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NovaCore CMS User's Manual 2012

1. Element 2 2 3 15 Al W Code of Conduct 1 4 20 07 2010 1 i Element 2 3 wo 17 E Competency Mapping Form 1 0 20 07 2010 13 Element 2 4 2 16 PR wW Complaints and Appeals Pol 1 2 20 07 2010 3 i Element 2 5 2 10 Documents gt Unlink Continuous Improvement P 1 3 20 07 2010 8 l Element 2 6 v D y Corrective Action Form 1 1 20 07 2010 3 Bi Standard 3 0 Status Document Revision Review Date Compliant W Corrective Action Register 1 1 20 07 2010 2 ia Element 3 1 v 11 D y Course Summary Form 1 0 20 07 2010 13 Element 3 2 w 5 SM Duty Statement Administr 1 0 1 09 2010 o Element 3 3 d Si E W Duty Statement Director 1 0 1 09 2010 0 Conditions J Duty Statement General fr 1 1 1 09 2010 o EA T E 4 W Duty Statement Trainers 1 0 1 09 2010 o reo a ame BY emomnrom ao o 2 A a oe 1 L W Enrolment Procedure 1 0 2 09 2010 0 Pg Financial management 3 2 w Filing Training Assessment F 1 1 20 07 2010 4 6 Certification and issuing of qualificatio 2 6 v Induction Checklist 1 0 20 07 2010 1 7 Recognition of qualifications issued by 1 f v Insurance Policy 1 0 9 09 2010 1 8 Accuracy and integrity of marketing v 5 w Issuing of Qualifications Pol 1 1 20 07 2010 4 hg Transition to Training Packages expt WW 3 4 w Learning Environment Haza 1 0 20 07 2010 il LJ 7 Ww Learning and Assessment S 1 0 20 07 2010 14 Learning and Assessment 5 1 3 20 07 2010 15 2 The screen is divided into 3 key sections a Atree view of the Essential
2. NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova License Agreement SOFTWARE LICENSE AGREEMENT PLEASE READ THIS SOFTWARE LICENSE AGREEMENT CAREFULLY BEFORE DOWNLOADING OR USING THE SOFTWARE BY CLICKING ON THE ACCEPT BUTTON OPENING THE PACKAGE DOWNLOADING THE PRODUCT OR USING THE EQUIPMENT THAT CONTAINS THIS PRODUCT YOU ARE CONSENTING TO BE BOUND BY THIS AGREEMENT IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT CLICK THE DO NOT ACCEPT BUTTON AND THE INSTALLATION PROCESS WILL NOT CONTINUE RETURN THE PRODUCT TO THE PLACE OF PURCHASE FOR A FULL REFUND OR DO NOT DOWNLOAD THE PRODUCT Server Database License Grant NovaCore Systems Pty Ltd trading as NovaCore Systems NovaCore Systems and its suppliers grant to Customer Customer a nonexclusive and nontransferable license to use the NovaCore Systems Server Software Server Software in object code form i installed in a single location on a hard disk or ii provided the Server Software is configured for network use installed on a single file server for use on a single local area network owned or leased by Customer or otherwise embedded in equipment provided by NovaCore Systems Access to the Sever Software is via the Application Software Interface and is limited by the Number of Active Concurrent Login Licenses purchased Customer grants to NovaCore Systems or its independent accountants the right to ex
3. Wizard NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved ce Import External Documents a Document import Files to be imported AddFies Access and Equity Policy doc Assessment Policy doc Remove Files Complaints and Appeals Policy doc Continuous Improvement Policy doc Issuing of Qualifications Policy doc Learning and Assessment Strategies Policy doc Marketing Policy doc Privacy Policy doc Recognition Policy doc Records Management Policy doc Refund Policy doc Risk Management Policy doc RTO Staff Policy doc Version Contral Policy doc F iNovacore CMS Master Templates Policies lt Back Cancel 6 Once the documents are in the Wizard click the Next button to continue This will take you to the screen where you can edit the document name to be different from the original file name and select the document type category for import 7 There are 5 types of document types categories in NovaCore a vanao Policy Procedure Form Manual Other 8 You can also Bulk Assign a Template so your Document Revision information is Added on Import in Bulk and your company logo is in the header of the document in bulk rather than doing it individually 9 Bulk assigning a User who you want to approve the document that is being imported is also available through the import Wizard 10 To select the document type click in the Type column next to the
4. ATF Tools ConFig Help O lz pa H Essential Standards Policies Procedures Forms Manuals amp Conditions T r hi AQTF 2 This will then open the Other Document Register Status Document Name AQTF Compliant Revision Revision Date Review Date Status Date Status Set By approved Date Approved By Created Date Created By w Corrective Action Register 7 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE Moved to NovaCore Systems Registers DB LM Buty Statement Administration Ofc a mnie ne ne kO 9 09 2009 1fo9 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 1 09 2009 RTOADM w Duty Statement Director 7 1 0 9 09 2009 1 09 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 1 09 2009 RTOADM W Duty Statement General Manager Training and Quality v 1 1 9 09 2009 1 09 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 1 09 2009 RTOADM w Duty Statement Trainers and Assessors v 1 0 9 09 2009 1 09 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 1 09 2009 RTOADM w Induction Checklist v 1 0 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE wv Learning Environment Hazard Register v 1 0 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE w Legislation Log v 1 0 2 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE w MOU Register v 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE Moved to NovaCore Systems Registers DB NovaCore Organisation
