Academy & SOPs

Summary

The Academy module delivers in-app training and standard operating procedures (SOPs) to your staff and learners. You manage Academy modules, publish SOPs that document how your provider works, and let users learn directly inside skillSYMS — completing modules, earning certificates, and following guided procedures. This guide covers managing both modules and SOPs.

Who This Guide Is For

• SDP admins responsible for staff onboarding and training
• Operations leads who document and publish SOPs
• Anyone enabling self-paced learning inside the platform

Prerequisites

Before you begin, ensure you have:

• An SDP or admin account with academy access
• Your training content and SOP documents ready
• A clear idea of which roles each module or SOP is for
• Staff and learner accounts that will access the content

Step 1: Open the Academy Hub

Navigate to Academy → Overview.

The hub gives you an at-a-glance view of available modules and SOPs and overall engagement. Use it to manage your in-app learning library.

Tip: Treat the Academy as your single source of truth for “how we do things here.” When a process changes, update the SOP rather than emailing a new version around.

Step 2: Manage Academy Modules

Navigate to Academy → Modules.

Here you manage the learning modules available in-app. Each module guides a user through content and can include an assessment and a certificate on completion. Confirm modules are set up and visible to the right audience.

Step 3: Publish SOPs

Navigate to Academy → SOPs.

Create and publish standard operating procedures — step-by-step guides for how your provider handles key tasks. Well-maintained SOPs make onboarding faster and keep your team consistent.

Step 4: Direct Staff and Learners to the Content

• Staff and learners reach modules from the learner-facing Academy area.
• Learners can also browse in-app guides for help using the platform.

Point new team members to the Academy on day one so they self-serve their onboarding.

Step 5: Track Progress and Certificates

As users complete modules, progress and assessment results are recorded, and completers can earn a certificate. Use this to evidence that staff have been trained on key procedures.

Common Mistakes to Avoid

1. Outdated SOPs: Update the SOP when a process changes — don’t let stale steps circulate.
2. Wrong audience: Make sure each module or SOP is aimed at the right role.
3. No onboarding path: Tell new staff to start in the Academy, or they won’t find it.
4. Ignoring completions: Use progress records as evidence of training, especially for compliance.

Verification Checklist

Before relying on the module, verify:

• Academy modules are visible to the intended audience
• At least one SOP is published and readable
• A user can start and progress through a module
• Completion and assessment results are recorded
• A certificate is issued on module completion

Next Steps

• HR Module — Onboard staff and record credentials
• Forms Builder — Collect onboarding data
• Platform Overview — See how the modules fit together