The system accommodates two distinct paths:

• Existing Registered Planners: For professionals already registered with SACPLAN who are accessing the online portal for the first time. The system will automatically link your historical records to your new digital credentials.
• New Members: For incoming individuals registering with the Council for the first time.

1. Navigate to the SACPLAN Planner Portal login screen (e.g., https://planners.sacplan.org.za/Login).
2. Locate the Sign In action card.
3. Click the Register button (located next to the Sign In button).

Note: Registered planners accessing the portal for the first time can alternatively click the link labeled 'Click Here' under the text 'Already a Planner and have not used the portal before?'. Both paths initiate the verification process.

Before proceeding to the registration form, the system must verify your identity to prevent duplicate records and link legacy profiles.

1. On the New Application screen, enter your active personal or professional Email address and your valid South African ID number or international Passport Number.
2. Click Verify Details.

The system will perform a real-time database lookup:

• If you are a New Member: The system will confirm no matching records exist and route you to a blank registration form.
• If you are an Existing Planner: The system will recognize your ID/Passport number and automatically link your historical profile data to the user account being created.

On the Step 1 - Register your basic information screen, provide or verify your essential details:

• First Name
• Last Name
• ID or Passport Number (Pre-filled)
• Email (Pre-filled)
• Cell (mobile contact number)
• Password
• Confirm Password

Click the Register button. A 'Success' notification will confirm your basic profile configuration.

Upon successful registration, you will be automatically redirected to the core Sign In screen.

1. Input your newly registered Email and Password.
2. Click Sign In.

If you are an existing SACPLAN registered planner but have never used this online portal before, you will not receive an OTP for a password reset. This is because your member data exists in our records, but you have not yet created a portal account.

You need to register for the portal first, even if you are an existing member. Please follow the steps under 'How do I access the Portal Registration?' to create your online account. The system will automatically link your historical records to your new digital credentials during this process.

Once you have successfully registered and signed in for the first time, you will be able to use the password reset functionality if needed in the future.

Once authenticated, you will be brought directly into your personal dashboard to fulfill the Planner Registration wizard. Your workflow tracking block will initialize with a status of 'Draft'.

• For Existing Planners: Your workspace will automatically populate with all relevant records. Review the pre-populated values.
• For New Members: You must completely fill out the multi-section intake application form.

Locate the '2. Current Employment Details' workspace block. Complete the following fields:

• Private Practice / Public Service / State Owned (sector classification)
• Position Held
• Name of Employer
• Company City
• Work Telephone
• Work Fax Number (if applicable)
• Starting Date of Employment Stated Above (YYYY/MM/DD)
• Address (Google Maps)
• Postal Address (check 'Same as Address' or manually input)

Map your historical employment sequentially:

1. Navigate to the 'Previous Employment Details' sub-section.
2. Populate the inline data fields: Employer Name, Position Held, Contact Details, Employment From / Employment To.
3. Click the orange 'Add Previous Employment' button.
4. A 'Success! Previous Employment Added.' message will appear. Click OK to commit the row.

1. Scroll down to the '3. Add Qualifications' workspace.
2. Select your university from the 'Name of Institution' dropdown.
3. Choose your specific degree from the 'Qualification' list.
4. Select the 'Date Obtained'.
5. Select 'Yes' if this is your Highest qualification, otherwise 'No'.
6. Click the orange 'Add Qualification' button. A 'Success! Qualification Added.' dialogue will confirm processing.

If your institution or degree is not listed:

1. Under 'Name of Institution', select 'Other (Please indicate in field below)'. A 'Specify Institution' field will appear.
2. Under 'Qualification', select 'Other (Please indicate in field below)'. A 'Specify Qualification' field will appear.
3. Type the full, official names into the respective fields.
4. Select your graduation year.
5. Click 'Add Qualification' and OK on the verification prompt.

This module is required for 'Candidate Planner' status. You must link your profile to your accredited professional mentor:

1. Locate the 'Supervisor Lookup' block.
2. Input your mentor’s valid, active credentials into either 'Supervisor Registration Number' or 'Supervisor Id Number'.
3. Click the brown 'Lookup' button.
4. A blue notification band will appear: 'Your Supervisor [Full Name] has been found and is eligible.'
5. Click the orange action link 'Click here to link your Supervisor'.

