Stakeholder Manual ETDP SETA: Skills Indicium · Stakeholder Manual 06 ETDP SETA: Skills Indicium:...

Stakeholder Manual

00 ETDP SETA: Skills Indicium: Stakeholder Manual

Stakeholder Manual

ETDP SETA: Skills Indicium February 2017

Stakeholder Manual


Table of Contents

1 VERSION CONTROL ..................................................................................... 3

1.1 Document Details ............................................................................................................ 3

1.2 Revision History .............................................................................................................. 3

2 INTRODUCTION .......................................................................................... 3

2.1 Purpose of this document ................................................................................................. 3

2.2 Terms and Definitions ...................................................................................................... 3

3 TECHNICAL INFORMATION ........................................................................... 3

3.1 Browsers ........................................................................................................................ 3

3.2 Minimum Hardware Requirements ..................................................................................... 3

4 PROCESS ................................................................................................... 4

5 NAVIGATION .............................................................................................. 4

6 ACCESSING INDICIUM ................................................................................. 6

6.1 Indicium Landing Page ..................................................................................................... 6

6.2 Forgotten Password ......................................................................................................... 6

7 SDF REGISTRATION .................................................................................... 8

7.1 Application Details ........................................................................................................... 8

7.2 Organisation Details ...................................................................................................... 13

8 ORGANISATION PROFILE ........................................................................... 16

8.1 Organisation Details ...................................................................................................... 16

8.2 Organisation Contacts .................................................................................................... 20

8.3 Organisation Banking Details .......................................................................................... 23

8.4 Organisation Training Committee Details .......................................................................... 27

8.5 Organisation CFO Details ................................................................................................ 30

9 ANNEXURE II WSPR COMPLETION ............................................................... 33

9.1 Navigation .................................................................................................................... 33 9.1.1 How to get to the forms ............................................................................................ 33

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9.1.2 Note to SDF ............................................................................................................. 35

9.2 Forms .......................................................................................................................... 37 9.2.1 Online Capturing ...................................................................................................... 37

9.2.1.1 Small(Public/Private) ........................................................................................... 37 9.2.1.1.1 Forms ............................................................................................................. 37 9.2.1.1.2 Rules per form ................................................................................................. 38

9.2.1.2 Private ............................................................................................................... 40 9.2.1.2.1 Forms ............................................................................................................. 40 9.2.1.2.2 Rules per form ................................................................................................. 41

9.2.1.3 Public ................................................................................................................ 45 9.2.1.3.1 Forms ............................................................................................................. 45 9.2.1.3.2 Rules per form ................................................................................................. 46

9.2.1.4 PDE ................................................................................................................... 47 9.2.1.4.1 Forms ............................................................................................................. 47 9.2.1.4.2 Rules per form ................................................................................................. 48

Stakeholder Manual


1 Version Control 1.1 Document Details Version V0.1

Author Alize Groenewald

Contributors ETDP SETA: Skills Team

1.2 Revision History VERSION DATE BY WHOM CHANGES V0.1 February 2017 Alize Groenewald Original Manual

2 Introduction 2.1 Purpose of this document The purpose of this document is to ensure that Skills Development Facilitators (SDFs) are equipped with all the

information pertaining to the ETDP SETA Indicium system. This will therefore permit the facilitator to register as an ETDP SETA Indicium SDF and will enable the SDF to comply with the submission of the Annexure II WSP/ATR by the legislative due date (30 April 2017).

2.2 Terms and Definitions The following terms are used in this document

# Term / Acronym Definition

1 Indicium Latin for Information – name of the system developed for ETPD SETA.

2 SDF Skills Development Facilitator

3 WSP Workplace Skills Plan

4 ATR Annual Training Report

5 Lookup Field A field containing a set of values to select from, no other values than these

can be used

6 Free Text Field This field allows the SDF to enter any text

7 Numeric Field This field allows the SDF to enter only numerical values

9 Alphanumeric Field This field allows the SDF to enter alphabetical as well as numerical values

10 Currency Field This field gets noted in Rand value

3 Technical Information 3.1 Browsers ETDP SETA Indicium is compatible with the following browsers: 1. Internet Explorer

2. Google Chrome

3. Mozilla FireFox

3.2 Minimum Hardware Requirements Minimum requirements for hardware are as follows

Windows 7 or above Service Pack 1 Intel Celeron minimum but Core i-3 or better suggested 2GB RAM minimum but 4GB suggested

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At least 20GB free hard drive space Microsoft Office Adobe PDF reader

ADSL or 3G. Dial-up lines are not recommended.

