1. LTS SAICA Training
How to use the LTS Platform to record and monitor all Trainees’ activities on the SAICA 2016 Training Programme
How to use the LTS Timesheet to record weekly hours per SAICA Topic

2. Agenda: Session 1 Perform and monitor SR process and documents
Overview of most important SAICA requirements and LTS’ role
TSR/PSR – Trainee Initiate and record evidence and ratings
TSR/PSR – Evaluator rate and give feedback
TSR/PSR – What about rating differences?
TSR/PSR – Typical Reports and Answers to FAQ
LTS Timesheets – Trainee initiate and update weekly timesheet
LTS Timesheets – Reviewer review and sign off on timesheet
LTS Timesheets – Reports and where to get Core and Attendance time information for ANA
Practical Exercise: Complete a TSR & PSR on LTS

3. Who is Learner Tracking Systems?
Background (Company Profile)
Started in 2004
SAICA, SAIGA, CIMA & SAIPA, SAIT, IIA, ACCA, CISA etc.
Partner of ICAZ since June 2014
UK & Europe Deloittes
SAICA Product: More than 250 Training Offices Over active trainees and more than active users
KPMG and EY  service to 68% of all registered SAICA trainees
Flexible system  most of the TOPP training offices in SA
Our clients
See detail list in list of our clients on
Current services
LTS = Learnership Platform
PTS = Staff Performance Tracking
Customised Modules: Timesheets, CPD, Planning Board…
Biggest client site = AGSA (1 178 students, users)
Get audience’s attention
Welcome and logons not received?
Who’ve looked at the Quick Start Guide?
Who’ve done a TSR / PSR on LTS?
Start with presentation
Presenter introduce him/ her self
Briefly discuss background of LTS: -> this year 10 years. Client base…
LTS is a web based system developed specifically for the SAICA Trainee Development and Assessment Process.
LTS is the SAICA preferred electronic assessment solution provider.
LTS provides an online platform to document, monitor, evaluate and keep record of the trainee accountant’s progress over his / her training contract period.

4. …/ Who is Learner tracking Systems?
LTS = online / web based system  online platform to document, monitor, evaluate and keep record of the trainee accountant’s progress over his / her training contract period.
No software installations required.
Your firm’s IT team must ensure that:
you have access to the following domains: and
NOTE: All page caching for these domains should be switched off as the site use of dynamic pages.
Access your Learner Tracking Systems home page 
Get audience’s attention
Welcome and logons not received?
Who’ve looked at the Quick Start Guide?
Who’ve done a TSR / PSR on LTS?
Start with presentation
Presenter introduce him/ her self
Briefly discuss background of LTS: -> this year 10 years. Client base…
LTS is a web based system developed specifically for the SAICA Trainee Development and Assessment Process.
LTS is the SAICA preferred electronic assessment solution provider.
LTS provides an online platform to document, monitor, evaluate and keep record of the trainee accountant’s progress over his / her training contract period.

5. SAICA Training Program
High-level view of the different documents and role-players during the Trainee’s SAICA training period.
Assessor
Certificate of Completion
Evaluator
Trainee
Reviewer
Technical Skills Review
TSR
Assessment Needs Analysis
ANA
Professional Skills Review
PSR
Over training
period
3/4/5
One year
of a training period
Final year