Optional: If you don't have an approved mentor, download the 'Candidate Supervisor application form.pdf', complete it offline, and upload it to the required document section.

Scroll to the '4. Required Documents' grid workspace. You must upload digital copies for all itemized checklist annexures:

• Annexure A – Completed Checklist for Candidate Planners.
• Annexure B – Certified copy of Identity Document or Passport.
• Annexure C – Certified copy of relevant academic certificate(s) or confirmation of enrollment.
• Annexure D – Section 13(7) Declaration.
• MIE Certification Check.

To attach a document file:

1. Click the grey 'Add File' button.
2. Select your document file (PDF or image format) via your local file explorer.
3. The system will upload your attachments.

Directly beneath your document repository, the portal displays your active Fee Structure Breakdown. To commit all current fields to database memory without transmitting the final application for review, scroll back up to the master control actions card and click the orange 'Quick Save' button. This securely locks your parameters as a 'Status: Draft' file profile, enabling safe session logouts.

Before your profile can advance from draft status, you must complete the Declaration block at the base of the registration wizard.

Accepting the Oath: You are required to officially make an Oath and Declare your compliance by selecting the checkbox labeled 'Do you accept the above?'. This verifies:

• All information provided is true and correct.
• You accept full professional accountability for planning work.
• You agree to abide by The Code of Professional Conduct.

Once you have verified your form data and checked the declaration acceptance box, locate the master control action cards to select your finalization route:

• Quick Save: Commits all current data fields securely to the database memory without transmitting the file.
• Submit And Pay Online: Encrypts and transmits your completed application and routes you immediately to the secure online payment gateway.
• Submit And Pay Via EFT: Submits your formal application and generates a window with the Council's banking details for Electronic Funds Transfer.

Once your payment has been processed and your status transitions from a draft profile, your application moves into the formal council queue.

Important Notice: Please allow sufficient time for the SACPLAN administration team to thoroughly assess your registration details, verify all uploaded academic and identity annexures, and complete background validation checks. You will receive an automated notification at your registered email address as soon as your application profile status changes.

1. Navigate to the core Dashboard workspace.
2. Locate the master action cards grid layout.
3. Find the 'Personal CPD' card and click its orange 'View' button.

The Personal CPD Record workspace displays active compliance linkages and historical rows:

• Policy and Cycle Links: Quick action text links to review the CPD Policy Document or track cumulative timeline limits via CPD Submission Cycles.
• Filter by Year Cycle: Use the dropdown menu (e.g., 2024/2025) to filter entries.
• Reviewing Logged Activities: The central tabular ledger displays captured activities with their core tracking parameters (Activity, Status, Date, Points).
• Action Routing: Click 'Back' to return to the main hub, or 'Add Activity' to log a new professional claim entry.

Clicking 'Add Activity' opens the Personal CPD Activity Details data-entry form wizard. Complete the mandatory parameters sequentially:

1. Date*: Click the calendar selector to input the exact date of completion (yyyy/mm/dd).
2. Activity*: Open the selection menu 'Please Select an Activity' to map your entry against the accredited council category ledger descriptions.
3. Points*: Enter the specific numeric score volume claimed for the activity.

Critical System Requirement: You must explicitly click the orange 'Save' button to commit your core details to the database repository before attempting to upload files.

1. Once the primary activity details are saved, scroll down to the 'Evidence Documents' grid workspace.
2. Click the grey 'Add File' button to launch your local file browser.
3. Select your verification paperwork (e.g., digital attendance certificates).
4. The system will upload your attachments into the live data matrix.
5. Review all parameters for accuracy, and click 'Save' to securely submit the final claim configuration for administrative review.

1. Navigate to the main Dashboard hub and click the orange 'View' button under the 'CPD Events' action card.
2. The CPD Overview control screen will render.
3. Use the integrated search card parameters to narrow down available listings: Status, Year Cycle, Search CPD Events (keywords).
4. Click the orange 'Search' button to execute filters, or 'Reset' to clear parameters.
5. Matching rows will display instantly with core event metadata.

To connect an official event row directly to your professional profile record, click on the target event line in the search ledger to open the master CPD Event Details workspace.