4 PROCESS

5 Navigation The following will assist to navigate the system

# Navigation Screenshot Explanation

1 Dashboard Menu Item

Clicking ‘Dashboard’ will return you to the SDF Dashboard with the list of organisations linked to the SDF profile.

2 Skills Menu Item

Clicking ‘Skills’ will navigate to the submenu items:

Organisation SDF

3 View

Clicking ‘View’ next to the company name will open the company profile.

4 Organisation Details

Clicking ‘Organisation Details’ will navigate to the selected company details, allowing the SDF to update the company details.

5 Organisation Contact

Clicking ‘Organisation Contact’ will navigate

to the section allowing the SDF to add contact information from the company.

6 Organisation Bank Details

Clicking ‘Organisation Bank Details’ will navigate to the section allowing the SDF to add update and confirm the banking details of the company.

7 Child Organisations

Clicking ‘Child Organisations will navigate to the section, allowing the SDF to view the

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# Navigation Screenshot Explanation

details of the organisations linked to the organisation.

8 Training Committee

Clicking ‘Training Committee’ will navigate to the section of selected company allowing the SDF to add the details of the members

of the companies training committee.

9 Organisation CFO Details

Clicking ‘Organisation CFO Details’ will navigate to the section allowing the SDF to add and update the details of the members of the companies training committee.

10 Annexure 2 WSPR

Clicking ‘Annexure 2 WSPR’ will navigate to the Annexure 2 WSP forms, allowing the SDF to complete the forms.

11 Annexure 2 WSPR Document Uploads

Clicking ‘Annexure 2 WSPR Document Uploads’ will navigate to the section that will

allow the SDF to upload all necessary and compulsory documentation needed for the submission of the Annexure 2 WSPR.

12 Grants and Levies

Clicking ‘Grants and Levies’ will navigate to

the section that will allow the SDF to view Levies contributed, Grants received and

print remittances.

13 Edit

Clicking ‘Edit’ will make certain fields available to the SDF to edit and update.

14 Save

Clicking ‘Save’ will save the information that the SDF changed / updated.

15 Cancel

Clicking ‘Cancel’ will navigate back to the page before it was edited. Changes made

by the SDF will not be saved.

16 Create

Clicking ‘Create’ will allow the SDF to create new records for contacts.

17 Remove

Clicking ‘Remove’ will remove the selected

record. Once removed the record will be available anymore, nor will the user be able to restore the removed record.

18 Update

Clicking ‘Update’ will allow the SDF to update

a selected field.

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6 Accessing Indicium 6.1 Indicium Landing Page The ETDP SETA Indicium system can be accessed via the ETDP SETA website www.etdpseta.org.za. The

Annexure II WSPR link will navigate to the ETDP SETA Indicium Landing Page

6.2 Forgotten Password Once the SDF is registered on the system, it is possible to forget one’s password therefore Indicium has an online ‘forgot password’ functionality. Please follow the following steps if you have forgotten your password.

Step Action / Screenshot

1 The SDF navigates to the ETDP SETA Indicium Seta Management System page.

http://www.etdpseta.org.za/

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Step Action / Screenshot

2 The SDF clicks on the Forgot Password link and add their username. The system will generate an e-mail with a temporary password when the SDF clicks on the ‘Request Password’ button.

2 Use the username and temporary password on the logon page.

3 Indicium will revert the Change Password page for the SDF to update the password to a new password.

Please note the following rules on Creating of Passwords:

# Rule

1 The length of the password must be at least 8 characters long

2 Your password must contain one capital/upper case letter

3 Your password must at least contain one digit number

4 Your password must at least contain a symbol “{\*&%$#@

5 The password expires after 30 days, and the SDF will be required to enter a new password – each 30 days.

The SDF then clicks on the Change Password button to save the password. Indicium will navigate to the logon screen once the password has been successfully changed.

4 Indicium will navigate back to the logon page where the SDF now needs to use the changed password

to logon to the ETDP SETA Indicium system

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7 SDF Registration This section outlines the registration steps to be followed by the SDF.

