Online Training Record - Student’s User Guideline
What is Online Training Records system
Online record / E‐ record facility was introduced by CA Sri Lanka for the students to maintain
daily training records & submit quarterly summaries through the web site, instead of the exis ng
manual record book. Also the supervising members can view/approve those records through the
web site
Entire process of the online record submission system
Student
Quarterly summary
Summary submission for supervising member’s approval
Delegated User Reject
Approve
Supervising Member Reject
Approved
CA Sri Lanka
Browse requirement
Browser Version
Firefox 23 or above
Google Chrome 26 or above
Internet Explorer 8.x ,9.x
Note : Java script should be enabled in your browsers.
Page No | 01
Online Training Record - Student’s User Guideline
Registration for Online Training Record Book
Students have to submit their payment slips to the training division for the registra on of
online training records. Student can make the online training record payment directly to CA
Sri Lanka cashier point.
And students can make online training record payment to the bank with the training
agreement payment
Login to Students Area of the CA Sri Lanka Website
• Go to CA Sri Lanka website “[Link]” & click “Student login”
• Then You can login to the Student area of the CA Sri Lanka Web site. Your username and
password would be as follows :
User Name : Student ID (up to 9 digits without leading zeros)
Password : First four digits of your Na onal Iden ty Card Number (NIC) or
the Passport Number which you have submi ed to the Ins tute.
*Please ensure to change your password upon your first login.
Access to the Online Training Record Book.
Steps to access for online training Record Book
• To see available record books click on the link “My Training Record Book” under the stu‐
dent’s menu.
Test Name
Page No | 02
Online Training Record - Student’s User Guideline
Update Weekly Records to the Online Training Record Book
• to update your weekly records click “weekly summary”
• Select week start date & end date. When you select the week period make sure to select
Monday to Friday. But when you start your quarter at the middle of the week make sure to
select actual start date as week start date. And when you complete your quarter at the mid‐
dle of the week make sure to select actual end date as week end date
Example ‐ if your quarter start date 04th September 2013, your first
week start date & end date should be as follows
• Select the level of involvement.
• Add details of work done.
There is no specific format to maintain your weekly records. There for students can obtain a
specific format from the supervising member/ training organiza on to maintain their weekly
records
Example ‐
Page No | 03
Online Training Record - Student’s User Guideline
Students can maintain their weekly records in a word document & students have a facility to
paste those record to online system using “Paste from Word” bu on .
• Step to paste weekly record from a word document
1. Select the relevant week form the online training record
2. Open the word document & copy the relevant weekly record
3. Click ““Paste from Word” bu on
4. Paste it in to the new window
5. Click “Insert” then it comes to your weekly records
• Enter the number of days completed under each experience categories & organiza on
categories for en re week. Key organiza on categories as follows
A. Manufacturing / Processing G. Hotels
B. Banking / Finance / Insurance / Leasing H. Interna onal Trading
C. Travel I. NPO / NGO
D. Agriculture J. State Corpora ons & Statutory Boards
E. Services K. Others
F. Local Trading
Page No | 04
Online Training Record - Student’s User Guideline
• Click “ Calculate Details” to calculate number of working days. Then it will calculate number
of working days automa cally.
• Enter the number of non working days & leave days for each leave categories.
• Click “Check Training Details” to verify your records
• Click “Submit” to save your weekly records.
• Now you can see the updated weekly records as given bellow & add more weekly records
for this quarter as previous
Page No | 05
Online Training Record - Student’s User Guideline
Steps to change weekly records which you have entered previously
• Select the relevant week
• Once you complete the en re quarter click “View Summary”
• Select the relevant week & Change the required details
• Follow previous steps witch you use to add new record to save your amended records
Submit Quarterly summary for supervising members approval
• Once you complete the en re quarter click “Quarter Summary”
• Check details & if no further amendment Click “Submit Details for Approval”
Page No | 06
Online Training Record - Student’s User Guideline
Special Note
* once you Submi ed details for Approval it will automa cally forward to your supervis‐
ing member for approval.
* once your supervising member approve your quarter, it will automa cally disable any
further updates in the relevant quarter. Therefore please make sure to submit correct
details for supervising members approval.
Minimum Training Requirement
Public Prac ce Organiza on Non‐public Prac ce Organiza on
Experience Category Cer ficate Strategic Cer ficate Strategic
Level Level Level Level
Financial Accoun ng &
Management Accoun ng 40 100 100 180
150 40
Audit & Assurance 80 ‐
(note vi) (note i)
Taxa on 10 30 10 30
(note ii) (note ii)
Financial Management ‐ ‐ 20 40
Use of Informa on
20 50 20 50
Technology
Secretarial Prac ce 10 ‐ ‐
Total 220 440 220 440
Notes
i. In the absence of an Internal Audit Division, the experience on Financial Management
category should be increased to 40 days per year
ii. At the Strategic Level training, minimum of 25% of total requirement in Taxa on should
be in Income Tax as indicated under 3.1 & 3.2 categories.
iii. The days a ending for training programmes or any workshops conducted by the CA Sri
Lanka or any other recognized training organiza on will be considered as working days.
iv. Any difference between the minimum training requirement per annum (220 days) and the
total minimum training requirement in accordance with each experience categories per
year can be completed using any experience category listed in the above table.
v. Any trainee who fails to obtain the specified minimum number of days in Informa on
Technology or Taxa on will be required to undergo training in courses that are conducted
by the IT Faculty and the Taxa on Faculty of the CA Sri Lanka.
vi. The training requirement for Cer ficate to Prac ce eligibility is specified in page number
133 of this book & Cer ficate to prac ce Sec on (page number 25) of the Prac cal Train‐
ing Guide
Page No | 07
Online Training Record - Student’s User Guideline
Year End Report
• Click “Yearly Summary” to view master summary
Supervising member’s Name
Organiza on Name
• See the master summary & compare it with the minimum requirements .
