help - Economic operators

User manual

 

 

Below you will find a complete guide to use the application.

We will continuously update this page with the last updates of the application.

 

help – economic operators

User manual

This manual details the steps to be followed for using the “Ridis” platform. This is the platform for generating identifiers for economic operators, places for business, machinery, unitary identifiers and aggregated identifiers

Content

Accessing the Platform

Accessing the platform is done by accessing the address:

www.ridis.ro.

User Registration

If the user is not registered, the registration option, which is customized for retailer economic operators, respectively for manufacturers, distributors and importers, will be selected.

The user will fill in all fields within the registration form:

    • Name – The data entered must be only from letters;
    • First Name – The data entered must be only from letters;
    • Email – The email address must be valid, because it will be request to be confirmed;
    • Password – must contain a minimum letter in uppercase, one in lowercase, a number, and a minimum of 8 characters;
    • Password Confirmation – The password must be the same with the one entered in the Password field.

The registration will be completed by pressing the Register button.

The user will be emailed the confirmation of the created account and the address (link) of its activation. The user will also be able to relay the verification code if the email has not been successfully received.←CONTENT 

User profile configuration

After the account activation process, the user will be redirected to the profile page where it will be necessary to complete some additional information for the final configuration of the user’s account.

The required fields to fill are marked with “*”and are required to complete the record.

The required fields are:

    • Name
    • First Name
    • Birthday;
    • Sex

Additional fields that can be added and subsequently after the registration is complete:

    • Phone
    • Mobile
    • Address

After completing the data, check the acceptance of the “Terms and conditions” and save the profile.←CONTENT 

Organization profile configuration

The main menu also selects the “Current organization” option, in this case the user is redirected to the profile configuration page of the organization it belongs to.

Note: This option is important for users in the contract with CNIN and for whom CNIN issues invoices.

On the left side the user can add the visual details of the organization.

The organization’s identification data is completed on the right. The required fields are marked with “*”. After filling the fields, the Save button will be activated.

Required fields:

    • Name
    • Acronym
    • Email

Additional fields:

    • Registration number;
    • Description
    • Service description;
    • Active starting from the date;
    • Address
    • Contact methods.←CONTENT 

General Features

This section describes the general features of the Ridis platform.

 

Main Menu

 

The main menu of the app is accessed using the icon on the left side up (“Hamburger menu”).

Within it, the user can access the following resourcesMy cases;

    • User profile;
    • Current domain;
    • The current organization;
    • Terms and conditions;
    • Disconnect.←CONTENT 

User profile

The user profile can be changed and updated at any time. You can find the configuration details in the “User profile Configuration” chapter.

Domain configuration

From the main menu, select the “Current domain” option that will open theCurrent user’s connectionDetails windowto the application services. The following items can be configured:

    • The current group;

This group is assigned to the database (the current tenant) to which the user connects.

    • The current sub-group.

This sub-Group is specific to the user’s company current selected.

Note: The current domain option is used when a user has rights to use for multiple domains (tenants) or companies.

If the user belongs to multiple groups/Sub-groups, it can change them, so he can benefit from the access at the installed environments or to companies from which the user is a part.  ←CONTENT 

Advanced Search

Within the platform there are a number of filters and methods for quickly retrieving cases from the system. To achieve that, you can select the Advanced Search button/icon, in the main page.

 

Advanced search criteria are:

    • Services

      Service options are those specific to the implementation of Ridis, as shown in the image below:

      • Generate Aggregated level identifiers;
      • Generate Unit level identifiers;
      • Create Economic operators;
      • Create Facility;
      • Create Machine.←CUPRINS 
    • User ratings

      It will display all users within the currently selected subgroup (the company from which the connected user belongs).

    • The importance

      The importance of cases configured by the user:

      • Unimportant
      • Important
      • Very important;
    • Criticality;

      Criticalityof the cases configured by the user:

      • Critical
      • Uncritical
    • Status of cases;

      Available options:

      • New
      • Closed
      • Open
    • Date of last modified product on the case;

      Available options:

      • Anytime
      • Last hour;
      • The last 24 hours;
      • Last week;
      • Last month;
      • Last year;
      • Custom range.

