students user guide line

8/10/2019 Students User Guide Line

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2/13

nline record/E record facilitywas introducedbyCASriLanka for the students tomaintain

ilytrainingrecords&submitquarterlysummariesthroughthewebsite,insteadoftheexisng

anualrecordbook.Alsothesupervisingmemberscanview/approvethoserecordsthroughthe

ebsite

of the online record submission system

CASriLanka

Student

Quarterlysummary

DelegatedUser

Summarysubmissionforsupervisingmembersapproval

Approve

Reject

SupervisingMember

Approved

Reject

Note:Javascriptshouldbeenabledinyourbrowsers.

Browser Version

Firefox 23orabove

GoogleChrome 26orabove

InternetExplorer 8.x,9.x

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Registration for Online Training Record Book

Studentshave to submit theirpayment slips to the trainingdivision for the registraonofonlinetrainingrecords.StudentcanmaketheonlinetrainingrecordpaymentdirectlytoCASriLankacashierpoint.And students canmake online training record payment to the bankwith the training

agreementpayment

Login to Students Area of the CA Sri Lanka Website

Access to the Online Training Record Book.

StepstoaccessforonlinetrainingRecordBook

Tosee

available

record

books

click

onthe

link

My

Training

Record

Book

under

the

stu

dentsmenu.

GotoCASriLankawebsitewww.casrilanka.com &clickStudentlogin

ThenYoucanlogintotheStudentareaoftheCASriLankaWebsite.Yourusernameand

passwordwouldbeasfollows:

UserName : StudentID(upto9digitswithoutleadingzeros)

Password : First four digitsofyourNaonal IdentyCardNumber(NIC) orthePassportNumberwhichyouhavesubmiedtotheInstute.

*Pleaseensuretochangeyourpassworduponyourfirstlogin.

TestName

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Online Training Record - Students User Guideline


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Weekly Records to the Online Training Record Book

toupdateyourweeklyrecordsclickweeklysummary

Selectweekstartdate&enddate.When youselect theweekperiodmakesureto select

MondaytoFriday.But whenyoustartyourquarteratthemiddleoftheweek makesuretoselectactualstartdateas weekstartdate.Andwhenyoucompleteyourquarteratthemid

dleoftheweekmakesuretoselectactualenddateasweekenddate

Example ifyourquarterstartdate04thSeptember2013,yourfirst

weekstartdate&enddateshouldbeasfollows

Selectthelevelofinvolvement.

Adddetailsofworkdone.

There isnospecificformattomaintainyourweeklyrecords.Thereforstudentscanobtaina

specificformatfromthesupervisingmember/trainingorganizaontomaintaintheirweekly

recordsExample

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Studentscanmaintaintheirweeklyrecordsinaworddocument& studentshaveafacilityto

pastethoserecordtoonlinesystemusingPastefromWordbuon.

Stepto pasteweeklyrecordfromaworddocument

1. Selecttherelevantweekformtheonlinetrainingrecord

2. Opentheworddocument&copytherelevantweeklyrecord

3. ClickPastefromWordbuon

4. Pasteitintothenewwindow

5. ClickInsert thenitcomestoyourweeklyrecords

Enter thenumberofdayscompletedundereachexperiencecategories&organizaon

categoriesforenreweek.Keyorganizaoncategoriesasfollows

A.Manufacturing/Processing

B.Banking/Finance/Insurance/Leasing

C.Travel

D.Agriculture

E.Services

F.Local

Trading

G.Hotels

H.InternaonalTrading

I.NPO/NGO

J.StateCorporaons&StatutoryBoards

K.Others

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ClickCalculateDetailstocalculatenumberofworkingdays.Thenitwillcalculatenumber

of workingdaysautomacally.

Enterthenumberofnonworkingdays&leavedaysforeachleavecategories.

ClickCheckTrainingDetailstoverify yourrecords

ClickSubmit tosaveyourweeklyrecords.

Nowyoucanseetheupdatedweeklyrecordsasgivenbellow&addmoreweeklyrecords

forthisquarterasprevious

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Selecttherelevantweek

OnceyoucompletetheenrequarterclickViewSummary

Selecttherelevantweek&Changetherequireddetails

Followpreviousstepswitchyouusetoaddnewrecordtosaveyouramendedrecords

Submit Quarterly summary for supervising members approval

Checkdetails& if nofurtheramendmentClickSubmitDetailsforApproval

Steps to change weekly records which you have entered previously

OnceyoucompletetheenrequarterclickQuarterSummary

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*once youSubmieddetailsforApprovalitwill automacally forwardto your supervis

ingmemberforapproval.

*once your supervisingmember approve yourquarter, itwill automacallydisable any

furtherupdates in the relevantquarter.Thereforepleasemakesure tosubmitcorrect

detailsforsupervisingmembersapproval.