• If there is any shortage, those can be iden fied by your self
• If you want to extend the agreement to cover the shortage you may request
at Cer ficate level ‐ to be requested before submit 4th quarter
at Strategic level ‐ to be requested before submit 4th quarter of the 2nd year
* it is advisable for student to view year end report before submit the last quarter of each
level
Extension of Training Period
If you are unable to cover the minimum training requirement with in the training period,
you have to send a request to the training division. Once you submit a request, training
division will extend your training period as well as online training record accordingly.
Then student can update records to the online system.
* make sure to send a request to the training division & get extended your online training
records before you submit the last quarter for supervising members approval .
** if the extension period more than 15 weeks, student have to buy a new training record
Page No | 08
Online Training Record - Student’s User Guideline
Delay in Submitting quarterly summaries
Quarterly summaries should be submit to the training division within 30 days from the quarter
ending date
Failure to submit Quarterly Progress Reports, within thirty days from the last day of each
Quarter amongst other things, will render the trainee to his / her training period being
extended.
Certificates Under Regulation 27 & 29
Please note that a hard copy of cer ficates under regula on 27 & 29 should be obtained by
students a er successfully comple ng the training period through the supervising members.
A specimen copies of “Cer ficates under regula ons” are given below .
Annexure I ‐ for cer ficate Level
Annexure II ‐ for Strategic Level 1st year
Annexure III ‐ for Strategic Level 2nd year
The training requirement for Cer ficate to Prac ce eligibility
Comple on of two years (440 working days) of training in a Public Prac ce (Audit) organiza on
approved for Strategic level training with a minimum of 50% experience related to statutory
audits a er comple ng Final I examina on or a er being eligible for DAB.
Students are eligible for DAB a er comple on of both S I examina on and one year (220days)
of Strategic level training (refer page 25 of Prac cal Training Guide for further details)
Page No | 09
Annexure I
CERTIFICATE UNDER REGULATION 27
(Applicable for Non Public Prac ce Organiza ons)
The foregoing is a true record of training acquired by the registered student
Mr./Ms................................................................................................................
………………………………………………………………………………………..in this Organiza on.
..........................................................
Signature of Authorized Officer
of the Training Organiza on
Date ........................................... ............................................................
Designa on
CERTIFICATE UNDER REGULATION 29
I cer fy that Mr. / Ms. ...........................................................................................
......................................................................................................has successfully
completed the period of Prac cal Training of ............year/s with ............... days
from ................................ to ............................. as required for the Cer ficate in
Accoun ng & Business.
In my opinion the training acquired by him/her is adequate.
Date ............................................. ..................................................
Signature of the
Supervising Member
Annexure II
CERTIFICATE UNDER REGULATION 27
(Applicable for Non Public Prac ce Organiza ons)
The foregoing is a true record of training acquired by the registered student
Mr./Ms................................................................................................................
………………………………………………………………………………………..in this Organiza on.
..........................................................
Signature of Authorized Officer
of the Training Organiza on
Date ........................................... ............................................................
Designa on
CERTIFICATE UNDER REGULATION 29
I cer fy that Mr. / Ms. ...........................................................................................
......................................................................................................has successfully
completed the period of Prac cal Training of ............year/s with ............... days
from ................................ to ............................. as required for the Diploma in
Accoun ng & Business.
In my opinion the training acquired by him/her is adequate.
Date ............................................. ..................................................
Signature of the
Supervising Member
CERTIFICATE UNDER REGULATION 27 Annexure III
(Applicable for Non Public Prac ce Organiza ons)
The foregoing is a true record of training acquired by the registered student
Mr./Ms................................................................................................................
………………………………………………………………………………………..in this Organiza on.
..........................................................
Signature of Authorized Officer
of the Training Organiza on
Date ........................................... ............................................................
Designa on
CERTIFICATE UNDER REGULATION 29
I cer fy that Mr. / Ms. ...........................................................................................
......................................................................................................has successfully
completed the period of Prac cal Training of ............year/s with ............... days
from ................................ to ............................. as required for the Associate
Membership. In my opinion the training acquired by him/her is adequate.
Date ............................................. ..................................................
Signature of the
Supervising Member
CERTIFICATE ON ELIGIBILITY FOR CERTIFICATE TO PRACTICE
I cer fy that Mr. / Ms. ............................................................................................
...................................................................................................... has successfully
completed the eligibility requirements for Cer ficate to Prac ce * as specified
in Prac cal Training Guide.
Date ............................................. ..................................................
Signature of the
Supervising Member
* Eligibility Requirements for Cer ficate to Prac ce ‐
Please refer the “ Cer ficate to prac ce” Sec on of the Prac cal Training Guide or user guideline