7.1 Application Details The first phase of the registration is for the SDF to complete their details.

Step Procedure

1 Navigate to the ETDP SETA website

2 Click on the Stakeholder Login link

3 The system will navigate to the ETDP SETA Indicium landing page

4 The user clicks on the SDF Registration link

5 The system presents a Registration window

6 The user confirms that the registration is for a SDF by selecting the SDF option

7 The user clicks on the Registration button

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Step Procedure

8 The user completes the Applicant Details screen by completing the following fields:

# Field Comment

1 ID No Alpha-numeric

2 Alternate ID Type The alternate ID Number is compulsory only when the ID No added is not a South African ID Number. The user will select one of the following:

1 Birth Certificate Number

2 Employee Number

3 None

4 Passport Number

5 Student Number

3 Title The user will select one of the following:

1 Adv

2 Dr

3 Miss

4 Mr

5 Mrs

6 Ms

7 Prof

4 First Name Text Field

5 Middle Name Text Field

6 Surname Text field

7 Initials Populated Field

8 Date of Birth This field populates from the South African ID Number. Where the ID Number is not a South African ID Number, the user needs to select the date of birth.

9 Gender The user will select one of the following:

1 Male

2 Female

The system completes the Birth Date and Gender once a South African ID is entered.

Where an ID is entered that is not South African the user will need to indicate the alternate ID Type

The system populates the Initials once the First Name and Middle Name is populated

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Step Procedure

10 Equity The user will select one of the following:

1 Black: African

2 Black: Coloured

3 Black: Indian/Asian

4 White

11 Disability Status The user will select one of the following:

1 Communication (talking, listening)

2 Disabled but unspecified

3 Emotional (behavioral or psychological

4 Hearing (even with a hearing aid)

5 Intellectual (difficulties in learning); retardation

6 Multiple

7 None

8 Physical (moving, standing, grasping)

9 Sight (even with glasses)

12 Home Language The user will select one of the following:

1 Afrikaans

2 English

3 isiNdebele

4 isiXhosa

5 isiZulu

6 Other

7 sePedi (also known as Northern Sotho / Sesotho sa Lebowa)

8 seSotho

9 seTswana

10 siSwati

11 South African Sign Language

12 tshiVenda

13 xiTsonga

13 Nationality The user will select one nationalities listed in this field

The system also allows for Alternate ID Numbers to be captured. The system

changes the format of the ID Number field to alpha-numeric once the user selects and alternate ID, allowing the user to enter an identification number.

The system populates the Municipality, Density and Province based on the Code entered. The user can populate the postal address with the physical address details by

selecting the ‘Use Physical Address for Postal Address option

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Step Procedure

14 Citizen Residential Status

The user will select one of the following:

1 Dual (SA plus other)

2 Other

3 Permanent Resident

4 South Africa

5 Unknown

15 Socio Economic Status


1 Employed

2 Unemployed

16 Telephone Number

Numeric Field

17 Cell Phone Number

Numeric Field

18 Fax Number Numeric Field

19 E Mail Valid email address

20 Physical Address The Postal Code must be populated in order for

the system to auto populate the Municipality, Density and Province for the physical address

21 Postal Address The Postal Code must be populated in order for the system to auto populate the Municipality,

Density and Province for the postal address

As per the UAT on 25 January, the Unit Standards Completed is now a lookup field, allowing the SDF to select the Unit Standards completed.

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Step Procedure

22 Highest Education The user will select one of the following:

1 Advanced Certificate

2 Advanced Diploma

3 Apprenticeship / Trade Cert

4 Diploma

5 Further Diploma

6 Further Education and Training Certificate

7 Higher Certificate

8 Honours Degree

9 Masters Degree

10 National First Degree (min 480)

11 National Higher Certificate

12 National Higher Diploma

13 National Masters Degree

14 PG B Deg

15 Post Dip Diploma

16 Post Graduate Diploma

17 Post Basic Diploma

18 Professional Diploma

19 Qual at Nat Sen Cert Level

20 Schl below SenC: not full qual

21 Senior Certificate

22

23 Current Occupation

Alpha-numeric field

24 Years in Occupation

Numeric field

25 Experience (SDF Work Experience

Text

26 Unit standards completed

Lookup Field: Values:

1 115759

2 115753

3 15191

4 12544

9 Click on the Save and Proceed button to proceed to the next step. The system test that all compulsory fields are populated and will indicate where compulsory information is missing.

