the Certified Products Database that 1s specific to their manufacturer client These responsibilities include e En
19. If the Test or Simulation Lab provided any comments they will be visible when first viewing the Report Detail page To add a comment select the Add Comment button type comment in the window box provided and select Save The comment will then be visible on the page for the lab to view Figure 9 3 Detailed view of Comment field and message at Simulation page Rejer Start Validation GENERAL INFORMATION PRODUCT LINE INFORMATION COMMENTS IA reviewing sim upload added comment CPD Number Revision Date 1 1 2007 Model Series Sim 12 19 07 001a Mfr Name 123X722 Company Operator Type VSDH Lab Code SNFR Thermal Break Type N IA Code T 2004 Model Size 1200mm x 1500mm Uploaded By shanlon Rating Procedure 2004 Upload Date 12 22 2007 Report Number Sim 12 19 07 001a Figure 9 4 Detailed view of saved comment Start Validation GENERAL INFORMATION PRODUCT LINE INFORMATION COMMENTS Report Type New CPO Humber Revision Date 1 1 2007 Model Series Sim 12 19 07 001a lA reviewing sim upload added comment shanlon ia 12 22 2007 8 57 34 PM Sim upload with 000 User Guide Example shanlon 2222007 12 11 34 AM Mir Name 23x72 Company Operator Type VWSDH Lab Code SNFR Thermal Break Type M Add Comment IA Code T 2004 Model Size 1200mm x 1500mm Uploaded By shanlon Rating Procedure 2004 Upload Date 3 12 22 2007 Report Number Sim 12 19 07 001a NFRC IA CPD 2 0 User Manual
20. acturer Codes ID Status Active or Inactive of Plants total number of product lines and the number of active product lines The IA will use this page to select a manufacturer in order to view many manufacturer details such as product line listings and manufacturer details To select the desired manufacturer click on the manufacturer hyperlink which will result in the displaying of the manufacturer s product line summary page Figure 5 1 Inspection Agency Home Page Screen CERTIFIED PRODUCTS DIRECTORY Status Manufacturer HFRC Reports LA Info My Account Codes FIND MANUFACTURER pyname Osycodeoro Manufacturer Mfr Code Mfr ID Total Product Lines Active Product Lines 6 23 123X472 Company AY 250 Active Steve s Windows SWD 1355 Inactive 0 0 NFRC IA CPD 2 0 User Manual toai page 4 5 1 Selecting a Manufacturer The IA can search for a different manufacturer client either by Name a three character manufacturer alpha code or manufacturer numeric ID or by scrolling through the list of manufacturers displayed on the screen Figure 5 2 Inspection Agency Manufacturer Screen FIND MANUFACTURER By Name OsycodeorD is Search Manufacturer Mir Code Mir ID Total Product Lines Active Product Lines 50 Active ao a D 0 SWD 1386 Inactive Steve s Windows 5 1 1 Name Search Search by manufacturer name type 123X YZ in the Manufacturer Name field and
21. age by selecting the box es in the Change Status column for the corresponding upload spreadsheet s row s and by clicking the Reject Selected Reports button 1 Select check box to the corresponding upload spreadsheet row STATUS ADMINISTRATION Reject Selected Reports Select box d 2 Select Reject Selected Reports button to reject selected upload spreadsheets NOTE The simulation or test lab will need to be notified by the IA an email will not be automatically sent at this time STATUS ADMINISTRATION Reject Selected Reports NFRC IA CPD 2 0 User Manual 0a1 page 23 9 REVIEWING A REPORT Upon selecting a report hyperlink the laboratory data file detail screen will be displayed Figure 9 1 Simulation Report Detail Screen GENERAL INFORMATION Report Type Revision Date Mfr Name Lab Code 1A Code Uploaded By Upload Date New 5 1 2009 123XYZ Company SNFR shanlon 5 12 2009 PRODUCT LINE INFORMATION CPD Number Model Series Operator Type Thermal Break Type 2004 Model Size Rating Procedure Report Number Report Type CPD 2 0 Add Comment Initial Upload HSXX N 1200mm x 1500mm 2004 Initial Report SIMULATION REPORT DETAILS lt lt First lt Previous Next gt Last gt gt 250 rows Product Pane Pane Pane Pane Pane Pane Pane Pane s i Number ID 4 ID 2 ID 6 p Thickness Thickness Thickness T
22. apable of proceeding to the validation process Product lines that are uploaded in accordance with Validation Grouping and or as simulation or test only products will not take part in the validation process To move forward in the validation process select the Start Validation button Section 10 of this document provides details on the Validation process 9 1 4 Accepting Spreadsheets Publishing a product line requires the accepting of the spreadsheets associated with the produce line For products requiring validation three 3 acceptances are required simulation and test upload spreadsheets and the validation of the corresponding product line Once the IA determines that the simulation and test data are correct NFRC IA CPD 2 0 User Manual toan page 26 the IA can follow one of two methods to accept each spreadsheet in order to publish product lines 9 1 4 1 Accepting Each Spreadsheet Manually The IA can visit each spreadsheet and select the Accept button for each upload spreadsheet To generate the product line refer to Section 9 1 7 Figure 9 7 Simulation Report Accept Button GENERAL INFORMATION Figure 9 8 Test Report Accept Button GENERAL INFORMATION PRODUCT LINE INFORMATION Report Type New Model Series Initial Validation Mir Name 123x742 Company Operator Type HSA Lab Code TNFR Thermal Break Type N LA Code T Specimen Size 1200mm x 1500mm Uploaded By shanlon tlab Rating Proce
