PASCHIM BANGA SOCIETY FOR SKILL DEVELOPMENT

Department of Technical Education, Training & Skill Development, Govt. of

https://www.pbssd.gov.in

User Manual: Training Partner Dashboard

Version: 1.2

Date: 30-06-2022

[1]
 INDEX

SL No. Items Page No

1. Dashboard view Process 3

2. TP Profile view and Edit Process 3

3. New Training Centre Application Process 4

4. How to Apply New Course request 12

5. LOI upload process from the Training Centre 13

6. Batch Approval Status checking 15

7. Trainee Attendance checking Process 15

8. How to view Assessment request 16

9. Result view and certificate download (Assessed through SSC) 19

11. Trainee Placement Document Upload Process 26

12. Trainee Placement data Finalization process for the batch 36

13. Trainee Employment Document Upload process 39

14. Instruction and Branding Material download process 46

15. Swapno Bhor Trainee Registration Report 47

16. TP Claim procedure 47

17. View Claim procedure 48

18. TP Claim Details procedure 48

19. Trainee Payment Claim view process 49

20. RPL proposal List View Process 50

21. RPL Candidate claim list view procedure 50

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1. Dashboard view Process.

Step-1: After successful login TP Dashboard will be open.

2. TP Profile View and Edit Process.

Step-1: Please click on sub-menu “View Profile” under “Profile” menu.

Step-2: After clicking on the sub-menu “View Profile”, Training Partner profile will
be shown.

Click here

[3]
Step-3: Please click on the sub-menu “Edit Profile” under “Profile” menu.

Note: TP can be able to edit the profile for one time.

Click here

3. New Training Centre Application Process.

Step-1: Please click on the sub-menu “New Training Centre” under “Training
Centre” menu.

Note: For DSRI TC, click on the sub-menu “Add DSRI TC”.

For RTD TC, click on the sub-menu “New RTD Training Centre”.

Click here

[4]
Step-2: Click on “I Agree” button.

Step-3: Please enter the Basic Details, Contact Details and SPOC Details of the TC.

Step-4: After fill-up the details click on “Submit” button.

Step-5: Success message will be shown and please click on “Update TC Details” for
fill-up the TC other Details or click on “Training Centre List”.

[5]
Step-6: Click on “Edit” menu to fill-up the TC other details.

Step-7: By clicking on Edit button TC name will be shown under the Basic Details
tab.

[6]
Step-8: By clicking on Contact Details tab following details needs to be filled up.

Step-9: By clicking on TC Infrastructure tab following details needs to be filled up.

[7]
Step-10: By clicking on Course Details tab Multiple Courses can be added of a
particular TC by choosing the Sector and course from the dropdown list.

We can also Remove the course by clicking on the “Remove” button.

Step-11: Trainer Details needs to be filled up with trainer Specialization.

[8]
Step-12: Trainer details also can be remove by TP by clicking on the “Remove”
button.

Step-13: Different Images needs to be uploaded for completing the TC Application.

[9]
Step-14: TP need to final submit the TC details by clicking on the “Final Submit”
button.

Step-15: One confirmation pop-up will be open for TC profile submission.

[10]
Step-16: Profile Finally submitted with Status details of each stage.

Step-17: After final submission the TC application is under inspection and

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4. How to Apply New Course request.

Step-1: Click on the sub-menu “DSRI TC list” (For DSRI) under “Training Centre”
menu.

Step-2: List of Training Centre under this TP will be shown.

Step-3:TP will get a button “New Course Request” besides the each approved TC.

Step-4: TP can select the course from drop-down menu and After that he will get
the option for fill-up the new room details (If TP want to add).

Step-5: After click on “submit” button course inspection will be assigned.

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Step-6: To view the course inspection please click on “New Course Target” under
Training Centre menu.

Click here

5. LOI upload process from the Training Centre.

Step-1: Please click on the sub-menu “Training Centre List” under “Training
Centre”.

Step-2: “Upload LOI” button has been given beside the TC short details. Click on
the “Upload LOI” button.

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Step-3: Please select the course, enter the placement count, select the employer
name from dropdown menu (only registered employer will be shown in the drop-
down list) and upload the LOI from browser.

Step-4: Training Provider can add multiple LOI, click on the “+” button.

