Framework fields
What every box in the framework wizard means, with a small finance example.
A framework is a note about one topic, concept or decision you teach. Sophia drafts them from your files. You can also build one: open your course, click Frameworks, then Create Framework.
Every framework has the same five parts. Press a part to see the fields inside it.
Market-entry decision
Module 4 · Entry strategy
- 1
Basics
Which decision it covers, the kind of reasoning it uses, and whether learners have to master it.
- 2
Inputs & Outputs
What the assistant has to know about the learner's case, asked outright or picked up from the conversation, and what the learner leaves with.
- 3
Logic Structure
The questions you'd ask, in your order. The assistant takes the learner through them one at a time.
- 4
Relationships
What it builds on, what it leads to, and the course files it draws from, so a learner meets your frameworks in the order you teach them.
- 5
Advanced
The situations it's meant for, and the ones where it doesn't hold.
The wizard has six steps: Basics, Relationships, Inputs & Outputs, Logic Structure, Advanced and Summary. A * marks a required field. The last button reads Create Framework, or Save Changes when you edit. To approve or delete a draft, see review frameworks.
Basics
| Field | What to write |
|---|---|
| Name * | A specific name, like "Accept or Reject a Project". |
| Purpose * | One or two sentences on what the method helps a student decide. The tutor reads it to pick the right method. |
| Quantitative Nature * | Quantitative works with numbers. Qualitative works with judgment. Mixed uses both. |
| Requirements Type | Core: you teach and test it. Required: used often, not central to the exam. Optional: extra for keen students. |
| Modules | Pick the modules (weeks or topics) it belongs to. Click Select modules. Create modules in Files first. |
Relationships
All optional. Under Link to Related Frameworks, pick other frameworks for three boxes.
- Builds On: methods this one rests on.
- Leads To: what comes next.
- Alternatives: a method you could use instead.
Inputs & Outputs
You need at least one of each to move on.
Inputs are what the tutor needs from the student. Click Add input. Each has four fields.
| Field | What it means |
|---|---|
| Name * | What you call it, like "Estimated NPV". |
| Type | Numeric: a number. Boolean: yes or no. Categorical: one pick from a short list. Text: free words. |
| Ask strategy | Required: the tutor always asks. Infer (the default): the tutor uses what the student already said, and asks only if it is missing. |
| Description * | What to ask for, in plain words. |
Outputs are what the method produces. Click Add output. Give each a Name and a Description that says what a finished answer looks like.
Logic Structure
Framework Type * sets the shape of your logic. Changing it later clears the logic but keeps your inputs and outputs.
| Type | Use it for | Example |
|---|---|---|
| Linear Steps | Steps in a fixed order | Working out a ratio |
| Decision Tree | A path that changes with the answers | Accept or reject a project |
| Causal Chain | Cause leads to effect | Why gross margin fell |
| Formula/Numerical Evaluation | Options scored on weighted criteria | Choosing a vendor |
| Evaluation Matrix | A grid of items against dimensions, like a SWOT | Comparing market entry options |
| Diagnosis Checklist | Items to check before you go on | A pre-launch check |
| Chart | A picture, like a bar or waterfall chart | A revenue bridge |
For Chart, you describe what is plotted and how it looks. You can add an HTML example.
Under Logic Structure you have four tools.
- Edit and View switch between building and a picture.
- Open the ... menu next to Logic Structure and click Load example to start from a sample.
- The same menu has Edit as XML. Use it to change weights and formulas for Formula/Numerical Evaluation.
- Creator Note is your private note. Decision Gate is the check after the logic: do you have everything you need to decide, and does the answer look right or clearly wrong?
Most types use Add Step, Add Link, Add Row or Add Column. A Decision Tree has more boxes.
| Box | What it means |
|---|---|
| Root Node | The first question. |
| When (edge label) | The answer that leads here, like "Yes". |
| Type | Condition asks another question. Action ends the path. |
| Label | The question or the action. |
| Explanation | Why this branch exists. |
| Loop To (Optional) | Send the student back to an earlier branch. |
Add Branch allows 5 branches at the top. Add Sub-branch allows 5 under each Condition.
Advanced
All optional: When to Use, Invalid When, Prerequisites and Assumptions, Introductory Hook and Next Steps. Tags are labels only. Course search does not use them.
Summary
Check your work, then click Create Framework. A framework you build starts as Pending review, like a Sophia draft.
A small example
| Box | Entry |
|---|---|
| Name | Accept or Reject a Project |
| Purpose | Decide whether to fund a project, using its net present value and its risk. |
| Quantitative Nature | Mixed |
| Input | "Estimated NPV", Numeric, Required |
| Input | "Risk within limit", Boolean, Infer |
| Output | "Funding decision": accept or reject, with one sentence of reasoning. |
| Framework Type | Decision Tree |
| Root Node | Is the NPV above zero? |
| Branch | When "No": Action, "Reject the project". |
| Branch | When "Yes": Condition, "Is the risk within limit?" |
| Sub-branch | When "Yes": Action, "Accept the project". |
| Sub-branch | When "No": Action, "Send for a risk review". |