23. ccount Codes Log off Welcome shanlon ia Product Line Summary 123XYZ Company Check to create separate report for each product line Fj Select Line Status Active Only Y Change status to Email Reports Run Reports XYZ T 75 NEW 08 06 29 VSDH 9 4 2008 9 4 2008 6 29 2012 Fj go F XYZ T 76 NEW 08 08 21 NEW HSXX 9 6 2008 9 6 2008 1 1 2012 go E XYZ T 77 Test 001a VSDH 10 20 2008 10 20 2008 11 16 2011 F F Fj XYZ T 78 NEW 08 06 29 VSDH 10 26 2008 10 26 2008 7 1 2012 A a XYZ T 79 Simulation Upload 001 VSDH 10 26 2008 10 26 2008 6 1 2012 Fj F Fj NFRC IA CPD 2 0 User Manual toai page 6 NERC IA CPD 2 0 User Manual eoa PRODUCT LINE SUMMARY PAGE After selecting a manufacturer from the list on the Manufacturer screen IA Home Page the manufacturer s Product Line Summary page is displayed The IA will be capable of manipulating the product lines from this page such as changing the status emailing or printing a CAR viewing the details of a product line and viewing manufacturer details Note Select the Deselect All button to clear all the checked boxes prior to selecting a status change and the update button Selecting Product Lines Status Viewing The default product line status is Active Only to modify the viewing click the pull down arrow and select Show Al Figure 6 1 Status Views Product Line Summary 123472 Company Select Line Status Active Onkyy Remove Paging
24. cessary modifications The Validation Comparison page allows the Labs to edit each cell individually so that the product s information matches The labs will then select a Notify IA button in which the IA will receive an email notification containing a hyperlink directing the IA to the corresponding validation page The modifications will only be changed on this Validation Comparison page and not in the Report Detail pages If any report changes to the validation option are necessary the lab will only need to forward a new report to the Manufacturer and IA If a change to the data within the upload and on the Report Details page is necessary both reports would be rejected by the IA and will have to be uploaded again and matched for validation The IA can access the validation comparison page per methods listed in Section 10 2 1 After confirming that all data is correct which includes but is not limited to reviewing the reports versus the codes listed as well as the data the IA can accept the validation by using one of two options 10 2 5 1 Manually Accepting Spreadsheets and Validation If the IA chooses to follow the method of reviewing and accepting the simulation and test upload spreadsheet manually proceeding with this method will conclude one of the three requirements to generate a product line NFRC IA CPD 2 0 User Manual 0a1 page 38 Select the Accept Validation button without selecting the streamlined process box F
25. d a dierent atakis 1 Select the Report Status you would like to see Manufacturer Name Code or ID 2 Optionally select a Manufacturer by entering a Code ID or portion of a Name 3 Optionally enter the earliest report submission date you wish to see Uploaded Since 4 Click on the Apply Filters button Apply Filters Remove Paging To return to the default view click on the Remove Filters button STATUS ADMINISTRATION Reject Selected Reports Report Number Report Spreadsheet Report Type Accept Reject Date Manufacturer Mfr Code Mfr ID Submitted By Upload Date Change Status NEW 08 21 2008N 001a NEW 001T 03 08 21 New xls New Viewed by IA 123XYZ Company XYZ 3860 TNFR shanlon tlab 9 15 2008 11 01 20 AM F 08 08 21 NEW NEW 0015 08 08 21 N xls New Viewed by IA 123XYZ Company XYZ 860 SNFR shanlon 9 15 2008 11 00 38 AM F Figure 8 2 Available Filters Available Filters Report Status Oal Unverified Rejected Accepted Failed Error Check Published Manufacturer name Oco ss upoaseasns L_Apply Fiters_ __Remove Fiters Remove Paging 8 1 Available Filters and Sorting The available filters can be sorted by Report Status Manufacturer or Uploaded Since date Select the corresponding radio buttons fill in the applicable information and click the Apply Filters button 1 Report Status Reports can be sort
26. dure 2004 Upload Date 5 12 2009 Figure 9 9 Simple Addendum Report Accept Button 8y checking this box GENERAL INFORMATION shanion w132009 NFRC IA CPD 2 0 User Manual 0a1 page 27 For a New or Recertification simulation spreadsheet that does not contain a 0 validation option because the validation is associated as a grouped validation the IA will associate this upload with a certified product line Refer to Section 9 1 6 for grouping product lines 9 1 4 2 Accepting Spreadsheets at Validation Comparison Screen All the spreadsheets and the validation can be accepted using a check box on the validation comparison page This process will also generate the product line Refer to Section 10 2 5 2 to validate a product line 9 1 4 3 Accepting Spreadsheets without a validation An IA can accept and generate a product line for a New and Recertification report type without a validation option and an Addendum and Revision report type at the simulation report page Select the box indicating that the IA will accept the simulation upload spreadsheet and generate a product line then select the Accept button Figure 9 10 Streamline acceptance and product line generation MEy checking this box i verify that the simulation upload is correct and that i wish to generate a Product Line BEEEEEE ECOL OEE EEE CLC C LEO ELLE CLEC LLL CLL LLL LLL LLL LLL LLL LLL LLL LLL LLL LLL LLL
