BC FOODSAFE Registry

User Manual

CLERICAL ROLE

Prepared by Annalisa Taylor, King’s Printer, Digital Publishing, Ministry of Citizens’ Services. Some material is based on the user manual for FOODSAFE Registry 1, ‘Using the FOODSAFE Registry’, prepared by Corinne Cook, Ministry of Health

 

King’s Printer, Digital Publishing, Ministry Citizen’s Services

Created: September 3, 2013

Updated: September 20, 2022


 

 

Contents

1       INTRODUCTION.. 5

1.1        FOODSAFE Registry. 5

1.2        Who should read this document?. 5

1.3        Legislation. 5

1.3.1     Public Health Act of British Columbia. 5

1.3.2     Freedom of Information and Protection of Privacy Act (FOIPPA) of British Columbia. 6

1.4        Contact Technical support 6

1.5        Minimum Requirements. 6

2       GETTING STARTED. 7

2.1        Access to the FOODSAFE Registry. 7

2.2        Log in to the FOODSAFE Registry. 7

2.3        FOODSAFE Registry functions. 7

2.4        Sign Out 8

2.5        Username and profile. 8

2.6        Change your password. 9

3       SEARCH STUDENTS AND INSTRUCTORS. 10

3.1        Search Students. 10

3.2        Search by Name. 11

3.3        Search for Student Who Have One Name. 12

3.4        Start a New Search / Add Criteria to a Search. 12

3.5        Search by Gender 13

3.6        Search by Birthdate. 14

3.7        Search by Personal Health Number (PHN) 14

3.8        Search by People ID. 15

3.9        Search by Province. 15

3.10      Open a student record from the search results /return to search results. 16

4       SEARCH STUDENT EXAMINATION RESULTS. 18

4.1.1     Search exam by multiple criteria. 18

4.1.2     Search by Level 1 Equivalent 20

5       SEARCH INSTRUCTORS. 21

5.1        Search Instructors by Name. 21

5.2        Search Instructor by Teaching Level and Other Criteria. 23

5.3        Search Instructors by Teaching Level Expiry Dates. 25

6       ADD CLIENT (STUDENT) 27

6.1        Add Client (Student) 27

6.2        Maximum Characters for Student Names. 31

6.3        Add Single Names. 31

6.4        Add Accents in Names. 31

6.5        Validation errors in the Student Details Form.. 32

6.5.1     Missing data in required Student Details fields. 32

6.5.2     Incorrect data format 34

6.6        Edit Student’s Details. 37

7       ADDRESS CHANGES. 38

7.1        Canada Post Guidelines. 38

7.2        Address Format Safeguards. 42

7.2.1     Open School System.. 42

7.2.2     Address Format Safeguards in the Registry. 42

8       ADD NEW EXAM.. 43

8.1        Add FoodSafe or MarketSafe Exam.. 43

8.2        Add to Queue. 45

8.3        Record a Level 1 Equivalent 45

8.4        Add a ProcessSafe Exam or Introduction to Food Microbiology Exam.. 47

9       EMAIL CERTIFICATE. 50

9.1        Email a Certificate (ProcessSafe or Introduction to Food Microbiology) 50

10         VIEW EXAMS / CERTIFICATIONS. 52

10.1      View Exam History. 52

10.2      View Exam Details. 53

11         EDIT / DELETE EXAMS. 55

11.1      Edit an Exam.. 55

11.2      Delete Student Exam.. 56

12         DELETE A STUDENT. 58

12.1      Delete Student Record (Duplicate Records) 58

12.1.1   Delete student records within your Health Authority. 58

12.1.2   Delete student records outside your Health Authority. 58

13         ADD INSTRUCTOR. 59

13.1      Create an Instructor 59

13.2      Instructor Status. 62

13.3      Add Course Level to Instructor Qualifications. 63

13.3.1   Add a new course level 63

13.3.2   Update expiry date for instructor qualifications. 65

14         PRINT CERTIFICATES. 67

14.1      Certificate Shell Types. 67

14.2      Certificate Print Settings for Adobe Acrobat Reader DC. 67

14.3      Print a Single Certificate, Wallet Card, or Mailing Label 69

14.3.1   Print Single Certificate. 69

14.3.2   Print Single Wallet Card. 74

14.3.3   Print Label – Avery 05161. 77

14.4      Print a Single Instructor Certificate. 81

14.5      Long Names in Certificates and Wallet Cards. 82

14.6      Certificate Queues - Print Batches of Certificates. 83

14.7      Print My Student Queue. 84

14.8      Print My Instructor Queue. 87

14.9      Print My MarketSafe Student Queue. 89

14.10        Print My MarketSafe Instructor Queue. 90

15         The HA-SA QUEUES. 92

15.1      All Heath Authority-Service Area Queues (HA-SA) 92

15.2      Move a Certificate from the All HA-SA Students Queue to My Student Queue. 92

15.3      Move a Certificate from the All HA-SA Instructors Queue to My Instructor Queue. 95

16         OPEN SCHOOL AND THE FOODSAFE REGISTRY. 97

16.1      Prerequisite to take FoodSafe Level 2. 97

16.2      Prerequisite to take FoodSafe Level 1 Refresher 98

16.3      FoodSafe Level 1 Equivalents. 98

16.4      Submission of Open School Exam Results for FOODSAFE Level 1 and Level 2. 98

16.5      Submission of Open School Exam Results for FOODSAFE Refresher 98

16.6      Submission of Open School Exam Results for MarketSafe. 99

16.7      Open School Roles in the Registry. 99

16.7.1   The Open School Role (FOODSAFE Level 1and 2 and MarketSafe queues) 99

16.7.2   The Open School Refresher Role. 100

16.8      Print Open School Queue - FOODSAFE Level 1 and 2 Certificates. 100

16.9      Print Open School Refresher Queue - FOODSAFE Refresher Certificates. 103

16.10        Print Open School MarketSafe Queue - MarketSafe Certificates. 105

17         BC CIPHI - Processing Out-of-Province Records from Open School 107

17.1.1   Add Client (Student) 107

17.1.2   Add New Exam.. 108

17.1.3   BC CIPHI Print Queues. 114

17.1.4   BC CIPHI Certificates. 115

18         REPORTS. 117

18.1      R01 Student Registry Report 117

18.2      R02 Student Statistical Breakdown. 121

18.3      R03 Instructor Registry Report 122

18.4      R04 Expired Instructors Report for Region. 124

18.5      R14 Refresher Certificates Report (for Refresher Role) 125

18.6      M01 FOODSAFE Products. 127

19         APPENDIX. 133

19.1      Certificate Shells and Mockups. 133

19.2      Security Matrix. 139

 


 

1        INTRODUCTION

1.1      FOODSAFE Registry

This manual describes the FOODSAFE Registry 2 web application developed by the King’s Printer (formerly Queen’s Printer), which is used by the provincial Health Authorities in British Columbia to record the names of people who have taken FOODSAFE courses, the results of their examination, and the instructors who can teach FOODSAFE courses in their respective jurisdictions.

This document describes how to search the registry, create and edit data, print FOODSAFE certificates for students and instructors, and run reports.

Specifically, this manual describes the FOODSAFE Registry 2 application, developed in 2013 by King’s Printer, Digital Publishing, to replace the FOODSAFE Registry 1 system.

The FOODSAFE Registry 2 application contains information about all the students who have taken BC FOODSAFE courses from April 1, 1986, onwards.

Historical Note:  The development of the FOODSAFE Registry 1 application included the conversion of all historical data from an older system to the FOODSAFE Registry 1. Historical records from April 1, 1986, to November 24, 1999, are labelled ‘conversion’ and are dated November 24, 1999, the date the data conversion took place. 
FOODSAFE Registry 2 contains the historical data which retains the label ‘conversion’.

FOODSAFE Level 1 Refresher: The Level 1 Refresher online course was launched by Open School BC in September 2013. This document includes Registry functions implemented in 2013 to handle Refresher certifications.

MarketSafe: This document includes updates made to the Registry to handle MarketSafe certifications. Phase 1 updates were implemented on March 29, 2015. Phase 2 updates (print queue functions) were implemented on January 22, 2016.

MarketSafe legacy data was imported into the FOODSAFE Registry on January 7, 2016.

ProcessSafe: This document includes updates made to the Registry in February 2020 to handle ProcessSafe certifications and Level 1 Equivalents.

Introduction to Food Microbiology: This document includes updates made to the Registry on August 19, 2022, to handle Introduction to Food Microbiology certifications.

1.2      Who should read this document?

This document is intended for FOODSAFE Registry users who are assigned the Clerical role in the registry. The Clerical role is a data entry role, which allows the user to search all data, enter and modify student and instructor data, print certificates, and run reports.

1.3      Legislation

1.3.1  Public Health Act of British Columbia

As the FOODSAFE Program is a legislative requirement, it is necessary to gather and store information on students in B.C. who have taken the FOODSAFE courses.

The British Columbia FOODSAFE program is authorized by the Public Health Act, Food Premises Regulation, section 10, which states that the operator of a food service establishment (or one employee while the operator is away) must have taken the FOODSAFE course (or its equivalent).

1.3.2  Freedom of Information and Protection of Privacy Act (FOIPPA) of British Columbia

The personal information used by the FOODSAFE Registry is collected in accordance with the Freedom of Information and Protection of Privacy Act, section 26. The personal information used by the FOODSAFE Registry relates directly to and is necessary for the operation of the FOODSAFE Program. 

In accordance with Section 27(1) of the FOIPPA, all personal information will be collected directly from the individual. The accuracy of FOODSAFE information is verified by the FOODSAFE client at the time the information is collected. At any time, an individual can verify the accuracy of his or her personal information held in the FOODSAFE Registry by contacting the local health office. An individual FOODSAFE client consents to this use of personal information when he or she completes a FOODSAFE form or writes a FOODSAFE exam.

An individual may have his or her own records corrected through the local health office. At the request of the individual, authorized personnel in the local health office can make corrections to any FOODSAFE information, except exam scores. If the original data entry form is still available in the local health office the authorized personnel can refer to it to check the validity of the exam scores.

Employers do not have direct access to FOODSAFE Registry information and any requests from an employer or any other party for information about a FOODSAFE client will be referred to the individual in question.
FOODSAFE information may be released to an employer (or other party) only where there is written permission from the client.

1.4      Contact Technical support

To get help with FOODSAFE Registry technical issues, please contact customer service at Crown Publications,
King’s Printer in Victoria, B.C. Please state at the beginning of your call or email that you need help with the FOODSAFE Registry.

Crown Publications, King’s Printer
Hours of operation: Monday to Friday 7:30 to 4:30
Toll-Free: 1-800-663-6105
Victoria: 250 387-6409
Email: FoodSafe.TechSupport@qp.gov.bc.ca

1.5      Minimum Requirements

You must use an up-to-date version of one of these browsers: 

·        Chrome™  

·        Firefox®  

·        Microsoft Edge  

·        Safari


 

2        GETTING STARTED

2.1      Access to the FOODSAFE Registry

·        Forgot your password?

·        Need access to the FOODSAFE Registry for a new employee?

·        Need to remove access for a departing employee?

·        Need to delete a duplicate student record?

Please contact Environmental Health Services at the BC Centre for Disease Control at fpinfo@bccdc.ca

2.2      Log in to the FOODSAFE Registry

To log in to the FOODSAFE Registry:

1.      Open your internet browser and go to the FOODSAFE Registry web address: https://foodsafe.qp.gov.bc.ca

2.      On the Log in page, enter your username and password in the data fields and click on Submit.

2.3      FOODSAFE Registry functions

The FOODSAFE Registry Clerical functions (Search, Add Client, Certificate Queue, Reports) are accessed by clicking on the icons along the top of the page.

