1. LTS Implementation of SAICA 2016 Training Programme
PSR and ANA Changes
Overview of changes regarding Professional Conduct for all Trainees registered on SAICA 2016 Training Programme

2. LTS CHANGES TO User Details -
Click here to view or change password
LTS Users Can now:
customise their password.
LTS updated usernames to more user-friendly usernames
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

3. Perform PSR - What should Trainee do on Professional Conduct?

4. Trainee: Initiate TSR / PSR NOTE CHANGES TO PAGE
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!
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 reflects on.
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.
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

5. TRAINEE: Gives evidence PC and Pervasive skills - Different Content
Trainee don’t assign a rating. Only give detailed evidence that is Positive, Specific & Verifiable

6. PSR - What should REVIEWER do on Professional Conduct?
The next few slides will focus on the necessary activities of a Reviewer to complete a TSR / PSR

7. Reviewer to review PC evidence
Reviewer Select YES / NO To Question = Is the Evidence acceptable, Positive, Specific &
Verifiable
Reviewer may add a comment

8. LTS Implementation of SAICA 2016 Training Programme
and ANA Changes
Overview of changes regarding Professional Conduct on ANA and general ANA changes
NOTE on next slide the change in ANA process.
TRAINEE initiate and complete Record of Hours and Section 2 before ANA proceed to Evaluator (NOTE: Trainees MUST ensure that all relevant SRs is closed before the ANA is initiated)
If Evaluator = Assessor then only ONE signoff. When manager signoff as Evaluator the manager also signoff as Assessor in the same step.
All competencies then nominated as “Ready for final signoff” will be signed off in this step. The selected SAICA skills status will change to “Competent”

9. NOTE the change in ANA process
NOTE the change in ANA process. TRAINEE initiate and complete Record of Hours and Section 2 before ANA proceed to Evaluator
The Trainee initiate the ANA if all relevant SRs are closed for the 6 months review period.

10. Evaluator: Complete Section 1
Current step that must be completed.

11. EVALUATOR The Evaluator to perform the following: Assign an ANA rating
Review the associated TSRs/PSRs (click on SR number hyperlink)
Assign / Edit the advanced / basic rating
Nominate competencies ready for final sign off
Mark development needs (only when major intervention required if the trainee perform below the norm)
Mark specific competencies that should be discussed during one-on-one
May add comments where relevant
Click on SUBMIT

12. EVALUATOR: Review rest of Professional and Technical Competencies
Rated by Evaluator
Back To Items Rate Page
E column indicated progress
Click on selected hyperlink to open Evaluator ANA page view to perform required Evaluator actions.
Competency rated in linked SR
Development need specified in previous ANA
1. Click on Topic hyperlink to open ANA EXTENDED VIEW
2. Click on Competency hyperlink to open competency page ANA VIEW

13. ANA Extended View – Select TOPIC on ITEMS Page
LTS ANA Extended View = more user-friendly Extended View is available in the ANA if Trainee, Evaluator / Assessor click on the Skills topic. Still the same functionality, only different layout and SAICA skills and subskills on one page = less pages to open!
Validations also added to these pages. Evaluator can’t nominate skill for sign off & assessor can’t sign off if ANA rating is not a 4.
NOTE: Users require a good Internet connection for this view.

14. TO VIEW HISTORY click on SHOW EVIDENCE button
EVALUATOR
Review and Assign Overall Rating to Professional Conduct
Evaluator must review each PC competency and:
Indicate if Principle was demonstrated Yes/No
Give an overall comment
Indicate is development is required Yes/No
Indicate if the topic should be discussed (exceptions that you want to highlight in PRINT DISCUSSION REPORT)
TO VIEW HISTORY click on SHOW EVIDENCE button

15. EVALUATOR 2 1 3 View Evidence and History
For each PC competency click on SHOW EVIDENCE button to open linked SR evidence as well as previous ANA history
Based on evidence update fields in yellow and comment
Hyperlinks give access to previous documents 2 1 3
View of ANA NR 1 PC section
View of linked SR1

16. EVALUATOR View Evidence and History
Evaluator must review and evaluate each PC competency
Click on SUBMIT when finalised

17. EVALUATOR: Review rest of Professional and Technical Competencies Example of “OLD VIEW”
MUST update rating based on this ANA period’s linked SRs
Competency Page View
Update Rating
If relevant and according to your office policy select ready for final Sign Off (MUST fulfil SAICA requirement of rating of 4)
Need to view SR Detail? Click on linked SR hyperlink
Over with mouse over down arrow will give SR detail
To review evidence click on SR number hyperlink
Mark YES if
specific aspect that should be discussed/
If Development is needed (only for exceptions not inline with office’s training programme
Evaluator should comment where necessary