27. e Report Recieved Date If the IA attempts to generate a product line prior to filling in the validation information the IA will receive an error Figure 10 19 View of Validation Error Generate Product Line Enter Validation Group Validation GENERAL INFORMATION PRODUCT LINE INFORMATION CPD Number Model Series Operator Type Thermal Break Type 2004 Model Size Rating Procedure Report Number File Version Must validate grouping before this Line can be published NFRC IA CPD 2 0 User Manual toai page 41 Figure 10 20 A CPD 1 0 upload spreadsheet will utilize the same Grouping Validation process as stated in section 9 1 6 PRODUCT LINE INFORM CPD Number Model Series Operator Type Thermal Break Type 2004 Model Size Rating Procedure Report Number GENERAL INFORMATION Report Type Revision Date Mir Name Lab Code LA Code Uploaded By MHANAM Upload Date W21 2008 File Version NFRC IA CPD 2 0 User Manual toan page 42
28. ed by All Unverified Rejected Accepted Failed Error Check or Published 2 Manufacturer Reports can be sorted by manufacturer s name three character alpha code or three digit numeric ID NFRC IA CPD 2 0 User Manual toai page 22 3 Uploaded Since Reports can be sorted by the Uploaded Since feature enter the earliest report submission date you would like to be displayed 4 Alternatively the IA can sort by using the column headers above the submitted report information select any of the headers to arrange reports in alpha or numerical order select header again to reverse the order of reports listed Note When applying filters you must click the Apply Filters button afterward you must also click the Remove Filters button to restore the default Unverified status during your session Figure 8 3 A convenient reminder set in the Report Status Screen How To Use Filtering By default this page displays the list of Unverified reports associated with your account To see reports with a different status 1 Select the Report Status you would like to see 2 Optionally select a Manufacturer by entering a Code ID or portion of a Name 3 Optionally enter the earliest report submission date you wish to see 4 Click on the Apply Filters button To return to the default view click on the Remove Filters button 8 2 Changing Upload Spreadsheet Report Status An upload spreadsheet can be rejected from the Status P
29. ees 12 6 5 2 Adding Plants Associations ccccccssseessseeecccececeeesseeeccceeesseeessees 12 63 9 WAC We Plant TIC AMS vjocsacarteccevessoaeacasadentcneatinde aadieasteectuansdasonentrenecotaces 14 Ta Frodi Line DA Pane a E 15 7 1 EDIT PRODUCT LINE HEADER INFORMATION 0cceceececesceceecececcececescecscscess 15 7 1 1 Edit General Information 0 c cceccccececcsccccececsececscceccscececceces 15 7 1 2 Edit Material Information c ccc cece cccececcsceccsceccscecescecccscesescecesees 16 TAD Edit Additional Ratings 16 NFRC IA CPD 2 0 User Manual ioa page iii Pal Edit ertiliCauion Dates jiickici hide a a cee ache ies 16 7 1 5 Edit Simulation Information uu ccecccceeccceseccesecceecseeeseeensseees 16 HLO Edit Test Validate Intormation scssatcie tesicciskeer keris natn 17 7 1 7 Adding Comments to the Product Line Details ee eeeeeeeees 17 7 1 8 Saving Product Line Information ccccccccccsssssesseeceeeeeeeeeeeeseeeeees 17 12 SELECTING PRODUCT STATUS VIEWING ccccccccccsscceeccesccessseeessessseeseesseees 18 12 VIEWING AMOUNT OF INDIVIDUAL PRODUCTS cccssccccessececeeeceeeeceeaeeeeeaees 18 7 4 PRODUCT LINE DETAI COLUMNS Sneen d e E ie eeo tends 19 eed CHANGING Stasera E eee kee anaes 19 TAZ SUAS OCC enaa E ETE 19 PES CPD F oroia uici adobe veviaheababin NOA 19 TAG MER Product Coderineriinue a E E T E O 19 T amp S Repot NUT CE
30. en accepted by the JA All of the individual product options in the product line s details will have the same report number listed in the report number column from that recertification simulation spreadsheet 7 4 6 Product Description and Rating Values These columns display the product description codes and rating values for each individual product option in the product line which correspond to what was submitted in the simulation upload spreadsheet 7 5 Viewing Manufacturer Details By selecting the Manufacturer Details button the IA can view the manufacturer s details Refer to Section 6 5 for navigation Manufacturer Details NFRC IA CPD 2 0 User Manual 0a page 21 8 STATUS PAGE REPORTS The Status screen allows the IA to monitor and select uploaded spreadsheets to review The Inspection Agency will able to select a manufacturer s data via a report hyperlink To review the report details select the appropriate report hyperlink The page automatically defaults to Unverified Reports but has sorting options and filters Figure 8 1 Status Page Screen an CERTIFIED PRODUCTS DIRECTORY Status Manufacturer NFRC Reports 1A Info My Account Codes Log off Welcome shanion ia Available Filters How To Use Filtering By default this page displays the list of Unverified reports associated with your account To see reports with Report Status O ail unverified O Rejected O Accepted Failed Error Check Publishe
31. es Log off t yA Mt Yent Bs TI 7 38 P T Velcome shanlon ia GENERAL INFORMATION MATERIAL INFORMATION SIMULATION INFORMATION Lab Code SNFR Report Date 4 1 2009 Received Date 4 1 2009 Revision Date 4 11 2009 Test Date 1 1 2009 Sim Rpt Number first new Report Revision Date 2 1 2009 Size 1000mm x 2000mm Report Recieved Date Report Number Try 1 TEST VALIDATE COMMENTS Test Lab Code TNFR Standard U Factor 0 36200 Size 1200mm x 1500mm Manufacturer 123XYZ Company Thermal Break N Series New with Streamline Frame Absorptance ADDITIONAL RATINGS CERTIFICATION DATES Initial 4 3 2009 3 26 24 PM Recertification Expiration 1 1 2013 Edit Product Line RATINGS INFORMATION lt lt First lt Previous a Mewan selectProduct status change Selected To v Coe ea oea tes Frame Low E Ses 2 CPD Mfr Product Code a SHGC Soie ti Ti E internal Film Spacer Gap Widths Fill Grid Dividers Tint Status Code Number ae Resistance Emissivity Layers Surface Embossed Panel a 1 4 Lite With and first new 0 0 900000 00001 without grids XYZ T 77 Embossed Panel Fat AR Fi 00002 1 4 Lite With and first new WD WF 0 17 00 0 900000 2 0 044 2 A1 D 0 748031496062992 4 00 N NA LE 00001 without grids t XYZ T 77 Embossed Panel Fill 1 AIR o 00066 1 2 Lite With and first new WD WF 0 26 001 0 900000 2 A8 S 0 748031496062992 a 00 N NA LE 00001 without grids 7 1 Edi