The FOODSAFE Registry opens on the Search page, with the Students search selected as the default search.

 

2.4      Sign Out

To log off from the FOODSAFE Registry, click on the Sign out button in the top right corner of the page.

TIP: The FOODSAFE Registry will automatically time-out and sign-off after 2 hours of idleness.

2.5      Username and profile

Your username is always visible in the top right corner of the FOODSAFE Registry.

To view the details of your User Profile:

1.      Click on the username:

2.      On the User Profile page, you can review information about the Health Authority you are logged in under and which roles are assigned to your username. You can also change your password:

2.6      Change your password

To change your password:

1.      Click on your username in the top right corner:

2.      In the Change your password section of the User Profile page, enter the new password in the two password data entry fields:

3.      When you enter the password information, it is hidden from view:

4.      If you think you’ve made a mistake, click on the Clear Form button:

5.      If you are satisfied with your changes, click on the Change Password button:

 

TIP: If you forget your password and need a new one, contact Environmental Health Services at the BC Centre for Disease Control at fpinfo@bccdc.ca

3        SEARCH STUDENTS AND INSTRUCTORS

3.1      Search Students

The Students search is the default search in the search Category menu:

You can search for a student by one or more of the following search criteria:

 

TIPS

1.      To move from one search field to the next, use the Tab key.

2.      Search results are ordered alphabetically by last name and then by first name.

3.      Name searches behave like wildcard searches: 
A search for ‘Deb will return ‘Deb’, ‘Debbie’, ‘Debra’, ‘Deborah’, etc.

4.      Data can be entered in the search criteria fields in upper- or lower-case letters. Searches are case insensitive.

3.2      Search by Name

If you are not sure of the spelling of a name, enter the first few letters of the name.  The name searches behave like wildcard searches.  A search for ‘Deb’ will return ‘Deb’, ‘Debbie’, ‘Debra’, ‘Deborah’, etc.

In the following example, to search by Last Name:

1.      In the ‘Last Name’ field, enter the first few letters of the student’s last name. Example: ‘r-e’.
Click on the Search button (or hit the ‘Enter’ key on your keyboard).

2.      The name searches perform like a wildcard search and returns results for ‘Reacher, Reese, Reid’, etc.
The search results are ordered alphabetically by last name and then alphabetically by first name and middle name:

3.      To refine the search, return to the search form and enter additional data. Click on Search.

4.      Now the search results include only students with last name starting with ‘re’, and first name starting with ‘a’:

3.3      Search for Student Who Have One Name

If an individual has only one name, search for the name in the ‘First Name’ field:

 

TIP

In one-name cases, the Last Name is entered as two periods. For example:

Search Results display last name as two periods

Student Details display last name as two periods

See Section 6.3 Add Single Names

3.4      Start a New Search / Add Criteria to a Search

To add criteria to the last search you performed, simply select or enter additional criteria, and click on Search.

To start a new search, click on the Clear Search Form button, and enter new criteria.

3.5      Search by Gender

To search students by Gender:

1.      Enter any known data in the name fields and select Male, Female, X or Undetermined. You may use the mouse to access the drop-down menu, or simply type in ‘M’, ‘F’, ‘X’ or ‘U’ in the field. In this example, the search is for
last names starting with ‘re’ and ‘Female’ gender:

2.      The search results include only records for ‘Female’ and exclude records with ‘Male’, ‘X’ or ‘Undetermined’ gender:

 

Update January 2020

British Columbians who do not identify as male or female have the choice to display an ‘X’ as a third option in the gender field of the Foodsafe exam registration forms. Accordingly, a new gender value of ‘X’ has been added to the Registry. If a form is submitted without a gender selection, please enter ‘Undetermined’.

3.6      Search by Birthdate

To search by Birthdate:

1.      When you click in the Birthdate field or tab to the Birthdate field, a calendar pops open.

2.      You may enter the birthdate by clicking on a date in the calendar.

Use the back-arrow icon at the top of the calendar to navigate to earlier months and years in the calendar.

3.      Alternatively, you can enter the birthdate by typing data into the birthdate field in the following format, including dashes: YYYY-MM-DD

4.      After you enter the date, hit Enter or the Tab key and the calendar will close.

3.7      Search by Personal Health Number (PHN)

Update

In November 2017, at the request of the BC Ministry of Health, Personal Health Number (PHN) data was removed from the BC FOODSAFE Registry to comply with privacy directives from the Office of the Chief Information Officer.

As of August 2022 the Personal Health Number fields no longer display in the Registry.

3.8      Search by People ID

Every client (student or instructor) has a People ID which is a unique identifier number generated automatically by the system when a new client record is created.  The student keeps the same People ID if they become an instructor. The same people ID is applied to every certification the person achieves at the student or instructor level.

Student and Instructor records can be searched by their People ID.  The people ID is printed on all student and instructor certificates and wallet cards.

Historical Note: Students imported from the B.C. Registry 1 into Registry 2 retained the people ID created in the previous system.

3.9      Search by Province

To search students by province:

1.      Enter the two-character abbreviation for the province.
Example: BC, AB, SK

2.      The search results list student from the province entered:

 

TIPS

1.      To search by province or state, enter the two-character province or state abbreviations. Example: BC, AB, SK, YT, WA.

2.      If you are uncertain about the abbreviation, search by the first character. Example: ‘Y’ for Yukon Territory

3.10  Open a student record from the search results /return to search results

To view more detailed data for a student in the search results list:

1.      Click on the student anywhere in the row:

Students search results

Student Examination search results

2.      The Student Details page opens, displaying student details, exam history, and exam details:

3.      Under Exam History, the Level 1 exam is currently selected, as indicated by the yellow background, and the
Exam Details are displayed for the Level 1 exam: 

4.      To see the exam details for the Level 2 exam, click on Level 2 in the Exam History section. Now the Level 2 exam is highlighted by the yellow background, and the Exam Details are displayed for the Level 2 exam:

5.      To return to the Search Results page, click on the Search Results breadcrumb:

4        SEARCH STUDENT EXAMINATION RESULTS

4.1.1     Search exam by multiple criteria

To search for students who share particular attributes associated with their exam records:

1.      Select the ‘Student Examination Results’ option from the search category menu:

2.      Enter data or select options in one or more of the search criteria fields and click on the Search button.

In the following example, a search is performed for students with ‘Last Name’ starting with ‘k’, exam ‘Level 1’, from the health authority, ‘FHA – Simon Fraser Service Area’.

3.      The search results include the student’s name, exam level, exam date, exam expiry, grade (pass/fail), level 1 equivalent status, and health authority:

4.      To open a student record, click anywhere in the student row:

4.1.2    Search by Level 1 Equivalent

Some students have a food safety certification deemed equivalent to the BC Foodsafe Level 1, as verified by FoodSafe authorities. The Level 1 equivalency enables the student to register for the Foodsafe Level 2 course and receive a Level 2 certificate.

To search for students with a Level 1 Equivalency:

1.      Select the ‘Student Exam Results’ category:

2.      Select the ‘Yes’ value from the L1 Equivalency field and click on Search:

3.      In the search results, records with a Level 1 Equivalency display a ‘Yes’ result:

4.      In the student’s exam record, the Level 1 Equivalency status is displayed in the Exam History and in the
Exam Details for the Level 2 exam:

 

TIP: In a search by L1 Equivalent where the value selected is ‘No’, the search results will include records in which the L1 Equivalent field value is ‘No’ or no value selected.

5        SEARCH INSTRUCTORS

5.1      Search Instructors by Name

To search for instructors:

1.      Select the ‘Instructors’ option from the search category menu:

2.      You can search for instructors by one or more of the following search criteria:

3.      If you are looking for a particular instructor, perform a name search. In this example a search by last name ‘Sihota’ returns the following results. To view more details about the instructor, click in the row to open the record:

4.      The Instructor Details page opens and displays the instructor’s personal information, student exam history, student exam details:

Below the instructor details is the ‘Instructor Qualifications’ panel, displaying the:

·        teaching level in which the instructor is certified,

·        status of the teaching certification,

·        expiry date of the teaching certification,

·        health authority service area in which the instructor is certified to teach,

·        languages in which the instructor is authorized to teach.

5.      For instructors who are certified to teach in more than one health authority service area you can view their qualifications across all health authorities; however, you will only be able to edit, delete or print the instructor certification if you are logged in under the same health authority service area as the instructor’s certification.

In the following example, the user is logged in under ‘Vancouver / Richmond’. Therefore, they have view only capability for the FHA – Simon Fraser certifications, and can view, edit, delete and print capability for the Vancouver/Richmond certification.

5.2      Search Instructor by Teaching Level and Other Criteria

To search instructor by teaching level:

1.      Select a level from the ‘Level’ menu, and click on the Search button:

2.      The search results include all instructors in the database with a Foodsafe Level 1 teaching certification, including active and inactive certifications:

3.      To refine the search, select additional criteria. For example, select a health authority service area and the ‘active’ status, and click on Search:

4.      The search results now include a list of active instructors certified to teach in FHA – Simon Fraser:

5.3      Search Instructors by Teaching Level Expiry Dates

To search for instructors by teaching level and expiry date:

1.      Select the ‘Instructors’ option from the search category menu:

2.      Select instructor level:  Foodsafe ‘Level 1’, Foodsafe ‘Level 2’ or ‘MarketSafe’ and enter an expiry start date and end date in the expiry range fields. Click on Search:

3.      The results include all instructors whose Level 1 teaching certifications will be expiring within the date range entered:

TIP: If the instructor has certifications for more than one level expiring during the selected date range, the instructor will be listed once in the search results. Open the record to review all teaching levels.

4.      To refine the search by another parameter, such as health authority, select a value from the ‘Health Authority’ menu, and hit the Search button:

5.      The results include all instructors certified to teach Foodsafe Level 1, whose teaching certification will expire within the selected date range:

6.      To refine the search by Health Authority Service Area, select the Service Area from the Health Authority menu:

7.      The results include all instructors certified to teach Foodsafe Level 1 in the FHA Simon Fraser Service Area, whose teaching certification will expire within the selected date range:

8.      To refine the search by Teachable Language, select the language from the Teachable Language menu:

9.      The results include all instructors certified to teach Foodsafe Level 1 in the FHA Simon Fraser Service Area in the
Punjabi language, whose certification will expire within the selected date range:

 

TIPS

1.      Searches can be performed using one or more search criteria.

2.      To refine a search (search the search results) don’t clear the search results but instead, add criteria to the search form and click on the Search.

3.      To clear the search, use the Clear Search button or, or select a different search category or function.

6        ADD CLIENT (STUDENT)

6.1      Add Client (Student)

To add a new client record:

1.      Click on the Add Client button:

2.      A blank Student Details form opens:

3.      Required fields are marked in red:

4.      Enter the last name, first name, and middle name data in the appropriate fields.
Use the Tab key to move from one field to the next:

TIPS

1.      The ‘Last Name’ field has a limit of 35 characters.

2.      The ‘First Name’ field has a limit of 19 characters.

3.      The ‘Middle Name’ field has a limit of 15 characters.

4.      Data entered as lower case or Mixed Case is saved as UPPER CASE.

5.      In the birthdate field, enter the date in the following format, including hyphens: YYYY-MM-DD.
Use the
Tab key to move to the next field.  

6.      In the gender field, select one of the four options in the drop-down menu: ‘Male’, ‘Female’, ‘X’ or ‘Undetermined’.
Alternatively, type in ‘M’, ‘F’, ‘X’ or ‘U’ and then use the Tab key to go to the next field.

TIP: If a student’s form is supplied without a gender selection, please enter ‘Undetermined’.

