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beginner ⏱️ 12 min read

Complete Your Organisation Profile & Accreditations

Finish setting up your provider after signup—organisation details, QCTO configuration, and multi-accreditation records.

For: Training Providers Administrators

Summary

After you sign up for skillSYMS, the next step is to complete your organisation profile and capture your QCTO accreditations. This guide walks you through linking to the QCTO provider registry, filling in your organisation and QCTO MIS settings, and recording one or more accreditations with their campus assignments—so that your exports and documents carry the correct SDL number and provider code.

Who This Guide Is For

  • Training providers completing first-time setup after signup
  • Administrators responsible for organisation and compliance configuration
  • Operations staff who manage multiple delivery sites or accreditations

Prerequisites

Before you begin, ensure you have:

  • Admin access to your skillSYMS tenant
  • Your SETA accreditation number and SDL number
  • Your QCTO provider code (and AQA code, if applicable)
  • Accreditation certificates with effective and expiry dates

Step 1: Open Settings

Navigate to Settings → Organisation (the main settings page at /sdp/settings).

This page is the hub for your organisation profile, QCTO configuration, multi-campus and accreditation summaries, notifications, and API access.

Step 2: Find Your Organisation in the QCTO Registry

At the top of the page, use Find Your Organisation to search the QCTO provider registry by organisation name, accreditation number, or ID.

  1. Type at least two characters and select your provider from the results.
  2. skillSYMS links the provider and pre-fills your organisation name, accreditation number, contact details, and address.

Tip: Linking to the registry saves typing and ensures your details match QCTO’s records. You can Unlink at any time if you selected the wrong provider.

Step 3: Complete Organisation Details

In the Organisation Details card, confirm or fill in:

  • Organisation Name (required)
  • Accreditation Number
  • SETA (select from the dropdown)
  • Contact Email and Contact Phone
  • Physical Address

Your SDL Number is shown as read-only here—it cannot be changed after registration. Click Save Changes when done.

Step 4: Configure QCTO Settings

In the QCTO Configuration card, enter:

  1. Provider Code — your QCTO provider code for MIS submissions
  2. Default AQA Code — your Assessment Quality Assurance partner code
  3. Auto-submit to QCTO MIS — leave unchecked unless you have a valid provider code and MIS API credentials

Click Update QCTO Settings to save.

Step 5: Add Your Accreditations

Open Settings → Accreditations (via the Manage link in the Multi-Campus & Accreditations card, or /sdp/settings/accreditations).

Click Add Accreditation and complete:

  1. Accreditation Number (e.g., QCTO/SDP/12345)
  2. Status — active, expired, suspended, or pending
  3. SDL Number and Provider Code (both required)
  4. Effective From and optional Expiry Date
  5. Campus Assignments — tick the campuses this accreditation covers, and mark one as Primary

Tip: When an offering is linked to a campus that has an accreditation, that accreditation’s SDL number and provider code are used in QCTO exports instead of your organisation default. This is essential for multi-site providers.

Step 6: Review the Settings Summary

Back on Settings → Organisation, the Multi-Campus & Accreditations card shows how many campuses and active accreditations you have configured. Confirm the counts match what you expect.

Common Mistakes to Avoid

  1. Skipping the registry link: Manually typed details may not match QCTO records and can cause export rejections.
  2. Leaving the provider code blank: QCTO MIS exports require a valid provider code.
  3. Unassigned accreditations: An accreditation not linked to any campus shows a warning and won’t be applied to offerings.
  4. Multiple primary campuses: Each campus can have only one primary accreditation—assigning a new primary removes the previous one.

Verification Checklist

Before moving on, verify:

  • Organisation profile is complete and saved
  • QCTO provider code and AQA code are entered
  • At least one accreditation is recorded with SDL and provider code
  • Each accreditation is assigned to the correct campus(es)
  • The settings summary shows the expected campus and accreditation counts

Next Steps