INDICIUM SYSTEM DG Module January 2016

Contents How to Access the Indicium System How to register as a New Stakeholder and all the requirements How Link Stakeholder to Organisation(s) Update and confirm Organisation details Stakeholder declaration and Supporting document How to create 2016/2017 DG Forms How to Capture forms in DG Application Submit DG Application in the system Questions and Closing

Stakeholder Registration Information that the Stakeholder will need to register on the system – ID / alternative ID number – Scanned appointment letter from the Organisation(s) – not older than 3 months – Company SDL Number /N number can be requested from FPMSETA (Stakeholder will be required to link and search system using the SDL number)

How to register as a new Stakeholder in the system Click on Stakeholder Registration to register as Stakeholder in the system Click on Register from the Registration Menu

Linking Stakeholder to Organisation(s) Capture your personal details on the “Applicant Details” page. Click on the Save and Proceed button to move to the next step Stakeholder Registration

Click the magnifying glass to search for organisation SDL Click on browse to upload appointment letter and save Stakeholder Registration

Stakeholder will receive registration notification Stakeholder Registration

FP&M SETA Staff to review and approve the Stakeholder application on the system Stakeholder Registration

Stakeholder Logon Stakeholder username (defaulted as ID number/ address) Stakeholder password (defaulted as Surname – to be changed by Stakeholder )

Stakeholder Dashboard Click on organisation and search for SDL number Organisation will open at the bottom for Stakeholder to open The Stakeholder Dashboard will open

Confirm Organisation Details Update and confirm Organisation Details before creating the DG Application Click the edit button to update organisation details Check organisation Legal Status/Type

Click on Save to update Tick to confirm Confirm Organisation Details

Creating forms on DG Application Click on DG Application

Creating forms on DG Application Select the financial year, select DG type and DG Intervention then click on create Form created will show

Opening DG Forms Fixed Window /Special Project Click on the form and click on View to open the form created

Opening DG forms Form will show as below

Stakeholder Declaration Supporting Document Before you proceed, please ensure that you have a minimum of the following documents for upload purposes in electronic format on hand so as to be able to proceed with the application: Valid Tax Clearance Certificate/Tax Exemption document CIPRO/Government Registration BEE Certificate (if applicable) Bargaining Council certificate/exemption letter (if applicable) Proof of accreditation Letter/agreement appointing external training provider Occupation Health and Safety Certificate (If applicable)

Stakeholder Declaration and Supporting Document NB: Stakeholder wont be able to submit if declaration is not complete Click on select to open Stakeholder declaration Declaration is compulsory for both Special Project and Fixed Funding Window forms

Click on document type then click on choose file T Capture the details and Save Uploading on Stakeholder Declaration

Capturing Info on the Forms Click on Grant Type details then click on select button to open Capture information and Save

Submitting DG Application Click on Submit to Submit DG Application

Submitting DG Application Click ok submit Once submitted Stakeholder won’t be able to edit the application

DG Status Application will change status to Submitted

Submission Notification Stakeholder will receive an notification once the DG Application is submitted

Way Forward Stakeholder user manual for download on the “Projects” page on The system is live and all submissions are due by 30 April 2016

Questions Thank you