INDICIUM SYSTEM DG Module January 2016. Contents How to Access the Indicium System How to register...
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Transcript of INDICIUM SYSTEM DG Module January 2016. Contents How to Access the Indicium System How to register...
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