1. Review the system-locked data fields at the top.
2. Scroll to the 'Linked Activities' ledger block.
3. Locate the targeted row matching your attendance tracking focus.
4. Click the orange 'RSVP' action button. This registers your attendance booking and locks a linkage placeholder to your personal portfolio.

If required, you can review any official pre-attached documentation under the 'Linked Documents' grid.

Once you have linked yourself to an official activity or committed an RSVP, you can track your attendance status and finalize submission proofs using the dedicated ledger tracking view.

1. Return to your primary dashboard workspace and click the orange 'View' button on the 'CPD Events Record' card.
2. The 'Registered Person CPD Record' interface will initialize.
3. Select your active period from the 'Year Cycle' dropdown.
4. The screen renders an explicit summary ledger displaying all official events you are actively linked to, alongside a dynamic CPD Points Per Cycle bar chart.

1. Click directly on any event line item inside your personal record overview grid to drill down into its sub-level verification workspace.
2. The system redirects you to the detailed 'CPD Event Details' card context.
3. Scroll down to the tabular 'Planner Activities' grid to track the official review status of each linked row (Approved or Unconfirmed).
4. To submit formal validation documentation for an unconfirmed activity, scroll to the 'Evidence Documents' workspace block.
5. Click the grey 'Add File' action button, browse your local machine directory to select your official digital certificate copy or validation receipt file, and upload it.
6. Once files are appended, click 'Back' to safely save your dashboard state parameters.

To maintain an active professional status, registered planners must remain in 'Good Standing' by keeping personal/employment data up to date and settling annual statutory fees. The portal provides an automated financial and certification dashboard to manage this.

1. Navigate to the left-hand sidebar menu and click the 'Planner Info' navigation link.
2. The 'Planner Registration' workspace will display your active registration metrics (Status, Registration Number).
3. Review the 'Planner Account Information' financial aging table to track your account breakdown (Code, Aging Buckets, Balance).
4. Review the 'Fee Structure Breakdown' ledger block to confirm baseline charges.

If your Balance ledger displays an outstanding amount, you must settle it to unlock your official documentation.

1. Click the orange 'Pay Account Now' button located below the financial tables.
2. The system will route you directly to the secure online payment gateway.

Note: For special payment installations or queries, contact accounts@sacplan.co.za.

Once your data profile updates are processed and your account balance is in check, the portal automatically recognizes you as being in good standing, enabling self-service credential generation.

1. Locate the master action cards under your name header on the 'Planner Info' workspace.
2. Click the orange 'Get Certificate' button.
3. The system will process an internal validation check.
4. Upon successful validation, your official professional certificate will be instantly generated, embedding your personal details, classification, validity periods, and registration number into a secure, downloadable file.

To preserve data integrity, the portal utilizes two separate update validation protocols:

• Immediate System Commits: Modifying records within Section 2 (Employment), Section 3 (Qualifications), or Section 4 (Supervisor Lookup) commits immediately to the live database upon clicking save.
• Administrative Review Escrow (Member Update Requests): Alterations to Section 1 (Planner Information) data (identification, title, groupings, residential contact) are held in a pending state and require manual verification by a council administrator before becoming visible.

Step 1: Mutate Your Core Planner Details

1. Navigate to your primary workspace and open the 'Planner Info' section.
2. Click the orange 'Create Update Request' button to make your profile fields editable.
3. Modify the necessary variables within the baseline section form fields.
4. Click 'Save'. The system automatically generates an active record entry inside the 'Member Update Requests' log table.

Step 2: Tracking Pending Updates via the Profile Updates Hub

1. Navigate to the left-hand sidebar menu or the core dashboard grid and click the 'Profile Updates' action item.
2. The 'Member Update Requests' ledger will initialize, presenting a side-by-side comparison map of your pending mutations, showing 'Current State Value' and 'New Value'.

Once submitted, an automated notice alerts council administrators to review your pending table rows. Administrators will evaluate the current and proposed values side by side:

• Approved State: If changes are valid, the administrator commits the rows. The pending block clears, and the strings instantly overwrite your live account view under 'Planner Info'.
• Declined State: If an update is rejected, the pending values are purged from the escrow table, leaving your original core planner info strings untouched.

To return to your primary profile workspace at any time, click the orange 'Back' button.