Adding Frameworks

Set up compliance frameworks for your organisation

Overview

Compliance frameworks help you:

Group related training requirements together
Track compliance against regulatory standards
Generate framework-specific reports
Demonstrate compliance to auditors

Common Compliance Frameworks

Framework	Focus Area	Typical Training
Ofsted	Education & Care	Safeguarding, Prevent, First Aid
CQC	Health & Social Care	Care standards, Medication, Manual handling
ICO/GDPR	Data Protection	GDPR, Information security
HSE	Health & Safety	Fire safety, Manual handling, COSHH
FCA	Financial Services	Compliance, Anti-money laundering
ISO 27001	Information Security	Cyber security, Data handling

Creating a Framework

Access Framework Management

Log in as an Admin
Go to Admin → Settings
Click on the Frameworks tab

Add New Framework

Click Add Framework
The framework form opens

Configure Details

Field	Description
Name	Clear framework name (e.g., "Ofsted Requirements")
Description	What this framework covers
Regulatory Body	The governing body (optional)
Status	Active or Inactive

Add Framework Requirements

Link courses that satisfy this framework:

Click Add Course
Select courses from the list
Mark as Required or Optional
Add multiple courses as needed

Save Framework

Click Save to create the framework.

Managing Frameworks

Editing a Framework

Find the framework in the list
Click Edit
Update details or linked courses
Save changes

Adding/Removing Courses

Open the framework for editing
Click Add Course to include more
Click remove/X to exclude courses
Changes affect compliance calculations

Archiving a Framework

For frameworks no longer needed:

Edit the framework
Set status to Inactive
Historical data is preserved
No longer appears in active reports

Framework Compliance

How Compliance is Calculated

Percentage of required courses completed
Per user and aggregated
Considers course expiry
Updates as training is completed

Viewing Compliance

Framework compliance appears in:

Admin dashboard widgets
Reports → Compliance section
Individual user profiles
Team management dashboard

Compliance Status

Status	Meaning
Compliant	All required courses completed and valid
Partially Compliant	Some requirements met
Non-Compliant	Key requirements not met
Expired	Was compliant but training has expired

Framework Reports

Generating Framework Reports

Go to Admin → Reports
Select Compliance Reports
Filter by specific framework
Set date range
Export as PDF or Excel

What's Included

Overall compliance percentage
Per-course completion rates
Non-compliant users list
Expiring certifications
Training gaps

Tip

Use framework reports for regulatory audits and inspections. They provide the evidence inspectors need.

Best Practices

Map to Real Requirements

Base frameworks on actual regulatory requirements
Keep updated as regulations change
Include all mandatory training

Don't Over-Complicate

Group logically
Avoid too many small frameworks
Consider combining related requirements

Regular Reviews

Review frameworks annually
Update when requirements change
Archive obsolete frameworks

Use for Planning

Identify training gaps
Plan training initiatives
Budget for compliance

Troubleshooting

Compliance showing incorrectly

Check all required courses are linked
Verify course expiry settings
Ensure user completions are recorded

Can't add a course to framework

Check the course is active
Verify your permissions
Course may already be added

Framework not appearing in reports

Check framework status is Active
Verify courses are linked
Check report filters

Related Guides

Exporting Reports - Generate compliance reports
Adding Courses - Create courses for frameworks
Mandatory Training - Make framework courses mandatory