sdms user manual for training partner-short term pmkvy2 - sdms user... · sdms user manual for...

SDMS User Manual For Training Partner-Short Term

PMKVY2.0

18th April, 2017

User Manual For Training Partner Profile

© 2016 Talisma Corporation Private Ltd., a subsidiary of Campus Management Corp. 2

© 2017 Talisma Corporation Private Ltd., a subsidiary of Campus Management Corp. Campus Management Corp., Campus Management, Talisma, CampusNexus, the Campus Management logo, the CampusNexus logo, and the Talisma logo are trademarks or service marks of Campus Management Corp. and/or its affiliates, and may be registered in the U.S., other countries, or both. Microsoft, SQL Server, Windows, Windows Server, Internet Explorer, Outlook, Excel, and Hyper-V are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe and Captivate are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Information is subject to change.

CONFIDENTIALITY NOTICE: The information contained in this document is confidential. It is the property of Campus Management Corp. and shall not be used, disclosed or reproduced without the express written consent of Campus Management.



Introduction .......................................................................................................... 4

Training Partner (TP) Portal................................................................................. 4

Login Page ............................................................................................................ 4

Training Partner Profile ....................................................................................... 6

Training Partner Details ..................................................................................................... 7

Data Required for Invoices and Payments ......................................................................... 7

Tax Exemption Certificate .................................................................................................. 8

Bank Details ...................................................................................................................... 8

Address Details .................................................................................................................. 9

Single Point of Contact (SPOC – Operation) .................................................................... 10

Specifying the Single Point of Contact (SPOC – Finance) ............................................... 11

Specifying the CEO/ MD Details ...................................................................................... 12

Training Center List ........................................................................................... 13

Training Center Details .................................................................................................... 14

Training Center Address .................................................................................................. 15

Bank Details .................................................................................................................... 16

Single Point of Contact (SPOC) ....................................................................................... 17

Training Center Head ....................................................................................................... 18

Job Role Details ............................................................................................................... 19

To View the TC list ........................................................................................................... 20

Approval from PMU for TC profile .................................................................... 21

Change Password .............................................................................................. 21



Introduction This document provides a brief introduction to the Training Partner (TP) Profile management feature.

In this portal Training Partner will update the details of Training Partners and also Training centre (TC)

profiles.

Training Partner (TP) Portal Browse the URL mentioned below to open the portal.

This portal is accessed by TP to update the TP and TC profiles.

http://tp.nsdcindia.org/Login

Login Page 1. To enter the TP details, click TP-SignUp in the login page.

1. Enter the TP details and click Submit.

http://tp.nsdcindia.org/Login



2. A popup message is displayed stating that the email link to activate the account has been shared

successful. Click OK.

3. Click the link shared in the email to activate the link.

4. Enter the login credentials and click Login.



Training Partner Profile Click Training partner to enter the TP profile details.



Training Partner Details Details of Training Partner are displayed.

Field Description

Training Partner Name Displays the Training Partner name that was provided to NSDC.

This is a read-only field.

TP SDMS ID (Account

ID)

Unique ID is generated for the Training Partner. This ID is the same

as the ID used in PMKVY 1, or earlier NSDC Schemes.

Data Required for Invoices and Payments Details of Invoices and Payments data must be entered in this section.

NOTE: Red asterisk (*) mark is mandatory field to enter.

Field Description

Organization Type Select an appropriate value from the dropdown menu.

Organization Identifier Enter the Organization ID Value. The identifier can be CIN

number/Society registration number/Trust deed number/ Proprietorship

number/Partnership Deed number/ Entity Registration number based on

the type of organization selected. In case of Others, you can enter

alphanumeric values.

PAN Enter the PAN (Permanent Account Number) of the Training Partner.

TAN Enter the TAN (Tax Deduction Account Number) of the Training Partner.

SMART QCI ID Enter the 8 digit Training Partner login Username on SMART system.

Service Tax Registration

Number

Enter Service Tax Registration Number of the Training Partner.

Company Registration

Date

Enter the registered date.

Status Displays the Active/Inactive status.



Tax Exemption Certificate If there is any Tax Exemption certificate, then the details must be entered in this section.

Field Description

ID No Enter the ID Number mentioned in certificate.

Tax Percentage Enter the Tax Percentage provided in the certificate.

Max Amount Deductible Enter the maximum amount that can be deducted from the Training

Partner.

From Date Specify the start date from when the certificate is valid.

To Date Specify the end date after which, the Certificate is considered invalid.

Updated on Date This date is displayed by default. It is the date when tax exemption

certificate details are updated.

Date Verified by NSDC This date appears only after the verification from NSDC and PMU

team. The tax exemptions are considered only after successful

verification.

Upload Upload the document proof of certificate.

Bank Details Enter the Bank details.

Field Description

IFSC Code Specify the IFSC code of the Training Partner.

Bank Name Based on valid IFSC code entered, Bank Name is auto-

populated.

Bank Account Number Enter the Bank Account Number.

Account Holder Name as

in Bank

Enter the Name as provided in the Bank account.

Cancelled Cheque Upload cancelled cheques as a proof of the bank account.



Address Details Enter the address details.

Field Description

Address Line Enter the Training Partner Address such as Door Number, Building Number,

Building Name, and Street Name.

Pincode Enter a valid 6 digit pincode.

Select/ Enter Address Select the appropriate option to either enter the address manually, or to select

an address (from the dropdown list), according to the Pincode entered.

Locality Select/ Enter Locality.

Village/ Town/ City Select/ Enter Village/ Town/ City.

Post Office Select/ Enter Post Office.

Sub-District Select/ Enter Sub-District.

Sub-District is known by different names in different states, Sub-District may

refer to one of the following, depending on the State in which your Training

Partner office is present.

