Talisma Corporation Private Limited. March 4, 2015

SDMS TRAINING MANUAL FOR TRAINING PARTNERS

Talisma Corporation Private Limited. March 4, 2015

Table of Contents

Table of Contents

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Logging in to SDMS Portal (Partner Login) .................................................................................................... 3

Creating Trainers ........................................................................................................................................... 6

Creating Trainers on SDMS ....................................................................................................................... 6

Viewing all Trainers Created ..................................................................................................................... 7

Course Creation ............................................................................................................................................ 7

How to add a course? ................................................................................................................................... 8

Non-STAR Candidate Upload Process ........................................................................................................... 9

STAR Candidate Upload Process ................................................................................................................. 10

Uploading New Candidates (Insert Option) ................................................................................................ 11

Getting SDMS Enrolment Number for Uploaded Candidates ..................................................................... 13

Updating Existing Candidates (Update Option) .......................................................................................... 14

Dividing Candidates into Multiple Batches (SDMS Batch Creation Logic) .................................................. 15

Talisma Corporation Private Limited. March 4, 2015

Logging in to SDMS Portal (Partner Login)

1) Browse the URL mentioned below to open the login page on SDMS Partner portal.

http://c20.cp5.saas.talismaonline.com

The login page looks like-

Screen Shot: SDMS Login Page

2) Enter your “Username” and “Password” provided to you by NSDC and click “Login”

button.

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Screen Shot: Profile Page of Training Partner Portal

NSDC Registration Number is read-only which will be generated by SDMS and cannot be

modified. This number will be used in uploading candidate information.

Screen Shot: Training Centre

To create/ modify centres, click on “Training Centre” tab.

Talisma Corporation Private Limited. March 4, 2015

On bottom right of the page, there is a button to create a new centre.

Centre information like name, address etc. will be entered by the partner. Fields marked with *

are mandatory fields.

All centres can be viewed in the form of list under Training Centres tab. To modify details like

centre address, status, contact information-click on centre id.

Click on this page to enter

centre’s point of contact details

Talisma Corporation Private Limited. March 4, 2015

Creating Trainers

As a part of NSDC’s mandate, all training providers are expected to create a master list of all

their Trainers, similar to the process of creating master list of Training Centres.

When a new Trainer is created on SDMS, a new Trainer Id shall be generated, which needs to

be used at the time of uploading candidates.

This section provides a detailed description of the process for creating new Trainers on SDMS

and the corresponding changes in the upload excel template.

Creating Trainers on SDMS

1) Login to SDMS with your credentials

2) Go to tab “Trainers” 3) Click on the button “Create New Trainer” from bottom right of the page

4) Fill all the details of the particular trainer and Submit

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Viewing all Trainers Created

Go to “Trainers” tab

List of all Trainers belonging to the selected Centre are listed

Course Creation

Course creation will initiate course approval process by SSC. All courses created will be

forwarded to the respective SSC’s for curriculum alignment process.

Click on “Add” to

create new

course

All existing course

will be listed in

this page

Click on Course

Master ID to

modify details

Talisma Corporation Private Limited. March 4, 2015

Partners can see the real-time status of the courses under the header “QP-NOS Aligned

Course”.

How to add a course?

Course will be created for a sector

All fields marked as * are mandatory in this page. Attachment of syllabus and course curriculum

is required for approval by SSC.

Talisma Corporation Private Limited. March 4, 2015

Non-STAR Candidate Upload Process

Training Partners can upload the details of the candidates enrolled under Non-STAR on SDMS,

which shall be routed to the respective Sector Skill Councils for initiating the assessment and

certification process.

Two different options are provided-

1) One for uploading new candidates (Insert Option)

2) One for updating already uploaded candidates (Update Option)

Partner can choose the type of template by selecting the provided button

Partners are required to follow the below mentioned steps for uploading Non-STAR data-

1) Login to SDMS

2) Create Trainers

3) Create Training Centres

4) Create Courses

5) Go to tab- “Non-STAR Upload”

6) Download the latest template provided

7) Fill the excel template with the requisite candidate information

8) Upload on SDMS.