Update January 2020

British Columbians who do not identify as male or female have the choice to display an ‘X’ as a third option in the gender field of the Foodsafe exam registration forms. Accordingly, a new gender value of ‘X’ has been added to the Registry. If a form is submitted without a gender selection, please enter ‘Undetermined’.

5.      Enter the address according to Canada Post guidelines.
The Canada Post guidelines are found on the Canada Post website:

TIP: Please take care entering this address as it is used for mailing certificates to clients.

See also Section 7.1 Canada Post Guidelines

6.      In the province field enter two characters for the province or state, for example: BC, AB, WA.

7.      In the postal code field enter the postal code with no space or enter the 5-digit zip code.
For example: V2V3A3
, 98281

8.      In the country field enter the country name (optional):

9.      In the area code field enter a three-digit code, hit the Tab key, and in the phone field, enter the seven-digit phone number with no hyphen:

10.   In the email field, enter the student’s email address including the domain.
For example, name@domain.com:  jsmith@gmail.com; john.doe@email.ca; janedoe@telus.net

11.   In the comments field, enter any comments and save the client record using Submit:

TIP: The comments field is meant for information only. At any time, an individual can verify the accuracy of their personal information held in the Foodsafe Registry by contacting their Health Authority.

6.2      Maximum Characters for Student Names

To ensure that most names will print successfully onto certificates, wallet cards, and labels, the following character limits are implemented in the FOODSAFE Registry and in the Open School registration system:

1.      First Name (given name) – maximum of 19 characters.

2.      Middle Name – maximum of 15 characters.

3.      Last Name (surname) – maximum of 35 characters.

For details on how long names are handled on certificates and wallet cards, see Section 14.5 Long Names in Certificates and Wallet Cards.

6.3      Add Single Names

If an individual’s official documentation (Passport, Care Card, Driver’s Licence) lists only one name, please enter the name in the ‘First Name’ field. In the ‘Last Name’ field, please enter two periods. For example:

Registry entry for an individual with one name

Graphical user interface, text, application

Description automatically generated

6.4      Add Accents in Names

For clients who have names containing accents, please use UTF-8 code numbers to enter the accented characters in the ‘Student Details’ form, including the first digit ‘0’.

COMMON ACCENTED CHARACTER CODES

Character

Entry

Character Name

À

Alt + 0192

Latin capital letter A with grave

Â

Alt + 0194

Latin capital letter A with circumflex

Ç

Alt + 0199

Latin capital letter C with cedilla

È

Alt + 0200

Latin capital letter E with grave

É

Alt + 0201

Latin capital letter E with acute

Ê

Alt + 0202

Latin capital letter E with circumflex

Ë

Alt + 0203

Latin capital letter E with umlaut

Ñ

Alt + 0209

Latin capital letter N with tilde

Ô

Alt + 0212

Latin capital letter O with circumflex

Ö

Alt + 0214

Latin capital letter O with umlaut

To enter a character with an accent:

1.      On your keyboard Number Pad, turn the Num Lock ON.

2.      Hold down the Alt key.

3.      Position your cursor in the name field and enter the code number using the Number Pad.
Please include the ‘0’ as the first digit in the code, for example: 0201

4.      Release the Alt key.

5.      The accented character is inserted:

 

TIPS

1.      In the ‘Student Details’ form you can enter the accented character codes for upper- or lower-case letters; the Registry saves both as upper case.

2.      Include a zero ‘0’ as the first digit in the code, for example: 0201

3.      The certificates and wallet cards display names in upper case, for example:  NOËL, HÉLÈNE

4.       A list of UTF-8 codes can be found at https://www.w3schools.com/charsets/ref_utf_latin1_supplement.asp

6.5      Validation errors in the Student Details Form

6.5.1     Missing data in required Student Details fields

If the Student Details form is submitted when required fields are blank, a red validation error message displays at the top of the form, and red borders display on fields which require data. The record cannot be submitted until the required data is entered.

To resolve the validation errors:

1.      Enter the required data and click on Submit:

2.      The data is successfully submitted and saved:

 TIPS

The required ‘Student Details’ fields are indicated below with a red border. The other fields are optional.

For the Process Safe and Introduction to Food Microbiology certifications, an email address is required to send the student their digital certificate via email.

6.5.2     Incorrect data format

If the data format is incorrect, upon ‘submit’ a red validation error message displays at the top of the form, and red borders display on the fields containing data entered in an incorrect format:

To resolve a validation error.

1.      Hover the cursor over the field to view the error message with further details:

2.      Enter the data in the proper format and Submit:

3.      The corrected data is validated, successfully submitted, and saved.

 

TIPS

1.      Data entered as lower case in required fields is saved as UPPER CASE.

2.      In fields containing drop down menus, you can use the mouse to select an option, or type in the first letter of the value, then use Tab to go to the next field.

3.      Student Details cannot be submitted to the Registry unless data is entered in all the required fields.

4.      Student Details cannot be submitted to the Registry unless data is entered in the correct format.

5.      To view a tool tip with the expected data format, hover your cursor over the field.

6.      To view a tool tip for correcting a validation error, hover your cursor over the field displaying the red border.

7.      The ‘Province’ field accepts 2 characters for a Canadian province or US state abbreviation.

For addresses supplied without a province or state, enter the two digits ‘00’.

8.      The ‘Postal Code’ field accepts a 6-characters code (no space) or a 5-digit zip code.

For example: V2V3A3, 98281

For addresses supplied without a postal code in the required format, enter ‘00000’.

9.      The ‘Telephone’ field allows seven digits, no hyphen. For example: 5551234

10.   The ‘Email’ field address must include the domain information.

For example, name@domain.com: jsmith@gmail.com; john.doe@email.ca; janedoe@telus.net

6.6      Edit Student’s Details

Note from BCCDC: Regardless of whether the student is within your Health Authority, if you have new personal information for a student, please update the personal details. For example: name, address, telephone, email.

1.      To open a student record from the search results page, click on the student row:

2.      The ‘Student Details’ page opens. Click on the Edit Student button:

3.      Enter the new data in the editable fields and click on Save Student Changes:

7        ADDRESS CHANGES

7.1      Canada Post Guidelines

When checking or updating a person’s address, please refer to the Canada Post guidelines. A correctly formatted address will ensure that the person receives their certificate and wallet card in the mail without delay.

See Canada Post examples below.

1. Civic address

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2. Civic address with additional delivery information

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3. Civic address in a rural area

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4. Postal Box address

Graphical user interface, application

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5. Postal Box address with civic address and additional delivery information

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6. Rural Route address

Graphical user interface, application

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7. Rural Route address with civic address

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8. Rural route address with additional address information

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9. General Delivery Address

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7.2      Address Format Safeguards

7.2.1      Open School System

When a student completes a food safety course with Open School BC, Open School’s system submits the student’s contact information and exam data to the Foodsafe Registry in a system-to-system transfer of data.

The Open School system has the following safeguards in place to minimize student data entry errors.

1.      Open School checks for the # symbol, commas, and periods to prevent submission of these symbols to the Registry.

2.      Open School has a separate field for unit/suite/apartment numbers. When the address is submitted to the Registry a hyphen is added between unit number and street address for insertion into the Registry’s ‘Address 1’ field.
Example: 100–6000 Main St

3.      Character limits in Open School’s address fields match character limits in the Registry address fields, to prevent truncating of data.

7.2.2     Address Format Safeguards in the Registry

For student address data that is manually entered or edited by Registry users, the following Registry safeguards are in place to minimize address formatting errors:

1.      The ‘Address 1’ field has a character limit of 25 characters.

2.      The ‘Address 2’ field has a character limit of 25 characters.

3.      The province field accepts two characters. Example: BC, WA.

4.      The postal code field accepts postal codes or zip code in the following format.

Postal Code: Six characters with no space. Example: V8V2X2

Zip Code: Five digits. Example: 98281.

5.      The Country field accepts up to 40 characters.

6.      A validation error occurs when the user attempts to save incorrectly formed data.

7.      When the cursor hovers in a data field, tool tips instruct the user on the required format.

8        ADD NEW EXAM

8.1      Add FoodSafe or MarketSafe Exam

Once the student details form has been submitted, the ‘Add New Exam’ panel displays in the student record:

To add a new exam:

1.      Click on Add New Exam:

2.      In the ‘Add New Exam’ form, make selections from each of the drop-down menus:
‘Type of Exam’, ‘Occupation’, Area of Employment’, ‘Offered By’, and ‘Language’:

3.      In theExam Date’ field, enter the exam date using the calendar, or manually enter the date in the following format, including hyphens: YYYY-MM-DD

4.      In the ‘Exam Mark’ field, enter the exam mark as a whole number:

TIPS

1.      Use numerical entries. Example: 75, 80, 100.

2.      Enter whole numbers. Do not enter decimals.

3.      Exam mark must be between 0 and 100.

4.      Do not enter a % sign.

5.      Marks required to achieve a passing grade:

a.      FoodSafe Level 1: A mark of 70 percent or greater.

b.      FoodSafe Level 2: A mark of 80 percent or greater.

c.      Foodsafe Refresher:  A mark of 80 percent or greater.

d.      MarketSafe: A mark of 70 percent or greater.

e.      ProcessSafe: A mark of 70 percent or greater.

f.       Introduction to Food Microbiology: A mark of 70 percent or greater.

5.      In the ‘Exam Comments’ field, enter any additional information about the exam:

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6.      When you have finished entering the data, click on Submit:

8.2      Add to Queue

Upon submission of a Level 1 or Level 2 exam with a passing grade, a certificate is automatically added to
‘My Student Queue’.

Upon submission of a MarketSafe exam with a passing grade, a certificate is automatically added to
‘My MarketSafe Student Queue’.

The expected use of the Add to Queue button is for cases where a reprint is required for a student within your Health Authority, and you wish to add the certificate to your queue for batch printing.

TIP: The Add to Queue button is also used to move a certificate from another user’s queue to your queue.

See Section 15.2 Move a Certificate from the All HA-SA queue to My Student Queue.

8.3      Record a Level 1 Equivalent

The BC Center for Disease Control determines the courses equivalent to a FOODSAFE course. Some students have a food safety certification deemed to be equivalent to BC FOODSAFE Level 1, as verified by FOODSAFE authorities. The Level 1 equivalent enables the student to register for the FOODSAFE Level 2 course and receive a Level 2 certificate.  The Level 1 equivalency information is associated with the Level 2 exam.

To record a Level 1 Equivalent:

1.      In the ‘Add New Exam’ form, in the ‘Type of Exam’ field, select ‘Level 2’ from the drop-down menu:

2.      When Level 2 is selected the ‘L1 Equivalent’ field is displayed:

3.      If the student has a verified FOODSAFE Level 1 equivalent, select ‘Yes’ from the menu:

 

4.      Enter the values for the remaining fields, and Submit:

 

5.      Under Exam History, a checkmark appears in the L1 Equivalent column.
Under Exam Details, the L1 Equivalent field is marked ‘Yes’:

6.      If the student has the Level 1 Equivalent plus a passing grade on the Level 2 exam, upon submit, a Level 2 certificate is automatically added to My Student Queue upon submit.

 

TIPS

1.      When adding Level 2 exams for students with a valid Level 1, in the L1 Equivalent field enter ‘No’ (or leave it blank). Both values are treated as ‘No’ when searches are performed on Level 1 equivalent = No.

2.      When a successful Level 2 exam with a Level 1 equivalent is manually submitted to the Registry, the Level 2 certificate is automatically added to My Student Queue for users with a clerical role.

3.      If the exam record is edited whereby the Level 1 Equivalent value is changed from ‘Yes’ to ‘No’, the Level 2 certificate is automatically removed from the certificate queue.