5. e Key Actions e Responsible Persons e Documents 23 06 2012 22 06 2012 23 06 2012 11 05 2012 30 03 2012 22 06 2012 AQTF AQTF AQTF AQTF AQTF AQTF 7 The Intent field is used to describe how the RTO intends to meet compliance to that standard or condition 8 The Responsible Persons field is used to outline which staff member is responsible for monitoring that standard or condition 9 The Key Actions field is used to describe the actions you have used to implement or maintain compliance and to list any review notes associated to maintaining compliance 10 The Documents field shows a list of all documents linked in their separate category type a Policy b Procedure c Forms NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved WSnovacore d Manuals e Other 11 The Documents field also show the a Status b Document Name c Revision d Review Date e Compliant Check box Available Documents Column Available Documents gt gt Sey Link Filter All documents ha Drag a column header here to group by thak calumn Status AQTE links we Access Authorisation Form 1 1 20 07 2010 we Access and Equity Policy 2 0 31 01 2010 5 w Assessment Policy ile 20 07 2010 16 wr Assessment Supervision Form 1 1 20 07 2010 10 we Assessment and Delivery Checklist Form 1 0 20 07 2010 13 W COR Form 1 0 giogrz2010 1 r COR Reporting Procedure 2 0 31 01 20
6. 1 Click on the Tools Config Menu then click on Import Documents w7 ACTF Help Te x Application Colour Change Manage Who s Password Users Logged in Options Scheme User other 2 This will open up the Import External Documents popup window Import External Documents Document import Files to be imported es ee Remove Files Pr rrr rrr rrr NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved 3 To import your documents click on the Add Files button Windows Explorer box Pane t Forms 2 Forms3 Organize New folder Fr Favorites ea E Desktop Professional Development Plan Form doc Jp Downloads Refund Request Form doc 5 Recent Places Wt Training Resource Feedback Form doc il Training Supervision Form doc Libraries E3 Documents a Music Pictures E Videos jE Computer Local Disk C Got IT serverl E Lai Alearaerare MA cons 4 Irr Wynovacore This will then open up the Date modified 26 10 2009 6 46 P 4 02 2010 12 36 Pl 4 02 2010 11 36 Ak 4 02 2010 11 37 Ak Select a file to preview File name SkillsHQ Enrolment Form Update MS Word doc dot doce c 4 From here you need to navigate to where your documents are stored choose the associated files and click Open 5 This will then close the Windows Explorer box and place them into the Import Documents
7. 20 07 2009 NOVACORE wv Corrective Action Form v 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE w Course Summary Form v 1 0 31 08 2009 20 07 2010 31 08 2009 RTOADM 31 08 2009 RTOADM 20 07 2009 NOVACORE W Enrolment Form v 1 0 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE wW Learning and Assessment Strategies Form v 1 0 20 07 2009 20 07 2010 8 09 2009 RTOADM 8 09 2009 RTOADM 20 07 2009 NOVACORE Professional Development Plan Form v 1 0 31 08 2009 20 07 2010 31 08 2009 RTOADM 31 08 2009 RTOADM 20 07 2009 NOVACORE w Strategic Assessment and Industry Consultation Form v 1 0 2 09 2009 2 09 2010 2 09 2009 RTOADM 2 09 2009 RTOADM 2 09 2009 RTOADM W TAA Document Timeline Checklist Form v 1 0 9 09 2009 2 09 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 2 09 2009 RTOADM Training Resource Feedback Form v 1 0 20 07 2009 20 07 2010 8 09 2009 RTOADM 8 09 2009 RTOADM 20 07 2009 NOVACORE ra uo T nar TEAR ARNE mae eee oo R TTT CS eae eT TC EE T 3 The Document Register is split into 14 headers Status Refer to Snippets Document Name Compliant For the Example AQTF is Used Revision Revision Date Status Date Status Set By Review Date Approved Date Approved By Created Date Created By Private Refer to Snippets Public Refer to Snippets sm gt OQ90 To T o vE E NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved AN novVvac