6. PA(C)6: …”Takes responsibility for own development”
SAICA Requirements
1 TSR and PSR (Combined SR) every 2 months (but not limited to)
1 ANA every 6 months
All closed TSRs and PSRs (Combined SR) since previous ANA will be included in new ANA
TSR & PSR (Combined SR) must be completed latest 2 weeks after the audit
SR reviewed and closed latest 2 weeks after submission from trainee
PA(C)6: …”Takes responsibility for own development”
Trainee focussed system
SAICA 2016 Regulations – an extract…
27 ASSESSMENT OF A TRAINEE ACCOUNTANT’S COMPETENCE
27.1 Both the training officer and the trainee accountant must participate in and comply with the assessment
process as prescribed by SAICA from time to time in the official SAICA Assessment Policies and the SAICA
Assessment Forms.
27.2 At a minimum, trainees must initiate and complete at least one TSR and PSR form during every two months;
27.3 Reviewers must review the TSR and PSR forms timeously after the trainee has completed the forms (it is
suggested that forms should be reviewed within three weeks from when they are completed by the trainee);
27.4 Trainees must finalise and sign the TSR and PSR forms timeously after the reviewers have completed the
review (it is suggested that forms are finalised and signed off by the trainee within two weeks from the date
of review);
27.5 Trainees must initiate at least one ANA form every six months;
27.6 The trainees and the evaluators must discuss and sign off the ANA form within four weeks from the end of
the six-month period under review .

7. SAICA: Structure of Training Program
RESIDUAL SKILLS (R)
The balance of the prescribed skills areas
ELECTIVE SKILLS (E)
Auditing and Assurance
COMPULSORY SKILLS (C)
1. Financial & non-financial reporting
2. Pervasive professional skills
BASIC EXPERIENCE – enough time to achieve a
general awareness of the vocabulary and
related concepts of the discipline with demonstrated competence in simple, uncomplicated situations
ADVANCED EXPERIENCE – enough time to achieve a comprehensive understanding and application of the competencies and techniques with demonstrated competence in complex situations or events.
Pervasive Skills (Compulsory – Advanced Experience)
* Professional Conduct  MUST give evidence that is Specific, Verifiable and positive (no rating!)
MUST also give evidence if rated for the following pervasive topics:-
* Management & Leadership
* Professional Attributes
* Information Technology
Accounting and External reporting = Compulsory! Advanced experience
Elective (1 elective, the rest residual)
E.g. Auditing and Assurance ( Elective requires Advanced experience)
Residual Skills (Basic Experience)
Taxation
Financial Management
Management Decision-Making and Control
Strategy, Risk Management and Governance
Note the relevant Skills are referenced on LTS with an R, E / C -> Remember to show when we get to screen

8. Logon to LTS Welcome email with Username & Password
Select relevant Profile
Update User Details
2. Trainee Home Page
1. LTS Home Page
LTS – the first steps
LOGON TO LTS
Use assigned LTS Username and Password
Refer to received LTS Support with relevant logon details.
NOTE: Update your password on first logon – see the relevant LTS password requirements on the CHANGE PASSWORD page
PROFILE
Select relevant profile from drop down list
Click on Continue to open LTS Home Page
LTS Profile options:
Trainee
Reviewer
Assessor
Evaluator
Training Officer
Training Officer Assistant

9. Change of Password LTS User Home Page Discuss the different sections
Tutorials - Short video clips designed according to the users in the necessary steps. Use this if additional training is required. Can be accessed by all LTS users
Open Items - Your notification area and work space of TSRs/PSRs or ANAs currently open
Skills Reviews / ANA’s / Status Report / Final ANA - Where you start a new skills review or ANA or get access to your reports
Left Bar
Documents
– All useful document downloads: SAICA and EY related (will later in slide show).
Note the Namibia offices can provide us with the relevant ICAN documents and Zimbabwe with ICAZ
Edit Your Details
Note the information in the specified fields must always be accurate & Up to date.
Cell phone number and addresses are used for system notifications. It is important that these are 100% to ensure your receive your notifications.
If your name / surname changed as well as your cell phone number please update.
Trainees should ensure that their assigned elective is correct (Auditing and Assurance for all EY trainees) as well as their contract periods. If this information is incorrect please send an to EY HR or LTS support to fix You will need to update and verify your details on first logon and beginning of each new year.
Select Profile
Users should ensure that they are logged on with the correct profile to perform the necessary LTS activities
EY Profile options:
Trainee = Learner on SAICA / ICAN / ICAZ contract
Reviewer = CSE to AD: to perform TSR & PSR sign offs at least every 2 months
Assessor = Registered SAICA Assessor: to sign off on ANAs
Counsellor = CSE to AD: To perform ANA reviews, prepare for ANA discussion an mark competencies that assessor may consider for final sign off during trainee’s final year
Training Officer = CA: Registered SAICA training officer. To monitor the program and retrieve necessary reports
Training Officer Assistant = HR: To manage and coordinate the SAICA program and to get the necessary reports regarding the process or users’ progress on the training program

