Students User Guide Line
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Transcript of Students User Guide Line
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8/10/2019 Students User Guide Line
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8/10/2019 Students User Guide Line
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nline record/E record facilitywas introducedbyCASriLanka for the students tomaintain
ilytrainingrecords&submitquarterlysummariesthroughthewebsite,insteadoftheexisng
anualrecordbook.Alsothesupervisingmemberscanview/approvethoserecordsthroughthe
ebsite
of the online record submission system
CASriLanka
Student
Quarterlysummary
DelegatedUser
Summarysubmissionforsupervisingmembersapproval
Approve
Reject
SupervisingMember
Approved
Reject
Note:Javascriptshouldbeenabledinyourbrowsers.
Browser Version
Firefox 23orabove
GoogleChrome 26orabove
InternetExplorer 8.x,9.x
PageNo|01
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Registration for Online Training Record Book
Studentshave to submit theirpayment slips to the trainingdivision for the registraonofonlinetrainingrecords.StudentcanmaketheonlinetrainingrecordpaymentdirectlytoCASriLankacashierpoint.And students canmake online training record payment to the bankwith the training
agreementpayment
Login to Students Area of the CA Sri Lanka Website
Access to the Online Training Record Book.
StepstoaccessforonlinetrainingRecordBook
Tosee
available
record
books
click
onthe
link
My
Training
Record
Book
under
the
stu
dentsmenu.
GotoCASriLankawebsitewww.casrilanka.com &clickStudentlogin
ThenYoucanlogintotheStudentareaoftheCASriLankaWebsite.Yourusernameand
passwordwouldbeasfollows:
UserName : StudentID(upto9digitswithoutleadingzeros)
Password : First four digitsofyourNaonal IdentyCardNumber(NIC) orthePassportNumberwhichyouhavesubmiedtotheInstute.
*Pleaseensuretochangeyourpassworduponyourfirstlogin.
TestName
PageNo|02
Online Training Record - Students User Guideline
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Weekly Records to the Online Training Record Book
toupdateyourweeklyrecordsclickweeklysummary
Selectweekstartdate&enddate.When youselect theweekperiodmakesureto select
MondaytoFriday.But whenyoustartyourquarteratthemiddleoftheweek makesuretoselectactualstartdateas weekstartdate.Andwhenyoucompleteyourquarteratthemid
dleoftheweekmakesuretoselectactualenddateasweekenddate
Example ifyourquarterstartdate04thSeptember2013,yourfirst
weekstartdate&enddateshouldbeasfollows
Selectthelevelofinvolvement.
Adddetailsofworkdone.
There isnospecificformattomaintainyourweeklyrecords.Thereforstudentscanobtaina
specificformatfromthesupervisingmember/trainingorganizaontomaintaintheirweekly
recordsExample
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Studentscanmaintaintheirweeklyrecordsinaworddocument& studentshaveafacilityto
pastethoserecordtoonlinesystemusingPastefromWordbuon.
Stepto pasteweeklyrecordfromaworddocument
1. Selecttherelevantweekformtheonlinetrainingrecord
2. Opentheworddocument©therelevantweeklyrecord
3. ClickPastefromWordbuon
4. Pasteitintothenewwindow
5. ClickInsert thenitcomestoyourweeklyrecords
Enter thenumberofdayscompletedundereachexperiencecategories&organizaon
categoriesforenreweek.Keyorganizaoncategoriesasfollows
A.Manufacturing/Processing
B.Banking/Finance/Insurance/Leasing
C.Travel
D.Agriculture
E.Services
F.Local
Trading
G.Hotels
H.InternaonalTrading
I.NPO/NGO
J.StateCorporaons&StatutoryBoards
K.Others
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Online Training Record - Students User Guideline
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ClickCalculateDetailstocalculatenumberofworkingdays.Thenitwillcalculatenumber
of workingdaysautomacally.
Enterthenumberofnonworkingdays&leavedaysforeachleavecategories.