Tahsil

Taluk

C.D. Blocks

Sub Division

Circle

R.D Blocks

Mandal

Police Station

State Select the appropriate State.

District Select the corresponding District.

Constituency Select the corresponding Constituency.

Landline Number 1/2 Enter STD Code and Landline Number.

Website Enter Training Partner Website, if available.



Single Point of Contact (SPOC – Operation)

Enter the SPOC-Operation details.

Field Description

Name Enter the SPOC Name.

Gender Enter the SPOC gender.

Aadhaar Number Enter the SPOC Aadhaar Number. It is an optional field.

Verify Aadhaar Aadhaar number is verified from the name and gender that is entered.

Designation Enter the designation of SPOC.

Mobile Number Enter a 10 digit valid mobile number of the SPOC.

Generate OTP One time password (OTP) is sent to the mobile number provided.

Mobile OTP

Verification Status

Mobile number is verified through OTP.

Landline Number Enter the landline number of the SPOC.

Email Address Enter the email address of the SPOC.



Specifying the Single Point of Contact (SPOC – Finance)

Enter the SPOC-Finance details.

Field Description

Name Enter the Finance SPOC Name.

Gender Enter the Finance SPOC gender.

Aadhaar Number Enter the Finance SPOC Aadhaar Number. It is an optional field.


Designation Enter the designation of Finance SPOC.

Mobile Number Enter a 10 digit valid mobile number of the Finance SPOC.


Enter OTP Enter the OTP received on the registered mobile number.

Mobile OTP

Verification status


Landline Number Enter the landline number of the Finance SPOC.

Email Address Enter the email address of the Finance SPOC.

Note: If the Operation SPOC and Finance SPOC are the same individual, then select the Same as SPOC Operation checkbox.



Specifying the CEO/ MD Details

Note: If the CEO and MD details are the same as that of the SPOC- Operation or SPOC- Finance,

then select one of the following checkboxes, accordingly:

Same as SPOC Operation

Same as SPOC Finance

Field Description

Name Enter the CEO/ MD name.

Gender Enter the CEO/ MD gender.

Aadhaar Number Enter the CEO/ MD Aadhaar Number. It is an optional field.


Designation Enter the designation of CEO/MD.

Mobile Number Enter a 10 digit valid mobile number of the CEO/MD.



Mobile OTP

Verification Status


Landline Number Enter the landline number of the CEO/ MD.

Email Address Enter the email address of the CEO/ MD.

Disclaimer Tick the check box

Note: On submission, the Training Partner/Training Center profile is approved/rejected by the PMU.



Click Save as draft to edit the details later.

Click Submit to submit the details that you have entered.

Training Center List TP can add the Training Center (TC) details. Click Training Center List.

Click Add Training Center to enter the TC details.



Training Center Details

Field Description

Status Active/Inactive

Training Center ID It displays as NEW. After adding successfully, it is displayed as the

TC ID.

Training Center Name Enter the Training Center Name.

Smart QCI ID Enter your 8 digit Training Centre login Username on SMART

system.

Is your Training

Center a PMKK

center?

Select from the drop down value.

Center Ownership Select the appropriate radio button.

Training Center type Select the appropriate radio button.

Sq.ft Area Enter the value (Maximum 6 digit value).

Hostel Facility Select the appropriate check box.

Latitude Enter the valid Latitude value.

Longitude Enter the valid Longitude value.



Training Center Address

Field Description

Building Name Enter the Building Name.

Address Line Enter the Training Partner Address such as Door Number, Building Number,

Building Name and Street Name.

Pincode Enter a valid 6 digit pincode.

Select/ Enter Address Select the appropriate radio button to either enter the address manually, or to

select an address (from the dropdown list), according to the Pincode entered.

Locality Select/ Enter Locality.

Village/ Town/ City Select/ Enter Village/ Town/ City.

Post Office Select/ Enter Post Office.

Sub-District Select/ Enter Sub-District.

Sub-District is known by different names in different states, Sub-District may

refer to one of the following, depending on the State in which your Training

Partner office is present.

Tahsil

Taluk

C.D. Blocks

Sub Division

Circle

R.D Blocks

Mandal

Police Station

State Select the appropriate State.

District Select the corresponding District.

Constituency Select the corresponding Constituency.



Bank Details

Note: Bank Details section is kept as optional.

Field Description

IFSC Code IFSC code of the Training Partner.

Bank Name Based on valid IFSC code entered, Bank Name is auto-

populated.

Bank Account Number Enter the Bank Account Number.

Beneficiary Name as in

Bank Account

Enter the Name as provided in the Bank account.



Single Point of Contact (SPOC)

Enter the SPOC details in this section.

Field Description









Mobile OTP

Verification status






Training Center Head

Enter the Training Centre Head details.

Field Description









Mobile OTP

Verification status




Note: If the Training Center Head and the SPOC is the same individual, then select the Same as

SPOC checkbox.



Job Role Details 1. Select the Job role details from the drop down, and click ADD.

Field Description

Sector Select the sector from dropdown menu

SubSector Select the subsector from dropdown menu

Job Role Select the Job Role from dropdown menu

Email Date Enter the date which the mail has been shared by PMU on approval

Target Enter the target number allocated

2. The data is added in the list.

3. TC can edit the target before submission.

4. Submit the TC details.



To View the TC list 1. Click Training Center List to view the list of TCs added.

2. Select the corresponding radio button and click View to display the TC details added in the list.



Approval from PMU for TC profile

The email is sent to TC after the approval from PMU, thus TC can access the SDMS portal

to register and enrol the candidates for the training.

Change Password Click Change Password in the menu bar to change or reset the password.

Enter the Old and New Passwords. Note: New password must meet the password policy requirement.

Click SAVE to save the new password.

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