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7.2 Organisation Details The second phase is for the SDF to link the organisations they are completing and submitting Annexure II WSPRs

Step Procedure

1 Once the SDF saves their applicant / personal details will the system navigate to the Organisation details page.

2 Search for the organisation by clicking on the magnifying

glass 3 The user will add the L Number for the company that you are

searching for

4 The user will click on the Search button for the system to

search for the company

5a Where the company does not exist the system will display a message of ‘No records found’

5b The user will need to add a new / correct L number and

search again

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Step Procedure

6a The system will return the results should the company exist for the search criteria used

6b The user will click on the company name

7 The user will click on the Select button to add the company

8 The user will indicate whether the user is acting for the

employer by clicking the tick box 9 The user will not tick the tick box if they do not acting for the

employer 10 The user will select the function that they are performing for

the Employer


1 Group of Organisations

2 Single establishment

11 The user will indicate the method of appointment

1 Appointed by Employer

2 Other, If Other, please specify

3 Self-appointed

The ‘Self Employed’ option is removed:

12 Where the user selects option 2, the user will need to

complete the ‘Other method of appointment’ text box

13 The user will click on the Choose file to upload the signed

Letter of appointment that will be viewed by ETDP in order to approve or reject the SDF registration

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Step Procedure

14 The user will click on the Upload button to save the letter that needs to be uploaded

15 The system will show a green line once the document has been upload

16 The user needs to click on the upload button again to save

all information captured and uploaded on the system

17 The system will the reflect the organisation name, SDL number and letter uploaded

18 The user will repeat step 3 to 17 in the case where the user needs to be linked to more than one company

19 The user will click on Finalise Application button to finalise the SDF registration process

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8 Organisation Profile Once a SDF has access to the Organisation Profile, the SDF will be expected to update the details and ensure that the details on Indicium is correct and current

8.1 Organisation Details

Step Procedure Screenshots

1 Access Indicium system

2 Click on the Skills menu option

3 Click on the Organisation

4 Complete on of the Search criteria

1 Legal Name

2 Trade Name

3 SDL Number

4 SIC Code

5 Click on the Search button

6a The system must return the search results for the search criteria used

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6b Where the system does not find data, the system must display a message ‘No records found for the search criteria used’

7 Select the company, the system will highlight the record selected

8 Click on the action button

9 The system must navigate to the Organisation Details

10 To user will click on the Edit button to update Organisation Details

11 The following fields can be updated:

# Field Type

1 Legal Name Text

2 Trade Name Text

3 Organisation Registration Number Type

Lookup

1 Cipro

2 Company Registration Number

3 Department of Social Development

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4 Organisation Registration Number

Alpha-numeric

5 Type of Organisation Lookup

1 Private Offering FET

2 Private Offering FET

and HET

3 Private Offering HET

6 Legal Status / Type of Entity Lookup

1 Close Corporation

2 CBO

3 NGO

4 Other

5 Partnership

6 Pty/Ltd

7 Section 21 Company

8 Sole Proprietor

9 Public Benefit Organisation (PBO)

10 Non-Profit Organisation (NPO)

11 Trust

7 Partnership Lookup

1 Private

2 Private / Public

3 Public

8 Phone Number Numeric

9 Fax Number Numeric

System validate rules

The system populates the Municipality, Density and Province based on the Code entered.

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10 Current SETA Region Lookup

1 Eastern Cape

2 Freestate

3 Gauteng

4 Kwa-Zulu-Natal

5 Limpopo

6 Mpumalanga

7 North West

8 Northern Cape

9 Western Cape

11 Sic Code Description Lookup

12 Chambers Lookup

1 ECD & AETA

2 Research and HET

3 Schooling and Provisioning

4 TVET

13 Number of Employees Numeric

14 Number of Employees

(Employment Profile)

Populated

15 Total Annual Payroll for the end of the Previous Financial year (Subject to SDL)

Numeric

16 SARS Number Numeric

17 Cipro Number Numeric

18 GPS Coordinates Numeric

19 Physical Address

20 Postal Address

21 Use Physical Address for Postal Address

Select

22 Confirm Details Select

The user can populate the postal address with the physical address details by selecting the ‘Use Physical Address for Postal Address option

