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Onboarding Instructions for Windows devices

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Prerequisite: The user has a license key available and a user in the CertifierOS portal  

Note: Depending on the device and software version, the user experience may differ from the one described below. 

PREPROD Environment 

  1. Install the desktop application file for testing in PREPROD environment. The application is available here: Osapiens.Operations_1.4.7.0_x86_x64.appxbundle 
  1. Download the installation file and follow the instructions presented on the screen 
  1. Note that the application needs to be installed directly to the device where the application is intended to be used 
  1. Once the application has been installed, open the application 
  1. Enter the license key and select “Activate Device” A black background with text and a key

Description automatically generated 
  1. In the next screen, select “Synchronize” so that organizational settings of your CB are imported 
  1. Enter the username and password of the user who will use the mobile application. The username and password are the same that are used to log in to the online portal for Certifier OS 
  1. The user should now see the audit overview screen and the different audits that have been assigned to the user 

LIVE Environment 

  1. Install the desktop application file for testing in PREPROD environment. The application is available here: Osapiens.Operations_1.4.7.0_x86_x64.appxbundle 
  1. Download the installation file and follow the instructions presented on the screen 
  1. Note that the application needs to be installed directly to the device where the application is intended to be used 
  1. Once the application has been installed, open the application 
  1. Enter the license key and select “Activate Device” A black background with text and a key

Description automatically generated 
  1. In the next screen, select “Synchronize” so that organizational settings of your CB are imported 
  1. Enter the username and password of the user who will use the mobile application. The username and password are the same that are used to log in to the online portal for Certifier OS 
  1. The user should now see the audit overview screen and the different audits that have been assigned to the user