Guidelines on how
to register as SDF
and complete
WSP/ATR forms
Indicium SKILLS
SDF
For FOODBEVSETA
Table of Contents
1.
REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF) ............................................... 3
2.
ACCESSING ORGANISATION INFORMATION .............................................................................. 4
2.1
Organisational Contact Details................................................................................................... 6
2.2
Organisational Banking Details .................................................................................................. 7
2.3
Organisation CFO Details ........................................................................................................... 8
2.4
Training Committee ................................................................................................................... 8
3.
ACCESSING THE FORMS ............................................................................................................. 9
4.
CREATING AND COMPLETING WSP & ATR FORMS .................................................................. 11
5.
PRINT REPORT .......................................................................................................................... 18
6.
DOCUMENT UPLOAD ............................................................................................................... 19
7.
GRANTS AND LEVIES ................................................................................................................ 21
8.
Additional Notes ...................................................................................................................... 24
1. REGISTER AS A NEW SKILLS DEVELOPMENT FACILITATOR (SDF)
Steps
1
Action
To access the
system go to the
following links
2
Click on the
Register an SDF
Link on the login
page
3
Click on Register
from the
Registration
Menu
4
Capture the
person’s details
5
Click on the Save
and Proceed
button to move
to the next step.
6
Click on the
magnifying glass
to select an
Organisation to
link to your
Screenshot
External link: http://197.149.145.34/FOODBEVSETAIndicium/
Internal link: http://172.16.201.31/FOODBEVSETAIndicium/
7
8
9
profile
Type the SDL
number and then
click on the
Search button
The search result
will return the
organisation if it
exist, click on
Select button to
add it.
Upload the Letter
of Appointment
by clicking on the
Choose File
button then click
on Upload.
Once the
company is linked
and the Letter of
Appointment
uploaded, it will
appear as on the
right.
Proceed to click
the Finalise
Application
button to submit
the application
2. ACCESSING ORGANISATION INFORMATION
Steps
1
Action
Login into the
system
2
Click on Skills
menu item
Screenshot
Steps
3
Action
Click on
Organisation
from the Skills
Menu
4
Search for the
Organisation by
completing the
one of the
search criteria
fields.
5
Select the
record. The row
will be
highlighted
when selected.
Screenshot
Click on the
Action button to
open the
Organisation’s
profile
7
Confirm the
SETA data is
correct
If there is any
information to
be updated, click
on the Edit
button, then
click Save to
effect the
changes.
NOTE: Please note that the information on the right is the information that we receive from the
Department of Higher Education to upload onto the system. This information cannot be
updated. If you need to update the information of the organisation you can do it on the left
side of the screen which is the SETA DATA. Please ensure you check that the number of
employees is correct as this influences the type of forms generated.
2.1 Organisational Contact Details
The section below outlines the process for adding/editing the organisation’scontact person’s
details
Steps
1
Action
Click on
Organisation
Contact from the
Organisation
Menu
2
Click on the
Create button
Capture the
Contact’s details
and click the Save
button.
3
Screenshot
It is important for the SETA to have the contact details of the persons in the organisation. The
reason for this is to be able to communicate with the relevant people of the organisation when
the SETA wants to send out invitations to workshops or other functions.
Please ensure that the contact details are correct and confirm the details before
creating the new WSP forms.
2.2
Organisational Banking Details
The section below outlines the process for adding/editing Banking Details
Steps
1
Action
Click on
Organisation
Banking Details
from the
Organisation
Menu
2
Click on the Edit
button
3
Capture\Update
the banking
details then click
the Save button.
Screenshot
2.3
Organisation CFO Details
The section below outlines the process for adding/editing CFO’s Details
Steps
1
2
3
2.4
Action
Click on
Organisation
CFO Details
from the
Organisation
Menu
Screenshot
Click on the Edit
button
Capture the
CFO’s contact
details, then
click the Save
button.
Training Committee
This section below outlines the process for adding/editing the Training Committee member’s
details.
Step
1
Action
Click on
Training
Committee from
the
Organisation
Menu
Screenshot
2
3
4
Click on the Add
Training
Committee
button
Capture the
committee
member’s
details then click
on the Save
button.
To update the
details, click on
the record and it
will be
highlighted.
Click on the
Update button to
open the record.