4.      The BC Center for Disease Control determines the courses equivalent to a FOODSAFE course.

For more information< please visit BCCDC’s website at:
http://www.bccdc.ca/our-services/programs/food-protection-services

8.4      Add a ProcessSafe Exam or Introduction to Food Microbiology Exam

The ProcessSafe and Introduction to Food Microbiology certifications are offered exclusively by Open School BC in an online format. Exam results are submitted to the Registry by Open School’s system. If manual entry is required:

To add a new exam:

1.      Click on Add New Exam:

2.      In the Add New Exam form, select ‘ProcessSafe’ or ‘Food Microbiology’ from the Type of Exam menu.

3.      Select options from each of the following drop-down menus:

Occupation, Area of Employment, Offered By, and Language.

Language field

The ProcessSafe and Introduction to Food Microbiology courses are only offered in English at this time.

4.      In the Exam Date field, enter the exam date using the calendar, or manually enter the date in the following format, including hyphens: YYYY-MM-DD

5.      In the Exam Mark field, enter the exam mark as a whole number:

TIPS

Exam Mark field

1.      Use numerical entries. Example: 75, 80, 100.

2.      Enter whole numbers. Do not enter decimals.

3.      Exam mark must be between 0 and 100.

4.      Do not enter a % sign.

5.      Marks required to achieve a passing grade:

a.      FoodSafe Level 1: 70 percent or greater

b.      FoodSafe Level 2: 80 percent or greater

c.      MarketSafe: 70 percent or greater

d.      ProcessSafe: 70 percent or greater

e.      Introduction to Food Microbiology: 70 percent or greater.

6.      Upon entering a number equal to or greater than the passing mark of ‘70’, a pop-up message instructs you to email the certificate to the student after the exam results are submitted, using the Email Certificate button.
Click on OK:

7.      In the Exam Comments field, enter any additional information about the exam:

8.      When you have finished entering the data, click on Submit:

 

9.      Continue to section 9 and follow the instructions for emailing the certificate.

9        EMAIL CERTIFICATE

9.1      Email a Certificate (ProcessSafe or Introduction to Food Microbiology)

To email the digital certificate to a ProcessSafe or Food Microbiology student:

1.      Select the certification under Exam History:

2.      Under Exam Details, click on the E-mail Certificate button:

TIP

If the student has no email address recorded in the student details form, you will receive a reminder message to add an e-mail address for the recipient:

 

3.      After clicking on the Email Certificate button, a pop-up message confirms that the email has been sent successfully:          

4.      The Last Emailed By field is updated with the username of the person who emailed the certificate.
The Last Emailed Date field is updated with the date that the certificate email was sent.

 

TIP

In the event that a certificate email is bounced-back, the Registry system sends a bounce-back email to feedback@foodsafe.ca at the Foodsafe Secretariat. The Foodsafe Secretariat follows up with the student and BC Centre for Disease Control, as required, to ensure the student email address is valid, and that the certificate email
is resent.

Given that Open School BC validates student emails when the students take an online course, it is expected that bounce-back emails to feedback@foodsafe.ca will be infrequent. 

10   VIEW EXAMS / CERTIFICATIONS

10.1  View Exam History

 Exam History displays a list of all the client’s FOODSAFE exams, in the following order:

1.      FOODSAFE Level 1

2.      FOODSAFE Level 2

3.      FOODSAFE Level R (level 1 refresher)

4.      MarketSafe

5.      ProcessSafe

6.      Introduction to Food Microbiology.

If multiples of a particular exam type are present, the oldest exam is at the top.

Exam History data includes:

1.      Exam Type – Level 1, Level 2, Level R, MarketSafe, ProcessSafe, and Introduction to Food Microbiology.

2.      Status – pass, fail, or expired.

3.      Expiry Date

a.      The Level 1 certification expiry date is based on the exam date + five years.

b.      The Level R certification expiry date is based on the exam date + five years.

c.      The other certifications do not have an expiry date.

4.      Health Authority – The student’s health authority service area at the time they wrote the exam.

5.      L1 Equivalent – A check mark indicating that the student has a food handler training course equivalent to the BC Foodsafe Level 1 certification, which allowed them to take FOODSAFE Level 2.  

10.2  View Exam Details

To view the details of an exam:

1.      Under Exam History, click on the exam. The selected exam is highlight in yellow.

2.      Details of the exam are displayed in the Exam Details form:

3.      A pass or fail grade is generated automatically based on the mark entered:

4.      The ‘Last Printed By’ field indicates the user who printed the certificate.
If the certificate has never been printed, the field is blank:

5.      The Last Printed Date field indicates the date that the user printed the certificate (using the print queue, or the print certificate button). 

 

TIPS

Passing Grades
A mark of 70 or greater is required to pass the Level 1 exam.

A mark of 80 or greater is required to pass the Level 2 exam.

A mark of 80 or greater is required to pass the Level 1 Refresher exam.

A mark of 70 or greater is required to pass the MarketSafe exam.

A mark of 70 or greater is required to pass the ProcessSafe exam

A mark of 70 or greater is required to pass the Introduction to Food Microbiology exam.

11   EDIT / DELETE EXAMS

11.1  Edit an Exam

To edit the student’s Exam Details:

1.      Click on the Edit button at the bottom of the Exam Details form:

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2.      Enter the changes in the editable fields, and Save Exam Changes:

 

TIPS

1.      The following fields are restricted from editing: Health Authority, Type of Exam, and Exam Date

2.      If the exam has been registered under your Health Authority service area, you will have access to the
Edit Exam and Delete Exam functions (see View 1). If the exam is registered under a different Health Authority service area than the one you are logged in under, you will not have access to the Edit Exam or Delete Exam functions (see View 2).

View 1: Edit / Delete Exam Accessible

The exam is registered under your Health Authority
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View 2: Edit / Delete Exam Restricted

The exam is registered under a different Health Authority service area.

11.2  Delete Student Exam

Note from BCCDC:  Clerical role users can only alter or delete exam records that are within their own Health Authority and Service Area. If the record is outside your Health Authority / Service Area, please forward the information to the clerical user(s) who is designated to administer that Service Area, indicating which exam records need to be changed.

Note from BCCDC: Clerical role users can update the personal information for students in any Health Authority / Service Area. If you have new personal information for a student, please update their personal details.
For example:  name, address, telephone, email.

To delete a student exam, the student exam must be under the Health Authority service area you are logged in under.  
A user logged in under one Health Authority service area cannot delete a student exam for a student exam registered under another service area.

 To delete an exam:

1.      In the following example, the user is logged in under VIHA – Capital Service Area. The student Exam is registered under the same service area. The user may delete either or both exams.

2.      To delete the Level 2 exam, click on the Level 2 exam under Exam History, to display the exam details:

3.      At the bottom of the Exam Details, click on the Delete Exam button:

4.      At the prompt, click OK:

5.      The exam is deleted and removed from the Exam History:

 

TIPS

1.      A student exam cannot be deleted from a client record when the client is certified as an instructor in the Registry.

2.      To delete an exam from an instructor record, the instructor qualifications must be deleted first.

12   DELETE A STUDENT

12.1  Delete Student Record (Duplicate Records)

You can only request deletion of a student record for a student within your own Health Authority.

To request a deletion for student within your Health Authority, see Section 12.1.1 Delete student records within your Health Authority.

If you have found a duplicate record for a student outside your Health Authority, please follow the instructions under
Section 12.1.2 Delete student records outside your Health Authority.

Note from BCCDC: If you have new personal information for a student in any Health Authority / Service Area, please update their personal details. For example: name, address, telephone, email.

Note from BCCDC: BCCDC will only delete student records that have no exam results attached to the record.

12.1.1 Delete student records within your Health Authority

If you have identified a duplicate student record within your Health Authority:

1.      Confirm that the person in one record is the same as the person in a suspected duplicate record, by comparing
(and matching) personal identifiers (middle name, birth date, address, etc.)

2.      Transfer any missing exam information, comments, etc. to the record that will be retained. Any questionable records should not be altered or deleted.

3.      Once information has been transferred over, delete any exam records attached to the duplicate record, using the Delete Exam button.

4.      Finally, advise Environmental Health Services at the BC Centre for Disease Control at fpinfo@bccdc.ca of the record to be deleted. In your email, include the student name and people ID number for the record to be deleted.

12.1.2 Delete student records outside your Health Authority

If you have identified a duplicate student record outside your Health Authority:

1.      Email Environmental Health Services at the BC Centre for Disease Control at fpinfo@bccdc.ca and include the following information:

a.      Student name

b.      Student people ID

c.      Student Health Authority

2.      The BCCDC will route these requests to the appropriate Health Authority for vetting.

13   ADD INSTRUCTOR

13.1  Create an Instructor

Attaining teaching certification as a FOODSAFE instructor involves the individual meeting several criteria, including the achievement of a valid Level 1 exam (not expired) and a Level 2 exam, with passing grades of 90% or greater for both exam levels.

Attaining teaching certification as a MarketSafe instructor involves the individual meeting several criteria, one of which is the achievement of 90% or more on the MarketSafe exam.

To promote a FOODSAFE student in the registry to a FOODSAFE instructor status:

1.      Search for the student using the Students search or Student Examination Results search:

2.      From the search results page, open the student’s record:

3.      In the student details page, if the student has passed both the FOODSAFE Level 1 and 2 exams with 90% or greater and the Level 1 exam has not expired, the ‘Make this student an instructor’ button will be displayed at the bottom of the Student Details form. Click on the Make this student an instructor button.

MarketSafe Note:

1.      If an individual has passed the MarketSafe exam with 90% or greater, and they are not already a FOODSAFE instructor, the ‘Make this student an instructor’ button displays. Click on the Make this student an instructor button to enable the Instructor Qualifications panel, and then add the MarketSafe instructor qualification.

2.      If the individual is already a FOODSAFE instructor, to add a MarketSafe instructor level, go directly to the Instructor Qualifications panel and add the MarketSafe instructor qualification. See step 4.

4.      The Instructor Qualification panel is displayed:

5.      In the Instructor Qualifications panel, select the course level the instructor is being certified to teach:

6.      Enter the expiry date for the certification; then, click on the Promote to Instructor button.

TIP: The expiry date is manual entry and is determined by the person who has the authority to certify the instructor.

7.      The student has been promoted to an instructor. The Instructor Qualifications panel displays the course level the instructor is qualified to teach, their status, teaching certification expiry date, and the Health Authority service area under which the instructor is qualified to teach:

8.      To add a Language in which the instructor is able to teach click on the Add New Language icon:

9.      Select a language from the drop down menu:

10.   Once the language is selected, click on Submit:

11.   The Teachable Language is now displayed under the Instructor Qualifications:

12.   To add any other teachable languages, repeat steps 8 to 10.

13.   When the instructor level is added to the Registry, an instructor certificate is automatically added to
My Instructors Certificate Queue. When you are ready to print the instructor certificates, see Part 14 Print Certificates.

TIPS

1.      If Instructors are qualified to teach in multiple Health Authority service areas, add teaching level qualifications for each Health Authority service area.

2.      To add qualifications for another Health Authority service area, you must be logged in to the Registry under that service area.

3.      When a MarketSafe instructor teaching level is added to the Registry, a MarketSafe Instructor certificate is automatically added to the My MarketSafe Instructors Queue.

4.      My Instructor Queue handles Instructor certificates for both FoodSafe Level 1 and Level 2 certifications.

When a Student is promoted to an Instructor, the ‘Student Details’ heading changes to ‘Instructor Details’:

13.2  Instructor Status

To add information about the status of an instructor:

1.      In the ‘Status’ field select the appropriate value, including Active, Expired, Moved, Decertified, Deceased and Other.

