LMIS Constituency of Assessor and Moderator Usr …

1 Privileged and Confidential lmis Constituency of Assessor and Moderator Usr Manual 2017 For External Use SERVICES SETA lmis User Manual Assessor and Moderator 1 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 Table of Contents 1. Introduction .. 2 2. Register an Assessor .. 4 User 4 Register a User .. 4 User Account Activation .. 5 User Login .. 5 3. Application for Registration .. 6 Apply For Registration .. 6 Step 1 Learning Units .. 8 Step 2 Documents .. 14 Step 3 Professional Experience .. 18 Step 4 Educational Details .. 20 Step 5 Verify and Submit .. 24 4. Apply For Extension of Scope .. 28 Apply for Extension of Scope button .. 28 5. Review Assessor and Moderator Applications .. 34 Allocate Evaluator for the application.

2 34 Evaluate Assessor Application .. 37 Send Feedback Email .. 43 6. Award or Not Award 45 lmis User Manual Assessor and Moderator 2 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 1. Introduction Integrated Learner Management Information System was developed to help Services SETA facilitate the following: I. Registration of Assessors and Moderators on lmis . II. Application for Registration for Constituent Assessors and Moderators. III. Approval of applications by SSETA. IV. Planning to address skills shortage by being proactive, this is through an accurate research and reporting. V. View single Truth of the information about the Assessors and Moderators registered with the Services SETA. This user manual only covers CAM functionality. lmis User Manual Assessor and Moderator 3 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties.

3 2017 lmis User Manual Assessor and Moderator 4 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 2. Register an Assessor This section demonstrates and explains how an Assessor can gain access to lmis and start applying for Registration at the Services SETA. User Registration A user needs to Register on the system as an Assessor before gaining access to the following key features: i. Capturing learning units that they are accredited for. ii. Uploading Supporting Documentation. iii. Capturing their Professional Experience. iv. Adding the Educational background and submitting the application for registration. Note: Moderators who wish to be Registered with the Services SETA need to be first registered as Assessor . Users who wish to apply for both roles need to ensure that they select the Assessor and Moderator option on the User Type Dropdown.

4 Register a User i. A user must complete information shown in the screen below to register as a user. lmis User Manual Assessor and Moderator 5 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 ii. Once the registration information is successfully captured, a success message with instructions on how to activate the account will appear as below User Account Activation An activation email with an activation link is then sent to the applicant: User Login i. A user will then has to click on the link above to successfully activate the account. This link will redirect the user to the login screen as shown below. The Assessor continues to enter their login details, the system will automatically populate the User Type field based on the Username.

5 The user then clicks on the Login button to proceed. lmis User Manual Assessor and Moderator 6 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 ii. Once the necessary information has been captured in the Login page, the system navigates to the Verify Account (New User Verification) page as below. The user enters (copy and paste) the Verification Code, then clicks on the Verify button to proceed. 3. Application for Registration This menu handles all the Registration process for the assessors and moderators within the lmis system. Assessor Accreditation allows the application for Registration for an Assessor , be it a first time application, re-registration or the Extension of Scope - in the case of those assessors that are already registered on the system. Apply For Registration i.

6 After successfully activating the user account and having logged in, the user lands on the User Profile page. The Assessor the continues to fill out their details in the fields provided, as below: Should the Assessor attempt to click on Save with mandatory information missing, the system will highlight the missing data in RED as below: lmis User Manual Assessor and Moderator 7 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 ii. Fill in all the required user profile details, then click on the Save button. The system will proceed to save the person profile and then display a successful save message and also avail a new button with the caption Apply for Registration , as seen below: iii. Once the profile has been successfully captured, the user clicks on the Apply for Registration button and the system will navigate to the Application process, beginning with Step 1 as below: lmis User Manual Assessor and Moderator 8 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties.

7 2017 Should the applicant wish to apply for both Assessor and Moderator Registration, they must tick on the dual role application checkbox, as below: Step 1 Learning Units i. This step allows the Assessor to capture their Learning Units for the application. It consists of two distinct sections: i. The top section allows capturing of the learning units as either a full qualification or a unit standard linked to a qualification. The user has to specify whether they are capturing a full qualification or a unit standard by means of the option buttons qualifications or unit standards as seen below lmis User Manual Assessor and Moderator 9 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 ii. The bottom section has the two grids that contain the captured full qualifications and the unit standard qualifications to be considered in the application as seen below.

8 The grid provides the user with the following information a. Qualification ID the qualification code that uniquely identifies a qualification as on the SAQA database b. Unit Standard ID - the unit standard code that uniquely identifies a unit standard as on the SAQA database c. Title - the title that identifies a learning unit as on the SAQA database d. Start Date the proposed start date for the learning unit accreditation and conforms to the registration start date of the learning unit e. End Date the proposed end date for the learning unit accreditation and conforms to the registration end date of the learning unit lmis User Manual Assessor and Moderator 10 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 f. Application Type whether or not the application is a first time application, re-registration or extension of scope type g.

9 Learning Type this applies to the unit standards and specifies whether the application is a Core, Fundamental or Elective. ii. Choose the option whether you are capturing a full qualification or a unit standard (this enables only the full qualification option or enables the unit standard option which requires you to select a unit standards and qualification combination) and also set your search options. You can either search by the id of the learning unit or the title of the learning unit as seen below: a. Full Qualification b. Unit Standard iii. Selecting the learning unit automatically populates the Start Date and End Date portion for the learning unit as seen below: lmis User Manual Assessor and Moderator 11 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties.

10 2017 Should the applicant click on the Next button without capturing the required information, the system provides a notification to prompt action from the user as below: iv. With the learning unit selected click the Add Learning Unit button and the learning unit will be saved with confirmation message displayed and it will also be displayed in the applicable grid as seen below: lmis User Manual Assessor and Moderator 12 | P a g e Copy Rights Disclaimer: Please note that no contents of this document should be replicated without prior consent of relevant parties. 2017 v. There is an option to remove learning units captured in error or not to be considered in the application any longer by clicking the Delete button related to the learning unit concerned on the grid. vi. Select a learning unit to delete and then click the Delete button.