8. AGTE Essential Standards or Conditions This will enable the system to keep track of your ACITF compliance status as documents are edited or when the AGTE Essential Standards change Go ta the AQTF screen to link the documents to the Standards and Conditions lt Back acon Cancel 15 Your imported documents can be seen in the associated menu items on the Home Menu _ AQT Tools Config Help Q IF pn 7 al Essential Standards Policies Procedures Forms Manuals Other fll amp Conditions z s h k ACTF 16 In the Essential Standards Menu you will see all documents in the Available Documents Grid 17 In the associated types you will see a detailed description of the documents a Status b Document Name c Compliant d Revision e Revision Date f Status Date g Status Set By NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore h Review Date Approved Date j Approved By k Created By Private m Public 18 Users can also assign Templates on import They can be assigned individually or bulk assigned similar to bulk assigning a document type Import External Documents A X Document import Define the document types edit the document names and select a template if necessary C Wsers Yames Documents Answers F Answers For OH8S Bulk assign type C Wsers James Documents CMS Insta
9. CMS Install Instructions C Users James Documents Custom Fi Custom Fields Are a Handy feature O C Wsers James Documents Importing Importing Documents into NovaCore Bulk assign C Wsers James Documents Wovacore Novacore CMS has many tips and tric template Coversheet at i Non Table Template 1 1 Standard Template 1 4 Template 1 0 Template Header First P x C Users James Documents lt lt Back Next gt gt Cancel NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved N novacore Application Options This feature allows you to set the Default values for System Documents and Editor Functions To access this menu 1 Click on the Tools Config Menu then click on Application Options AQTF AQF Tools Config Help a a wo a Change Manage who s Import Password Users Logged in Documents Options User Config 2 This will open up the Application Options popup window we Application Options bai Organisation Name NovaCore Main Contact James Rossi Tel 08 61021340 Email james G novacore com au Organisation Tab NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved N novacore Name The Name field is used to set the RTO Name in the Default Templates provided with NovaCore This function works similar to Mail Merge in Microsoft Office The field is replaced wit
10. Complaints and Appeals Policy 7 1 2 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOWACORE amp Policy W Continuous Improvement Policy 1 3 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE P Fom W Corrective Action Form 7 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOWACORE Other W Corrective Action Register 7 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE Moved to NovaCore Systems Registers DB 4 The Document Register is split into 14 headers Status Refer to Snippets Document Name Compliant For the Example AQTF is Used Revision Revision Date Status Date Status Set By Review Date Approved Date Approved By Created Date Created By Private Refer to Snippets Public Refer to Snippets sm gt OQA0 TT Tr e a ee a NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Revision History The Revision History button shows the Revision History for ALL documents in the Document Registers To access and see the Revision History A ATF Tools Config Help AQTF Hi Essential Standards Policies Procedures Forms Manuals Other All amp Conditions Co 9 ATF a 2a eee 5 Click on the AQTF tab and then click on the associated Document Register Menu Button a Policies Shown in this example b Procedures c Forms d Manuals e Oth
11. P H cut 7 at T a F AY An ate Caii BoA a TE Ee RaR el T aanbe aabbcee AaBbC AgBbC AaBbt AaBbcet iosbteh dosbieh AoBbieh AaBbtw dobbe rene ae of Parnes Painter Bl OD me ew o Bee EE a mm j e T Moma E Spud Handing Heading 2 THe Subtila Susib Em Emphuain kiama Bh Sheng quala mki i ti rape ir hen ee sales stam Ke Select fe Ei Access and Equity Policy PURPOSE i This Acmess amd Equity Policy is besed on providing and maiedaining training secvines thet reflect fair and reasonable opportunity and corideration for all students and staff ragardlass of raca colour religion gandar or physical disability cagardiass of the prevailing comenunity valusa Thasa principles also elect cur commitment bo the Avetrallan Democratic Principle for educadion S0OPL 2 At NowvaCora the Position Le is appointed as tha Clicet Equity Officer The Position 1 gt isip eemure all shedf act in accordance viih the Movwalore Code of Practice and all dices ara mac aware of thair rights arel resgenribilitias PR OUR Disaini 5 Discrimination in the workplace takes place when gt person is tresied less favourably or potectially may be treabed less fayoueably than ofhers because of thet person s clroumstacces characteristics or beliin NevaCore is an equal opportunity employer and as such doas not discriminate against or fawour ee nrn SMT