2.      If you have just added an instructor course level and future expiry date (not expired), the status field will automatically
default to Active status:

3.      If the instructor’s expiry date passes, the instructor status will change automatically to Expired:

To change instructor status:

1.      Click on Edit below the Instructor Level:

2.      Select the status value from the drop down menu. For example: Moved.

3.      Save the changes:

 

Historical Note: When the FOODSAFE Registry 2 was first launched on July 29, 2013, the status for existing Instructors in the Registry was defaulted to display as N/A. Users should edit the status field to assign the appropriate status for each instructor, thus replacing the N/A status.

13.3  Add Course Level to Instructor Qualifications

An Instructor Qualifications record can have three course levels assigned within each Health Authority service area:
FOODSAFE Level 1, Level 2 and MarketSafe.

13.3.1 Add a new course level

To add a Level 2 course level to an existing instructor record:

1.      In the Instructor Qualifications panel, click on Add New Level:

2.      Select Level 2 from the Level menu:

3.      Enter the date of expiry for the certification:

4.      Click on Save:

5.      To indicate a language in which the instructor is authorized to teach, click on Add New Language:

6.      In the Language drop-down menu, select a language, and Submit:

7.      Course Level 2 has been added to the instructor teaching qualifications:

8.      The Instructor’s teachable languages display below the instructor qualifications:

13.3.2 Update expiry date for instructor qualifications

When an instructor’s expiry date is approaching or has passed and you want to extend their certification under the same Health Authority service area, use the edit function to update the expiry date.

TIP: When extending a teaching expiry date, always use the Edit function. If you try to add a second course level 1 or course level 2 under the same Health Authority service area, the FOODSAFE Registry considers it a duplicate and will not save the data.  The following error message will display in the Instructor Qualifications panel.

To update the course level expiry date:

1.      Ensure you are logged in under the Health Authority service area in which the instructor is being certified to teach.

2.      In the Instructor Qualification panel, click on the Edit button below the course level you are updating:

3.      In the Expiry field, update the date to the new expiry date:

4.      Save the change:

5.      When the future expiry data is saved, the status field is automatically updated to ‘active’:

6.      You may now print a new certificate and address label for the instructor.

TIP: When a teaching certification expiry date is updated, a certificate is not added automatically to the instructor queues. To print a new certificate with the updated expiry date, either print a single certificate and label using the Print Instructor Certificate and Print Instructor Label buttons, or, for batch printing, use the Add to Queue button.


 

14   PRINT CERTIFICATES

14.1  Certificate Shell Types

There are 4 certificate shell types:

1.      FOODSAFE Student Certificate for Level 1, Level 2 and Refresher certificates

2.      FOODSAFE Student Wallet Cards for Level 1, Level 2 and Refresher certificates

3.      FOODSAFE Instructor Certificate for Level 1 and Level 2 course levels

4.      MarketSafe Certificate for student and instructor

See Appendix for images of certificates, including FOODSAFE, MarketSafe ProcessSafe and Intro to Food Microbiology

14.2  Certificate Print Settings for Adobe Acrobat Reader DC

When printing certificates, a PDF document is generated, and the document is opened in Acrobat Reader. Use the Acrobat Reader print function to send a print request to your printer.

For certificates, load certificate shells into the appropriate tray in your printer, and ensure the following settings are applied in the Acrobat ‘Print’ dialogue. These settings can affect the placement of the variable data onto the certificates (For example: name, course level, people ID).  

The following are the recommended settings for printing certificates in Adobe Acrobat Reader DC, Version 22.002.20.19.1.0. In the ‘Print’ dialogue:

1.      Select ’Actual Size’.

2.      Ensure the ‘Choose paper source by PDF page size’ checkbox is unchecked:

3.      Ensure the ‘Print on both sides of paper’ checkbox is unchecked.

4.      Ensure the ‘Orientation’ selected is ‘Landscape’:

5.      Click on the Properties button to select the appropriate ‘Paper source’. Example:  Manual feed.

 

TIP:  Depending on your printer set-up you may be able to use the Properties button or Page Setup button in the Print dialogue to access options for selecting a paper source such as a tray or manual feed:

Properties

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Page Setup

14.3  Print a Single Certificate, Wallet Card, or Mailing Label

You can print a single student certificate, wallet card or label using the Print Certificate, Print Card and Print Label buttons.

TIPS

You can print a single certificate for a student in any health authority, using the
Print Certificate, Print Card and Print Label buttons below the student’s Exam Details.

 

If the student exam is registered under a Health Authority service area different from your own, you will not have access to the Add to Queue function for the certificate.

14.3.1 Print Single Certificate

To print a certificate or replacement certificate for a single student:

1.      Open the student’s record:

2.      Under ‘Exam History’, select the exam:

3.      Now you will see the highlighted exam in the Exam Details box:

4.      Under Exam Details, click on the Print Certificate button:

5.      A certificate document is generated in PDF format. At the download prompt you will be asked if you want to Open or Save the PDF document. For this example, select Open.
(Alternatively, you can save the document first and open the document for printing afterwards).

TIP: Depending on the type of browser, the download prompt may appear as follows:

Microsoft Edge or Chrome

Firefox

6.      A PDF certificate document opens in Acrobat Reader. The file name includes the certificate type, the user who printed the certificate, and the download date.  

The variable data to be printed onto the certificate shell includes the student first name, middle name and last name, their unique people ID number, the FOODSAFE certification type, the logo of the original issuing Health Authority, and the logo for the BC Centre for Disease Control:

7.      If you need to save this document for your records, use Acrobat’s ‘Save As function.

8.      When you are ready to print, load a blank certificate shell into your printer, and use Acrobat’sPrint’ function:

9.      In the ‘Print’ dialogue, ensure the correct Acrobat Reader settings and properties are selected, and click on
the Print button. For setting details, see Section 14.2 Certificate Print settings for Adobe Acrobat Reader.

10.   When the certificate is printed, (save and) close the certificate document.

11.   The next time you open the student’s record:

a.      The ‘Last Printed By’ field will display the username of the person who printed the certificate; and,

b.      The ’Last Printed Date’ field will display the date the certificate was downloaded for printing.

14.3.2 Print Single Wallet Card

To print a single student wallet card:

1.      Open the student’s record.

2.      Under ‘Exam History’, select the exam:

3.      Under ‘Exam Details’, click on the Print Card button:

4.      A wallet card document is generated in PDF format. At the download prompt, Open (or save) the PDF document:

5.      A PDF wallet card document opens in Acrobat Reader. The file name includes the certificate type, the user who printed the certificate, and the download date.

The variable data to be printed onto the wallet card shell includes the student first name and last name, their unique people ID number, the FOODSAFE certification type, and the name of the original issuing Health Authority:

6.      If you still need to save this document for your records, use Acrobat’s ‘Save A’s function.

7.      When you are ready to print, load a blank wallet card shell to your printer, and use Acrobat’s ‘Print’ function:

8.      In the ‘Print’ dialogue, ensure the correct Acrobat Reader settings and printing source properties are selected, and click on the Print button.

Note: Ensure that the ‘Portrait’ orientation is selected for the wallet card shell.

9.      When the card is printed, (save and) close the wallet card document.

14.3.3 Print Label – Avery 05161

To print a single mailing label:

1.      Open the student’s record.

2.      Under ‘Exam History’, select the exam:

3.      Under ‘Exam Details’, click on the Print Label button:

4.      At the prompt select a numerical value indicating the position where the address will be printed on the sheet of Avery 05161 labels. If you are starting with a new sheet of labels, enter position ‘1’. If you are printing to a partially used sheet of labels, enter the first available position, and click on OK.

Graphical user interface

Description automatically generated with low confidence

 

TIP

Label position numbering

Use Avery 05161 Labels - 2 columns of 10 labels each for 20 labels total.
Positions are numbered in this format:

1

2

3

4

5

6

 

 

5.      A labels document is generated in PDF format.  At the prompt, Open (or save) the document:

6.      The PDF labels document opens in Acrobat Reader. The file name includes the document type, the user who printed the label, and the download date.

The address is displayed in selected position on the sheet of labels:

7.      If you still need to save this document for your records, use Acrobat’s ‘Save A’s function.

8.      When you are ready to print, load an Avery 05161 labels sheet to your printer, and use Acrobat’s ‘Print’ function:

9.      In the ‘Print’ dialogue, ensure the correct Acrobat Reader settings and printing source properties are selected, and click on the Print button.

Note: Ensure that the ‘Portrait’ orientation is selected for the labels sheet.

10.   When the label is printed, (save and) close the label document.

14.4  Print a Single Instructor Certificate

To print a single instructor certificate for Level 1 or Level 2 teaching levels, use the ‘Print’ functions in the ‘Instructor Qualifications’ panel. The same instructor certificate shell is used for both course level certificates.

Graphical user interface, application

Description automatically generated

 

TIP: You can only print an instructor certificate if you are logged in under the same Health Authority service area as the instructor.  If the instructor is certified in another Health Authority, you will be able to view their qualification information, but you will not be able to print a certificate for them.

See Section 14.2 Certificate Print Settings, and Section 14.3 Print a Single Certificate, Wallet Card or Mailing Label.

14.5  Long Names in Certificates and Wallet Cards

To ensure that names will print successfully onto certificates, wallet cards, and labels, the following character limits are implemented in the FOODSAFE Registry and in the Open School registration system:

1.      First Name (given name) – maximum of 19 characters.

2.      Middle Name – maximum of 15 characters.

3.      Last Name (surname) – maximum of 35 characters.

In certificates, when a student’s first name + middle name + last name exceeds 35 characters, the last name is bumped down to a second line in the certificate.

In wallet cards, when a student’s first name + last name are less than or equal to 15 characters, including a space, the first and last name are printed on one line. When first name + name exceed 15 characters, the last name is bumped down to a second line on the wallet card.

Last names longer than 28 characters will not fit on the wallet card and will be truncated.

14.6  Certificate Queues - Print Batches of Certificates

Users with the ‘clerical role’ in the registry have access to the following certificate print queues. These queues handle all the certificates added to the queue by the user, when the user and student exam share the same Health Authority service area.

A.     My Students – handle FOODSAFE Level 1 and Level 2 certificates

B.     My Instructors – handle FOODSAFE Instructor Level 1 and Level 2 teaching certificates

C.      My MarketSafe Students – handle MarketSafe certificates

D.     My MarketSafe Instructors – handle MarketSafe teaching certificates

In addition, clerical users can view the following combined queues:

A.     All Health Authority Service Area Students – displays FOODSAFE Level 1 and Level 2 certificates in the queues of all users under the same Health Authority service area

B.     All Health Authority Service Area Instructors – displays FOODSAFE Instructor Level 1 and Level 2 certificates in the queues of all users under the same Health Authority service area

C.      All Health Authority Service Area MarketSafe Students – displays MarketSafe certificates in the queues of all users under the same Health Authority service area

D.     All Health Authority Service Area MarketSafe Instructors – MarketSafe Instructor certificates in the queues of all users under the same Health Authority service area

14.7  Print My Student Queue

My Student Queue enables batch printing of FOODSAFE Level 1 and 2 certificates, wallet cards and labels.

To print all the student certificates in the queue:

1.       Click on the Print My Student Certificates button:

2.      A certificates document, containing all the certificates in the queue, is generated in PDF format. At the download prompt, click OK:

3.        Open (or save) the PDF document:

4.      A PDF certificates document opens in Adobe Acrobat Reader, containing certificates for all the students in the queue. If necessary, review the certificates by using the Acrobat Reader navigation tools:

5.      When you are ready to print the document, load the certificate shells into your printer and use Acrobat’s ‘Print’ function:

6.      In the ‘Print’ dialogue, ensure the correct Acrobat Reader settings and properties are selected, and click on the Print button. For setting details, see Section 14.2 Certificate Print settings for Adobe Acrobat Reader.

