1. FP&M SETA : INDICIUM SYSTEM - SKILLS MODULE.

2. Content How to Access the Indicium System
How to register as a new skills development facilitator (SDF) and all the requirements
Link SDF to Organisation(s)
Update Organisation Banking details
Update and confirm Organisation details
Create and accessing the WSP/ATR forms
Capturing principles on the forms “new process”
Printing report and authorisation page
Submit on the system
Closing

3. SDF Registration
Information that the SDF 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 (SDF will be required to link and search system using the L number)

4. How to register as a new skills development facilitator (SDF)
SDF Registration
How to register as a new skills development facilitator (SDF)

5. Linking SDF to Organisation(s)
SDF Registration
Linking SDF 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

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

7. SDF Registration
SDF will receive registration notification

8. SDF Registration

9. SDF Registration
FP&M SETA Staff to review and approve the SDF’s application on the system

10. Confirming Banking details
Click on Organisation Bank Details
Banking Details on main menu – no longer duplicated inside WSP/ATR forms

11. Confirming Banking details
Click on the tick box
Important Note: Scanned proof of current banking details will be accepted from applicants that submitted in 2015/16. Original proof of banking details to be submitted to regional offices by first time applicants / if banking details have changed from the previous year.

12. SDF Logon
SDF LOGON
SDF username (defaulted as ID number/ address ) SDF password (defaulted as Surname – to be changed by SDF)

13. SDF Dashboard

14. Confirm Organisation Details
-Update and confirm Organisation Details – new requirement before WSP/ATR can be created -Click the edit button to update organisation details -Employment numbers are important to update

15. Confirm Organisation Details
Tick to confirm
Click on Save to update

16. Create WSP /ATR Forms

17. Create WSP /ATR Forms 1
Select the current financial year from the combo box.
 The page will refresh and the create button will become active. 2
Click on the Create button 3
Capture the Number of Employees and click the Save button.
1 – 49 Employees – Small Forms
50+ Employees – Med/Large Forms
NB: Employment numbers must correspond with Organisation Details

18. Create WSP /ATR Forms 4
Once the number of employees has been confirmed, the window on the right will appear.
Select current financial year forms and
click on View to open forms

19. Accessing the WSP/ATR forms (Small)
Small forms

20. Accessing the WSP/ATR forms (Large)
Large forms

21. Capturing Training Committee
Click on Training Committee from the WSP & ATR Forms (Medium/Large Firms only)
Capture the committee member’s details then click on the Add button

22. Capturing Principles on the Forms
Employment Total on Organisation Details must be equal to Employment Summary must be equal to Provincial Breakdown
If not equal, SDF will not be able to submit
Medium / Large Firms – must complete WSP and or PIVOTAL WSP
Medium / Large Firms – must complete ATR and or PIVOTAL ATR
Small Firms – must complete WSP and ATR (unless first time submission)
To qualify for PIVOTAL grants, Medium / Large firms must complete PIVOTAL WSP and ATR
Number of beneficiaries on WSP / ATR cannot be equal to NIL

23. Bulk Upload Functionality
The system has the following functions on each of the forms:
The Bulk importer function allows the SDF to download the templates – capture the information and then upload to the system.

24. Bulk Upload Functionality
Please note do not change format or naming convention of the bulk upload file or it will not upload back to the system (will result in error)
Use the correct values on the look up tables – do not enter your own values where dropdowns are available
Race/Gender breakdown must be equal to Age Breakdown must be equal to Learning Programme Level Breakdown
Delete the examples given when you start capturing

25. Printing of Report
Click on “Print” to print report or to download pdf version of the document
Duly signed authorisation page must be uploaded to the system – original not required to be submitted to regional office
Click on “Print Authorisation Page” to print separate page - new feature

26. Submitting the Form Not able to submit if
Click SUBMIT
Not able to submit if
Banking details not confirmed / uploaded
Organisation details not confirmed
Employment Summary / Provincial Breakdown not equal
Authorisation page not uploaded
Training Committee minutes not uploaded (medium / large firms)
WSP/ATR not completed (small firms)
WSP/ATR and or PIVOTAL WSP/ATR not completed (medium / large firms)

27. Submitting the Forms
The SDF will receive an notification once the form is submitted

28. Way Forward
An SDF user manual for download on the Stakeholder Login page on
The system is live and all submissions are due by 30 April 2017

29. Questions and Answers

30. Thank You