November 2013 Page 1 of 21 Provider Training Manual

FP&MSETA INDICIUM: ETQA PROVIDER MANUAL

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Index 1. ACCESS TO THE SYSTEM ............................................................................................................ 3

2. Capturing Learner Details ............................................................................................................. 3

3. Updating Learner Details .............................................................................................................. 6

4. Registration of Programmes against Learners............................................................................... 7

5. Registration of qualification against Learners ............................................................................... 8

7. Programme Assessments: Qualifications ................................................................................ 11

8. Programme Assessments: Skills Programmes ......................................................................... 13

10. View Assessor scope ................................................................................................................. 16

11. View Moderator scope .............................................................................................................. 18

12 Printing report ........................................................................................................................... 19

13 Notes ......................................................................................................................................... 21

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1. ACCESS TO THE SYSTEM

NOTE: It is very important to ensure that your Provider Details are Captures on the system before you will be able to access the system.

Step1: Go to the website www.fpmseta.org.za

Step 2: Click on Login into ETQA Login

Step 3: Enter your username and password.

Step 4: Click on the Login button

2. Capturing Learner Details The following steps needs to be followed to create a new Learner on FP&M SETA Indicium:

Step 1 Click ETQA in the Main Menu

Steps Action Screenshot

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1 Click ETQA in the Main Menu

2 Click on Person

from the ETQA Menu

3 Click on the

Create New button

4 Capture the

person details

5 Click on the Save

button to save the information that

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you have captured 6 Click on the

Learners on the ETQA Menu

7 Click on the Create

New button 8 Add the Search

Criteria and Click on search

9 Person records

that meets the criteria will display .Click on the record and select Create

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3. Updating Learner Details

Steps Action Screenshot 1 Click ETQA in the

Main Menu

2 Click on Learners on the ETQA Menu

3 Add Search

criteria for the learner details

4 Select the learner

that need to be updated .The row /learner will be highlighted when selected .

5 Click on the magnifying glass icon to open

6 Click on edit

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Steps Action Screenshot 7 The data is then

active to edit

8 Click on save or cancel

4. Registration of Programmes against Learners The section below outlines the process for Registering of Programmes against a learner

Steps Action Screenshot 1 Click ETQA in the

Main Menu 2 Click on Learners

rom the ETQA Menu

3 Add Search

criteria to search for the person details

4 Select the Learner

that needs to be registered .The row will be

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Steps Action Screenshot highlighted when selected

5 Click on the magnifying glass icon to open

6 The system opens the Learner Menu

7 Click on

Programme Registrations

8 Programme

Registrations: This allows the user to capture Learning Programmes against a learner.

5. Registration of qualification against Learners The section below outlines the process for Registering of Programmes against a learner

Steps Action Screenshot 1 Click ETQA in the

Main Menu 2 Click on Learners

rom the ETQA Menu

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Steps Action Screenshot 3 Add Search

criteria to search for the person details

4 Select the Learner

that needs to be registered .The row will be highlighted when selected

5 Click on the magnifying glass icon to open

6 The system opens the Learner Menu

7 Click on

Programme Registrations

8 Programme

Registrations: This allows the user to capture Learning Programmes against a learner.

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6. Programme Assessments: Unit Standards

Steps Action Screenshot 1 Within the

Learner details under the Programme Registration tab Click Unit Standards

2 Select the line item to upload assessments

3 Click on View to see assessments uploaded

4 Click on Update

to capture or edit any assessments

5 Search for an

Assessor/moderator/verifier using the magnifying glass icon

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Steps Action Screenshot 6 Search for an

assessor/moderator/ verifier, highlight the record

7 Click on Select

8 Select which unit

standards to be updated and which should be marked as competent. OR the unit standards can be marked individually with the tick boxes

9 Click on Update

Assessments to save the assessments

10 Click on the red cross next to a unit standards to remove assessments

7. Programme Assessments: Qualifications

Steps Action Screenshot 1 Within the

Learner details under the Programme Registration tab Click Qualifications

2 Select the line item to upload assessments

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Steps Action Screenshot 3 Click on View to

see assessments uploaded

4 Click on Update

to capture or edit any assessments

5 Search for an

Assessor/moderator/verifier using the magnifying glass icon

6 Search for an

assessor/moderator/verifier, highlight the record

7 Click on Select

8 Select which unit

standards to be updated and which should be marked as competent. OR the unit standards can be marked individually with the tick boxes

9 Click on Update

Assessments to

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Steps Action Screenshot save the assessments

10 Click on the red cross next to a unit standards to remove assessments

8. Programme Assessments: Skills Programmes

Steps Action Screenshot 1 Within the

Learner details under the Programme Registration tab Click Skills Programmes

2 Select the line item to upload assessments

3 Click on View to

see assessments uploaded

4 Click on Update

to capture or edit any assessments

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Steps Action Screenshot 5 Search for an

Assessor/moderator/verifier using the magnifying glass icon

6 Search for an

assessor/moderator/verifier, highlight the record

7 Click on Select

8 Select which unit

standards to be updated and which should be marked as competent. OR the unit standards can be marked individually with the tick boxes

9 Click on Update

Assessments to save the assessments

10 Click on the red cross next to a unit standards to remove assessments

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9. Programme Assessments: Learner ships

Steps Action Screenshot 1 Within the

Learner details under the Programme Registration tab Click Learnerships

2 Select the line

item to upload assessments

3 Click on View to

see assessments uploaded

4 Click on Update

to capture or edit any assessments

5 Search for an

Assessor/moderator/verifier using the magnifying glass icon

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Steps Action Screenshot 6 Search for an

assessor/moderator/verifier, highlight the record

7 Click on Select

8 Select which unit

standards to be updated and which should be marked as competent. OR the unit standards can be marked individually with the tick boxes

9 Click on Update

Assessments to save the assessments

10 Click on the red cross next to a unit standards to remove assessments

10. View Assessor scope

Steps Action Screenshot 1 Click ETQA in the

Main Menu 2 Click on Assessor

rom the ETQA Menu

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Steps Action Screenshot 3 Add Search

criteria to search for the Assessor

4 Select the

Assessor that needs to be registered .The row will be highlighted when selected

5 Click on the magnifying glass icon to open

6 The system opens the Assessor Menu

7 Select

qualification /units standard to view the scope

8 Click on

Programme Registrations

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11. View Moderator scope

Steps Action Screenshot 1 Click ETQA in the

Main Menu 2 Click on Assessor

rom the ETQA Menu

3 Add Search

criteria to search for the Moderator details

4 Select the

Moderator that needs to be registered .The row will be highlighted when selected

5 Click on the magnifying glass icon to open

6 The system opens the Moderator Menu

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Steps Action Screenshot 7 Select

qualification /units standard to view the scope

8 Click on

Programme Registrations

12 Printing report

Steps Action Screenshot 1 Click Reports in

the Main Menu 2 The system opens

the Reports Menu, select ETQA REPORT

3 Search for the report by adding the search criteria the click search

4 The reports will

open and you click the one relevant to your search

5 Click on the magnifying glass icon to open

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Steps Action Screenshot 6 Click on Execute

Report

7 The report will open as on the right with the option to download it in excel

8

Click on Download to excel

9 The you will have option to save or open

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13 Notes