12. a document as its original format or as a secure PDF file if necessary NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore Web Form Publishing This chapter covers Web form Publishing within NovaCore Properties Forms Tagging Text single line text Name Assessment Supervision Form Fields Already Used When Editing or creating a form you can click on the forms tab in the properties section of the NovaCore toolbox and tick the check box that says Publish this document as a web form This will then enable use of the Insert drop down menu the Name for your Document Register and allow you to customise fields with friendly names NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore Assessment Supervision Form Date Section 1 Assessment Comments Section 2 General Comments Inserting Web form Fields Users can now insert muliple fields in certain area which will then show up as editable or changeable fields on published webforms The Fields which can be Inserted are shown below Properts Forns acara Publish this document as a web form Text single line text N Text single line text Memo multiline text Date Selector Check Box Integer Number Real Number Form Auto Number save Button NovaCore Compliance Managem
13. associated document This will show the dropdown menu NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wnovacore Import External Documents C Users James Desktop Forms Professional Development Plan C Users James Desktop Forms Refund Request Form C Users James Desktop Forms Training Resource Feedback For Bulk assign template Y Please note that templates will only be applied to Word files Bulk assign Approval by C Users James Desktop Forms Forms 2 Forms 34 lt lt Back Next gt gt Cancel NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Import External Documents e Document import Define the document types and edit the document names if necessary Access and Equity Policy doc Access and Equity Policy Policy Assessment Policy doc Assessment Policy Complaints and Appeals Polic doc Complaints and Appeals Policy Continuous Improvement Policy doc Continuous Improvement Policy ssuing of Qualifications Policy doc ssuing of Qualifications Policy we Learning and Assessment Strategies Policy c Learning and Assessment Strategies Policy a Marketing Policy doc Marketing Policy Procedure Privacy Policy doc Privacy Policy Form Recognition Policy doc Recognition Policy Manual Records Management Policy doc Records Management Policy ater Refund Policy doc Refund Policy Risk Ma
14. comply with any provision of this License EXCEPT AS EXPRESSLY AUTHORIZED ABOVE CUSTOMER SHALL NOT COPY IN WHOLE OR IN PART SOFTWARE OR DOCUMENTATION MODIFY THE SOFTWARE REVERSE COMPILE OR REVERSE ASSEMBLE ALL OR ANY PORTION OF THE SOFTWARE OR RENT LEASE DISTRIBUTE SELL OR CREATE DERIVATIVE WORKS OF THE SOFTWARE Customer agrees that aspects of the licensed materials including the specific design and structure of individual programs constitute trade secrets and or copyrighted material of NovaCore Systems Customer agrees not to disclose provide or otherwise make NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova available such trade secrets or copyrighted material in any form to any third party without the prior written consent of NovaCore Systems Customer agrees to implement reasonable security measures to protect such trade secrets and copyrighted material Title to Software and documentation shall remain solely with NovaCore Systems LIMITED WARRANTY Software The Software substantially conforms to its published specifications and is provided AS IS This limited warranty extends only to Customer as the original licensee Customer s exclusive remedy and the entire liability of NovaCore Systems and its suppliers under this limited warranty will be at NovaCore Systems option to repair or replace the Software if reported to the party supplying the Software to Customer In no
15. d Print Uncontrolled amp Print Controlled If a document is printed as uncontrolled it will be watermarked as such on all pages printed Insert Field Insert Rev Ctrl Field e Custom Fields amp Revision Fields you can insert any custom field or revision field into your document which will update either when the document changes or when custom fields are changed in application options NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore NovaCore Toolbox Continued Properties Forms Tagging Properties Document name Access and Equity Policy Created date 14 03 2011 Created by NOVACORE Template Apply template Name Access and Equity Policy The Second Section is the Properties Section Here you can do the following tasks e Change the Doucment name e See when a Document was created and who it was created by e Apply Templates to documents Forms Tab Under the forms tab you can also choose to publish this document as a Webform on your local Intranet and replace text with multiline memo fields single line text you can also add radio buttons check boxes date selector and more Tagging tab Under the tagging tab you can insert key words that relate to the document this can help with cataloguing the document for searches NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacor
16. e Procedures e Forms e Manuals e Other NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Policies This menu feature displays the Policy Document Register To access this register Anova COI g 1 Click on the Desired Framework Tab then click on the icon on the Policies menu button aut ATF Tools ConFig Help Q kg AQTF _ l p Essential Standards amp Conditions a m Tat at ATF 2 This will then open the Policy Document Register Procedures Forms Manuals Other All Status Document Name AQTF Compliant Revision Revision Date Review Date Status Date Status Set By Approved Date Approved By Created Date CreatedBy W Access and Equity Policy 7 2 0 14 09 2009 31 01 2010 14 09 2009 RTOADM 14 09 2009 RTOADM 20 07 2009 NOVACORE Assessment Policy 7 1 3 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE W Complaints and Appeals Policy 7 1 2 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE M Continuous Improvement Policy mn en rte YS nn 21092009 nn 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE V Insurance Policy v 1 0 9 09 2009 9 09 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 9 09 2009 RTOADM _ Issuing of Qualifications Policy 7 1 1 1 09 2009 20 07 2010 1 09 2009 RTOADM 1 09 2009 RTOADM 20 07 2009 NOVACORE W Learning and Assessment Strategies Policy 7 1 3 9 09 2009 20 07 2010 9 09 2009 RTOADM
17. into NovaCore Option 1 1 When logging in to NovaCore click on the Licenses In Use button Welcome to NovaCore CMS Ver 2 5 1103 1 novacore CMS CR R Ro Username P assword trt gt gt 4 V Remember me Database server LOCALHOST Database filename C Program Files x86 NovaCore CMS cms2 fdb Licenses 2 In use 0 o Cancel 2 This will open up the Who s logged into NovaCore window with a list of users currently logged in NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved WS novacore Who s logged i nto CMS a sac users are logged in 127 0 0 1 NovaCore CMS 08 45 Thu Option 2 3 Open Tools Config Menu 4 Click on the Who s Logged In icon OTF Tools ConFig Help a amp a Import Application k Change Manage 5S HJI Colour Password Users Logi oh Documents Options scheme User Config Other 5 This will open up the Who s logged into NovaCore window with a list of users currently logged in NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wynovacore Who s logged into CMS a sac users are logged in 127 0 0 1 NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Import Documents This feature allows you to import your own Word documents into NovaCore To access this menu
18. it to its correct Document position i i ai ACTF Tools Config Help lz i fs 7 i Essential Standards Policies Procedures Forms Manuals Other amp Conditions ha T r i T AQTF 3 This will then open the All Document Register Document Type Status Document Name AQTF Compliant Revision Revision Date Review Date Status Date Status Set By ApprovedDate Approved By Created Date Created By e Form W Access Authorisation Form 7 1 1 2 09 2009 20 07 2010 2 09 2009 RTOADM 2 09 2009 RTOADM 20 07 2009 NOWACORE Policy Access and Equity Policy 7 2 0 14 09 2009 31 01 2010 14 09 2009 RTOADM 14 09 2009 RTOADM 20 07 2009 NOWACORE I Policy W Assessment Policy 7 1 3 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE if Form W Assessment Supervision Form 7 1 1 1 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE I Form Assessment and Delivery Checklist Form 1 1 3 12 2009 20 07 2010 3 12 2009 RTOADM RTOADM 20 07 2009 NOVACORE t Procedure COR Reporting Procedure 2 1 26 10 2009 31 01 2010 26 10 2009 RTOADM RTOADM 9 09 2009 RTOADM dt Procedure Certificate Issue Procedure 1 2 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOWACORE E Manual Client Handbook 1 2 26 10 2009 2 09 2010 26 10 2009 RTOADM RTOADM 2 09 2009 RTOADM I Manual Code of Conduct 1 2 29 10 2009 20 07 2010 29 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE Policy
19. one Pa bere ma mirr me Cerrar mma a ee Hanhi 414 a sie a aa ea aaa fa ri For Information on how to use Microsoft Word Click Here For Information on how to use Microsoft Excel Click Here For Information on how to use Microsoft PowerPoint Click Here NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wynovacore Print Controlled Export Open as Web Form Copy this form s hyperlink Revise Opening the Embedded Editor Right click on the desired document and select edit to open the document for editing in NovaCore ee DMS AQTF CRICOS GTO Tools Contig Help Document Control v Approve Revise Delete Print Print Exportas Open as Controlled original Web Form Document gt Current Documents Latest Documents Revision History Document History Deleted Document Drag a column header here to group by that column a wo t 2084 Answers For OHS Alternitevley you can select a document then click on edit under the Document Control Tab NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore NovaCore Toolbox p C Insert Field Insert Rew Ctrl Field The NovaCore toolbox is divided into four sections the first is the Control Section Here you can do the following tasks a Close a Document b Save Document and continue editing c Save as Complete which also exits the document
