INDICIUM SYSTEMDG 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/Email 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 e-mail notification once the DG Application is submitted

Way Forward

• Stakeholder user manual for download on the “Projects” page on www.fpmseta.org.za• The system is live and all submissions are

due by 30 April 2016

Questions

Thank you