When selecting a custom range, the user will have the following options available:

After selecting the search options, you can save this filter. The filter is useful for further searches.

The newly saved filter can be seen on the menu.

You can also select to activate the predefined search..

Notifications

The app will show real-time notifications based on the specifics of the cases..

Cases Management

This section description the general elements within the platform pertaining to the management of use cases within the Ridis solution.

 

View Cases

After connecting to Ridis, the user will be redirected to the main page. In the “My Cases” section, you can see all the previously recorded cases as well as their status.

On the right side of the screen, the notification pane generated by the cases is retrieved.     ←CONTENT 

Creating cases

Creating a new case is done by pressing the add “+” button. Creating the following types of Cases is available:

    • Generate Aggregated level identifiers;
    • Generate Unit level identifiers;
    • Create Economic operators;
    • Create Facility;
    • Create Machine.

Security constraints

There are 4 main roles within the platform:

    • Retailer
    • Manufacturer
    • Importer
    • Distributor

Depending on the user’s role, it can add different types of cases. The main rules for creating cases are listed below.

    • All roles can add Economic operators and Facilities;
    • Machine-type cases can only be added by manufacturers;
    • Generating of Aggregated level identifiersand Unit level identifierscan be made by Manufacturers, Importers and Distributors.←CUPRINS

Management of “Economic operators”

This case of use treats the registration process of economic operators involved in the trade in tobacco products, including export, from the manufacturer to the retail sale.

Economic operators shall request the CNIN through the Ridisplatformto issue an economic operator identification code. The request must contain the data referred inregulation EC 574/2018. ←CONTENT 

 

Create new Economic operator

 

For the registration of a new economic operator, the option “Create Economic Operators” (CEO) is chosen..

Before being redirected to the registration form of the new economic operator, it is necessary to accept the terms and conditions of registration.

After accepting them, at the top, you can see the case type, the status of the case (new, open, closed), the person who created the case and the date of its creation.

In the top right there is the case closure button that redirects the user to the list of cases page.

In the left pane, you can find details related to the case such as:

    • The case number;
    • Persons responsible for the execution of the case.

Changing the importance of the case can be done by acting the specific icon:

In the right pane, the Economic operator registration form is found. Mandatory fields are recognized upon the“*” markand are required to complete and validate the form.

The Save button will not activate until all required fields are filled in.

After saving the form, the user is redirected to a pre-view and confirmation page of the data about the new economic operator to be registered.

The user verifies all data entered and validate them to be registered in the European Register of Economic operators. Viewing all data entered is done by pressing the “…” button (or above the document) and modifying them is done by accessing the Edit button.

If all data has been entered correctly, the economic operator registration request is sent by pressing the “Send” button that will open a window with a confirmation message.←CONTENT

Update an Economic operator

If the data has been wrongly entered, it can be edited by pressing the Edit button (green circle with a pen icon inside) that will redirect the user to the economic operator’s edit page.

After completing the data, save the form and validate the data entered by pressing the Send button to the European register of economic operators.

Generating the Economic operator code

If the filled data are valid, it is possible to send the data to the European Register. An identification code of the economic operator, according to the policy CNIN for generating the identifiers of Economic operators, will be generate and the European Register will be updated.

Deactivate an Economic operator

If it you want to deactivate a previously created Economic operator, this can be done by pressing the “Deactivate Economic operator” button.

This option will open a window to add the deactivation details.

Once the request for deactivation is completed and saved, the user will be redirected to the case history page, where by pressing the Send button it will disable the Economic operator.

Once the economic operator has been deactivated, the case will be closed. ←CONTENT 

Filtering of “Economic Operator” type cases

Cases of “Create Economic Operator” type will have the following filtering characteristics:

    • The importance
    • The case number;
    • Name of the Economic operator;
    • Abbreviated name;
    • Tax identification number
    • Email
    • Code EO – Economic operator code;
    • Status

The display features for this type of case can be configured by each user in part as can be seen in the figure below.