20. public _html private Polder Publishing Settings Allow publishing documents to Server Folders PRIVATE Root folder Wsers James Documents PRIVATE D E PUBLIC Root folder C Wsers James iDocuments PUBLIC Export to Folder AQTF Exportas gat E Origin al document hi Publishing to Local Server File 1 Tick Allow publishing documents to Server Folders NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Specify the root folder for both Private and Public documents Choose the framework you would like to include in Server Folder Publishing and then tick Export to Folder Specify whether the documents are to be original or PDF Specify the folder within the root folder you would like to export the documents The Root Folders and Subfolders must be created outside of NovaCore before publishing to server folders will work Framework Specific Publishing Settings AQTF CRICOS GT AQTF SNR Upload to Web site folder via FTP Publish as NMI Original document Export to Folder AQTF Export as an E Original document Publish via inbuilt NovaCore Web Publisher Publish as PDF Pi Upload to Web site folder via FTP Publish as GNI Original document Export to Folder T T 4 Export as spi Intranet Publishing via NovaCore Web Publisher Framework Specific Tick Publish via inbuilt NovaCore Web Publis
21. the j iiini menu button on the Home Menu to revise a selected document In the Revise Document pop up window select either Major or Minor revision The system will keep strict control over version numbering for you A document can only be revised or marked for revision if you have got the approve permission set for your user account Change a documents status The status of a document is automatically changed by the system depending on the state of the document For example if a document is in the approved state but it s Review Date has lapsed then it s state will change to the needs to be reviewed state Approve a document Only documents that are in the waiting to be approved or edit states can be approved Either right click a document and select Approve from the pop up menu or click on the W Approve menu button on the Home Menu to approve a selected document A document can only be approved if you have got the approve permission set for your user account NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova Snippets Status Icons Document needs to be reviewed The document s review date has been reached Dy Document is waiting to be edited Someone has initiated a revision for the document but editing has not yet begun y Document is being edited Document is waiting to be approved The document was edited and marked as complete when saved Y Document
22. very similar to the Framework Specific Publishing but can be done on an individual folder basis To Publish DMS Folders NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved 1 Right click on the folder you would like to publish and select Properties Back Form Library Private documents B Publish via inbuilt NovaCore Web Publisher Publish as au Ie Original document B Upload to Web site folder via FTP Publish as eae Original document B Export to Folder Export as gue Original document or B Publish via inbuilt NovaCore Web Publisher Publish as au ie Original document B Upload to Web site folder via FTP Publish as aay Original document B Export to Folder Export as aay Original document 2 Click on the Publishing tab in the folders Properties 3 Tick Publish Via inbuilt NovaCore Web Publisher for Both Private and Public Documents 4 Specify what format you would like these documents Published either as PDF or Original Format 5 Click Back once completed and now that folder will be published to the NovaCore Intranet web Publisher Creating Web Users to Login to Private Documents If a document is marked as Public it does not require a Login and any person on your local network that has the NovaCore web Publisher URL can access documents that you specify as public but if you have specified documents as Private then a User require
23. 10 2 Certificate Issue Procedure 1 1 20 07 2010 1 we Client Handbook 11l 2109 2010 g Code of Conduct Lal 20 07 2010 1 ew Competency Mapping Form 10 20 07 2010 13 Complaints and Appeals Policy Lindt 20 07 2010 3 we Continuous Improvement Policy es 20 07 2010 5 we Corrective Action Form 1 1 20 07 2010 3 we Corrective Action Register 1l 20 07 2010 2 Course Summary Form 1 0 20 07 2010 13 we Duty Statement Administration Officer 1 0 1109 2010 0 we Buty Statement Director 1 0 109 2010 0 we Duty Statement General Manager Traininc 1 1 1092010 T Duty Statement Trainers and Assessors 1 0 1092010 0 Fe Enrolment Form 1 0 20 07 2010 2 Enrolment Procedure 1 0 2 09 2010 0 Filing Training Assessment Results Procedur 1 1 20 07 2010 4 W Induction Checklist 1 0 20 07 2010 1 we Insurance Policy 1 0 giggrzoin 1 we Issuing of Qualifications Policy 1 1 20 07 2010 4 Learning Environment Hazard Register 1 0 20 07 2010 1 OO Dearning and dececerment Skratenies Form 10 aninvienin id 12 The Available Documents column is split up into 6 headers a Document Type icon NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore b Status c Document Name d Revision e Review Date f AQTF Links Note This is a filtered view of all the document properties To see more information on the documents you need to open up the associated Document Registers using the menu items e Policies