32. hese two reports will not be available for any other validation If either upload is rejected the validation link is severed requiring both sheets to be uploaded again 10 2 Validation Comparison page The Validation Comparison page allows the IA to review the simulation and test data from the upload sheets using a side by side comparison The IA can NERC IA CPD 2 0 User Manual eoa page 33 do the following proceed elsewhere in the CPD add a comment reject the validation accept the validation or use the streamline process to accept the simulation and test spreadsheets and generate a product line 10 2 1 Methods to View the Validation Comparison Page The IA can proceed to the validation comparison page via two methods 1 Using the Start Validation button located on the Report Detail page or 2 After the IA has linked and started the validation process has sent a verification failed notice upon which the IA can use the hyperlink supplied in an email when the lab chooses the Notify IA button after the lab has modified the validation error 10 2 1 1 Start Validation Under the Status tab select the upload spreadsheet to view the Report Detail Page Select the Start Validation button to proceed to the validation comparison page and then select the Proceed to Validation button If the validation process has not been started for the product line see Section 10 1 For products u
33. hickness Thickness Thickness Thickness Example 1 9001 9001 1 Example pm 2 9002 9003 Validation ae 0 9001 2001 0 125 0 125 0 5 0 125 0 125 0 5 0 125 0 125 0 5 Figure 9 2 Test Report Detail Screen GENERAL INFORMATION Report Type New Mfr Name 123XYZ Company Lab Code TNFR IA Code T Uploaded By shanlon tlab Upload Date 12 21 2007 PRODUCT LINE INFORMATION Test 12 19 2007a COMMENTS Comment Creator Test Upload User Guide Example shanlon tlab 12 21 2007 10 17 16 Phi Model Series Operator Type VSDH Thermal Break Type N Specimen Size 1200mm x 1500mm Rating Procedure 2004 Add Comment PHYSICAL TEST DETAILS lt lt First lt Previous Next gt Last gt gt eal Product Number Prod Code Thermal Test O00 0 125 SHGC 001 0 125 NERC IA CPD 2 0 User Manual ioa Gap Gap Gap Gap 3 4 5 0 125 0 500 0 125 0 500 page 24 9 1 Reviewing Upload Spreadsheet The IA can review the uploaded data accept or reject the upload spreadsheet add comments and validate the simulation 9 1 1 Viewing Additional Rows of Spreadsheet The default display at the simulation report detail page is 250 rows The IA can select the pull down menu to select additional rows in 250 increments SIMULATION REPORT DETAILS lt lt First lt Previous Next gt Last gt gt Mfr Prod Code Product Pane Pane Ps Number te 1000 rows 9 1 2 Saving Comments
34. ied product line When the IA determines that the simulation data is correct and the upload is not rejected the IA can click the Group Validation button to associate this product line with a certified product line Figure 9 11 New or Recertification report type upload review screen GENERAL INFORMATION PRODUCT LINE INFORMATION CPD Number Model Series Operator Type Thermal Break Type 2004 Model Size shanlon Rating Procedure 10 28 2008 Report Number Figure 9 12 View after Group Validation button is selected Group Leader New X 2 1 75 NEW 03 06 29 NEW 06 29 2008 tr i XY2Z T 76 NEW 08 08 21 NEW 6 29 2008 MYZ T 77 Test 0018 KYZ T 78 NEW 08 06 29 SNFR ast Lair XYZ T 79 Simulation Upload 001 10282008 Multipurpose Products Group Products NFRC IA CPD 2 0 User Manual te0a1 page 29 A list of certified product lines associated with the same manufacturer will be available in the group leader If the group leader product line is not available the IA can select the Grouping Failed button to cancel the action NOTE The upload spreadsheet will still be available for processing Once the group leader product line is processed go through the Group Validation again If the group leader product line is available the IA can select the Group Products button to associate the group leader product line with the corresponding product line Figure 9 13 View after a group leader
35. igure 10 12 View of Accept Validation without streamline process Accept Validation Verification Failed F By checking this box verify that the simulation and test uploads are correct and that with to generate a Product Line 10 2 5 2 Accepting All Spreadsheets and Validation If the IA chooses to follow the method of accepting the simulation and test upload spreadsheet at the validation comparison screen proceeding with this method will conclude all the requirements to generate a product line Select the check box indicating that the IA will accept the simulation and test upload spreadsheet accepts the validation and wishes to generate a product line then select the Accept Validation button NOTE The IA shall start at the simulation spreadsheet to utilize this process Figure 10 13 View of Accept Validation with streamline process Accept Validation Verification Failed Prerrerre rrr rrrrerrrrrererrrrrirs Figure 10 14 View of Comments Added by Labs Add Comment Tafa A00F 2 10 36 l P shanlon Test lab to modify frame sash type tial AM Simulation lab modified the Size and Frame Sash Type shanlon 7 54 30 AM First review by IA on validation conparizon page labs need to verity oe oe 122212007 the size and frame and sash types 7 11 50 17 PM NFRC IA CPD 2 0 User Manual 0a1 page 39 Figure 10 15 View of Data Codes Fields Edited by Labs Frame Type va va Sash Type va va Door Desc