Status of “Economic operator” type cases

“Economic operator” cases can have 3 states that signify:

    • New – The case was created, but:
      • No data was entered,
      • Data was entered, but the “Save” button was not pressed;
      • Data was entered, saved, but the “Send” button was not pressed
    • Open – The case was created, the necessary data was filled in, the data was saved, the “Send” button was pressed and thedata was recorded in the European Register;
    • Closed – The case was created and sent, the data was recorded in the European register, but subsequently the Economic operator was deactivated←CONTENT;

Management of “Facilities”

This case of use treats the process of registering the Facilities belonging to Economic operators, involved in trade in tobacco products, from manufacture to the first retail outlet. ←CONTENT 

 

Create new Facility

For the registration of a new Facility, you choose the “Create Facility” (CF) option.

Before being redirected to the registration form of the new Facility, it is necessary to accept the terms and conditions of registration.

At the top, you can see the case type, case status (new, open, closed), the person who created the case and the date of its creation.

The request must contain the required data according to EC regulation 574/2018.

The user will be able to validate the data entered for the Facility by pressing the Send button that will publish the data to the European register.

After submitting requests, Ridis generate a Facility identification code according to the CNIN policy of generating Facilities codes.←CONTENT

Update a Facility

By pressing the Facility editing button (green circle with a pen icon inside), the user will be redirected to the edit screen of the Facility.

Any modification to the details of the Facility, also requires a reference to the data in the European register who will be updated too.

Generating the Facility code

If the filled data are valid, it is possible to send the data to the European Register. An identification code of the Facility, according to the policy of CNN for generating the identifiers of Facilities, will be generate and the European Register will be updated.

Deactivate a Facility

If it you want to deactivate a previously created Facility, this can be doneby pressing the “Deactivate Facility” button.

This option will open a window to add the deactivation details.

Once the request for deactivation is completed and saved, the user will be redirected to the case history page. Here, by pressing the Send button it will disable the Machine and the case will be closed.←CONTENT

Filtering of “Facility” type Cases

The “Create Facility” cases will have the following filtering features:

    • The importance
    • The case number;
    • Code EO – Economic operator code;
    • CODE F – Facility code;
    • Type F – Facility type;
    • Status

Status of “Facility” type cases

“Facility” cases can have 3 states that signify:

    • New – The case was created, but:
      • No data was entered,
      • Data was entered, but the “Save” button was not pressed;
      • Data was entered, saved, but the “Send” button was not pressed
    • Open – The case was created, the necessary data was filled in, the data was saved, the “Send” button was pressed and thedata was recorded in the European Register;
    • Closed – The case was created and sent, the data was recorded in the European register, but subsequently the Facility was deactivated←CONTENT ;

    <

Management of “Machines”

This case of use treats the process of registration of machines belonging to producers involved in trade in tobacco products.←CONTENT 

 

Create new Machine

For the registration of a new Facility, you choose the “Create Facility” (CF) option.

After accepting the terms and conditions the user must fill in the fields required for creating the case.

In the right pane, we will find the form to fill outMandatory fields are recognized after “*” and are required to complete and validate the form. The Save button will not activate until all required fields are filled in.

Update a Machine

By pressing the Machine editing button (green circle with a pen icon inside), the user will be redirected to the edit screen of the Machine.

Generating the Machine code

If the filled data are valid, it is possible to send the data to the European Register. An identification code of the Machine, according to the policy of CNN for generating the identifiers of Machines, will be generate and the European Register will be updated.

Deactivate a Machine

If it you want to deactivate a previously created Machine, this can be doneby pressing the “Deactivate Machine” button.

This option will open a window to add the deactivation details.