You may see a pop-up message indicating the printing is in progress.

7.      When you are finished printing, close the PDF document, and return to the certificate queue.

8.      To print the wallet cards, click on Print My Student Wallet Cards and repeat steps 2 to 7.

9.      To print the mailing labels, click on Print My Student Labels, and repeat steps 2 to 7.

10.   When you have finished printing the labels, return to the print queue and click on Clear My Student Queue:

11.   At the prompt, click OK:

14.8  Print My Instructor Queue

My Instructor Queue provides batch printing of FOODSAFE Instructor Level 1 and Level 2 certificates.

To print all the Level 1 and Level 2 instructor certificates in the queue, follow the steps in Section 14.7 Print My Student Queue, skipping the steps for the wallet card:

1.      These are the actions available in My Instructor Queue

2.      This is the variable data printed onto the FOODSAFE Instructor certificate shell:

3.      This is the FOODSAFE Instructor certificate shell:

 

TIPS

1.      When printing FOODSAFE Instructor Certificates use the ‘Instructor Certificate Shells’.

2.      To print an instructor certificate or add an instructor to My Instructor Queue you must be logged in under the same Health Authority service area in which the instructor is certified.

3.      There are no wallet cards for FOODSAFE Instructors.

14.9  Print My MarketSafe Student Queue

My MarketSafe Student Queue provides batch printing of MarketSafe certificates. 

To print all the MarketSafe certificates in the queue, follow the steps in Section 14.7 Print My Student Queue, skipping the steps for the wallet card.

These are the actions available in My MarketSafe Student Queue

1.      Click on the Print My MarketSafe Student Certificates button:

 

2.      This is the variable data printed onto the MarketSafe Student certificate shell:

 

3.      This is the MarketSafe Certificate shell:

 

TIPS

1.      The same MarketSafe certificate shell is used for both students and instructors.

2.      To add a certificate to My MarketSafe Student queue, you must be logged in under the same Health Authority service area the student’s exam is registered under.

3.      There are no wallet cards for MarketSafe students.

14.10  Print My MarketSafe Instructor Queue

My MarketSafe Instructor Queue provides batch printing for MarketSafe Instructor certificates.

To print all the MarketSafe Instructor certificates in the queue, follow the steps for under Section 14.7 Print My Student Queue, skipping the steps for the wallet card.

1.      These are the actions available in My MarketSafe Instructor Queue:

2.      This is the variable data printed onto the MarketSafe certificate shell:

3.      This is the MarketSafe Certificate shell:

 

 

TIPS

1.      The same MarketSafe certificate shell is used for both MarketSafe students and instructors.

2.      To print an instructor certificate or add an instructor certificate to the MarketSafe Instructor queue you must be logged in under the same Health Authority service area that the instructor is certified under.

3.      There are no wallet cards for MarketSafe instructors.

15   The HA-SA QUEUES

15.1  All Heath Authority-Service Area Queues (HA-SA)

There are four All HA-SA queues:

·        All HA-SA Students (FOODSAFE)

·        All HA-SA Instructors (FOODSAFE)

·        All HA-SA MarketSafe Students

·        All HA-SA MarketSafe Instructors

 

The All HA-SA queues allow you to view all the certificates in a Health Authority service area queue, including your certificate queue and the queues of all other clerical users under the same Health Authority service area. These are ‘view-only queues’. You cannot print certificates from these queues.

The All HA-SA Student Queue shows all the FOODSAFE Student certificates in your queue and the queues of all other clerical users under the same Health Authority service area.  

The All HA-SA Instructors Queue shows all the FOODSAFE Instructor certificates in your queue and the queues of all other clerical users under the same Health Authority service area.

 

The All HA-SA MarketSafe Students Queue shows all the MarketSafe Student certificates in your queue and the queues of all other clerical users under the same Health Authority service area.

 

The All HA-SA MarketSafe Instructors Queue shows all the MarketSafe Instructor certificates in your queue and the queues of all other clerical users under the same Health Authority service area.

15.2  Move a Certificate from the All HA-SA Students Queue to My Student Queue

On occasion, you may need to determine the status of a student’s certificate and expedite the printing of their certificate. If that certificate is stranded in another user’s student queue, you can move the certificate to your queue for printing. 

To move a student certificate from another user’s queue to your queue:

1.      Open the All HA-SA Students Queue:

2.      Review the certificates in the HA-SA queue. When you find the client’s certificate, open the record.
For example: Clark Kent created by user FS07CLERICALB:

3.      Under Exam Details, click on the Add to Queue button:

4.      At the prompt, select OK:

5.      Open My Student Queue. Clark Kent is now in your queue:

6.      Print the certificates in My Student Queue.

7.      Student Clark Kent has been removed from the My Student Queue for user FS07CLERICALB:

 

TIPS

1.      Use the same process to move a certificate to your queue from the ‘All HA-SA MarketSafe Student Queue’.

2.      Until you clear certificate queue, Clark Kent will still appear in the All HA-SA Queue. In the ‘Queued By’ column your username (FS07CLERICAL), will be displayed instead of the other user’s name (FS07CLERICALB).

15.3  Move a Certificate from the All HA-SA Instructors Queue to My Instructor Queue

On occasion, you may need to determine the status of an instructor’s certificate and expedite the printing of their certificate. If that certificate is stranded in another user’s instructor queue, you can move the certificate to your queue for printing. 

To move an instructor certificate from another user’s queue to your queue:

1.      Open the All HA-SA Instructors Queue:

2.      Review the certificates in the HA-SA queue. When you find the instructor’s certificate, open the record.
For example: Jane Austen created by TESTUSER2.

3.      In the Instructor Qualifications area, click on the Add to Queue button:

4.      At the prompt select OK:

5.      Open My Instructors Queue. Jane Austen is now included in your queue:

6.      Print the instructor certificates in My Instructor Queue.

 

TIPS

1.      Use the same process to move a certificate to your queue from the All HA-SA MarketSafe Instructors Queue.

2.      Until you Clear My Instructor Queue, Jane Austen will still appear in the All HA-SA Instructor Queue.
In the ‘Queued By’ column your username will be displayed.

16   OPEN SCHOOL AND THE FOODSAFE REGISTRY

System to system functions have been implemented in the FOODSAFE Registry which allow the Open School system to query the FOODSAFE Registry about student prerequisites for taking courses; and to allow Open School to submit student and exam information to the FOODSAFE Registry electronically:

16.1  Prerequisite to take FoodSafe Level 2

TIP

For information about Level 2 pre-requisites, please see the Open School site, Frequently Asked Questions:

https://www.openschool.bc.ca/foodsafe_level2/faq#a1

16.2  Prerequisite to take FoodSafe Level 1 Refresher

The Refresher course is only available to individuals who have a valid (non-expired) FoodSafe Level 1 certificate. In order to take the course, students must register online at Open School BC before the Level 1 certificate expiration date.

A valid FoodSafe Level 1 exam has a passing grade of 70% or greater and is unexpired.

If students took a different food safety course (not FOODSAFE) they are not eligible for the Refresher, even if the certificate is valid.

TIP

For more information about FoodSafe Level 1 recertification visit Open School’s recertification page:

https://www.openschool.bc.ca/foodsafe_refresher/faq

16.3  FoodSafe Level 1 Equivalents

For students who have met the requirements establishing a FOODSAFE Level 1 equivalency, the equivalent is recorded in the FOODSAFE Registry under the FOODSAFE Level 2 exam, with the Level 1 Equivalent field marked ‘Yes’. 

For Level 2 exams marked with a Level 1 equivalent that are submitted by Open School, the Level 2 certificate is automatically added to the Open School certificate queue for printing.

For a student who takes Level 2 without a Level 1 prerequisite or equivalent, their personal information and exam data is submitted to the FOODSAFE Registry, but a certificate is not added to the certificate queue, and the Print Single Certificate function is disabled.

TIPS

The BC Centre for Disease Control determines equivalencies for FOODSAFE Level 1.

For more information about out-of-province FOODSAFE Level 1 equivalents, visit:

The Open School Frequently Asked Question page at: http://foodsafe.ca/recertify.html#recert-faq7

The BCCDC Food Protection Services page at: http://www.bccdc.ca/our-services/programs/food-protection-services

16.4  Submission of Open School Exam Results for FOODSAFE Level 1 and Level 2

When a student completes the online Level 1 or Level 2 exam, Open School submits the student details and exam results electronically to the FOODSAFE Registry. For new students, new records are created. For returning students, records are updated with any changes to the student details (for example: address or phone number) and new exam results are added to their record. Each exam is registered under the student’s Health Authority.

When exams with a passing grade are submitted to the Registry, a certificate is automatically added to the
Open School Certificate Queue.

When exams with a failing grade are submitted to the Registry, a certificate is not added to the certificate queue, and the print functions are disabled for that exam.

16.5  Submission of Open School Exam Results for FOODSAFE Refresher

When a student completes the online Refresher exam, Open School submits the student details and exam results electronically to the FOODSAFE Registry. The student’s record is updated with the new Refresher exam data.

When Refresher exams with a passing grade of 80% or higher are submitted to the Registry, a certificate is automatically added to the Refresher Certificate Queue, administered by the Fraser Health Authority under the Simon Fraser default service area. 

When Refresher exams with a failing grade are submitted to the Registry, a certificate is not added to the certificate queue, and the print functions are disabled for that exam.

16.6  Submission of Open School Exam Results for MarketSafe

When a student completes the online MarketSafe exam, Open School submits the student details and exam results electronically to the FOODSAFE Registry. For new students, new records are created. For returning students, records are updated with any changes to the student details (for example: address or phone number), and new exam results are added to their record. The exam is registered under the student’s Health Authority.

When MarketSafe exams with a passing grade of 70% or higher are added to the Registry, a certificate is automatically added to the MarketSafe Open School Queue.

When MarketSafe exams with a failing grade are submitted to the Registry, a certificate is not added to the certificate queue, and the print functions are disabled for that exam.

16.7  Open School Roles in the Registry

16.7.1 The Open School Role (FOODSAFE Level 1and 2 and MarketSafe queues)

The Open School and MarketSafe Open School certificate queues are available to users with the
Clerical role + Open School add-on role + default HA Service Area. 

 

A default service area has been chosen by each Health Authority for the purpose of administering Open School’s FOODSAFE Level 1 and Level 2 records and Open School’s MarketSafe records in the Registry.

The Open School add-on role must be assigned under the default service areas in order for the clerical user to be able to access the Open School and MarketSafe Open School queues.

The default service areas for each Health Authority are as follows:

Regional Health Authority

Default Service Area

FHA (Fraser Health Authority)

6 Simon Fraser Service Area

IHA (Interior Health Authority)

2 South Okanagan Service Area

NHA (Northern Health Authority)

8 Northern Interior SA

VCH (Vancouver Coastal Health)

9 Vancouver/Richmond SA

VIHA (Vancouver Island Health Authority)

11 Capital Service Area

When Open School FOODSAFE Level 1 and 2 student records are submitted to the Registry, certificates for successful students are routed to the Open School queue and their exam results are registered under the default service areas.

When Open School MarketSafe student records are submitted to the Registry, certificates for successful students are routed to the MarketSafe Open School queue and their exam results are registered under the default service areas.

For example, if a student lives in the East Kootenay service area, their Open School record will be posted under the default service area for Interior Health, i.e., South Okanagan service area. The Health Authority field in the Exam Details will display the default service area, South Okanagan. Regardless of which Interior Health service area the student exam is registered under, their certificates will display the regional logo for Interior Health.