10. Update User Details First logon – Change Password!
Click here to view or change password
First logon – Change Password!
Ensure information is correct. If not update or inform LTS
and Cell phone important to be correct for LTS notifications
1 = Work address, 2 may be updated with another personal address
SAICA Contract information must be correct!
Update User Details on the USER DETAILS page
Note: On first logon you will need to update your personal details & throughout the year when it changes!
Edit and add missing details - Ensure all information is accurate.
The yellow text boxes are compulsory fields.
Important to verify and ensure and cell phone number 100% to receive system notifications.
Training period B & C -> discuss impact and not relevant for reporting. More important to ensure correct ANA number selected.
For example: This ANA 3 of 6 for 2nd year trainee first ANA!!!
Click on ‘Update’ to
save all changes and
move to your LTS Home Page

11. Trainee Home Page 1. 5. 2. 4. 3. LTS User Home Page
Discuss the different sections
Tutorials - Short video clips designed according to the users in the necessary steps. Use this if additional training is required. Can be accessed by all LTS users
Open Items - Your notification area and work space of TSRs/PSRs or ANAs currently open
Skills Reviews / ANA’s / Status Report / Final ANA - Where you start a new Technical / Professional skills review or ANA or Timesheet + get access to your reports
Left Bar
Documents
– All useful document downloads: SAICA and LTS related (will later in slide show).
Edit Your Details
Note the information in the specified fields must always be accurate & Up to date.
Cell phone number and addresses are used for system notifications. It is important that these are 100% to ensure your receive your notifications.
If your name / surname changed as well as your cell phone number please update.
Trainees should ensure that their assigned elective is correct & if on the 2016 training programme should start with ….
+ as well as their contract periods. If this information is incorrect please send an to your HR or LTS support to fix You will need to update and verify your details on first logon and beginning of each new year.
Select Profile
Users should ensure that they are logged on with the correct profile to perform the necessary LTS activities
Typical LTS Profile options:
Trainee = Learner on SAICA contract
Reviewer = Line Manager, Audit Snr / Manager - to review trainee’s TSR & PSR sign offs at least every 2 months
Assessor = Registered SAICA Assessor: to sign off on ANAs
Evaluator = Manager / Senior Manager: To perform ANA reviews, prepare for ANA discussion an mark competencies that assessor may consider for final sign off during trainee’s final year
Training Officer = CA: Registered SAICA training officer. To monitor the program and retrieve necessary reports
Training Officer Assistant = HR: To manage and coordinate the SAICA program and to get the necessary reports regarding the process or users’ progress on the training program

12. Trainee Home Page: TUTORIALS
TUTORIALS - NEED HELP?
Short training video clips 1.
LTS User Home Page 
Discuss the different sections
Tutorials - Short video clips designed according to the users in the necessary steps. Use this if additional training is required. Can be accessed by all LTS users