ClickCheckTrainingDetailstoverify yourrecords
ClickSubmit tosaveyourweeklyrecords.
Nowyoucanseetheupdatedweeklyrecordsasgivenbellow&addmoreweeklyrecords
forthisquarterasprevious
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Selecttherelevantweek
OnceyoucompletetheenrequarterclickViewSummary
Selecttherelevantweek&Changetherequireddetails
Followpreviousstepswitchyouusetoaddnewrecordtosaveyouramendedrecords
Submit Quarterly summary for supervising members approval
Checkdetails& if nofurtheramendmentClickSubmitDetailsforApproval
Steps to change weekly records which you have entered previously
OnceyoucompletetheenrequarterclickQuarterSummary
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Online Training Record - Students User Guideline
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*once youSubmieddetailsforApprovalitwill automacally forwardto your supervis
ingmemberforapproval.
*once your supervisingmember approve yourquarter, itwill automacallydisable any
furtherupdates in the relevantquarter.Thereforepleasemakesure tosubmitcorrect
detailsforsupervisingmembersapproval.
ExperienceCategory
PublicPracceOrganizaon NonpublicPracceOrganizaon
Cerficate
Level
Strategic
Level
Cerficate
Level
Strategic
Level
FinancialAccounng&
ManagementAccounng40 100 100 180
Audit&Assurance 80150
(notevi)
40
(note i)
Taxaon 10 30
(note i i)
10 30
(note i i)
FinancialManagement 20 40
UseofInformaon
Technology20 50 20 50
SecretarialPracce 10
Total 220 440 220 440
Notes
i. In the absenceof an Internal AuditDivision, theexperienceon FinancialManagement
category shouldbeincreasedto40daysperyear
ii. AttheStrategic Level training,minimumof25%oftotal requirementinTaxaonshould
beinIncomeTaxasindicatedunder3.1&3.2 categories.iii.Thedaysaending for trainingprogrammesoranyworkshopsconductedby theCASri
Lankaoranyotherrecognizedtrainingorganizaonwillbeconsideredasworkingdays.
iv. Anydifferencebetweentheminimumtrainingrequirementperannum(220days)andthe
totalminimum training requirement inaccordancewitheachexperiencecategoriesper
yearcanbecompletedusinganyexperiencecategorylistedintheabovetable.
v. Any traineewho fails toobtain the specifiedminimumnumberofdays in Informaon
TechnologyorTaxaonwillberequiredtoundergotrainingincoursesthatareconducted
bytheITFacultyandtheTaxaonFacultyoftheCASriLanka.
vi.ThetrainingrequirementforCerficatetoPracceeligibility isspecified inpagenumber
133ofthisbook&CerficatetopracceSecon(pagenumber25)ofthePraccalTrain
ingGuide
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ClickYearlySummarytoviewmastersummary
Seethemastersummary& compare itwiththeminimum requirements.
Ifthereisanyshortage,thosecanbeidenfied byyourself
Ifyouwanttoextendtheagreementtocovertheshortageyoumayrequest
atCerficatelevel toberequestedbeforesubmit4thquarter
atStrategiclevel toberequestedbeforesubmit4thquarter ofthe2ndyear
*itisadvisable
for
student
toview
year
end
report
before
submit
the
last
quarter
ofeach
level
Year End Report
Extension of Training Period
If youareunabletocovertheminimumtrainingrequirement within the trainingperiod,
you haveto senda request to the training division.Onceyousubmitarequest,training
divisionwill extendyour trainingperiod aswellasonline training record accordingly.
Thenstudentcanupdaterecordstothe onlinesystem.
*makesuretosendarequesttothetrainingdivision&getextendedyouronlinetraining
recordsbeforeyousubmitthelastquarterforsupervisingmembersapproval.
**
if
the
extension
period
more
than
15
weeks,
student
have
to
buy
a
new
training
record
SupervisingmembersName
OrganizaonName
PageNo|08
Online Training Record - Students User Guideline
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Quarterlysummariesshouldbesubmittothetrainingdivisionwithin30days from thequarter
endingdate
Failure to submitQuarterly Progress Reports,within thirty days from the lastday of each
Quarter amongst otherthings,willrender the traineetohis/her training period being
extended.
