Overview
Frameworks in ISMS.online make repeatable work simple and consistent. They’re ideal for standard processes such as business continuity plans (BCPs) or induction activities for new staff.
Any existing Project can be converted into a Framework. However, once converted, that Project will no longer appear in your All Work or Project listings. If you still need to use the original Project, we recommend creating a clone first and then converting the clone into a Framework.
Before you start
Keep the following in mind when turning a Project into a Framework:
- The current name of the Project will become the Framework name.
- The current image of the Project will display next to the Framework name on the “Create new project” screen.
- Once created, you can edit most details of the Framework later—except the Framework description.
Converting a Project into a Framework
- Navigate to the Project you want to convert.
- Click Settings in the top-right corner.
- Scroll down to Advanced Project Settings and select Convert to Framework.
- In the pop-up menu, you can:
- Add a description – This will appear when hovering over the Framework on the “Create new project” screen.
- Choose what to include – Select Notes, To-dos, and/or Documents if you’d like these to carry over into any new Projects created from the Framework. This is particularly useful for including guidance notes or standard forms.
Tip: Make a note of the Project ID (the number in the Project’s URL). This can be helpful if you need to make changes later, though it can always be retrieved if forgotten.
the framework at any time you have the project ID to hand, this can be found later if you forget so don't worry.
Editing an existing framework
This guide covers editing existing frameworks created by users within your organisation.