Step-5: After enter the details click on “Upload LOI” button. A success message will
be shown.

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6. Batch Approval Status checking.

Step-1: Please click on the sub-menu “Batch Approval” under “Batch Monitoring”
menu.

Step-2: To view the batch details click on the “View” button.

Step-3: TP can download the batch commencement letter clicking by “Download”

Click here

7. Trainee Attendance checking Process.

Step-1: Please click on the sub-menu “Attendance Monitoring” under “Batch

Step-2: Click on View Tab.

Click here

Click here

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Step-3: Please choose Attendance Date for view Attendance on that particular
date.

8. How to view Assessment request?

Step 1: Please click on List of Assessment under Assessment menu.

Step 2: List of batch will be shown here; which batch already send for Assessment
manually.

Click here

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Step 3: Please click on SDMS Assessment List to view the details of batch which
batch automatically sent to assessment after completion of tentative Assessment
date.

Click here

Step 4: Please click on Council Assessment List to view the details of batch which
batch automatically sent to assessment after completion of tentative Assessment
date.

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Step 5: Please click on Council Assessment List (RPL) to view the details of RPL
batches which batch automatically sent to assessment after completion of tentative
Assessment date.

Step 6: Please click on Council Assessment List (RTD/DSRI) to view the details of
RTD/DSRI batches which batch automatically sent to assessment after completion
of tentative Assessment date.

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9. Result view and certificate download (Assessed through SSC) process.

Step-1: Please click on sub-menu “Result” under “Certificate” menu.

Step-2: Click on view tab for result.

Step-3: Click on Download Certificate for Trainee certificate.

Click here

10. Employer registration Process.

Step-1: Go to sub-menu “Register Employer” under main-menu “Empolyer” for

Click Here

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Step-3: Employer Registration page will open.

Step-4: Click on “New Employer” radio button to register new empolyer.

Click Here

Step-5: New Employer registration application form will open.

Step-6: New Employer will fill-up all the details and will upload pdf file for
“Registration Certificate/ trade License/ CIN”, “PAN/ TIN/ TAN/ GST No.”, “Current
Employer Strength”.

Step-7: New Employer will be able to add “Specialization” as per thair requirement.

Step-8: After filling up all the nessessary detail user will click on “Submit” button
for final submission.

Note: Until or unless user will select all “Disclaimer” checkbox “Submit”
button will not be enable.

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 Add Here

Click Here

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Step-9: After successful submission of the application form one unique
“Acknowladement Code” will autogenarete.

OTP verification process for Employer:

Step-1: One OTP verification link will be sent to registered mail id.

Click Here

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Step-2: One OTP will be sent to registered mobile number, put that OTP for final
verification and click on “Submit” button.

Click Here

Step-3: After completation of the verification process one “Successful Message” will
show in the screen.

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Tag trainee by Training Partner:

Step-1: Click on the sub-menu “

Step-2: Click on “View” button to view the trainee details.

Click Here

Step-3: Click on “Tag Trainee” button to tag trainee for interview.

Click Here

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Step-4: Select trainee from trainee list.

Step-5: Click on “Sent for Interview” button to confirm the selection of trainees.

Click Here

Step-6: One OTP verification link will be sent to registered mail id.

Click Here

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11. Trainee Placement Document Upload Process.

Note: Please follow the same procedure for DSRI under “Trainee
Placement (DSRI) menu.

Step-1: After successful login Training Partner dashboard will appear.

Step-2: Please click on submenu “Trainee Placement” under “Placement” menu.

Step-3: Select the training centre name from drop down menu.

Click here

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Step-4: After that click on the “Find Batch” tab.

Click here

Step-5: List of assessed batches under training center will appear.

Step-6: To view assessed trainee list of a particular batch, click on “View” button.

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Step-7: Then assessed trainee list will appear.

Step-8: To upload trainee wage placement data, click on “Salaried” button.

Click here

[28]
Step-9: To upload the trainee wage employment (Self) details page will appear in
the screen.

Step-10: Please fill-up the details and upload supporting documents, then click on
“Upload Wage Placement (Self)” tab.

Click here

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Step-11: After submission the placement details one success message will appear
and trainee status also will be updated.

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Step-12: To upload trainee self employment business placement data, click on
“Business” button.

