Using the CPD Management Tool
Jan 18
Wihann Rabe CA(SA)
Director, Upskill Studios (Pty) Ltd
Director, Upskill Studios (Pty) Ltd
The CPD Management Tool is now live, and you can start using this tool. The CPD Management Tool is free to use and will assist you in managing your CPD responsibilities.
Follow these steps to create your CPD profile and start using the CPD Management tool.
Before you can start using the CPD Management Tool, you need to create your CPD profile. If you already have an Upskill profile, you need to create your CPD profile with the same login information. This will enable full integration between the two platforms.
Step 1
Create your Upskill profile. Before you create your CPD profile, you need to create your Upskill profile. If you already have an Upskill profile, you can go to step 2.
Step 2
Once you have created your Upskill profile, you need to create your CPD Profile. When creating your CPD profile, you must use the same credentials as your Upskill profile. This will ensure full integration between the two platforms. Click on the link below to navigate to The CPD Management Tool and follow the steps as outlined below.
Step 3
Refer to the CPD landing page below. Before signing in, you need to create your account on this page. You create your account by clicking on the "Sign up" button below the 'Welcome" heading, on the right side of the screen.
You will be navigated to the "create an account" page of the CPD Management Tool. On this page, you will create your account. It is important that you use the same email and password as your Upskill account. This will ensure your Upskill profile speaks with your CPD profile. Refer below.
Step 4
You will then log into the CPD Management Tool with your Upskill credentials. Once you have created your account, you can proceed with the standard login process. During this process, you will use the same log in details as Upskill (as created in step 3 above).
Conclusion
If you have any questions please don't hesitate to contact the support team at [email protected]
Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment.
- Trainee to create and update a Skills Review (SR = TSR + PSR)
- Reviewer to sign off a Skill Review (SR)
- Know the answers to some frequently asked questions (SRs)
- Know and can implement the necessary LTS user administration and user maintenance activities (Audience: all LTS users & Training office Administrator)
- Extract all the necessary LTS reports and use the correct functions to monitor timelines, open documents and compliance requirements on the system (Audience: Trainees, Managers, Training Office Administrator, Training Officer).
- How to transfer my historical information to LTS (Audience: Trainee & Assessor)
- ANA opening balances (rates & development needs) and capturing of core hours.
- Assessor review and sign off on LTS
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
- Logon to LTS and understand the LTS environment
Skill Reviews
- Review and finalise a Skill Review (SR = TSR + PSR)
- Basic vs Advanced complexity levels
- Difference between the rating difference process and when to reverse an SR to the trainee
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the different role-players (trainees and reviewers)
- Relevant reports to track progress
Assessment Needs Analysis (ANA)
- Prepare for the one-on-one discussion: the relevant process, and responsibilities of each role-player
- The one-on-one discussion and what needs to be finalised
- Understand when and why the need for development plans in the ANA
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- Understand the impact of skills / tasks signed off by the Assessor = COMPETENT
- How to measure a trainee’s progress on their training programme
- Relevant reports and checks if a trainee can be discharged from his/her ICAZ training program.
- ANA opening balances and core hours – how this will be transferred to LTS and relevance in the next ANA discussions.
Outcomes
Key outcomes of this session:
- PC2 and PC4, and what constitutes acceptable evidence for these 2 PC values in particular.
- The SAICA requirements around acceptable evidence for both the PC Values and the other professional skills.
- The SAICA decision trees and how to make the right selections when using them.
- Understand the difference between basic and advanced complexity levels.
Outcomes
At the end of the session the attendee should be able to:
- Logon to LTS and understand the LTS environment
- Create and Update a Skill Review (SR = TSR + PSR)
- Know the relevant PwC & ICAZ document timeline requirements and responsibilities of the role-player (trainees and reviewers)
- Create and finalise an ANA, the relevant process, and responsibilities of each role-player
- Understand when and why the need for development plans in the ANA.
- Understand the impact of skills / tasks signed off as COMPETENT by the assessor
- Know the relevant PwC & ICAZ ANA timeline requirements and responsibilities of the role-player (trainees, evaluators and assessors)
- How to effectively use your LTS reports to monitor your training programme
- Know when a trainee can be discharged from his/her training contract and LTS requirements regarding relevant evidence and documents.
- The process to transfer your monthly core hours to LTS and impact during the ANA discussion
Outcomes
At the end of the session each attendee should be able to:
First time logon to LTS
Skills Reviews
Reports and incomplete notifications
- Logon to LTS and understand the LTS environment
Skills Reviews
- Trainee to create and update a Skill Review (SR = TSR + PSR)
- Importance of PC- and Professional Skill evidence to be specific, positive and verifiable
- Reviewer to review and finalise a Skill Review
- Reviewer assign an overall rate and give an overall comment on trainee’s performance in the SR
- How to handle rating differences. Reviewer and trainee activities.
- What to do id PC- or professional skill evidence is not sufficient?
Reports and incomplete notifications
- Score Grid Reports: Summary of evaluation on competency framework
- Incomplete notifications (Automated & generated by administrator)
CA2025 Training
SAICA EAT: Formative and Summative Assessments
- Practical tutorial on how to submit formative assessments/LOR’s with specific focus on the role of the trainee and the role of the reviewer. Includes examples as part of the session.
- Demonstration of what the quality of the evidence submitted by the trainee must look like.
Curated content
