SDMS TRAINING MANUAL FOR NSDC PARTNERS 1
Key Highlights Master list of all approved courses Course approval workflow Segregation of candidate registration and training/placement update Validations to submit training data only for affiliated sectors Validations to submit training data only for courses approved by NSDC Validations to get complete data on placements Validations to avoid duplicate candidates Validations to restrict user submit directly trained data Improved dashboard (tabular/graphical) to view achievements on Monthly and Yearly basis Reports Submit Training Calendar Submit Annual Plan Submit utilization certificate Route batches through Sector Skill Councils for assessment and certifications under Non-STAR. 2
Table of Contents Table of Contents Key Highlights... 2 Logging in to SDMS Portal (Partner Login)... 4 Landing page of Training Partner Portal... 5 Description of Dashboard... 5 Profile Page of Training Partner Portal... 8 Contract Information... 9 Training Centre... 10 Course Creation... 13 How to add a course?... 14 Candidate Upload... 15 Uploading Candidates to be Assessed and Certified by Sector Skill Councils.... 15 Dividing Candidates into Multiple Batches (SDMS Batch Creation Logic)... 15 Uploading Candidates which are not Supposed to be Routed to SSC for Assessment & Certification... 17 Candidate Details Through Centres... 20 Candidate Details... 21 Utilization Certificate Tab... 22 Utilization Certificate Form... 23 List of Utilization certificates already added... 25 List of information shared with Monster... 26 Annual Action Plan... 27 Reports:... 28 SDMS Enhancements... 30 Candidates upload for Non- QP-Aligned courses Training Partner... 30 Passport Number and Valid Date... 30 Pin code... 30 Trainee Address... 30 Technical Education... 30 3
CSR Funding Trainings... 30 Skilling Category... 31 New fields added... 31 Logging in to SDMS Portal (Partner Login) 1) Browse the URL mentioned below to open the login page on SDMS Partner portal. http://c20cp7.saas.talismaonline.com/ The login page looks like- 2) Enter your Username and Password provided to you by NSDC and click Login button. 3) After successfully logging in, the landing page is Dashboard tab 4
Landing page of Training Partner Portal Description of Dashboard 1. Partner Name: Shows the Organization name stored in SDMS 2. NSDC Registration Number: This number is unique number assigned to all NSDC partner. While uploading candidate data this number will be required to map candidates with the partner s organization 5
3. Date of last upload: This date will show when last successful upload happened. This date will refresh every mid-night. For e.g. if data is successfully uploaded today then it will show up on Dashboard tomorrow 4. Number of uploads: This will give information on number of successful uploads made in one week. 5. Number of uploads in FY 13-14: This will give information on number of successful uploads in FY 13-14 6. Proposal Name: This is the proposal name as per NSDC records 7. Proposal No.: This is system generated number which will be used while candidate upload 8. Date of Sanction: This is the date on which proposal is approved 9. Performance Current Financial Year: Whenever the Dashboard tab is open, current financial year data will be highlighted o o o o Enrolled: Count of Non-STAR candidates by picking Batch Start Date falling in Current Financial Year Trained: Count of Non-STAR candidates where Training Status=Completed and by picking Passing out Date falling in Current Financial Year Placed: Count of Non-STAR candidates with Training Status = Completed AND Placement Status=Yes and Date of Joining falling in Current Financial Year Up-skilled: Count of Non-STAR candidates with Training Status = Completed AND Employment Type=Up-skilled AND Passing out Date falling in Current Financial Year 10. Month-wise Performance: This table will show previous month data i.e. if the dashboard is opened between 1 st of March to 31 st of March, this table will show up Feb data o Enrolled: Count of Non-STAR candidates by picking Batch Start Date falling in that month o Trained: Count of Non-STAR candidates where Training Status=Completed and by picking Passing out Date falling in that month o Placed: Count of Non-STAR candidates with Training Status = Completed, Placement Status=Yes, Employment Type=Employed Through Partner and Date of Joining falling in that month o Up-skilled: Count of Non-STAR candidates with Training Status = Completed AND Placement Status=Yes AND Employment Type=Up-skilled AND Passing out Date falling in that month o New centres created: Number centres created in that month 11. Centre Status: o Active: Number of centres where Non-STAR training is going on or reported in the last month trained count 6
o In-active: Number of centres where no training is reported or going on for Non- STAR candidates 12. Annual Report: This will give graphical representation of monthly analysis on Enrolled, Trained, Placed and Up-Skilled candidates Screen Shot: Welcome Page of Training Partner Portal Welcome page will direct Training Partner to NSDC website where information pertaining to partner s centres, NOS and other information is provided. 7