Click here

[31]
Step-13: Trainee self employment business details page will appear.

Step-14: Please fill-up the details and upload supporting documents, then click on
“Upload Self Placement (Business)” tab.

Click here

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Step-14: After submission, one success message will appear. Trainee status will be
updated.

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Step-15: After upload the trainee placement details, Training Partner can view the
upload details by click on “View” button.

Click here

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Step-16: A trainee placement details page will appear.

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12. Trainee Placement Data Finalization process for the batch.

Step-1: To finalize the batch TP needs to upload the entire trainee placement data.

Note: If TP finalize the placement data for the batch, no further Trainee
placement information can be uploaded against that batch.

Step-2: Then click on “Finalize Placement” tab.

Click here

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Step-3: One confirmation pop-up will appear.

Step-4: Please give a note and click on “Submit” button after select the check box.

Click here

Step-5: After clicking on the submit button one success message will appear.

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Step-6: After submission the trainee placement data, trainee status will be
updated.

Note: After submission of the batch, Batch will be shown for placement
verification in District Magistrate dashboard.

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13. Trainee Employment Document Upload process.

Step-1: Please click on submenu “Trainee Placement” under “Placement” menu.

Step-2: Select the training center name from drop down menu.

Click here

Step-4: Then click on the “Find Batch” tab.

Click here

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Step-5: List of assessed batches will appear.

Step-6: To view assessed trainee list of a particular batch, click on “View” button.

Step-7: The trainee list of this batch will appear.

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Step-8: Please click on “Employment document” tab to upload the employment
details.

Click here

Step-9: After that Upload trainee employment document page will appear. If
placement document status will show “Completely Verified” then only upload bank
statement and 3 month salary slip. If the Placement document status will show
“Need to re-upload” then please upload trainee placement document in
“Amendment Document” section.

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Step-10: After attached the supporting documents, then click on “Upload
Employment Document” tab.

Click here

Step-11: One success message will appear and trainee status will be updated.

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Step-12: After upload the employment document of all trainees, please click on
“Finalized Employment Document tab”.

Note: Once the employment document is finalized, TP will not able to

Click here

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Step-13: One confirmation pop-up will open, please give a note and click on
“Submit” button after select the check box.

Click here

Step-14: After clicking on “submit” button one success message will appear.

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Step-15: After finalization of the employment placement document, Trainee status
will be updated.

Note: After submission of the Placement employment document of a batch,

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14. Instruction and Branding Material download process.

Step-1: Please click on Download Instruction under Instruction menu.

Click here

Step-2: Please click on Branding Material under Instruction menu.

Click here

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15. Swapno Bhor Trainee Registration Report.

Step-1: Please click on Register Trainee List under Swapno Bhor.

Click here

16. TP Claim procedure.

Note: Please follow the same procedure for DSRI and RTD and RPL under
separate sub-menu.

Step-1: Please click on Claim Payment under Payment menu.

Step-2: Choose Training Centre name then click on Fine Batch tab.

Step-3: As per requirement TP can apply claim for 1st, 2nd and 3rd.

Click here

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17. View Claim procedure.

Note: Please follow the same procedure for DSRI and RTD under separate
sub-menu.

Step-1: Please click on View Claim under Payment menu.

Step-2: Choose TC name then click on Find Batch. We can view claim details
status.

Click here

18. TP Claim Details procedure.

Note: Please follow the same procedure for DSRI and RTD under separate
sub-menu.

Step-1: Please click on TP Claim Details under Payment menu.

Step-2: Now click on Click to view claim details tab.

Click here
Click here

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Step 3: Now we can check our payment status.

Click here

19. Trainee Payment Claim view process.

Step 1: Please click on Trainee Payment Claim to view the status of Trainee
Payment.

Click here

[49]
20. RPL proposal List View Process.

Step-1: Please click on Proposal List under RPL menu.

Click here

21. RPL Candidate claim list view procedure:

Step-1: Click on the sub-menu “RPL Candidate Claim List” under “RPL” menu.

Step-2: Date wise claimed list will be open.

Step-3: Click on view button for batch details.

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Step-4: Batch list will be shown under this claim.

Step-5: To view the RPL candidate Rejected claim, click on the sub-menu “RPL
candidate Rejected Claim List” under RPL menu.

Thank You

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