PageNo|09
Under Regulation 27 29
Pleasenotethatahardcopyofcerficatesunderregulaon27&29shouldbeobtainedby
studentsaersuccessfullycomplengthetrainingperiodthroughthesupervisingmembers.
AspecimencopiesofCerficatesunderregulaons aregivenbelow.
Annexure I forcerficateLevel
Annexure II forStrategic Level1styear
Annexure III forStrategic Level2ndyear
ThetrainingrequirementforCerficatetoPracceeligibility
Compleonoftwoyears(440workingdays)oftraininginaPublicPracce(Audit)organizaon
approvedforStrategicleveltrainingwithaminimumof50%experiencerelatedtostatutory
auditsaercomplengFinalIexaminaonoraerbeingeligibleforDAB.
StudentsareeligibleforDABaercompleonofbothSIexaminaonandoneyear(220days)
ofStrategicleveltraining(referpage25ofPraccalTrainingGuideforfurtherdetails)
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CERTIFICATEUNDERREGULATION27(ApplicableforNonPublicPracceOrganizaons)
Theforegoingisatruerecordoftrainingacquiredbytheregisteredstudent
Mr./Ms................................................................................................................
..in thisOrganizaon.
..........................................................
SignatureofAuthorizedOfficer
oftheTrainingOrganizaon
Date........................................... ............................................................
Designaon
CERTIFICATEUNDERREGULATION29
IcerfythatMr./Ms............................................................................................
......................................................................................................has successfully
completedtheperiodofPraccalTrainingof............year/swith...............days
from................................ to.............................asrequiredfortheCerficatein
Accounng&Business.
Inmyopinionthetrainingacquiredbyhim/herisadequate.
Date............................................. .................................................. Signatureofthe
SupervisingMember
Annexure I
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CERTIFICATEUNDERREGULATION27(ApplicableforNonPublicPracceOrganizaons)
Theforegoingisatruerecordoftrainingacquiredbytheregisteredstudent
Mr./Ms................................................................................................................
..in thisOrganizaon.
..........................................................
SignatureofAuthorizedOfficer
oftheTrainingOrganizaon
Date........................................... ............................................................
Designaon
CERTIFICATEUNDERREGULATION29
IcerfythatMr./Ms............................................................................................
......................................................................................................has successfully
completedtheperiodofPraccalTrainingof............year/swith...............days
from................................ to.............................asrequiredfortheDiploma in
Accounng&Business.
Inmyopinionthetrainingacquiredbyhim/herisadequate.
Date............................................. .................................................. Signatureofthe
SupervisingMember
Annexure II
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CERTIFICATEUNDERREGULATION27(ApplicableforNonPublicPracceOrganizaons)
Theforegoingisatruerecordoftrainingacquiredbytheregisteredstudent
Mr./Ms................................................................................................................
..in thisOrganizaon.
..........................................................
SignatureofAuthorizedOfficer
oftheTrainingOrganizaon
Date........................................... ............................................................
Designaon
CERTIFICATEUNDERREGULATION29
IcerfythatMr./Ms............................................................................................
......................................................................................................has successfully
completedtheperiodofPraccalTrainingof............year/swith...............days
from ................................ to ............................. as required for the Associate
Membership.Inmyopinionthetrainingacquiredbyhim/herisadequate.
Date............................................. ..................................................
Signatureofthe
SupervisingMember
CERTIFICATEON
ELIGIBILITY
FOR
CERTIFICATE
TO
PRACTICE
IcerfythatMr./Ms.............................................................................................
...................................................................................................... hassuccessfully
completedtheeligibilityrequirementsforCerficatetoPracce*asspecified
inPraccalTrainingGuide.
Date............................................. ..................................................
SignatureoftheSupervisingMember
Annexure III
*EligibilityRequirementsforCerficatetoPracce