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Trainee SR & Status Reports

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Presentation on theme: "Trainee SR & Status Reports"— Presentation transcript:

1 Trainee SR & Status Reports
View Closed Skill review Documents, reports and Status of all LTS documents How to use the LTS Platform to record and monitor all Trainee activities on the SAICA 2016 Training Programme?

2 Skill Review not in OPEN ITEMS because is closed
TRAINEE view closed TSR/PSR Reports Closed Skill Review score grid report and printable HTML report is under Link to Skill Review hyperlink; CLOSED items Skill Review not in OPEN ITEMS because is closed Select hyperlink to relevant Technical/ Professional Skill Review to get access to closed SR reports

3 TRAINEE view closed TSR/PSR Reports
Click on “Link to Closed Skill Reviews” to get access to relevant reports

4 TRAINEE view closed TSR/PSR Reports
Score Grid Report give summary of all closed TSR/PSR scores PRINT hyperlink gives a printable view of the selected finalised TSR/PSR report with relevant skills’ ratings and comments

5 File in CSV format. Remember to save it as an Excel document!
TRAINEE view closed TSR/PSR Reports CSV Export = data extract of all Closed SR’s ratings and comments in a non formatted text document that can open in Excel. File in CSV format. Remember to save it as an Excel document! FAQ: Trainee: Can I have a report summarising my last signed off ANA score and all TSRs and PSRs up to date? A: Trainees can get access to all their Skill Review- and Last ANA data extract from their Closed TSR or Closed PSR link  Extract the Completed Review CSV Export

6 TRAINEE Status Report From Trainee Home Page, click on STATUS REPORT hyperlink Status Report = a report that list all documents created on LTS, who was involved, dates and status (Complete = Yes or No)

7 Assessment Needs Analysis
LTS Training - Session 2 AGENDA Background to ANA and the intended end result. Preparation for the 6 month review and one-on-one discussion. How to start, review and assign ratings, identify development needs and finalise the ANA. How to review, edit or update the ANA sections and the development plan during the one-on-one discussion? ANA Sign offs. Role of the Assessor and related sign offs. Useful reports for Trainee, Assessor and Training Officer.


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