36. individual products statuses by selecting the desired status selecting the individual product s and clicking the Update button Refer to Section 6 3 for the different statuses Note This feature can be applied to multiple individual products desiring the same status change The IA can Select All or Deselect All the individual products in the list by using the corresponding button to the right of the Update button Figure 7 9 Changing Statuses RATINGS INFORMATION View All All XY Z T 77 00001 00001 m 00001 O 00003 O 00004 7 4 2 7 4 3 7 4 4 NERC IA CPD 2 0 User Manual eoa Select Product Status Change Status Report XYZ T 77 00002 XY Z T 77 00026 XY Z T 77 00026 9 mie a esea Frame Glazing Emissivity Layers ee densation 101 Manufacturer Voluntary Termination sistance Suspension Failed Performance Challenge Embossed Panel 1 4 Lite With and without arkis first new v 04 Product Re issued 0 900000 05 Archived Product Data nbossed Pane Lite With an f Don Embo d Panel ith and first new y 06 Do Not Print in Directory 0 900000 2 without grids 07 Product Line Expired i 08 Issue CAR only Do not Print in CPD bossed Panel 1 4 Lite With group ii a i mr i 2x first new v09 Granted 6 month Extension 0 900000 2 10 Site Built Product Line Embossed Panel 1 4 Lite With grou 11 Revocati
37. ing a validation the IA will receive an email containing a hyperlink directing the IA to the corresponding validation page Example Email Dear Username This is an automated response from the NFRC Certified Products Management System Use this URL to correct information on the associated lab report s http cod2 nfrc org test_ validate Compare example 123456789 NFRC If not logged into the CPD the login screen will first appear prior to proceeding to the validation comparison page when using the hyperlink to access the CPD Figure 10 6 View of Validation Comparison Page ax CERTIFIED PRODUCTS DIRECTORY Status Manufacturer NFRC Reports IA Info My Account Codes Log off Welcome shanlon ia SIMULATION SUMMARY TESTING SUMMARY Initial Upload Initial Validation HSXX 4 HSXX Initial Report Initial Validation Test 5 1 2009 5 1 2009 SNFR N N Pane Thickness 1 0 125 0 125 oO of Gap Fill 3 Grid Type Pane Thickness 2 0 125 0 135 of Gap Fill 4 Grid Size Pane Thickness 3 of Gap FillS Frame Emissivity Pane Thickness 4 of Gap Fill 6 Frame Absorptance Pane Thickness 5 of Gap Fill7 Frame Type Pane Thickness 6 Pane Thickness 7 Pane Thickness 8 Gap 1 Gap 7 Gap Fill 1 Gap Fill2 Gap Fill 3 Gap Fill 4 Gap FillS Gap Fill Gap Fill7 of Gap Fill 1 of Gap Fill 2 0 O P O F 0O O O O d O O O 0 O O oO 0 O d O 0O Accept Validation Verification Failed ia
38. ing link http cpd nfrc org The Inspection Agency is taken to the login screen Figure 4 1 and prompted to input a valid username and password Usernames and passwords are supplied to the user by the NFRC User can at any time in the application log off that is exit out of the CPD by clicking on the log off hyperlink Figure 4 1 Starting the NFRC Certification Database Login Screen 2 st WE RE CHANGING THE WAY FOR WINDOWS DOORS AN i cnr NFRC Products Directory NFRC Products Directory Search Se Loni To view ratings data for certified or attachment products cocina Hook please click the button below User Name Search Product Directory Password Program Film Attachments lf you are a Program Participant and do not have your login information please contact Technical Support at suppon nfre org This web site is optimized for a display resolution of 1024x768 and requires Microsoft Internet Explorer 5 0 or higher Using older browsers non compatible browsers or disabling browser features such as JavaScript will reduce site functionality and overall appearance Download the latest version of Microsoft Internet Explorer NFRC IA CPD 2 0 User Manual toan page 3 5 MANUFACTURER TAB IA HOME PAGE After logging in the user is taken to the Manufacturer screen IA Home Page see Figure 5 1 which displays a list of all manufacturers associated with the IA The listing displays the manuf
39. nder the validation process the IA will not be able to change the reports selected as matched for validation see example below Figure 10 4 Default Report Status Screen with Start Validation button r 4 i Start Validation POPE OP eeO eer eer Peer er er eee rer ererreer tere rer ts GENERAL INFORMATION PRODUCT LINE INFORMATION COMMENTS Revision Date 1 1 2007 Model Series Sim 12 19 07 O01a lA reviewing sim upload added comment shanlon ia 1422 2007 8 57 34 PM Mir Name 123XY Z Company Operator Type VSDH Sim upload with 000 User Guide Example shanlon Lab Code SNFR Thermal Break Type N IA Code T 2004 Model Size 1200mm x 1500mm Uploaded By hanlon Rating Procedure 2004 Upload Date 12 22 2007 Report Number Sim 12 19 07 001a Add Comment TAZAZ0DT 12 11 54 AM Figure 10 5 Validation Coordination page Reports previously matched are unable to be changed at this point Matching Report Unavailable Simulation Testing Series Model n 12 19 07 Model Name Product Type VSDH Product Type Sim Report Sim 12 19 07 001a Test Report Test Date 11 2007 Test Date Sim Lab SNFR Test Lab U Factor 0 35 U Factor Size 1250mm x 1550mm Size Upload Date Upload Date SDH TNFR 12 19 2007 001a D11007 TNFR 0 350 1200mm x 1500mm 12 21 2007 NERC IA CPD 2 0 User Manual eoa page 34 10 2 1 2 Email Hyperlink If the lab selects the Notify IA button when review
