In this guide, we will outline a comprehensive, step-by-step process for auditors with Audit Firm Admin rights to initiate a CMA for a facility that is not yet registered on RBA Online. Carefully follow the instructions below to ensure a smooth submission.

Step 1: Log into RBA Online

To start the process, navigate to the RBA Online using a web browser. Once there, you will be prompted to enter your login credentials. Ensure that you input the correct username and password associated with your account. After entering your details, proceed to log in. As an auditor with Audit Firm Admin rights, you will have access to specific functionalities and features that are essential for conducting your CMA audits effectively. Make sure you are familiar with the platform's layout and tools to maximize your efficiency while performing your duties.

Step 2: Navigate to the CMAs Section

After successfully logging into your account, direct your attention to the menu on the left side of the homepage. Once there, click on the option labeled “Audit”  from this menu, and select "My CMAs" to proceed with your tasks.

Step 3: Download the Facility Template

In the My CMAs section of the application, you will find an option prominently labeled "Download Facility Template." 

By clicking on this option, you will initiate the download of an Excel template specifically designed to assist you. This template systematically collects and organizes all relevant details pertaining to the facility or facilities for which a CMA is to be raised. Utilizing this template will streamline the process, ensuring that all critical information is gathered efficiently and accurately, making it easier for you to complete your CMA submission confidently.

Step 4: Complete the Facility Template

Open the downloaded Excel template and fill in the required information for each facility as follows:

• Facility Name
• Facility Local Name
• Parent Company Name
• Address Line 1
• Address Line 2
• City
• State/Province/Region
• Postal/Zip Code
• Country or Region
• Business Type
• Audit Type
• Are all production buildings in the facility included in the assessment? (Yes/No)
• Is the assessment limited to customer production lines? (Yes/No)
• Audit Firm
• Audit Firm Office
• Audit Firm Office POC Email
• Ensure that all relevant details are correctly filled out.

Step 5: Save and Upload the Completed Template

Upon completing the template, ensure to save the Excel file securely on your computer to preserve the information you have entered. Once you have saved the file, navigate back to the RBA Online platform. Within the platform, locate the section labeled 'My CMAs' and click on the option that says 'Initiate CMAs' to begin the process. 

It is important to note that this specific option is exclusively available to auditors with Audit Firm Admin rights, underscoring the need for appropriate access permissions to effectively undertake these actions.

Step 6: Submit the CMA Request

A pop-up window will appear, prompting you to enter your details. Provide the name of the requesting company. Upload the completed Facility Template from your device. After entering all required information and uploading the file, click on 'Initiate' to proceed with submitting the CMA request.

Following these outlined steps will enable auditors to effectively raise a CMA for any facility that is not registered on RBA Online. Should you have any questions or require further assistance during this process, do not hesitate to reach out for support. |