The user confirms the Organisation details

12 The user must click on the Save button to save the changes made

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8.2 Organisation Contacts The SDF will be able to update the Organisation Contacts following the next steps:






1 Legal Name

2 Trade Name

3 SDL Number

4 SIC Code


6a The system must return the search results for the search criteria

used

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10 The user will select the Organisation Contact sub menu option

11 The system will navigate to the Organisation Contact page

12 The user will click on the Create button to add a new contact

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13 The user will complete the following fields:

# Field Type

1 Title Lookup

2 First Name Text

3 Surname Text

4 Initials Populate

5 Designation Lookup

1 CEO

2 COO

3 Financial Manager

4 HR Manager

5 Other

6 Training Manager

6 Telephone Number Numeric

7 Cell phone Number Numeric


9 E Mail Alpha-numeric

10 Postal Address

14 To save the information the user will click on the Save button

15 To edit information of a contact already added the user will select

the contact

16 The user will then click on the Edit button

17 The user will update the information and click on the Save button

to save the information.

18 To remove a contact that is already on the contact details pate the user will select the contact

19 The user will click on the Remove button

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8.3 Organisation Banking Details The SDF will be required to confirm the banking details of the organisation by following the next steps:






1 Legal Name

2 Trade Name

3 SDL Number

4 SIC Code



used

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10 The user will select the Organisation Bank Details sub menu

option

11 The system will navigate to the Organisation Bank Details page

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# Field Type

1 Banking Details Upload Choose File

2 Bank Name Lookup

1 ABSA

2 Bank of Athens

3 BOE

4 Boland PKS

5 Capitec

6 City Bank

7 First National

8 First Rand

9 HBZ Bank

10 HSBC

11 Investec

12 MEEG / ABSA

13 Mercantile Lisbon

14 NBS

15 Nedbank

16 Rand Mercantile Bank

17 Reserve Bank

18 Standard Bank

3 Account Number Numeric

4 Account Holder Text

5 Account Type Lookup

1 Credit

2 Current

3 Savings

4 Transmission

6 Branch Name Text

7 Branch Code Numeric

8 Status Numeric

9 Declaration Check box

14 To save the information the user will click on the Save button

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15 To view the uploaded document the user will click on the hyperlink saved in the Latest Banking Details Document Uploaded

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8.4 Organisation Training Committee Details The SDF for organisation with 50 + employees will be required to capture Training Committee details – this is however not a compulsory requirement to submit Annexure II WSPR






1 Legal Name

2 Trade Name

3 SDL Number

4 SIC Code



used

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10 The user will select the Child Organisations sub menu option

11 The system will navigate to the Training Committee page

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13 The user will add a new training committee member by clicking on the Add Training Committee Members button


# Field Type

1 Title Lookup

2 First Name Text

3 Surname Text

4 Initials Populated

5 Designation Lookup

1 CEO

2 COO

3 Financial Manager

4 HR Manager

5 Other

6 Training Manager

6 Telephone Number Numeric

7 Cell Phone Number Numeric


9 Email Alpha-numeric

10 Name of Union Text

11 Position in Union Text

15 The user will click on the Save button to save the Training Committee Member

16 To update a Training Committee Members Details, the user will highlight the member

17 The user will click on the Update button

18 The user will update the necessary details and click on the Save

button to save the updated information 19 To Remove a captured committee member the user will highlight

the member

20 The user will click on the Remove button

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8.5 Organisation CFO Details The SDF will be required to provide the CFO details of the organisation by following the next steps:






1 Legal Name

2 Trade Name

3 SDL Number

4 SIC Code



used

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10 The user will select the Organisation CFO Details sub menu

option

11 The system will navigate to the Organisation CFO Details page

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13 The user updates the CFO Details by clicking on the Edit button


# Field Type

1 First Name Text

2 Surname Text

3 Cell Phone Number Numeric

4 Direct Telephone Number Numeric


6 Email Alpha-numeric

15 The user will click on the Save button to save the CFO Details

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9 Annexure II WSPR Completion This section assists the SDF with the completion and submission of the Annexure II WSPR

9.1 Navigation To navigate to the Annexure II WSPR forms the steps set out below must be followed: 9.1.1 How to get to the forms

