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Creating Framework Templates

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager

Framework Templates can be created to group learning aims and standards into a template that can be assigned to learners individually or in bulk. This can be useful if you find yourself assigning the same learning aims and units to multiple learners.

To create a Framework Template follow the steps below:

  1. Click Centre in the navigation menu
  2. Click Framework Templates
  3. Click Create Framework Template
  4. Enter a Title and set the default dates for the template 

You'll now be able to select the learning aims for the Framework Template.

  1. Click Select Learning Aims
  2. Tick the checkboxes of the aims you want to link to the template
  3. Click Save
  4. Tweak the weighting or dates for the selected learning aims
  5. Click Save

You'll be taken to the Unit Selection tab, where you need to save the units you want to be automatically saved for learners when the template's assigned.

  1. Make sure the units you want to be saved are ticked
    1. Use the Override checkbox to ignore the validation, e.g. when saving mandatory units
  2. Click Save
  3. Repeat steps 1&2 for each learning aim in the framework template

Once the units have been selected, you can tweak the weighting and dates on the Units tab. Click Save when you've finished making changes.

A
Adam is the author of this solution article.

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