Profile Page of Training Partner Portal Organization detail is read-only which will be pulled out from registration page and cannot be modified however contact information can be modified. 8
Contract Information Contract information is mapped against the proposal submitted to NSDC Information from Term Sheet will be highlighted in read only mode. 9
Training Centre To create/ modify centres, click on Training Centre tab. On right bottom of page, there is a button to create new centre. Centre information like name, address etc. will be entered by partner. Partner has to update centre status on regular basis. Fields marked with * are mandatory fields 10
Click on this page to enter point of contact details Click on this page to enter training calendar Click on add button to insert more rows Click on submit to save details 11
Click on this page to view annual plan All centres can be viewed in the form of list. To modify details like centre address, status, contact information-click on centre id 12
Course Creation Click on Course Master ID to modify details All existing course will be listed in this page Click on Add to create new course Course creation will initiate course approval process at NSDC. All courses created will be forwarded to NSDC Standard & QA team. Partners will be informed over the mail on approval or rejection of course by Standard and QA team 13
How to add a course? Course will be created for a sector All fields marked as * are mandatory in this page. Attachment of endorsement letter is required in case SSC is not available for the course. E-mail copy of QP request to SSC, in case QP is not available. Attachment of syllabus and course curriculum in case SSC and QP both are available. 14
Candidate Upload Along with the conventional way of uploading the candidate information on SDMS and updating the assessment and certification related details (Ex Passing Out Date etc.), the NSDC partners are now being given an option on SDMS to route the candidate information to respective Sector Skill Councils (SSC) for conducting assessment and certification of candidates. Thus, the Training Partner has two options- 1) Uploading and Updating candidate information of candidates, which have been assessed internally by partner and certified by them, and not through Sector Skill Councils 2) Uploading and routing information of candidates, who are supposed to be assessed and certified by Sector Skill Councils. Uploading Candidates to be Assessed and Certified by Sector Skill Councils. Please follow these steps for uploading candidate data to be routed to SSC- 1) Login to SDMS 2) Go to tab SSC Candidate Upload 3) Download the latest excel template 4) Fill in the details of all the candidates, along with proper batch details. 5) Upload the file. Dividing Candidates into Multiple Batches (SDMS Batch Creation Logic) SDMS would group the candidates into batches as per the BatchGroupNumber along with other existing criteria of Assessment Date, Training Centre ID and Job Role Working Scenario- 1) Partner is uploading 100 candidates in a single sheet. 2) All candidates have the same Course, assessment date and all candidates belong to the same training centre (thus having the same Centre ID) 3) Partner wants these candidates to be grouped into 4 different batches. 4) Partner needs to give different BatchGroupNumber to different set of candidates. 15
5) If partner wants to create 4 batches of 25 candidates each, he can put BatchGroupNumber as 1 for first 25 candidates in excel sheet, BatchGroupNumber as 2 for next 25 candidates and so on. 6) SDMS will automatically create different batches based on the BatchGroupNumber. Please note that, the final batch creation logic which will be followed on SDMS isa) Training Partner b) Training Centre ID c) Course d) Assessment Date e) Batch Start Date f) Batch End Date g) Batch Group Number This means that, if n number of candidates have the same fields mentioned above, they shall be grouped into one batch in SDMS. If any one of these fields differs, a new batch shall be created. *Please note- Only the batches uploaded for QP-NOS Aligned courses shall be routed to SSC s. If the course is not an approved course, SDMS shall not allow the partner to send the data to SSC. Partner needs to use the template available in the tab SSC Candidate Upload for uploading candidates (which are routed to SSC s) and for updating the information of such candidates. 16
Uploading Candidates which are not Supposed to be Routed to SSC for Assessment & Certification Please follow these steps for uploading candidate data which is not supposed to be routed to SSC- 1) Login to SDMS 2) Go to tab Candidate Upload 3) Download the latest excel template 4) Fill in the details of all the candidates, along with proper batch details. 5) Upload the file. *Please note- Partner needs to use the template available in the tab Candidate Upload for uploading candidates (which are not routed to SSC s) and for updating the information of such candidates. o Two options are provided o One for adding candidate (Insert) o One for update candidate (Update) o Click on the required option and then download the template 17
