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How to Create a Learnership using Master Data

In this section you will learn how to create a Learnership by using the following steps:

  • Create Unit standards
  • Create Training Interventions and link Unit Standards
  • Create Programmes and link Training Interventions
  • Create Qualification and link Programmes
  • Create a Learnership and link Qualification

Learnership Master Data Mind Map

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How to Work with Unit Standards

How to Work with Unit Standards

HOW DID I GET HERE?

System Administration | System Administration | Database | Standards

Unit Standard List Screen

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The Unit Standard List Screen shows a list of Unit Standards.

  • Add, Edit and Delete functionality exists in order to maintain Unit Standards.
  • The System Administrator is responsible to maintain the Unit Standards catalogue.

Unit Standard Details Screen

Unit Standard Details Screen

Note on the following when adding or editing the Unit Standards:

  • The accuracy of the credits field is important, because this field will be used to calculate the total credits (to be earned/completed) for programmes and learnerships.
  • Training Intervention Sync Mode should be "Do not create/update learner record"

How to Work with Training Interventions

How to Work with Training Interventions

HOW DID I GET HERE?

System Administration | System Administration | Database | Training Interventions

Training Intervention List Screen

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Training interventions will represent any activities for which events or learner records should be created e.g. formal theoretical training session and POE submission. A descriptive naming convention should be followed for example “WRMO/L2/58206 - LEARNING 1 Theoretical Training” or "WRMO/L2/58206 - LEARNING 1 POE”.

The Training Intervention List Screen shows a list of Training Interventions.

  • Add and Edit functionality exists in order to maintain the Training Interventions.
  • The System Administrator is responsible to manage and maintain the Training Intervention catalogue.

Training Intervention Detail Screen

Training Intervention Detail Screen

Note on the following when adding or editing the Training Interventions:

  • All the mandatory fields are marked with an asterisk(*).
  • It is important to note that the Pathway Step Type field on the intervention have to be defined as “Classroom” for all the Theoretical Training Interventions. The classroom interventions will be used in the "Create Events" procedure, later in the learnership management process.
  • The intervention credits field will only be used in reporting by the Learnership Module, only the unit standard credits will be used in credits calculations.
  • Tick the Mentor Manual Update check box for training interventions that should not be included in the automated procedure to assign the Line Manager as a Mentor on the Training Interventions. (A classroom intervention will be marked, because it will not be mentored by the Line Manager)
  • Check the "Add to Learner Record" check box.

How to Work with Programmes

How to Work with Programmes

HOW DID I GET HERE?

System Administration | System Administration | Database | Programmes

Programmes List Screen

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The Programmes List Screen shows a list of Programmes which consists of a number of Training Interventions.

  • Add, Edit and Delete functionality exists in order to maintain the Programmes.
  • The System Administrator is responsible to manage and maintain the Training Programmes catalogue.

Programme Detail Screen

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How to Work with Qualifications

How to Work with Qualifications

HOW DID I GET HERE?

System Administration | System Administration | Database | Qualifications

Qualifications List Screen

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The Qualifications List Screen shows a list of Qualifications.

  • Add, Edit and Delete functionality exists in order to maintain the Qualifications.
  • The System Administrator is responsible to manage and maintain the Qualifications catalogue.

Qualifications Detail Screen

Qualifications Detail Screen

The important fields to be entered on the Qualification screen are shown above.

Note: Skills Programme Synchronisation Mode should be set to "Automatically update the status of an existing learner record if all conditions are met".

Link Programmes to Qualifications
How to Link a Qualification to a Learnership

HOW DID I GET HERE?

System Administration | System Administration | Database | Learnerships

Learnerships List Screen

Learnerships List Screen

The Learnerships List Screen shows a list of Learnerships.

  • Add, Edit and Delete functionality exists in order to maintain the Learnerships catalogue.
  • The System Administrator is responsible to manage and maintain the Learnerships catalogue.

Learnerships Detail Screen

Learnerships Detail Screen