13. Documents Link
All LTS and SAICA related useful documents.

14. Initiate & Complete TSR / PSR
Trainee – SR STEP 1:
Initiate & Complete TSR / PSR

15. LTS Skill Review Process (TSR / PSR)
SR STEP 1

16. Trainee: Initiate Technical Skill review (TSR)
Click on relevant HYPERLINK

17. Trainee: Initiate TSR / PSR
Select the Reviewer that should review your SR
This is the year and relevant months the work was done that you now review in this SR
Indicate the day that the work/project/ assignment start that is reviewed in this SR
Indicate the last day the work/project/ assignment is finalised / worked on for this evaluation of this SR
1. SETUP OF TSR/PSR
From your LTS LEARNER HOME PAGE click on the hyperlink: Link to Technical Skills Review or Link to Professional Skills Review to start a TSR / PSR
Note: Need to do TSR and PSR for each assignment completed / one of each every 2 months!
PSR consists of Pervasive and Professional Conduct component 
Select
your assigned Reviewer from the drop down list -> Ordered alphabetically according to Surname, Name.
Remember only ONE Reviewer to perform Review. Should be correct -> Assigned Assistant Manager / Manager for the particular assignment
The year and months should be indicated that this review is relevant for.
Add Client details as well as additional notes that will assist in your review/add value to your training profile.
Quick Access to the reviewer:
Enter the Surname of the Reviewer to scroll down to the all reviewers starting with the entered characters.
All users are displayed on LTS according to Surname, Name layout.
WHAT IF REVIEWER NOT ON DROPDOWN?
Check if the Manager should be assigned to this Review. If so, then follow up with your training Officer/ Assistant – they need to contact LTS Support with the relevant Manager’s details and contact information. The Reviewer will be on the drop down list as soon as he/she is added or activated on LTS.
2. NEW REVIEW
On completion of TSR/ PSR setup click on ‘New Review’
to save the New Review setup information and
Start with the process to review your performance.
Indicate the actual days spend on the work reviewed in this SR

18. Trainee: Initiate PSR (may add additional supporting information)
TSR & PSR Client Description =
The assignment or client must be referenced in such a manner that it would be easily identified during the moderation process
PSR Setup Page
Note the additional information that can be added to the PSR setup page.
Explain to trainees the level of detail the Training Office wants to see in this section.

19. Trainee: Select Relevant Skill To Assess
Note: Select and rate only the relevant competencies obtained during the engagement.
Compulsory / Elective / Residual Skills?
C - Compulsory
E - Elective
R - Residual
To Edit the setup: “Change Reviewer, Description and Notes”
From the Outcomes Cover page - Select Technical/ Professional Skill
Click on relevant hyperlinks of each technical/ professional skill to be rated.
NOTE: Only the competencies attempted during the engagement needs to be rated
PSR:
PC: Trainee MUST only give evidence (POSITIVE, SPECIFIC, and preferably VERIFIABLE)  No rating. Reviewer will indicate Yes / No to SAICA requirement
Pervasive Skills: Trainee MUST give evidence (that is POSITIVE, SPECIFIC, and VERIFIABLE) in support of their assessed level of competence + Rate their level of competence
TSR:
Trainee must perform a self-assessment  Rate and reflect on professional skills utilised to complete the technical activity
Trainee only rated the technical skills competencies to which they were exposed during the period that this TSR
Trainee should document any comments of their own against each competency, if they deem it necessary.
If you need to Edit your TSR/PSR setup or change reviewer the select ‘Change Reviewer’ Top Right

20. Trainee: Select Relevant Skill To Assess
Click on relevant hyperlinks of each technical/ professional skill to be rated.
And the underlining criteria will open

21. Only rate competencies that you gained experience in
Trainee: Drill Down to Assessment Criteria
1. CAPTURE RATING
 Click on the Capture Rating
The Skills Decision Tree will open
Select the appropriate Rating & Path
2. PROFESSIONAL SKILLS UTILISED
 Describe all professional skills used in attempting the technical skill.
NOTE: This does not replace the PSR requirement
3. COMMENTS
 Optional. Add comments if additional context is necessary.
4. SUBMIT
 Click on Submit bottom of page to save changes.
5. CANCEL
Note if no skill rated on page then select CANCEL! 1 2 3
1. CAPTURE RATING
Click on the Capture Rating button
The Skills Decision Tree will open
Select the appropriate Rating & Path
Rating and Path fields will be populated with the selected values from the Decision Tree
2. PROFESSIONAL SKILLS
Describe all professional skills used in attempting the technical skill.
NOTE: This does not replace the PSR requirement
3. COMMENTS
Add any additional comments to add the required context.
4. SUBMIT
Click on Submit if all relevant skills are rated on page
5. CANCEL Button.
Note if now skill is rated on the page then select CANCEL and NOT SUBMIT!
Only rate competencies that you gained experience in