Once the request for deactivation is completed and saved, the user will be redirected to the case history page. Here, by pressing the Send button it will disable the Machine and the case will be closed.←CONTENT 

Filtering of “Machine” type cases

“Machine” cases will have the following filtering features:

    • The importance
    • The case number;
    • Code EO – Economic operator code;
    • CODE F – Facility code;
    • CODE M – Machine code;
    • Manufacturer
    • Number of equipment;
    • Status

Status of “Machine” type cases

“Machine” cases can have 3 states that signify:

    • New – The case was created, but:
      • No data was entered,
      • Data was entered, but the “Save” button was not pressed;
      • Data was entered, saved, but the “Send” button was not pressed
    • Open – The case was created, the necessary data was filled in, the data was saved, the “Send” button was pressed and thedata was recorded in the European Register;
    • Closed – The case was created and sent, the data was recorded in the European register, but subsequently the Machine was deactivated←CONTENT ;

Management of “Generating Unit Level Identifiers

This case of use treats the process of generating unit level identifiers by manufacturers or importers of tobacco products.←CONTENT  

Request of unit level identifiers

The user selects the option of Generating unit level identifiers and is redirected to the unit level identifiers request form.

The manufacturer or importer shall request in Ridis the issuance of Unit level identifiers. The request must contain the required data under EC Regulation 574/2018.

The user will be able to validate the data entered and by pressing the Send button to send the request.

The “ID issuer” platform waits for a business day before the unit codes are generated, during which time the user can cancel the request.

Request of unit level identifiers in emergency mode or with printing


The manufacturer may request in Ridis the issuance of unit level identifiers as an emergency procedure with electronic or physical delivery mode. After selecting options, the process continues with the following customizations:

    • In case of emergency, the codes are generated immediately;
    • When the emergency is not selected, the codes are generated within one business day after sending the request.←CONTENT  

Cancel the request

If the period of one working day has not expired, since the request for generating unit level identifiers has been sent, the request may be cancelled.

Status of “Unit Level Identifiers” type Cases

“Unit Level Identifiers” cases can have 3 states that signify:

 

    • New– The case was created, but:
      • No data was entered,
      • Data was entered, but the “Save” button was not pressed;
      • Data was entered, saved, but the “Send” button was not pressed
    • Open – The case was created, the necessary data was filled in, the data was saved and the “Send” button was pressed;
    • Closed-The case was created and sent:
      • after passing the 24-hour interval, the unit series were issued
      • the data validated and sent were incorrect, and the series could not be issued
      • the user has cancelled the request within the 24-hour interval from the moment it was sent.

Management of “Generating of aggregated level identifiers”

This case of use treats the process of generating aggregated level identifiers to manufacturers, importers and distributors.←CONTENT  

Request of aggregated level identifiers

The manufacturer, importer or distributors shall request the release of aggregated level identifiers to the CNIN.

After accepting the conditions, the user is redirected to the form required to release aggregated level identifiers. This form must contain the required data under EU regulation 574/2018.

The manufacturer, importer or distributor verifies the data entered and can edit them if they have been wrongly entered.

After entering all the correct data, the request is sent.

The “ID issuer” platform waits for a business day. During this time, the user can cancel the request.

Request of aggregated level identifiers in emergency mode or with printing


The manufacturer may request in Ridis the issuance of aggregated level identifiers in an emergency mode with electronic or physical delivery mode. After selecting options, the process continues with the following customizations:

    • In case of emergency, the codes are generated immediately;
    • When the emergency is not selected, the codes are generated within one business day after sending the request;←CONTENT  

Cancel the request

If the period of one working day has not expired since the request for generating aggregated level identifiershas been sent, the request may be cancelled.

Status of “Aggregate Level Identifiers” type Cases

“Aggregate Level Identifier ” cases can have 3 states that signify:

 

    • New– The case was created, but:
      • No data was entered,
      • Data was entered, but the “Save” button was not pressed;
      • Data was entered, saved, but the “Send” button was not pressed
    • Open – The case was created, the necessary data was filled in, the data was saved and the “Send” button was pressed;
    • Closed-The case was created and sent:
      • after passing the 24-hour interval, the aggregate series were issued
      • the data validated and sent were incorrect, and the series could not be issued
      • the user has cancelled the request within the 24-hour interval from the moment it was sent.