16.7.2  The Open School Refresher Role

The Open School Refresher certificate queue is available only to registry users with the
Clerical role + Refresher add-on role + Simon Fraser default HA Service Area. 

Regardless of the student’s Health Authority, all Refresher course exam results for B.C. students are submitted to the FOODSAFE Registry under the default service area for the Fraser Health Authority, which is the Simon Fraser
Service Area.

Fraser Health prints Refresher certificates for all B.C. students. In place of the Health Authority logo, the Open School logo is printed on all Refresher certificates.

TIP:

1.      Any Health Authority can print a replacement Refresher certificate.

2.      FOODSAFE Refresher certificates for non-BC students are handled by BC CIPHI. 

16.8  Print Open School Queue - FOODSAFE Level 1 and 2 Certificates

To open the Open School certificate queue:

1.      Click on the Certificate Queue icon and select Open School from the menu:

2.      In the Open School Queue, note that all the records are created by Open School:

3.      If you need to review a student’s details, click in the student’s row to open the record:

4.      In the student record, under Exam Details, exams submitted by Open School will include ‘Open School’ in the Offered By field, and, if applicable, the name of the Open School instructor in the Instructor field:

 

5.      To return to the Certificate Queue, click on the Certificate Queue breadcrumb above the Student Details:

6.      To print all the certificates in the queue, click on Print Open School Certificates:

7.      When prompted to download the certificates, click OK:

8.      At the Acrobat prompt, Open (or Save and Open) the PDF document:

9.      A PDF document opens in Adobe Acrobat Reader, containing certificates for all the students in the queue.
If necessary, review the certificates using the Acrobat Reader navigation tools:

10.   A document file name is automatically applied to the PDF document, containing the document type (for example: certificate, wallet card, or label), the user who printed the queue, and the date. If you haven’t already, save this document for tracking or billing purposes using the Acrobat Save As function:

11.   When you are ready to print the document, follow the print instructions in Section 14.7 Print My Student Queue, substituting the actions in the Open School Certificate Queue:

 

TIPS

1.      If any Open School records have been posted to the Registry while you were processing the queue, they will be on standby until you refresh the queue. To refresh the queue (after clearing the queue) go to the Certificate Queue menu and select the Open School queue. Any new records will display in the queue.

2.      To gain access to the Open School Queue, you must be assigned the Open School add-on role, and the appropriate default Health Authority service area. A person with the administrative role in the Registry is able to assign add-on roles and service areas.

16.9  Print Open School Refresher Queue - FOODSAFE Refresher Certificates

To open the Refresher certificate queue:

1.     Click on the Certificate Queue icon and select Refresher from the menu:

2.     In the Refresher Queue, all the records are created by Open School, and the Health Authority is always
FHA – Simon Fraser Service Area (or ‘Out of Province’ for non-BC students administered by BC CIPHI):

3.     If you need to review a student’s details, click in the student’s row to open the record:

4.     In the student record, under Exam Details, the Type of Exam is ‘Level 1 Refresher’, and Offered By is ‘Open School’:

5.     To return to the Certificate Queue, click on the Certificate Queue breadcrumb:

6.     To print all the certificates, follow steps 6 to 11 in Section 16.8 Print Open School Queue, substituting the actions available in the Refresher Queue:

7.     After you have printed the Refresher certificates you can run an R14 Report detailing the certificates posted during a given time period, and manually enter the date the certificates were printed and mailed. 
For further information, see Section 18.5 R14 Refresher Certificates Report.

8.      The Refresher certificates contain the course level ‘FOODSAFE Refresher’, a 5-year expiry date, and the
Open School logo:

 

TIPS

1.      If any Open School Refresher records have been posted to the Registry while you were processing the Refresher queue, they will be on standby until you refresh the queue. To refresh the queue (after clearing the queue) go to the Certificate Queue menu and select the Refresher queue. Any new records will display in the queue.

2.      To gain access to the Refresher Queue, you must be assigned the Refresher add-on role, and the FHA – Simon Fraser service area. A person with the administrative role in the Registry is able to assign add-on roles and
service areas.

16.10  Print Open School MarketSafe Queue - MarketSafe Certificates

To open the MarketSafe Open School queue:

1.     Click on the Certificate Queue icon and select MarketSafe Open School from the menu:

2.     In the MarketSafe Open School Queue, all the records are created by Open School:

3.     To print all the certificates in the queue, follow steps 6 to 11 in Section 16.8 Print Open School Queue, substituting the actions available in the MarketSafe Open School Queue:

4.     The MarketSafe certificates contain the course level ‘Basic Food Training Level for Temporary Market Vendors’, the date of exam completion, and the Health Authority logo:

 

TIPS

If any Open School MarketSafe records have been posted to the Registry by Open School while you were processing the queue, they will be on standby until you refresh the queue. To refresh the queue (after clearing the queue) go to the Certificate Queue menu and select the MarketSafe Open School queue. Any new records will display in the queue.

17   BC CIPHI - Processing Out-of-Province Records from Open School

Users at BC CIPHI are assigned a clerical role plus an add-on role called ‘BCCIPHI’ which enables manual entry of Open School exam records into the Registry for non-BC students who have taken exams for FOODSAFE Level 1, Level 2 and Refresher, and MarketSafe.

17.1.1    Add Client (Student)

1.     Click the Add Client button:

2.      The Student Details form opens.
Follow steps 4 to 15 in Section 6.1 Add Client.

 

TIPS

1.      The ‘Province’ field accepts 2 characters for a Canadian province or US state abbreviation.

For addresses supplied without a province or state, enter the two digits ‘00’.

2.      The ‘Postal Code’ field accepts a 6-characters code (no space) or a 5-digit zip code.

For example: V2V3A3, or 98281

For addresses supplied without a postal code in the required format, enter ‘00000’.

3.      The ‘Telephone’ field accepts seven digits, no hyphen. For example: 5551234

4.      The ‘Email’ field address must include the domain information.

For example, name@domain.com: jsmith@gmail.com; john.doe@email.ca; janedoe@telus.net

17.1.2    Add New Exam

Once the student details form has been submitted, the ‘Add New Exam’ panel displays in the student record.

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To add a new exam:

1.      Click on Add New Exam:

2.      In the ‘Type of Exam’ field, select Level 1, Level 2, Refresher or MarketSafe:

3.      In the ‘Occupation’ field, select a menu option:

4.      In the ‘Area of Employment’ field, select a menu option:

5.      In the ‘Offered By’ field select ‘go2’ or ‘Open School’:

6.      In the ‘Language’ field, select a menu option:

7.      In the ‘Exam Date’ field, enter the exam date using the calendar, or manually enter the date in the following format, including hyphens: YYYY-MM-DD

8.      In the ‘Exam Mark’ field, enter the mark as a whole number:

9.      If an Open School instructor name has been submitted with the exam results emailed by Open School, enter the name in the ‘Comments’ field:

10.   When you have finished entering the exam data, click on Submit:

11.   Once the exam is submitted, the Student Details page will display a summary of the exam(s) under ‘Exam History’, and the details of the selected exam under ‘Exam Details’:

12.   Under ‘Exam History’ and ‘Exam Details’, the pass or fail grade status is generated automatically based on the mark entered:

13.   Under ‘Exam History’, the expiry dates for Level 1 and Level 1 Refresher are generated automatically based on the date of exam plus 5 years. There are no expiry dates on Level 2 and MarketSafe certifications.

14.   Under ‘Health Authority’, the ‘Out of Province’ code is entered automatically for records entered by
the BCCIPHI role:

15.   Under the ‘Offered By’ field the ‘Open School’ or ‘Go2’ value is displayed:

16.   When FOODSAFE Level 1 or Level 2 exam with a passing grade is submitted, a certificate is automatically added to
My Students Queue for printing.

When a FOODSAFE Refresher exam with a passing grade is submitted, a certificate is automatically added to the Refresher Queue for printing.

When a MarketSafe exam with a passing grade is submitted, a certificate is automatically added to
My MarketSafe Students queue.

TIPS

Marks required to achieve a passing grade

Foodsafe Level 1: A mark of 70 percent or greater.

Foodsafe Level 2: A mark of 80 percent or greater.

Foodsafe Refresher:  A mark of 80 percent or greater.

MarketSafe: A mark of 70 percent or greater is required.

17.1.3 BC CIPHI Print Queues

To print the certificates in the queues:

1.      Click on the Certificate Queue icon to select a queue:

2.      My Students Queue: Print FOODSAFE Level 1 and 2 certificates. See Section 14.7 Print My Student Queue

My MarketSafe Student Queue: Print MarketSafe certificates. See Section 14.9 Print My MarketSafe Student Queue

Refresher Queue: Print FOODSAFE Refresher certificates. See Section 16.9 Print Refresher Queue.

For information on the All HA-SA queues, see Part 15 The HA-SA Queues

TIPS

1.      To print FOODSAFE certificates, use the same FOODSAFE certificate shell for all levels (1, 2 and Refresher)

2.      To print MarketSafe certificates use the MarketSafe certificate shell.


 

17.1.4 BC CIPHI Certificates

FOODSAFE Level 1 and 2 Certificates

Display the BC CIPHI Logo

FOODSAFE Level 1 and Level 2 wallet cards

Displays the ‘BC Branch – CIPHI’ name


 

The FOODSAFE Refresher Certificate

Displays the Open School logo

The FOODSAFE Refresher Wallet Card

Displays the Open School name


 

The MarketSafe Certificatew

Displays the BC CIPHI logo.

For more information on printing certificates, see Part 14 Print Certificates

18   REPORTS

The following reports can be created in the FOODSAFE Registry. Access is determined by the user role.

18.1  R01 Student Registry Report

The R01 report lists all students in the users Health Authority service area who wrote their Level 1, Level 2 and Refresher exams during the date range selected. The report includes name, address, telephone number, exam date, exam mark, area of employment, language, occupation and where the exams were offered. The Level 1 students are listed first, followed by the Level 2 students and the Level 1 Refresher students, in alphabetical order.

To run a report:

1.      Click on the Reports icon:

2.      On the Reports page, select a report from the drop-down menu:

3.      If the report selected displays date fields, enter a start date and end date. You can use the calendar to select dates, or enter dates manually in the following format, Including hyphens: YYYY-MM-DD.

For example: 2020-01-01 to 2022-07-31.

Graphical user interface, application

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A picture containing table

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4.      Click on the Submit button:

5.      A report document in PDF format is generated. At the download prompt, open (or save) the document:

6.      A PDF report document opens in Acrobat Reader. The file name includes the report type (R01), the user who printed the certificate, and the download date. 

Graphical user interface, text, application, Word

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7.      Review the report using the navigation tools in Acrobat Reader:

Graphical user interface

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Text

Description automatically generated with medium confidence

Table

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8.      You can save and print the document, using the Acrobat Reader functions.

TIPS

1.      Reports R01, R02, and R10 require a date range to be entered.

2.      Reports R03, R04, and R11, require no date range. 

3.      Report M01 is selected by fiscal year and is generated in CSV format, readable in Excel.


 

18.2  R02 Student Statistical Breakdown

The R02 report lists the following student data for the user’s Health Authority service area:

Part One counts the number and percentage of students who passed FOODSAFE Level 1, Level 2 and Refresher exams according to their Occupation and their Area of Employment

Part Two counts the number and percentage of passes and fails for Level 1 Level 2 and Refresher exams.

Part Three counts the number and percentage of Level 1, Level 2 and Refresher exams taken according to the type of facility where the exam was offered.

Part Four lists the number and percentage of Level 1, Level 2 and Refresher exams by the language of the exam.