24. 9 09 2009 RTOADM 20 07 2009 NOVACORE Marketing Policy 7 1 1 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE WV Privacy Policy 7 1 2 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE Y RTO Staff Policy 7 1 3 6 11 2009 6 04 2010 6 11 2009 RTOADM 6 11 2009 RTOADM 20 07 2009 NOVACORE Recognition Policy 7 1 3 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE Records Management Policy 1 8 23 11 2009 20 07 2010 23 11 2009 RTOADM RTOADM 20 07 2009 NOVACORE amp Refund Policy 2 0 24 09 2009 20 07 2010 24 09 2009 RTOADM RTOADM 20 07 2009 NOVACORE Z Risk Management Policy 1 2 26 10 2009 9 09 2010 24 11 2009 RTOADM RTOADM 9 09 2009 RTOADM version Control Policy 2 4 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE 3 The Document Register is split into 14 headers Status Refer to Snippets Document Name Compliant For the Example AQTF is Used Revision Revision Date Status Date Status Set By Review Date Approved Date Approved By Created Date Created By Private Refer to Snippets Public Refer to Snippets sm gt ODQ0T0 T o a ee a NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Procedures This menu feature displays the Procedure Document Register To access this register 1 Click on the Desired Framework Tab then click on the icon on the Procedures menu button O
25. Copyright 2012 NovaCore CMS All Rights Reserved A novacore ce Application Options LI Frameworks Sl Frameworks l Documents l Documents H customFields Custom Fields THI custom Fields 2 Email Notifications Make passwords case insensitive used for PowerPro compatibility Security Tab The Security Tab allows users to set the default vales for e Login Remembrance Allowing your username and password to be saved at the login screen e Make Password Case Insensitive This feature is normally used when Powerpro RTO is Installed NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore we Application Options x TP Organisation I Frameworks li Documents Custom Fields Revision Fields cecurity GA Email Notifications tg Publisher Enable email alerts Timing Templates SMTP Settings Outgoing Mail Server SMTP mail iinet net Outgoing Server SMTP port 25 Mail SMTP server requires authenticatior User Name Password Email Notifications Email Notifications can now be sent to Users who have approval rights letting them know when a document is coming up for review or a completed document needs to be approved To Set up amp Configure Email Alerts 1 Click on the SMTP Settings tab and tick enable email alerts Enter your current ISP outgoing mail details e g Telstra mail bigoond com 3 In Most cases no Au
26. Document View Web Forms i ihs Fa Training Drag a column header he 5 Doc gt p Traini pem d First Aid lt Copy 1 NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Folder Permissions and Security in the DMS Specific Folders and sub folders in the DMS can be made only available to certain users in NovaCore If you want to allow a group of users to create new folders and view certain folders within the DMS but want to keep those folders locked for other users of NovaCore the DMS allows you to specify who sees which folders and sub folders Current Docurnents Revision Histe 9 EE Latest D i i Document Hi DMS AQTF CRICOS GTO Tools Config Deleted Docu Document Management Document View 1 Right Click on the Folder that you want to secure and select properties NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wnovacore amp Back Properties Security Publishing Show p4 All users and groups k Users and Groups User Group Name JAMES james rossi jamesi novacore com au ney JANWI Jan Winter jan humanagers com au T RTOADM RTO Administrator JaAMes novacore com All Permissions for Form Library W Inherited permissions Permissions are being inherited from Create sub folders Edit Move Delete Ap
27. Education Employment Worl Abpea desk gov au Government Skills Australia ARKO ai governmentskills cor au NCVER AEE vw never edu aut NSW Education Training Accreditatie htkp aww vetab nsw gov aul NT Department of Education http ay deb nk gov au National Training Information Service Akkps tieva ntis gow aul Novalore Systems AEE ie noOwacore COM au OLD Department of Education https iideta gld gow auj T ET Australia http tiens abo mek an Training Accreditation Council ARKO j w tac wa gow aul Mame WNovalore Systems URL AERA ie noOvwacore COMM au Delete Link To modify a Link 3 Highlight the associated link and make the necessary changes in the Name and URL box To add a Link 4 Click on the green symbol 5 Then type in the name and URL of the desired link NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore User Manual To open up the NovaCore User Manual 1 Click on the Help Menu and then click on the User Manual button D O ao ToolsConfig Hep a Ss Useful Ise Remote About Links Manual a Hovalore CMS Links Help An updated Version of the NovaCore User Manual can be found at http www faq novacore com au NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Remote Support NovaCore has its own Remote Support Tool To open up