ExperienceCategory

PublicPracceOrganizaon NonpublicPracceOrganizaon

Cerficate

Level

Strategic

Level

Cerficate

Level

Strategic

Level

FinancialAccounng&

ManagementAccounng40 100 100 180

Audit&Assurance 80150

(notevi)

40

(note i)

Taxaon 10 30

(note i i)

10 30

(note i i)

FinancialManagement 20 40

UseofInformaon

Technology20 50 20 50

SecretarialPracce 10

Total 220 440 220 440

Notes

i. In the absenceof an Internal AuditDivision, theexperienceon FinancialManagement

category shouldbeincreasedto40daysperyear

ii. AttheStrategic Level training,minimumof25%oftotal requirementinTaxaonshould

beinIncomeTaxasindicatedunder3.1&3.2 categories.iii.Thedaysaending for trainingprogrammesoranyworkshopsconductedby theCASri

Lankaoranyotherrecognizedtrainingorganizaonwillbeconsideredasworkingdays.

iv. Anydifferencebetweentheminimumtrainingrequirementperannum(220days)andthe

totalminimum training requirement inaccordancewitheachexperiencecategoriesper

yearcanbecompletedusinganyexperiencecategorylistedintheabovetable.

v. Any traineewho fails toobtain the specifiedminimumnumberofdays in Informaon

TechnologyorTaxaonwillberequiredtoundergotrainingincoursesthatareconducted

bytheITFacultyandtheTaxaonFacultyoftheCASriLanka.

vi.ThetrainingrequirementforCerficatetoPracceeligibility isspecified inpagenumber

133ofthisbook&CerficatetopracceSecon(pagenumber25)ofthePraccalTrain

ingGuide

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ClickYearlySummarytoviewmastersummary

Seethemastersummary& compare itwiththeminimum requirements.

Ifthereisanyshortage,thosecanbeidenfied byyourself

Ifyouwanttoextendtheagreementtocovertheshortageyoumayrequest

atCerficatelevel toberequestedbeforesubmit4thquarter

atStrategiclevel toberequestedbeforesubmit4thquarter ofthe2ndyear

*itisadvisable

for

student

toview

year

end

report

before

submit

the

last

quarter

ofeach

level

Year End Report

Extension of Training Period

If youareunabletocovertheminimumtrainingrequirement within the trainingperiod,

you haveto senda request to the training division.Onceyousubmitarequest,training

divisionwill extendyour trainingperiod aswellasonline training record accordingly.

Thenstudentcanupdaterecordstothe onlinesystem.

*makesuretosendarequesttothetrainingdivision&getextendedyouronlinetraining

recordsbeforeyousubmitthelastquarterforsupervisingmembersapproval.

**

if

the

extension

period

more

than

15

weeks,

student

have

to

buy

a

new

training

record

SupervisingmembersName

OrganizaonName

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Quarterlysummariesshouldbesubmittothetrainingdivisionwithin30days from thequarter

endingdate

Failure to submitQuarterly Progress Reports,within thirty days from the lastday of each

Quarter amongst otherthings,willrender the traineetohis/her training period being

extended.

PageNo|09

Under Regulation 27 29

Pleasenotethatahardcopyofcerficatesunderregulaon27&29shouldbeobtainedby

studentsaersuccessfullycomplengthetrainingperiodthroughthesupervisingmembers.

AspecimencopiesofCerficatesunderregulaons aregivenbelow.

Annexure I forcerficateLevel

Annexure II forStrategic Level1styear

Annexure III forStrategic Level2ndyear

ThetrainingrequirementforCerficatetoPracceeligibility

Compleonoftwoyears(440workingdays)oftraininginaPublicPracce(Audit)organizaon

approvedforStrategicleveltrainingwithaminimumof50%experiencerelatedtostatutory

auditsaercomplengFinalIexaminaonoraerbeingeligibleforDAB.

StudentsareeligibleforDABaercompleonofbothSIexaminaonandoneyear(220days)

ofStrategicleveltraining(referpage25ofPraccalTrainingGuideforfurtherdetails)


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CERTIFICATEUNDERREGULATION27(ApplicableforNonPublicPracceOrganizaons)

Theforegoingisatruerecordoftrainingacquiredbytheregisteredstudent

Mr./Ms................................................................................................................

..in thisOrganizaon.

..........................................................

SignatureofAuthorizedOfficer

oftheTrainingOrganizaon

Date........................................... ............................................................

Designaon

CERTIFICATEUNDERREGULATION29

IcerfythatMr./Ms............................................................................................

......................................................................................................has successfully

completedtheperiodofPraccalTrainingof............year/swith...............days

from................................ to.............................asrequiredfortheCerficatein

Accounng&Business.

Inmyopinionthetrainingacquiredbyhim/herisadequate.

Date............................................. .................................................. Signatureofthe

SupervisingMember

Annexure I


12/13



Mr./Ms................................................................................................................


..........................................................



Date........................................... ............................................................

Designaon


IcerfythatMr./Ms............................................................................................



from................................ to.............................asrequiredfortheDiploma in

Accounng&Business.

Inmyopinionthetrainingacquiredbyhim/herisadequate.

Date............................................. .................................................. Signatureofthe

SupervisingMember

Annexure II


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Mr./Ms................................................................................................................


..........................................................



Date........................................... ............................................................

Designaon


IcerfythatMr./Ms............................................................................................



from ................................ to ............................. as required for the Associate

Membership.Inmyopinionthetrainingacquiredbyhim/herisadequate.

Date............................................. ..................................................

Signatureofthe

SupervisingMember

CERTIFICATEON

ELIGIBILITY

FOR

CERTIFICATE

TO

PRACTICE

IcerfythatMr./Ms.............................................................................................

...................................................................................................... hassuccessfully

completedtheeligibilityrequirementsforCerficatetoPracce*asspecified

inPraccalTrainingGuide.

Date............................................. ..................................................

SignatureoftheSupervisingMember

Annexure III

*EligibilityRequirementsforCerficatetoPracce

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