18.3  R03 Instructor Registry Report

The R03 report lists all the instructors who are certified to teach in the user’s Health Authority service area. The report shows the name, address, telephone number, teachable languages, expiry date, and the other Health Authority service areas in which the instructor is authorized to teach.  No date range is required to run this report.

 

18.4  R04 Expired Instructors Report for Region

The R04 report lists the expired instructors in the user’s Health Authority service area. It includes the instructor’s name, address, telephone number, teachable languages, all the Health Authorities in which they are registered to teach and the expiry dates for their Level 1 and Level 2 certifications.

 

18.5  R14 Refresher Certificates Report (for Refresher Role)

The R14 Refresher Certificates Report is for users with a Clerical plus Refresher role in the registry, who are tasked with processing Refresher certificates for all Open School Refresher course students in British Columbia. To run an R14 report, the user must have the Refresher security role assigned to them.

The R14 report lists the number of Refresher certificates (with passing grades) posted by Open School to the FOODSAFE Registry during a selected time period. Only students with a passing grade of 80% will be posted to the Refresher print queue.  The report is used for tracking printing of Refresher certificates, and for billing and reporting purposes.

To run an R14 Report:

1.      Click on the Reports icon:

2.      Select R14 from the menu:

3.      Enter the date range for the period you are processing and submit:

4.      At the Adobe Reader prompt, Open or Save the report:

5.      A Report in PDF format opens and has been named with the report type, the username, and date of the report:

6.      The R14 report contains a numbered list of successful students whose Refresher certificates were posted to the FOODSAFE Registry Refresher certificate queue during the date range entered. The report includes the student’s unique People ID number, their name, address, and created date (the date Open School posts the student’s Refresher course data to the FOODSAFE Registry) and blank columns for filling in the printed date and mailed date:

7.      Save and print the report, then manually enter the dates the certificates were printed and mailed in the ‘Printed Date’ and ‘Mailed Date’ columns:

TIP: When Refresher certificates are printed from the Refresher queue, each student’s record will have the printed date entered automatically under the Last Printed field in the Exam Details:

The user who printed the certificates is included inthe Printed By field:

8.      Use the business protocols established by your office to generate an invoice for billing, based on the information in the R14 report.

TIP: The R14 report is based on BC students whose exam results are submitted to Fraser Health. The Report does not include Out of Province/Country Refresher students submitted by Open School to BC CIPHI for issuance of certificates.

 


18.6  M01 FOODSAFE Products

The M01 FOODSAFE Products Report is based on Registry data for the following exams: FOODSAFE Level 1, Level 2, Refresher; MarketSafe; ProcessSafe and Introduction to Food Microbiology.

The report produces data by Province and by Regional Health Authority. Currently exam data resides in the Registry under the old ‘service areas’. Each Regional Health Authority has several service areas.

For the M01 report, the service area data is amalgamated into the appropriate Regional Health Authorities to produce reporting by Regional Health Authority.

Personal data is not included in the M01 Report.

The report is based on fiscal year.

The report is generated in CSV format and can be read using Excel.

Sample:

Part 1 - Instructors Currently Certified to Teach FOODSAFE Products – YYYY/MM/DD

Graphical user interface, application, table, Excel

Description automatically generated

Part 2: Instructors Currently Certified to teach FOODSAFE Products by Teachable Language – YYYY/MM/DD

Table

Description automatically generated

Part 3: Instructor Certification Expiry During Fiscal Year

Includes Teaching Certifications for Fodosafe Level 1, Level 2, Refresher, MarketSafe

Table

Description automatically generated

 

Part 4: Student Enrolment in FOODSAFE Products and Comparsion with Previous Fiscal Years

Includes FOODSAFE Level 1, Level 2, Refresher; Marketsafe; ProcessSafe, Intro to Food Microbiology

Graphical user interface, application, table, Excel

Description automatically generated

Part 5: Student Enrolment in FOODSAFE Products – Fiscal Year Comparison

Includes FOODSAFE Level 1, Level 2, Refresher; Marketsafe; ProcessSafe, Intro to Food Microbiology

Graphical user interface, application, table, Excel

Description automatically generated

Part 6: Product Success Rates by Mode of Delivery During Fiscal Year

Includes FOODSAFE Level 1, Level 2, Refresher; Marketsafe; ProcessSafe, Intro to Food Microbiology

Graphical user interface, application, table, Excel

Description automatically generated

Part 7: Language of Exams Written – YYYY/MM/DD

Table

Description automatically generated

Part 8: FOODSAFE Level 1 – Student Certification Expiry by Health Authority During Fiscal Year (five year expiration)

Table

Description automatically generated

Part 9: Student Enrolment in FOODSAFE Products – Fiscal Quarter Comparison

Includes FOODSAFE Level 1, Level 2, Refresher; Marketsafe; ProcessSafe, Intro to Food Microbiology

Graphical user interface, application, table, Excel

Description automatically generated

 


 

19   APPENDIX

19.1  Certificate Shells and Mockups

FOODSAFE Student Certificate Shell (BC and Yukon)

FOODSAFE Student Certificate Mockup, including variable data

 


 

FOODSAFE Instructor Certificate Shell BC

FOODSAFE Instructor Certificate Mockup, including variable data


 

FOODSAFE Wallet Card Shell and Mockup with variable data – Level 1, Level 2, Refresher

MarketSafe Student / Instructor Shell


 

MarketSafe Student Mockup with variable data

MarketSafe Instructor Mockup with variable data

 

ProcessSafe Digital Certificate

Introduction to Food Microbiology Digital Certificate

19.2  Security Matrix

Created:  January 22, 2020

Updated: August 30, 2022

C = Create, add new data

R = Read – view data

U = Update – modify data

D = Delete data

Y = Yes, able to perform that function or run that report

N = No, not able to perform that function or run that report

Roles



Function

EHO

Clerical

Clerical + Open School Queue
(add-on role)

Clerical + Refresher Queue
(add-on role)

Clerical +
BC CIPHI

(add-on role)

Admin

Ministry

Client personal info

Student/Instructor

R
(excluding contact info)

CRUD

CRUD

CRUD

CRUD

CRUD

R
(including contact info)

FOODSAFE

Student Exam Details

R

CRU

CRU

CRU

CRU

CRU

R

Delete Student Exam

N

Y

Y

Y

Y

N

N

Instructor Levels

R

CRUD

CRUD

CRUD

CRUD

CRUD

R

Print Student Certificate (single)

N

Y

Y

Y

Y

Y

N

Print Student Certificates
(batch queues)

N

Y

Y

Y

Y

N

N

Print Instructor Certificate
(single)

N

Y

Y

Y

Y

Y

N

Print Instructor Certificates
(batch queues)

N

Y

Y

Y

N

N

N

Print replacement certificates for any HA service area

N

Y

Y

Y

Y

Y

N

Print Open School Level 1 and 2 Certificates
(OS batch queue)

N

N

Y

N

N

N

N

Print Open School Refresher Certificates
(R batch queue)

N

N

N

Y

Y

N

N

Report R01
Student Registry

Y

Y

Y

Y

Y

N

Y

Report R02
Student Stats Breakdown

Y

Y

Y

Y

Y

N

Y

R03
Instructor Registry

Y

Y

Y

Y

Y

N

Y

R04
Expired Instructors

Y

Y

Y

Y

Y

N

Y

Report R10
Prov Breakdown of Student Exam

N

N

N

N

N

Y

Y

Report R11
Prov Breakdown of Instructor Stats

N

N

N

N

N

Y

Y

Report R13
Instructor email bounce-back

Y

Y

Y

Y

Y

Y

N

Report R14
Refresher Certificates

N

N

N

Y

N

N

N

Report M01
FOODSAFE PRODUCTS

N

Y

Y

Y

N

Y

Y

Change Password

Y

Y

Y

Y

Y

Y

Y

Create user + role

N

N

N

N

N

Y

N

Re-set passwords

N

N

N

N

N

Y

N

Activate/deactivate users

N

N

N

N

N

Y

N

Delete client record (student/instructor)

N

N

N

N

N

Y

N

Change instructor email message and schedule

N

N

N

N

N

Y

N

Enter Open School Out-of-Province records manually

N

N

N

N

Y

N

N

MARKETSAFE

Student Exam Details

R

CRU

CRU

CRU

CRU

CRU

R

Delete Student Exam

N

Y

Y

Y

Y

N

N

Instructor Levels

R

CRUD

CRUD

CRUD

CRUD

CRUD

R

Print Student Certificate (single)

N

Y

Y

Y

Y

Y

N

Print Student Certificates
(batch queues)

N

Y

Y

Y

Y

N

N

Print Instructor Certificate (single)

N

Y

Y

Y

Y

Y

N

Print Instructor Certificates
(batch queues)

N

Y

Y

Y

N

N

N

PROCESS SAFE

Student Exam Details

R

CRU

CRU

CRU

CRU

CRU

R

Delete Student Exam

N

Y

Y

Y

Y

N

N

Email Certificate

N

Y

Y

Y

Y

Y

N

Print Student Certificate (single)

N

Y

Y

Y

Y

Y

N

INTRO TO FOOD MICROBIOLOGY

Student Exam Details

R

CRU

CRU

CRU

CRU

CRU

R

Delete Student Exam

N

Y

Y

Y

Y

N

N

Email Certificate

N

Y

Y

Y

Y

Y

N

Print Student Certificate (single)

N

Y

Y

Y

Y

Y

N

Function

EHO

Clerical

Clerical + Open School Queue

Clerical + Refresher Queue

Clerical +
BC CIPHI

Admin

Ministry

 

EDIT DETAILS

Roles

Function

EHO

Clerical 

(HA same
as student)

Clerical

(HA different from student)

Clerical
BC CIPHI

(HA same
as student)

Clerical

BC CIPHI

(HA different from student)

Admin

Ministry

Edit Student Details

 

Last Name,
First Name,
Middle Name

N

Y

Y

Y

Y

Y

N

People ID

N

N

N

N

N

N

N

Birth Date

N

Y

Y

Y

Y

Y

N

Gender

N/A

Y

Y

Y

Y

Y

N

Address 1

N/A

Y

Y

Y

Y

Y

N

Address 2

N/A

Y

Y

Y

Y

Y

N

City

N/A

Y

Y

Y

Y

Y

N

Province

N/A

Y

Y

Y

Y

Y

N

Postal Code

N/A

Y

Y

Y

Y

Y

N

Area Code/Telephone

N/A

Y

Y

Y

Y

Y

N

Email

N/A

Y

Y

Y

Y

Y

N

Comments

N/A

Y

Y

Y

Y

Y

N

Exam Details

 

Health Authority

N

N

N

N

N

Y

N

Occupation

N

Y

N

Y

N

Y

N

Area of Employment

N

Y

N

Y

N

Y

N

Type of Exam

N

N

N

N

N

Y

N

Level 1 Equivalent

N

Y

N

Y

N

Y

N

Offered By

N

Y

N

N

N

Y

N

Language

N

Y

N

Y

N

Y

N

Exam Date

N

N

N

N

N

N

N

Exam Mark

N

Y

N

Y

N

Y

N

Comments

N

Y

N

Y

N

Y

N

Roles

Function

EHO

Clerical

(HA same as instructor)

Clerical

(HA different from instructor)

Clerical
BC CIPHI

(HA same as instructor)

Clerical

BC CIPHI

(HA different from instructor)

Admin

Ministry

Instructor Qualifications

 

Level

N

N

N

N

N

N

N

Status

Y

Y

Y

Y

N

Y

N

Expiry date

N

Y

N

Y

N

Y

N

Health Authority

N

N

N

N

N

N

N

Languages

N

CD

N

CD

N

CD

N