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November 2013 Page 1 of 21 Provider Training Manual
FP&MSETA INDICIUM: ETQA PROVIDER MANUAL
November 2013 Page 2 of 21 Provider Training Manual
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
November 2013 Page 3 of 21 Provider Training Manual
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
November 2013 Page 5 of 21 Provider Training Manual
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
November 2013 Page 6 of 21 Provider Training Manual
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
November 2013 Page 8 of 21 Provider Training Manual
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
November 2013 Page 14 of 21 Provider Training Manual
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
November 2013 Page 15 of 21 Provider Training Manual
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
November 2013 Page 16 of 21 Provider Training Manual
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
November 2013 Page 17 of 21 Provider Training Manual
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
November 2013 Page 18 of 21 Provider Training Manual
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
November 2013 Page 21 of 21 Provider Training Manual
13 Notes