Talisma Corporation Private Limited. March 4, 2015

STAR Candidate Upload Process

Partners are required to follow the below mentioned steps for uploading STAR data-

1) Login to SDMS

2) Create Trainers

3) Create Training Centres

4) Go to tab- “STAR Upload”

5) Download the latest template provided

6) Fill the excel template with the requisite candidate information

7) Upload on SDMS.

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Uploading New Candidates (Insert Option)

1) Partner will select an option for “Insert” from portal.

2) Instead of the field for “Partner Name”, a new field “NSDC Registration Number” has

been provided in the excel template.

3) Partner needs to provide this NSDC Registration Number for each candidate he is

uploading.

4) This number can be obtained from the “Profile Details” tab.

Talisma Corporation Private Limited. March 4, 2015

5) Partner needs to browse the duly filled candidate upload excel sheet and upload it.

6) System will show a Pass/Fail status of excel upload. In case of fail, an error log will be

generated.

7) Error log will give details of the errors in the excel sheet.

8) The sheet needs to be re-uploaded after correcting the errors.

Talisma Corporation Private Limited. March 4, 2015

Getting SDMS Enrolment Number for Uploaded Candidates

1) Once the candidates are successfully uploaded on SDMS, the system will generate a

unique “SDMS Enrolment Number” for each candidate.

2) This number can be obtained either from “View Candidate Details” tab or from “Batches”

tab.

SDMS Enrolment number in View Candidate Details tab.

SDMS Enrolment number in Batches tab.

Talisma Corporation Private Limited. March 4, 2015

Updating Existing Candidates (Update Option)

1) In case where training partner needs to update some fields of candidate information,

they can do so by using bulk update feature.

2) Partner can select “Update” option.

3) Partner needs to follow the given steps to update the candidate information-

a) Use the same excel template which was used for uploading the candidates.

b) Keep de-dupe fields exactly the same as in the sheet used for uploading

candidate information.

c) The de-dupe fields used are-

1) NSDC Registration Number

2) Candidate Name

3) Name of Father/HusbandOrCareTaker

4) Job Role

5) Enrolment Number

6) Training Centre ID

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7) Enrolling for STAR Scheme?

d) Fill in the other columns which need to be updated.

e) Upload the sheet on portal.

Please note that, SDMS identifies a unique candidate enrolment based on the

de-dupe fields mentioned above. Partner needs to make sure that, while

updating fields in bulk, these 7 fields must be kept exactly the same for the

candidate for which details need to be updated.

If any of these is modified, SDMS shall create a new candidate enrolment.

Dividing Candidates into Multiple Batches (SDMS Batch Creation Logic)

In this enhancement, SDMS introduces a new field called “BatchGroupNumber”.

This is a drop-down field which will take restricted integer values (1,2,3..).

SDMS would group the candidates into batches as per the “BatchGroupNumber” along with other

existing criteria of Assessment Date, Training Centre ID and Job Role

Working Scenario-

1) Partner is uploading 100 candidates in a single sheet.

2) All candidates have the same Job Role, assessment date and all candidates belong to the same

training centre(thus having the same Centre ID)

3) Partner wants these candidates to be grouped into 4 different batches.

4) Partner needs to give different BatchGroupNumber to different set of candidates.

5) If partner wants to create 4 batches of 25 candidates each, he can put BatchGroupNumber as 1

for first 25 candidates in excel sheet, BatchGroupNumber as 2 for next 25 candidatesas so on.

6) SDMS will automatically create different batches based on the BatchGroupNumber.

Please note that, the final batch creation logic which will be followed on SDMS is-

a) Training Partner

b) Training Centre ID

c) Job Role

d) Assessment Date

e) Batch Start Date

f) Batch End Date

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g) Batch Group Number

This means that, if ‘n’ number of candidates have the same fields mentioned above, they shall be

grouped into one batch in SDMS. If any one of these fields differs, a new batch shall be created.