Step Procedure

1 Navigate to the ETDP SETA website

2 Click on the Stakeholder Login link

3 The system will navigate to the ETDP SETA Indicium landing page

4 Enter your user credentials and click on the ‘Login’ button

5 The system will open the SDF dashboard

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Step Procedure

6 Click on the ‘view’ link next to the company that needs a Annexure II WSPR submission

7 Follow the steps in section 8.1 to confirm the organisation details. This is a

requirement in order for the system to create the Annexure II WSPR forms

8 Click on the ‘Annexure II WSPR’ menu option once the organisation details are

confirmed

9 The system will open the Annexure II WSPR dashboard

# Field Name Field Description

1 Page Heading

2 Hyperlinks Authorization pages

3 Financial Year Lookup Values

1 01 April 2016 – 31 March 2017

2 01 April 2017 – 31 March 2018

4 Form Type Lookup Values

1 Small (Public/Private)

2 Private

3 Public

4 PDE

10 Select ’01 April 2017 – 31 March 2018’ as the Financial year

11 Select the applicable form type

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Step Procedure

12 Click on the ‘Create’ button to create the forms for Small Company

13 The system will create a record

14 Click on the ‘View’ button to open the forms created for the company

15 The system will open the forms, there is a ‘Select’ button to access each forms’

details

9.1.2 Note to SDF 1 Click on the ‘Select’ button next to each form to open the form 2 Click on the ‘Main Page’ button to navigate to the Annexure II WSPR dashboard

3 Click on the ‘Submit WSP/ATR’ button once the information is captured and information is ready to be submitted.

NOTE: - The system will display a Submit Notification. Pay attention to this notification as this will inform you of any forms still outstanding for

completion.

- The Grant status will be updated to ‘Submitted ‘once this button is clicked - The Submitted date will be populated by the system with the date on which the Annexure II WSPR is submitted

- In order for the SETA to recognised this as a submission the SDF MUST click on the Submit WSP/ATR button.

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Click on the “OK” button to return to the list of forms.

4 It is important to save the information on the forms – click on the ‘Add’ or ‘Save’ button to save your information

5 The ‘Edit’ button on the forms will assist you to make changes to a record that exists – click on the record, click on the ‘Edit’ button, make the changes and click on the ‘Save’ button to save your changes

6 The ‘Remove’ button on the forms will allow you to remove a record - click on the record, click on the ‘Remove’ button, the system will remove the record 7 The ‘remove All’ button will remove all the records for this form. 8 IMPORTANT: You will NOT be able to recover a record(s) removed. 9 Click on the ‘Print’ button to download the report in PDF format.

10 Click on the ‘Print Authorisation’ hyperlink to only download the Authorisation page. Note that there is a specific Authorisation age per form type. Please ensure that you select the correct one for the forms that was created.

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9.2 Forms 9.2.1 Online Capturing Submission of the Annexure II WSP 2017/2018 requires online capturing of the required forms. Once the forms are created the information will look as follows for the different form types:

9.2.1.1 Small(Public/Private)

9.2.1.1.1 Forms

# Section Form Name

1 Section A Administrative

2 Section B1 Employment Summary as at 31 March 2017

3 Section B2 Hard-to-fill vacancies

4 Section C Scarce and Critical Skills

5 Section D1 ATR: Training Done

6 Section D2 WSP: Planned Training

7 Section E General Comments

8 Section F Please upload the Authorisation Page

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9.2.1.1.2 Rules per form

# Section Form Name Rules

1 Section A Administrative 1 Where information is incorrect, allow to update on page 2 Add a ‘Browse’ field called ‘Proof of banking details’ with a button to allow the

user to upload the banking details.

2 Section B1 Employment Summary as at 31 March 2017 1 Use the 2015 Version OFO Code

2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected 4 The race / gender breakdown fields are conditional as the user needs to

complete at least one of the fields before the system allows the user to save the information.