40. nitial Validation Test Initial Validation bA Product Type HSXX Test Report Initial Validation Test Test Date 05 01 09 Test Lab TNFR U Factor 0 362 Size 1200mm x 1500mm Upload Date 5 12 2009 Report Type New CPD Number Figure 10 3 Highlighting another Report Data Changes Matching Report Unavailable Simulation Report Model Product Type HSXX Sim Report Initial Report Test Date 5 1 2009 Sim Lab SNFR U Factor 0 35 Size 1200mm x 1500mm Upload Date 5 12 2009 Report Type New CPD Number 10 1 1 1 10 1 1 2 Report Model Decimal Test1 Decimal Validation M Product Type FXD Test Report Decimal Test 1 Test Date 01 01 09 Test Lab TNFR U Factor 0 362 Size 1200mm x 1500mm Upload Date 1 20 2009 Report Type New CPD Number Matching Report Unavailable If there is no corresponding report selecting the Matching Report Unavailable button this will cancel the process and the IA Home page will appear Using the Back button will also cancel the process Note Neither of these processes will make the reports un useable it only returns the user to the Home page or previous screen Proceed with Validation button When the corresponding report is selected from the drop down menu selecting the Proceed with Validation button will link the simulation and test report for the validation process and proceed to the Validation Comparison page T
41. not Print in CPD Individual product remains active but not reflected in directory 09 Granted 6 month Extension Product line remains active for an additional 6 months from the expiration date 10 Site Built Product Product line remains active but is not reflected on the JA billing report 11 IA Revocation This code deactivates the product line due to denial or revocation of certification authorization the product is not reflected in the directory 12 Product Line Transfers Indicates the product line has been transferred to another inspection agency NFRC IA CPD 2 0 User Manual woa page 9 6 3 1 Changing Product Line s Status To change the status of the Product Line only select the box es in the Change Line Status column for the corresponding product line s row s Choose the desired status using the pull down menu and click the Update button Figure 6 4 Changing Product Line Status Select Line Status Active Only Y Remove Paging Change status to Update Select All Deselect All Email Reports Run Reports CPD Number Grouped With Status Code Series Model Number Operator Type Initial Certification Date Certification Date Expiration Date Change Line Status Change Product Statuses Car Reports NEW 08 06 29 VSDH 9 4 2008 9 4 2008 6 29 2012 XYZ T 75 6 3 2 Changing Individual Products Statuses To change the status of the Individual Products within a product line select the b
42. on leader grids first new 12 Product Line Transfer 0 900000 Status Code The status code of the individual product option is reflected in this column Refer to Section 6 3 for definition of statuses 1 e 01 CPD This column displays the full CPD number of the individual product option 1 e X YZ T 77 00001 00001 MFR Product Code This is a free form field that manufacturers can use to enter additional information about the reference or option product which corresponds to the MFR Product Column in the simulation upload spreadsheet This field can be edited by the IA 1 Select the text or dash 1f blank hyperlink in the cell page 19 Change Status Status Code Mfr Product Code AY2 I ff Embossed Panel F 00001 1 4 Lite With and Select text 00001 without grids Result of selecting Mfr Product Code will display and edit screen Select Edit Change Status erie ee S MY2 T ff Embossed Panel 1 4 Select text Edit F 00001 Lite With and without 00001 grids 2 The Mfr Product Code field will be now editable Edit the text and select Update to save or Cancel to discard any changes Change Status Status Code Mir Product Code Select text Update Cancel F 77 00001 Embossed Panel 1 4 Lite 00001 Result of editing MFR Product Code Change CPD Mfr Prod uct Code Edit E AV2 I ff Revised MFR 00001 00001 Code by IA 3 Select the CPD Back button to di
43. ox es in the Change Product Statuses column for the corresponding product line s row s Choose the desired status using the pull down menu and click the Update button Figure 6 5 Changing Individual Product Status Select Line Status Active Only Remove Paging Change status to o 01 Manufacturer Voluntary Termination fx Update Select All Deselect All Email Reports Run Reports CPD Number creme With Status Code Series Model Number Operator Type Initial Certification Date Certification Date Expiration Date Change Line Status Change Product Statuses Car Reports XYZ T 75 NEW 08 06 29 VSDH 9 4 2008 9 4 2008 6 29 2012 XY Z T 76 NEW 08 08 21 NEW HSXX 9 6 2008 9 6 2008 1 1 2012 d 6 4 Generating CAR Reports The IA can generate CAR reports for single or multiple product lines These reports can be emailed or printed as PDF files Figure 6 6 Generating CAR Reports Check to create separate report for each product line ct All Email Reports Run Reports Change Product Statuses Car iial 6 4 1 Emailing CAR Reports To email a single or multiple CAR reports select the box es in the CAR Reports column for the corresponding product line s row s To generate separate PDF files for each CAR report select the Check to NFRC IA CPD 2 0 User Manual 0a1 page 10 create separate report for each product line box above the columns Click the Email Reports button See figure 6