Then save the
updated details
3. ACCESSING THE FORMS
The following steps needs to be followed to access the WSP/ATR Forms on W&RSETA
Indicium:
Users can only create the current financial year’s forms and no previous years.
Steps
1
Action
Login into the
system
Screenshot
Steps
2
Action
Click on Skills
menu item
3
Click on
Organisation
from the Skills
Menu
4
Search for the
Organisation by
completing the
one of the
search criteria
fields.
5
Select the
record. The row
will be
highlighted
when selected.
Click on the
Action button to
open the
Organisation’s
profile
7
Click on WSP &
ATR Forms from
the
Organisation
Menu
Screenshot
4. CREATING AND COMPLETING WSP & ATR FORMS
The section below outlines the process for creating new forms for the financial year
Steps
1.
2.
Action
Select the current
financial year
from the combo
box
The page will
refresh and the
create button will
become active.
Click on the
Create button
3.
List of all the
forms will be
displayed
4.
Click on the form
D1: Annual
Training Report
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
5.
Action
Click On form
D2:Actual
Benificiary of
Training
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
6.
Click On form D3:
Actual Adult
Education and
Training
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
7.
Action
Click On form D4:
Actual
Beneficiaries of
Training
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
8.
Click On form :
Impact
Assessment
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
9.
Action
Click On form : A1
Administration/SD
F Details
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
10.
Click On form :
A2: Provincial
Details
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
11.
Click On form B1:
Total Number of
Employment
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
12.
Action
Click On form
B2:Employment
per Occupational
Category
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
13.
Click On form :
C1: Workplace
Skills Plan
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
14.
Click On Section
:C2: Planned
Pivotal Training –
Employees
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
15.
Action
Click On Section
C3: Planned Adult
Education and
Training
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
16.
Click On Section
C4: Planned
Beneficiaries of
Training –
Employees
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
17.
Click On form : E:
Scarce Skills
Reporting
Populate the rest
of the form with
the necessary
information then
click on Save.
Once the record
is saved, one has
the option to Edit
or Remove it.
Screenshot
Steps
18.
Action
Click On form :
Checklist
The system will
display all the
form and show if
they are
completed by
Yes/No
19.
Click
on:PrintAuthrizat
ion Page
20.
Click on :Submit
Button
Once all the
forms have been
captured the SDF
can go ahead and
submit the forms
Screenshot
Steps
21.
Action
Click On the Edit
button to open
the submission
option
Screenshot
Click On the Save
button to submit
the Application
5. PRINT REPORT
The section below outlines the process of printing the Annexure 2 report.
Steps
1
Action
Click on WSP &
ATR Forms from
the Organisation
Menu
2
Select the current
financial year
from the combo
box.
The page will
refresh then click
on the print
button.
Screenshot
Steps
3
Action
Scroll to the
bottom of the
page and click on
the Download to
PDF button.
Screenshot
6. DOCUMENT UPLOAD
The section below outlines the process of uploading supporting documents
Steps
1
Action
Click on WSP &
ATR Document
Uploads from the
Organisation
Menu
Screenshot
Steps
2
Action
Select the current
Document Type
from the combo
box then click on
New Document
Button.
3
Select the
Financial Year
from the combo
box, type a small
description in the
comments
section and click
on choose file.
Click on the
Upload button to
save.
4
The saved
document should
appear at the
bottom of the
page with the
captured details
Screenshot
7. GRANTS AND LEVIES
This section below outlines the process for viewing the Company’s levies and Grants details.
Step
Action
1
Click on Grants
and Levies from
the
Organisation
Menu
2
Select a Levy
YearFrom the
dropdown
Then Click on
the Edit button
3
Click on Grants
Summary from
the Grants and
Levies Menu
4
Grant summary
for the selected
company will be
displayed for
viewing
Screenshot
5.
Click on Levies
Summary from
the Grants and
Levies Menu
6.
Levies summary
for the selected
company will be
displayed for
viewing
An explanation
on how the
levies are being
split for different
projects will be
displayed on this
page as well.
7.
Click on
Financial
Summary from
the Grants and
Levies Menu
8.
The user must be
able to update
and capture
current
information
9.
Click on EMP
201/501 from the
Grants and Levies
Menu, to view the
detail on the right
The user must be
able to update
and capture
current
information.
8. Additional Notes