o Fill in the data for the candidates as per instruction provided on template and upload it on SDMS o System will show Pass/Fail status of excel upload. In case of fail, an error log will be generated. o Error log will give support # for the help plus it will give details of erroneous records with complete description of error o Snap shot of complete information is provided below (Please download latest document from portal) 18
Validations and remarks snapshot 19
Candidate Details Through Centres To view candidate details, click on Candidates tab. System will ask to select a centre to view candidates within that centres. When a centre is selected and opened, candidate list mapped to centre will be visible (Screenshot is provided below). Same list can be exported to excel as well. 20
Candidate Details Candidate details can be copied on excel file 21
Utilization Certificate Tab Utilization certificate is mapped against the proposal submitted to NSDC. This will again be segregated into years and quarters. Select the proposal and click on Select button to open screen for add UC, year and quarter wise 22
Utilization Certificate Form 23
All fields marked * are mandatory in this page. At the end partner has to attach signed copy of utilization certificate 24
List of Utilization certificates already added Screen Shot: Utilization Certificate Report Tab Click on generate UC in PDF SDMS is provisioned to download UC as a PDF which can be submitted to NSDC. Partner can download UC data in a PDF for a particular financial year and quarter. PDF can be downloaded and signed copy of UC can be uploaded back on SDMS, which will be visible to NSDC. 25
List of information shared with Monster 26
Annual Action Plan Partner is expected to submit annual action plan before the start of Financial Year. An interface is provided to partner to add AAP against a financial year for social target, staff strength, centres and financial. Parameters are pre-defined in the system. On final submission AAP will become read only for partners. Partner can update or add AAP only for the new centres. 27
Reports: Partner is informed about their performance through different reports. Although details information is available to partners at candidate level however reports give complete information as a snap shot. 1. Centre wise report: This report will give centres created by training partner till date 2. Course wise report: This report will give courses which are created as per Standard and QA guidelines along with Standards and QA approval status 3. State wise count report: This report will give enrolled, trained, placed, up-skilled, selfemployed count for the current FY (in NOS aligned courses). 4. Sector wise count report: This report will give enrolled, trained, placed, up-skilled, selfemployed count for the current FY (in NOS aligned courses). All reports are downloadable on excel and can be searched on three parameters i.e. State, District and Sector. 28
Click on download to pull out data in an excel file Open it or Save it 29
SDMS Enhancements Candidates upload for Non- QP-Aligned courses Training Partner The validations built in Candidate upload feature will check for the respective partner s affiliation to the sector mentioned in Term Sheet. If the partner is not affiliated to the sectors mentioned in Term Sheet, the upload will fail and appropriate error message will be displayed The validations built in Candidate upload feature will check the status of training partner against the course and sector mapping Candidate upload SDMS will allow the partner to upload the candidates for courses which are marked as either- Yes, No or Exception In case of QP-Aligned course status=no, system will allow candidate data upload Passport Number and Valid Date Passport number field is added in the new template and is non-mandatory. However if TPs enters passport number of any candidate then validity date is mandatory to fill Pin code Candidate Pin code is made mandatory to track rural v/s urban trainings Trainee Address Trainee Address is made Non-Mandatory Technical Education Technical Education is made Non-Mandatory CSR Funding Trainings New drop down values as CSR is added under the field Fee Paid By In case TPs selects CSR then they need to provide Source of Funding Currently there is only one value in the Source of Funding as Power Grid 30
Skilling Category Drop down values added under skilling category to capture school, college, and university candidates under skill mission and SSC affiliation Partner selects final year of the education in the skilling category field, system will allow them to either mark those candidates as placement =Y/N. In case of placement = Y, partners have to fill all fields pertaining to placements like employer name, DOJ, CTC, Employment Type etc. In case of placement= N, partners have to mark those candidates as Opted for higher studies. However, if candidates are not in the final year of education say not in 12th or 3rd year or B- Tech 4th year, then placement status will be non-mandatory New fields added Disability as Yes/No (Non-Mandatory Type of Mobile as Smart Phone or Other (Non-Mandatory Below Poverty Line as Yes/No- (Non-Mandatory) Annual Household income as below 96 thousand, 96 thousand to 2.5 lakh, 2.5 lakh - 5 lakh, Above 5 lakh (Non-Mandatory Bank Name (of candidate) Bank Branch Address (of candidate) Bank IFSC Code (of candidate) Bank Account Number (of candidate) 31