User Manual

To create a framework, click on the Setup Frameworks button on the bottom right-hand corner of the Framework Selection Button.

OR

Go to Tools/Config and select Framework Setup.
 

 

Both of these buttons take you to the Setup Frameworks section shown in the image below. You will be able to see the setup of all the frameworks in your system.
 

1.To create a new group select New Framework Grouping.
 

2.A New Group will be added to the bottom of your list of frameworks:
 

3.In the section to the right of the list of frameworks you can give your group a name, a description and a logo.
 

To create a framework in your new group:

1.Make sure that your new group is selected.

2.Select New Framework :
 

3.Once you have selected New Framework the framework will show up under your new group. Select New Framework again to create more frameworks under the group.

4.The image below shows the layout of the framework editor.See below for information on developing framework structure.
 

 

The Framework Setup options also enable you to duplicate frameworks. To duplicate a framework

1.Right click a framework in the framework list and select Duplicate Framework.
 

 

2.Assign a name to the duplicate framework.
 

3.Specify which framework synchronisation options you want to apply to the framework.
 
Keep this copy's content synchronised with the original framework - When a change is made to the content of the original framework, the change will automatically be applied to the copy as well.
Keep Intent/Actions/Responsibility synchronised with original framework - When the Intent, Key Actions, or Responsible Person fields are edited in the original framework, the changes will be seen in the copy as well.
 
 

 

4.Select Apply.

Once a framework has been duplicated, you can also duplicate the documents and links from the original framework. To do this:

1.Create a new framework group and drag and drop the duplicated framework into that group.
 

2.Right click the duplicated framework and select Duplicate Documents and Links from Original Framework.
 

3.Select the relevant options in the window that opens up. If Link duplicated documents to framework items is enabled, documents will be duplicated and linked to the framework's items in the same way as they are linked in the original framework. If Remove existing framework document links from framework is enabled, any documents that had been linked to the duplicated framework prior to the duplication of the documents from the original documents will be unlinked. If you leave both options disabled, the documents from the original framework will simply be duplicated and will not be linked to any standards.
 

 

4.Once you have selected your options, select Duplicate.

To start creating your framework structure:

1.Select New Item as shown below or press the Insert key on your keyboard.
 

2.A new item will appear in the Framework Structure panel. This item can be made into a header by enabling Section Header as shown below:
 

3.Type in the title or heading in the Framework Item Details panel. The title will change automatically when you create the next item or you can press the Enter key on your keyboard so that the title is entered in the framework structure.
 

 

4.Enable Hide Documents & Show Item Overview to create an overview page that is attached to the header. If this is enabled, an overview of the item will be displayed rather than a document list. Enter the overview in the Item Overview section as shown below.
 

 
 

5.To create an item under the header click on New Item (Insert) again. Give your new item a title as described above. In the Framework Item Details panel you can also give your item a sub-title and a description. The description can be used to tell users what standard the item represents. You can also add Explanatory Notes which can be very helpful.
 
In the example below, you can see that the box next to 'Governance' is ticked. This means that NovaCore will require you to link documents to that standard. You can untick this if you need to. Typically, headings are left unticked.
 

6.Create sub-items under existing items by clicking New Sub-Item or using the Ctrl+Insert keys on your keyboard.
 

7.Give your new sub-item a title, description etc. as explained above. Below is an example of a sub-item for 'Governance'. Note that an unlimited amount of levels can be created.
 

8.To delete an item, select the item and select the Delete button that is next to the New Sub-Item button. A new item or sub-item will always be inserted under the item that is highlighted.

9.To create a new item at a parent level, select the previous parent level and insert a new item. In the example below the framework builder selected 'Governance' and then New Item to create the new 'Insurance' item. The little arrow to the left of an item allows you to expand and collapse the item.
 

 
Below is a fully expanded example of the beginning of a framework structure:
 

10.Select the Save/OK tick to save your work!
 

In the image below you will notice the green and red Play and Stop buttons beside the frameworks.

Play button - Indicates that a framework is active.

Stop button -  Indicates that the framework is inactive.

To deactivate a framework click on the Play button beside the framework and it will become a Stop button. To activate a framework click on the Stop button and it will became a Play button.

Another way to activate or deactivate frameworks is to tick/untick the Active check box in the Framework Group Details section or the Framework Details section:

   

Below is an image of what the example framework in the section above (Developing a Framework Structure) looks like in the Traffic Light System.
 

•On the left-hand side you can see the sample structure created in the section above.
 

•The attention symbol is beside all the items that were ticked when the framework was created. You will need to link documents to these items! (See Using the Traffic Light System .)
 

•The item description is shown to the right of the Framework Structure and you can see Explanatory Notes by click on the Explanatory Notes tab as shown below.