Seta Management System

1. Seta Management System

2. Introduction • Offline Versions • Capturing of Learners and Agreements • Capturing of Achievements

3. Excel Upload

4. Access Upload

5. HTML Offline Version • HTML • Saved on local hard drive (C:/) • Quicker response time • “Send to Database”

6. Saving on C:/ 1. Save the Offline Module on the Local Disk (C:)

7. Log on to Offline Module • Select Seta • Select Provider • Enter Username and Password. • Click on “OK”

8. Capturing Learner Information • Capture Information by selecting from dropdown box • Click on “SAVE” • NLRD • Click on “Programme”

9. Link Programme to Learner 1. Click on “ADD” to add a programme to the learner

10. Link Programme to Learner • Select programme from dropdown box • Select the Elective Unit Standard • Complete the “Start Date” and “End Date” • Click on “Save”

11. Edit Learner Information • Select name from Search Dropdown Box • Make Change • Click on Edit

12. Submitting Information to Database Click on: “Send to database”

13. Access to W&RSeta Online Database • Go to: • www.wrseta.org.za • 2. Click on the “Stakeholder Login” option

14. Access to W&RSeta Online Database • Enter Username • Enter Password • Select “ETQA & LShips” from dropdown menu • Click on the “Enter” button

15. Capturing Achievements • Step 1: Click on the "LEARNER" button from the Menu Bar • Step 2: Search for the LEARNER • Step 3: Click on the "EDIT" button • Step 4: Click on the "ASSESSMENTS" tab

16. Capturing Achievements (Cont) • Step 5: Select an ASSESSOR from the dropdown box next to the relevant Unit Standard • Step 6: Select a MODERATOR from the dropdown box. • Step 7: Complete the Assessment Date • Step 8: Click on the "UPDATE" button

17. Updating Learner Information • Step 1: Click on "PERSON" on the menu bar • Step 2: Search for the PERSON • Step 3: Click on the "EDIT" button • Step 4: Update the relevant information

18. Updating Learner Information (Cont) • Step 5: Click on the "UPDATE PERSON" button • NOTE 1: It is important to know that all changes will be captured in the audit trail. Detail of the last update on the information can be seen at the bottom of he person screen. • NOTE 2: You can only update PERSONAL details of the LEARNER on the PERSON page, for example, address information or contact details. To edit details regarding the learner status for example, you need to go the LEARNER and edit the details there.

19. Printing of Reports • Step 1: Click on Custom Reports • Step 2: Click on the report that you want to download • Step 3: Click on the Excel icon

20. Printing of Reports (Cont) • Step 4: Click on the “SAVE” button

21. Printing of Reports (Cont) • Step 5: Select the place where you want to save this report in the “Save” in dropdown box.

22. Printing of Reports (Cont) • Step 6: Click on the “OPEN” button

23. Printing of Reports (Cont) • Step 7: The file is going to open in Excel but the format is CSV. Click on “File”, then click on “Save As”. The next “Save As” box will appear like in the picture below • Change the “Save as type:” form “CSV (Comma delimited)” to “Microsoft Excel 97 – 2002 & 5.0/95 Workbook and then click on the save button.

24. Printing of Reports (Cont) • Step 8: Delete the two (2) blank rows at the top of the spreadsheet by highlighting the rows, right click, and select “Delete” from the menu that pops up. • Step 9: Change the format of the “Learner ID” column. Click on the “A” at the top of the column to select the whole column. Click on “Format” then click on “Cells”

25. Printing of Reports (Cont) • Select the “Number” tab. Select “Number” in the “Category” box. Change the “Decimal places” to “0”. Click on the “OK” button. This will change the ID number into the correct format.

26. Thank You Alize Groenewald agroenewald@dtss.co.za (012) 482 0373