5 Total Male = [African Male] + [Coloured Male] + [Indian/Asian Male] + [White Male]

6 Total Female = [African Female] + [Coloured Female] + [Indian/Asian Female] + [White Female]

7 Combined Male and Female Total = [Total Male] + [Total Female] 8 Age Groups are conditional as at least one of the fields must be populated 9 Combined Male and Female Total must equal the total of the Age Groups 10 Occupational Name + Specialization / Alternative Title must be unique

3 Section B2 Hard-to-fill vacancies 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected

4 Section C Scarce and Critical Skills 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected 4 The list of interventions are conditional as the user needs to complete at least

one of the interventions

5 Section D1 ATR: Training Done 1 Use the 2015 Version OFO Code





7 Combined Male and Female Total = [Total Male] + [Total Female] 8 Age Groups are conditional as at least one of the fields must be populated 9 Combined Male and Female Total must equal the total of the Age Groups 10 Occupational Name + Specialization / Alternative Title must be unique

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6 Section D2 WSP: Planned Training 1 Use the 2015 Version OFO Code

2 Populate the Occupational Name when OFO code is selected

7 Section E General Comments

8 Section F Please upload the Authorisation Page 1 This is compulsory for the SDF to submit their Annexure II WSPR 2 When uploaded the system must create a hyperlink to allow users to view the

uploaded file 3 This document uploaded must also display on the Document Uploads tab

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9.2.1.2 Private

9.2.1.2.1 Forms

# Secom Form Name

1 Section A Administrative

2 Section B Employment Summary as at 31 March 2017

3 Section C1 Scarce Skills

4 Section C2 Hard to Fill vacancies

5 Section D1 WSP WSP: Total Planned Training

6 Section D2 Critical Skills

7 Section D3 WSP: Planned AET

8 Section E1 WSP WSP: Pivotal Plan

9 Section E2 WSP: Pivotal Plan - NQF level

10 Section F1 ATR ATR: Total Training Report

11 Section F2 ATR: Training Report - NQF level

12 Section F3 ATR: AET Trained

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# Secom Form Name

13 Section F4 Report on Impact

14 Section G1 PIVOT ATR: Pivotal Report

15 Section G2 ATR: Pivotal Training Report - NQF level

16 Section G3 Pivotal Report Impact

17 Section H General Comments

18 Section J Please upload the Authorisation Page



1 Section A Administrative 1 Where information is incorrect, allow to update on page 2 Add a ‘Browse’ field called ‘Proof of banking details’ with a button to allow the

user to upload the banking details.

2 Section B Employment Summary as at 31 March 2017 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected

3 Populate the Specialization. Alternative Title when OFO code is selected 4 The race / gender breakdown fields are conditional as the user needs to



6 Total Female = [African Female] + [Coloured Female] + [Indian/Asian

Female] + [White Female] 7 Combined Male and Female Total = [Total Male] + [Total Female] 8 Age Groups are conditional as at least one of the fields must be populated 9 Combined Male and Female Total must equal the total of the Age Groups 10 Occupational Name + Specialization / Alternative Title must be unique

3 Section C1 Scarce Skills 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected 4 The list of interventions are conditional as the user needs to complete at least

one of the interventions

4 Section C2 Hard to Fill vacancies 1 Use the 2015 Version OFO Code

2 Populate the Occupational Name when OFO code is selected

3 Populate the Specialization. Alternative Title when OFO code is selected

Stakeholder Manual



5 Section D1 WSP WSP: Total Planned Training 1 Use the 2015 Version OFO Code



5 Total Male = [African Male] + [Coloured Male] + [Indian/Asian Male] +

[White Male] 6 Total Female = [African Female] + [Coloured Female] + [Indian/Asian

Female] + [White Female] 7 Combined Male and Female Total = [Total Male] + [Total Female]

8 Age Groups are conditional as at least one of the fields must be populated 9 Combined Male and Female Total must equal the total of the Age Groups 10 Occupational Name + Specialization / Alternative Title must be unique

11 The system to populate this form with the information that the SDF captured on the Section B - Employment Summary

12 The system must allow the users to edit, delete, add new information

6 Section D2 Critical Skills 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected

7 Section D3 WSP: Planned AET

8 Section E1 WSP WSP: Pivotal Plan 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected

3 Populate the Specialization. Alternative Title when OFO code is selected 4 The race / gender breakdown fields are conditional as the user needs to




7 Combined Male and Female Total = [Total Male] + [Total Female]




9 Section E2 WSP: Pivotal Plan - NQF level 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected

Stakeholder Manual



10 Section F1 ATR ATR: Total Training Report 1 Use the 2015 Version OFO Code



5 Total Male = [African Male] + [Coloured Male] + [Indian/Asian Male] +


Female] + [White Female] 7 Combined Male and Female Total = [Total Male] + [Total Female]




