Home · LMIS Help Centre

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Accreditation, extension of scope, learner enrolments, site visits and certificates.

7 guides →

Assessors & Moderators

Registration, extension of scope, re-registration and facilitators.

4 guides →

Learners

1 guides →

SETA Staff

Dashboards, approvals, monitoring, certification, reports and configuration.

23 guides →

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Getting Started

Welcome to the LMIS Help CentreWhat LMIS is, who uses it and how to find help.
Which user type should I register as?The LMIS user types and what each one can do.
The LMIS home pageWhat you can do before logging in — deadlines, templates and video guides.
Register a new user accountCreate your LMIS account with the Register for LMIS form.
Activate your accountUse the activation code from the e-mail to verify your new account.
Log in to LMISSign in with your username, password and user type.
Complete your personal details (My Profile)Fill in the Bio Data and contact details the first time you log in.
My DG project - upload your attendance register and stipend proofLearners on a SETA-funded (DG) project upload their own monthly attendance register and, on 18.2, proof that their stipend was paid.
Session time-out and logging offWhat the "Your session has ended" page means and how to log off safely.

Finding Your Way Around

Screen layout and menusThe building blocks every LMIS screen shares.
Global searchFind an employer, project or learner from any screen.
Working with search panels and data gridsFilters, sorting, paging, row actions, batch actions and exports — the same on every page.
Getting help — Get Assisted and the Help DeskLive Teams support, e-mail support and the user manuals.
Templates and downloadsWhere to get the spreadsheet templates and letters LMIS expects.

Employers & SDFs — WSP/ATR

Mandatory grants (WSP/ATR) — overview for SDFs and employersThe end-to-end path from SDF registration to an approved WSP/ATR.
Register as an SDF and apply for approvalCreate your SDF profile and submit the annual SDF approval application.
Register the company for a WSP/ATRMain company, provincial profile, training committee, SPOI, hard-to-fill vacancies, skills gaps and the declaration.
Capture and submit the WSP/ATREmployees, interventions, training completed and planned, documents and final submission.
Track your WSP/ATR and request an extensionRead the WSP Status, respond to queries and ask for more time.
Add a secondary SDFAppoint an additional SDF once your application is approved.

Employers — Discretionary Grants & Workplace-Based Learning

Discretionary grants — overview for employersHow a DG application moves from capture to commencement letter.
Capture a DG applicationLead employer details, learning intervention details, declaration and supporting documents.
Link learners to an approved DG projectAdd learners and their documents once the SETA has approved the application.
Sign the MOA onlineThe authorised signatory signs the DG MOA and annexure from the e-mailed link, with two witnesses.
Declare deceased learnersDeclare a learner on a DG project who has died, on the SETA's acknowledgement letter — download it or complete it in LMIS.
The project portal - monthly submissions, deliverables and learnersUpload monthly registers and stipend proof, submit tranche deliverables, and record dropouts, replacements and placements on a contracted DG project.
Apply for a workplace-based learning programmeIndustry-funded learnerships and apprenticeships — capture and submit the application.
Sign the performance agreement and add learnersUpload the signed agreement, load learners and submit for QA.

Training Providers (SDPs)

Training providers — overviewAccreditation, extension of scope, learner enrolments, site visits and certification.
Apply for provider accreditationThe seven-step accreditation application.
Apply for extension of scope or remediation (providers)Add learning units, ETD staff and documents to an accredited provider.
Enrol learners (individually and as classes)Learner profiles, qualification, unit standard and learnership enrolments, and class enrolments.
Record achievements and prepare for site visitsMark learners as achieved, compile the site-visit list and send it to the SETA.
Certificates and statements of resultsHow achievements become certificates and how to request replacements.

Assessors, Moderators & Facilitators

Assessors and moderators — overviewRegistration, extension of scope and re-registration with the FP&M SETA.
Apply for assessor or moderator registrationThe five-step registration application.
Extension of scope and re-registration (assessors and moderators)Add learning units to an existing registration or re-register after deregistration.
FacilitatorsRegistering a facilitator and linking facilitators to a provider's programmes.

SETA Staff — Modules

Performance dashboardsThe FP&M SETA Performance Dashboard and the functional dashboards.
Administration — configuration, windows and system settingsLookup tables, DG/MG windows, System Settings, Report Templates and reference uploads.
Administration — users, roles and accessUser Overview, User Management (modules and functions), User Roles and titles.
Evaluate assessor and moderator applicationsAllocate evaluators, give feedback, send for approval and maintain the register.
Bulk uploads — achievements, DHA validation and correctionsUpload ETQA achievements, validate learners against Home Affairs, correct dates, upload SDPs.
Certification — approval and printingLearner certificates, statements of results, CEO approval and printing queues.
External moderation, site visits and DG monitoringModeration reports, SDP site-visit scheduling and discretionary grant monitoring.
Levies and grants — employers and levy incomeEmployer register, employer profile, levy income summary, journals and SETA transfers.
Marketing and communicationsCommunications log and audiences, events, marketing campaigns and surveys.
Projects — DG pipeline, tracking and commitment registerDG submissions, Funded Project Tracking, the commitment register, DG windows and SETA-funded employer approvals.
The Project Office — managing a contracted DG projectThe post-contract workspace: learners, implementation plan, cost returns, tranches and payments, files, addendums and alerts.
Delivery plan, progress and close-out reportsA project's milestones and timeline, the dates that must follow each other, and the monthly progress and close-out reports on the SETA templates.
MOA e-signingSending a DG MOA and annexure for online signature, following it, and signing for the SETA.
Qualifications registrar and recordsQualifications, learnerships, skills programmes, unit standards and the document library.
ReportsThe standard operational reports and how to run them.
SDP module — provider accreditation and learners (SETA view)Evaluate provider applications, maintain the accredited-provider register and find learners.
Artisans — trade registrations and trade testsThe artisan register, trade registrations, trade test results and serial numbers, and BIWA and SDP classes.
Trade test centres — profile, staff, classes and serial numbersRegistering a trade test centre, its accredited trades, documents, assessors and moderators, classes, enrolled learners and trade test serial numbers.
Trade test centre applications and evaluationHow a centre applies for trades, and how the SETA allocates, evaluates and approves the application and sends the accreditation report.
Submissions — NLRD and SETMISGenerate the statutory data files for SAQA and DHET.
WSP and ATR — approvals, SDFs and extensions (SETA view)WSP overview, approving submissions, SDF approvals and recording extensions.

Support

Troubleshooting and FAQCommon problems and what to do about them.
Contact the FP&M SETAHelp Desk, live support and office details.
GlossaryAbbreviations used in LMIS.

Still stuck?

Join the live Teams support session from the LMIS home page, or e-mail the Help Desk — say what you were doing when the problem happened.

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