44. ription 2 Door Core Fill z zs Door Skin Material Door Substructure Edge Door Panel Material U factor 0 35 0 350 Size 1200mm x 1500mm 1200mm x 1500mm o O Oo O o o 10 3 Validation of CPD 1 0 Upload Spreadsheet CPD 1 0 uploads do not go through the CPD 2 0 validation process The CPD will verify the upload type whether CPD 1 0 or CPD 2 0 Figure 10 16 Simulation Report Detail Screen for CPD 1 0 Upload PRODUCT LINE INFORMATION CPD Number NA Model Series Metal Clad Awning Operator Type PRAW Thermal Break Type N 2004 Model Size 1500mm x 600mm Rating Procedure 2004 Report Number 85379 01 201 45 R0 GENERAL INFORMATION Report Type New Revision Date 8 15 2008 Mfr Name Paramount Windows Inc Lab Code SATM IA Code K Uploaded By ASAROUFIEM 8 22 2008 File Version Report Type CPD 1 0 A CPD 1 0 will have an Enter Validation button on the screen Figure 10 17 View of Enter Validation button GENERAL INFORMATION PRODUCT LINE INFORM CPD Number Model Series Operator Type Thermal Break Type 2004 Model Size Rating Procedure Report Number File Version Report Type CPO 1 0 NFRC IA CPD 2 0 User Manual toan page 40 The IA can click on the button and enter the validation information and click the Save Validation button Figure 10 18 View of Enter Validation Screen TEST VALIDATE Test Lao Code OOOO standard ufacton rentoa C Report Revision Dat
45. s gecerescasscecesesseusscasssucecosseseasesssecueseseussscageucsesssepassieusuesuncsseattoniaes 3 4 Sron HE ADPICION ssrsaidiseriscanorin inar riras aner e Ar aN EE R rri AEE e EN ENE 3 5 Manufacturer Tab IA Home Page ssssscccccocssssccceccccssssscececcossssseceocosssssseeeeessssos 4 5 1 SELECTING A MANUFACTURER sairecoroie reae osc sue seen ene E E 5 5 1 1 Name Search sccdssccccccivacodeacsccacantacusescuiedencebsavedeeiacentassatacwiceredesoubsstatendace 5 5 1 2 Code or ID Search sasassseseeseresesesesseresssesesseresssesososresssesosssresssesosesrses 5 Fk ST e a a E E E E 6 6 Product Line Summary PALE ssoi E 7 6 1 SELECTING PRODUCT LINES STATUS VIEWING cccccccccsecceeccesssceescessceeeseeecs 7 6 2 VIEWING AMOUNT OF PRODUCT LINES cccceececcecececcececcsceccscecescscesescecesces 8 6 3 CHANONGO ESE S a a nenlyianeienns 8 6 3 1 Changing Product Line S Status 20 0 eccccccccccceeesseeeeeeeeeeeeeeeeeeees 10 6 3 2 Changing Individual Products Statuses ccccssseeseeeceeeeeeeeeeeees 10 6 4 GENERATING CAR REPORTS ccceccecceccscecceccecscecescsceccscescescscscesescescseecs 10 6 4 1 Emailing CAR Reports 20 0 cccccccccccssssseseeececeeeeaaeeeeeeeeeeeeeseaeeenees 10 OZ RU ARR COIS a E E 11 6 5 VIEWING MANUFACTURER DETAILS cccceccececcececcececcscecescsceccscecscscescscess 11 6 5 1 Viewing Available Reports ccccccccccsssessseccccccceeeeseseeeececeeeeeeeeee
46. splay entire product line with updates Manufacturer Details 7 4 5 Report Number This column displays the associated simulation report for each individual product The data in this column is generated from the report number off the corresponding simulation spreadsheet that created the individual product option when the product data was generated 7 4 5 1 Report number from initial certification A submitted simulation upload spreadsheet for initial certification generates a new product line when accepted by the IA All of the individual product options in the product line s details will have the same report number listed in the report number column from that simulation spreadsheet NFRC IA CPD 2 0 User Manual toan page 20 7 4 5 2 Revision or Addendum Report Types A submitted simulation upload spreadsheet for revisions or additions of certified options generates a revision or addendum to an existing product line when accepted by the IA Only those individual product options affected by the acceptance in the product line s details will have the updated report number listed in the report number column from that simulation spreadsheet The original report number will still be listed for the unaltered individual product options 7 4 5 3 Recertification A submitted simulation upload spreadsheet for recertification will archive previous options and generate new options to the next available option number in the product line wh
47. suring that the product information uploaded by the simulation and testing laboratory is accurate and complete e Reviewing the simulation and testing summary and accepting the data into the database e Reviewing the status of current product lines to ensure that the certification status of those product lines is accurately reflected in the system e Monitoring active product lines in the database to ensure that those product lines nearing expiration be recertified in a timely manner by notifying the manufacturer client of the need to recertify their product e Deactivating product lines that have expired e Maintaining accurate and current product line data for each manufacturer client within their certification program NFRC IA CPD 2 0 User Manual toan page 2 3 SUMMARY SPREADSHEETS There are two summary spreadsheets simulation and testing The simulation summary spreadsheet and testing summary spreadsheet for U factor Solar Heat Gain Coefficient Visible Transmittance and Condensation Resistance are designed to allow for an efficient transfer of testing data into the NFRC Online Certification Database The current summary spreadsheets and user manuals can be located on the technical documents web page on the NFRC website http www nirc org CPDInfo aspx 4 STARTING THE APPLICATION For optimum performance the application can be accessed using Internet Explorer 5 5 or higher To access the application use the follow