11 Section F2 ATR: Training Report - NQF level 1 Use the 2015 Version OFO Code

2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected

12 Section F3 ATR: AET Trained

13 Section F4 Report on Impact

14 Section G1

PIVOT

ATR: Pivotal Report 1 Use the 2015 Version OFO Code


complete at least one of the fields before the system allows the user to save

the information. 5 Total Male = [African Male] + [Coloured Male] + [Indian/Asian Male] +


Female] + [White Female] 7 Combined Male and Female Total = [Total Male] + [Total Female] 8 Age Groups are conditional as at least one of the fields must be populated

9 Combined Male and Female Total must equal the total of the Age Groups

10 Occupational Name + Specialization / Alternative Title must be unique 11 The system to populate this form with the information that the SDF captured

on the Section B - Employment Summary 12 The system must allow the users to edit, delete, add new information

15 Section G2 ATR: Pivotal Training Report - NQF level 1 Use the 2015 Version OFO Code 2 Populate the Occupational Name when OFO code is selected 3 Populate the Specialization. Alternative Title when OFO code is selected

Stakeholder Manual



16 Section G3 Pivotal Report Impact

17 Section H General Comments

18 Section J Please upload the Authorisation Page 1 This is compulsory for the SDF to submit their Annexure II WSPR 2 When uploaded the system must create a hyperlink to allow users to view the

uploaded file 3 This document uploaded must also display on the Document Uploads tab

Stakeholder Manual


9.2.1.3 Public

9.2.1.3.1 Forms

Stakeholder Manual


# Section Form Name

Section B1 WSP: Training budget

Section B2 WSP: Additional Training Budget

Section C Employment Summary as at 31 March 2017

Section D1 Scarce Skills

Section D2 Hard to Fill vacancies

Section D3 WSP: Total Planned Training

Section E1 Skills Development Objectives

Section E2 Skills Development Priorities

Section E4 Critical Skills

Section E5 WSP: Planned AET

Section F1 WSP: Pivotal Plan

Section F2 WSP: Pivotal Plan - NQF level

Section F3 WSP: Pivotal Plan: Training Budget

Section F4 WSP: Pivotal Plan: Additional Budget

Section G1 ATR: Total Training Report

Section G2 ATR: Training Report - NQF level

Section G3 ATR: AET Trained

Section G4 ATR: Report on Training Budget

Section G5 ATR: Report on Additional Training Budget

Section G6 Impact Report

Section H1 ATR: Pivotal Report

Section H2 ATR: Pivotal Training Report - NQF level

Section H3 ATR: Pivotal Expenditure Report

Section H4 ATR: Pivotal Additional Expenditure Report

Section H5 Impact Analysis

Section I General Comments

Section J Please upload the Authorisation Page


Kindly refer to section 9.2.1.2 for the detailed form rules

Stakeholder Manual


9.2.1.4 PDE

9.2.1.4.1 Forms

# Section Form name

Section A Administrative

Section B1 – 3 WSP: Training budget

Section B4 WSP: Additional Training Budget

Section B5.1 Budget Summary: Institution-based Teachers

Stakeholder Manual


# Section Form name

Section B5.2 Budget Summary: Office-based Educators

Section C Employment Summary as at 31 March 2017

Section D1 Scarce Skills

Section D2 Hard to Fill vacancies

Section E1 Skills Development Objectives

Section E2 Skills Development Priorities

Section E3 Critical Skills

Section E4 WSP: Planned AET

Section F1 WSP: Pivotal Plan

Section F2 WSP: Pivotal Plan - NQF level

Section F3 WSP: Pivotal Plan: Training Budget

Section F4 WSP: Pivotal Plan: Additional Budget

Section G1 ATR: Total Training Report

Section G2 ATR: Training Report - NQF level

Section G3 ATR: AET Trained

Section G4 ATR: Report on Training Budget

Section G5 ATR: Report on Additional Training Budget

Section G6 Impact Report

Section H1 ATR: Pivotal Report

Section H2 ATR: Pivotal Training Report - NQF level

Section H3 ATR: Pivotal Expenditure Report

Section H4 ATR: Pivotal Additional Expenditure Report

Section H5 Impact Analysis

Section I General Comments

Section J Please upload the Authorisation Page


Kindly refer to section 9.2.1.2 for the detailed form rules

Date post:	20-Oct-2020
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