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intermediate ⏱️ 13 min read

FacilitiesOS: Estate, Assets and Readiness

Record the estate skillSYMS providers deliver in — properties, assets, inspections, work orders and the readiness snapshot an accreditation visit asks for.

For: Training Providers Administrators
On this page(13 sections)

Summary

Accreditation is granted against premises and equipment as much as against curriculum. FacilitiesOS records what a provider actually has — the properties, the workshops, the machines, the vehicles, the safety equipment — and turns it into the readiness statement a site visit asks for.

The module exists because that statement is otherwise assembled from memory the week before the visit, and memory does not have serial numbers.

Who This Guide Is For

  • Operations and campus managers responsible for premises
  • Quality officers preparing for an accreditation or verification visit
  • Anyone who owns equipment a qualification depends on

Prerequisites

  • Your campuses captured under provider settings
  • A list of the equipment each programme requires
  • Access to lease documents, compliance certificates and equipment records

Step 1: Record the Estate

Navigate to Facilities → Estate.

Capture each property and the locations within it — workshops, classrooms, stores, residences. A location is what an asset gets assigned to and what an inspection is carried out against.

Step 2: Build the Asset Register

Navigate to Facilities → Assets.

Capture the equipment: what it is, where it is, what condition it is in, what it cost and when it was acquired. Serial numbers matter here more than anywhere else in the platform — an asset register without them cannot survive a verification.

Assets can be verified in a physical count run: the verification run produces a list, somebody walks the site and scans or confirms each item, and the run reports what was not found. Do one before your first audit rather than during it.

Step 3: Plan Maintenance and Raise Work Orders

Navigate to Facilities → Work Orders.

A work order is a job on an asset or a location. Raise them for breakdowns, and let maintenance plans raise them for scheduled servicing. The value is the history: an asset with three work orders in six months is telling you something a condition rating will not.

Step 4: Inspect

Navigate to Facilities → Inspections.

Inspections run from templates so that the same things get checked the same way each time. Safety equipment, fire compliance, workshop condition, residence standards. A completed inspection with a failed item should produce a work order — link them, so the finding and the fix live together.

Step 5: Track Renewals Before They Lapse

Navigate to Facilities → Renewals.

Leases, certificates of occupancy, fire compliance certificates, machine certifications, vehicle licences. Everything with an expiry date goes here, because an expired certificate discovered by an auditor costs considerably more than the same certificate renewed a month early.

Step 6: Produce the Readiness Snapshot

Navigate to Facilities → Readiness.

The readiness view compares what your programmes require against what the estate actually holds, and produces a snapshot with a percentage and a list of gaps. Take the snapshot before a visit and keep it — it is dated evidence of what you knew and when.

Read the gaps as work, not as a score. A conditional readiness result with four named gaps and dates against them is a stronger position in a visit than an unexplained higher percentage.

Step 7: Assemble the Evidence Pack

Navigate to Facilities → Evidence.

An evidence pack collects the documents a visit will ask for — leases, certificates, photographs, the asset register, the last inspections. Build it from the register rather than from a folder on somebody’s laptop.

What Good Looks Like

  • Every asset that a qualification depends on is on the register, with a serial number and a location
  • Renewals are tracked and none are inside 30 days of expiry unnoticed
  • Failed inspection items have work orders against them
  • A dated readiness snapshot exists from before the last visit

Common Mistakes

  • Capturing assets without locations. A register that cannot say where something is cannot be verified.
  • Treating readiness as a score to raise. It is a gap list to close.
  • Keeping certificates in a shared drive. Expiry dates that nothing watches are expiry dates that pass.

What's new in skillSYMS

  1. MicroQuests in the browser, in the app and by email
    • skillsyms.com/learn: take LearnChat MicroQuests in any browser with buttons instead of chat replies. You get the same quests, wallet, progress and certificates as on WhatsApp
    • Learn by email: anyone can ask for a personal learning link on skillsyms.com/learn. There's no account and no password, and the link keeps you signed in on that device for 30 days
    + 6 more
  2. Schools & Early Learning (alpha): grades, registers, marks, promotion and SA-SAMS import
    • Learners → Schools & ECD: set up a school or ECD centre under its provincial department, with grades, classes and subjects for each academic year
    • Choose your institution type (primary, secondary, combined, independent, ECD centre and more) to switch on the matching pack
    + 12 more
  3. Schools & Early Learning: learner support, behaviour, governance, ECD development and a guardian portal
    • My classes: a teacher's registers still to take today, open assessment tasks and which learners need accommodations
    • Teaching assignments and teaching scope: start by observing captures outside a teacher's classes, then limit teachers to their own classes and subjects
    + 10 more
Full changelog