48. t Product Line Header Information The IA has the ability to edit the product line header data located in the general information additional ratings simulation information test validate and comment boxes by selecting the Edit Product Line button 7 1 1 Edit General Information The IA can edit the series name the operator type and the status of the product line in the General Information section Figure 7 2 Edit General Information GENERAL INFORMATION Manufacturer 123XYZ Company Series New with Streamline CPD XYZ T 77 samsa DASD Dynamic Attachment for Swinging Doors Type Item Type D Test Only No Grouped No Rating Procedure 2004 Status NFRC IA CPD 2 0 User Manual 0a1 page 15 7 1 2 7 1 3 7 1 4 7 1 5 Edit Material Information The IA can edit the Frame Absorptance of the product line in the Material Information section Figure 7 3 Edit Material Information MATERIAL INFORMATION Edit Additional Ratings The IA can edit the Air Leakage rating of the product line in the Additional Ratings section Figure 7 4 Edit Additional Ratings ADDITIONAL RATINGS Edit Certification Dates The IA can edit the recertification date and expiration date of the product line in the Certification Dates section Figure 7 5 Edit Certification Dates CERTIFICATION DATES Initial 432009 3 26 24 Phil Expiration 1 1 2013 Edit Simulation Information The
49. tact Name ll 717 555 1212 717 555 1234 Active Test Plant 10 555 Maple Avenue Anywhwere DC 20008 Contact Name Ill 555 555 1212 555 555 1212 Active mine 123 My Way or Highway 123 Again St testville md 21110 Inactive Mine too 123 My Way or Highway Nowhere md 21011 Inactive Mine Three 123 My Way or Highway Nowhere md 21011 Active Figure 6 10 Result of selecting the manufacturer s Schedule II hyperlink Select a Manufacturer 123X 2 Company CPD Number Series Model Designation Production Plant s Location XV Z T 75 NEW 08 06 29 Somewhere in St Augustine FL St Augustine FL Mickeyland MYZ T 76 NEVW 03 03 21 NEW Somewhere in St Augustine FL St Augustine FL Mickeyland MV2 1 fF Test 0014 Somewhere in St Augustine FL St Augustine FL Mickeyland 6 5 2 Adding Plants Associations After selecting the Schedule II hyperlink the IA can add a Plant to Associated Product lines by following these steps 1 Click on Add Associations button __ Add Associations Select a Manufacturer 123XYZ Company Select Plant Available Product Lines ee Product Lines Add All gt gt All Add All gt gt lt lt Remove lt Remove All Remove lt Remove All page 12 NERC IA CPD 2 0 User Manual eoa 2 Using Pull Down Arrow select a plant 123AYZ Company gt Select a Manufacturer 173X177 Plant 2 a A Product Lines National Fenestration Rating Council Office Building j
50. the product or product line per the manufacturer s request when terminating from the Certification Program or terminating a particular product from the certification program the product or NFRC IA CPD 2 0 User Manual toan page 8 product line is not reflected in the Certified Products Directory directory 02 IA Suspension This code deactivates the product line due to suspension of certification authorization the product is not reflected in the directory 03 Failed Performance Challenge This code indicates that the product failed a challenge that was submitted against it the challenge is upheld by NFRC so the product is deactivated accordingly with this code 04 Product Re issued If a manufacturer client requests that a product line series model name be changed for a particular authorized product the change is completed by coding out the previous product with this code and reissuing the product in the new series model name Reports are subsequently reissued in the new name This code deactivates the product line 05 Archived Product Data To be utilized at the individual product level and not product line level indicates that the particular product was archived at the time of recertification 06 Do Not Print in Directory Product line remains active but is not listed in the directory 07 Product Line Expired This code deactivates the product line that has expired 08 Issue CAR only Do
51. then press the Search Button To return to the manufacturer tab click on the Back Button or click the Manufacturer tab at the top of the screen Figure 5 3 Results of Name search FIND MANUFACTURER By Name By Code oriD 123472 Manufacturer Mitr Code Mtr ID Total Product Lines Active Product Lines 1243474 Company 50 Active 6 21 21 5 1 2 Code or ID Search Search by three character alpha code in the Code field type in alpha code and then press the Search Button Figure 5 4 Results of Code or ID search FIND MANUFACTURER O By Name By Code or D Manufacturer Mir Code Mfr ID Total Product Lines Active Product Lines 250 Active 6 23 a NFRC IA CPD 2 0 User Manual toai page 5 Search by a one to three digit numeric ID in the ID field type in ID number and then press the Search Button Note If the numeric ID does not match exactly a notification will occur re enter the correct ID and select search Figure 5 5 Results of this search FIND MANUFACTURER Manufacturer Mir Code Mfr ID Total Pro 1273472 Company AY 50 Actwe oo duct Lines Active Product Lines 5 1 3 Scrolling Search To select a manufacturer use the normal scrolling features mouse or screen to view the entire manufacturer list Figure 5 6 Results of this selecting the desired manufacturer an CERTIFIED PRODUCTS DIRECTORY Status Manufacturer NFRC Reports 1A Info My A

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