22. Trainee: Drill Down to Assessment Criteria
Click on CAPTURE RATING button to add rating and decision tree path
PSR – MUST provide EVIDENCE that is Positive, Specific & Verifiable
May add comments / supporting notes where it necessary
1. CAPTURE RATING
Click on the Capture Rating button
The Skills Decision Tree will open
Select the appropriate Rating & Path
Rating and Path fields will be populated with the selected values from the Decision Tree
2. PROFESSIONAL SKILLS
Describe all professional skills used in attempting the technical skill.
NOTE: This does not replace the PSR requirement
3. COMMENTS
Add any additional comments to add the required context.
4. SUBMIT
Click on Submit if all relevant skills are rated on page

23. Trainee: Rate Competency
1. Capture rating
Use the decision tree to make your selection

24. Decision Tree Used to Rate
For a comprehensive explanation see …?
Question mark
You can choose not to include the path by selecting the options to the bottom left
High lighted blue block indicates current selection
Follow questions, answers and select relevant end node = Rating + Path

25. Trainee: TSR Give Evidence and Reflect
2. Reflect on Professional Skills Utilised and Give Evidence
TSR - Reflect on professional skills utilized in demonstrating competence
Note: This does not replace the PSR requirement – only assist as reminder where to look for PSR evidence that is Specific, Positive & Verifiable
Comment fields are optional but give proof in you portfolio of evidence
3. Submit

26. PC and Pervasive skills Different Content
Trainee note: evidence in documented must be POSITIVE, SPECIFIC, and preferably VERIFIABLE
Professional conduct competencies:
The trainee must record evidence in support of their demonstrated understanding of these competencies. Evidence documented must be POSITIVE, SPECIFIC, and preferably VERIFIABLE. The trainee does not need to perform a self-assessment of these competencies as they will form part of a discussion with the trainee concerning professional conduct during the Assessment Needs Analysis meeting.

27. Trainee: PSR - Rate, Give Evidence and Comment on Competence
Click on CAPTURE Rating to select rating and path
If a PSR skill is rated the Trainee MUST provide evidence that is specific, positive and preferably verifiable

28. Trainee: SR Document Finalised? Sign off on SR
√ Tick mark indicates selection
Click Document Complete
Click on Sign Off
Note: TSR / PSR will remain open until sign off.
Only then SAICA will start looking at timelines.
2 weeks for Reviewer to complete
2 weeks for rating differences to be resolved
Remember: at the latest 2 weeks after audit need to do TSR & PSR
Trainee can edit, update / change Reviewer, etc. on TSR/PSR as long as the document is assigned to the Trainee in SR STEP 1

29. Trainee: Sign Off Notification
Document assigned to Reviewer. Trainee can’t make any further changes to documents!
FAQ: Trainee: “I need to update the evidence, or make a change to the rating, etc. BUT the Skill review is already assigned to the Reviewer – how should I proceed?
A: Discuss the request with and get approval from the Reviewer that you want to update document. If approved, LTS Support and copy your Reviewer in the . You have to indicate in the request that you received approval to re-assign the TSR/PSR back to you as Trainee.

30. Status Change on TSR/PSR - With REVIEWER
Document assigned to Reviewer
How can I view a report of the submitted TSR/PSR?
Answer: Click on the PRINT hyperlink on your “Link to Technical/Professional Skill Page.

31. System Notification – SMS & Email
Upon completion of various stages of the assessment process LTS ensures continues process flow by notifying the relevant parties of the document status
This functionality is available via and SMS, only or SMS only

32. Review & update / comment on Trainee’s TSR / PSR
Reviewer – SR STEP 2:
Review & update / comment on Trainee’s TSR / PSR