28. O ATF Tools Config Help is Policies Procedures r AP ATF Now select an AQTF Standards Element or Condition Then select one or more using the CTRL or SHIFT keyboard buttons documents from the Available Documents list Clicking the Se tink button will now associate the selected document to the selected AQTF Standard or Condition Linking can only be performed if you have got the content management permission set for your user account NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore Unlink a document Linking documents to the AQTF Standards and Condition is performed within the AQTF screen Enable editing by selecting the menu option A N O ATF Tools Config Help is Policies Procedures r AP ATF Now select an AQTF Standards Element or Condition containing the document that need to be Unlinked Select one or more using the CTRL or SHIFT keyboard buttons of the linked documents Clicking the LSS Unlink button will now unlink the selected documents from the AQTF Standard or Condition Unlinking can only be performed if you have got the content management permission set for your user account NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova Change a documents revision i m D erje Either right click a document and select Revise from the pop up menu or click on
29. PPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES In no event shall NovaCore Systems or its suppliers liability to Customer whether in contract tort including negligence or otherwise exceed the price paid by Customer The foregoing limitations shall apply even if the above stated warranty fails of its essential purpose NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova The above warranty DOES NOT apply to any beta software any software made available for testing or demonstration purposes any temporary software modules or any software for which NovaCore Systems does not receive a license fee All such software products are provided AS IS without any warranty whatsoever This License shall be governed by and construed in accordance with the laws of the State of Western Australia Australia as if performed wholly within the state and without giving effect to the principles of conflict of law If any portion hereof is found to be void or unenforceable the remaining provisions of this License shall remain in full force and effect This License constitutes the entire License between the parties with respect to the use of the Software NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved
30. Standards and Conditions b The Implementation Criteria and Linked Documents NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore c Available Documents for Linking Tree View of Essential Standards and Conditions The tree view of the Essential Standards and Conditions is divided into 3 columns e The Essential Standards and Conditions e Compliance e Files The Essential Standards and Conditions Column Cartan Files Standards EF Standard 1 T Element 1 1 oe 15 Element 1 2 b 15 b Element 1 3 22 Element 1 4 x 6 aT a ao 15 a a i5 2 W ia Element 1 5 4 boa d T oe oe 9 ee v z EF Standard 2 T Element 2 1 a 15 Element 2 2 15 Element 2 3 oe i H Element 2 4 b 16 Element 2 5 a 10 Element 2 6 wo 6 Standard 3 T Element 3 1 v 11 Element 3 2 v 5 Element 3 3 w 5 Conditions i Governance 4 25 i 2 Interactions with the registering body wa 3 ory Compliance with legislation E 18 a Insurance v 1 e5 Financial management oe 3 6 Certification and issuing of qualification a 6 a Recognition of qualifications issued by v 1 a Accuracy and integrity of marketing v 5 9 Transition to Training Packages expil a 3 NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova 3 The Standards column shows the associated numbering for that Essential Standards and Conditions from the AQTF2010 Han
31. TF To go to the AQTF Essential Standards and Conditions screen 1 Click on the Home Menu tab and then click the AQTF Essential Standards and Conditions button IF AQTF Tools Config Help u e Revision History i Approve y Current Documents AQTF pe J Document History Revise 7 7 Essential Standards Policies Procedures Forms Manuals Other All i Latest Documents Edit Summary Document amp Conditions 7 A i3 es Deleted Documents Delete Pack Register AQTF Document View Document Ctrl Reports Compliance Files Implementation AQTF Standard Available Documents gt gt Standards Standard 1 o S2 Link Filter All documents e D E A Drag a column header here to group by that column E Element 13 2 22 Status Document Revision Review Date AQTF Links Me Eire i o Eo Access Authorisation Form 1 1 20 07 2010 1 ae o E Y access and Equity Policy 2 0 31 01 2010 5 T s4 E v Assessment Policy 1 3 20 07 2010 16 3 ra ne e 7 I d W Assessment Supervision Foi 1 1 20 07 2010 10 i La v 10 Key Actions l l W Assessment and Delivery Cl 1 0 20 07 2010 13 Lb o a y CORForm 1 0 9 09 2010 1 i Pay v 9 t w CORReportingProcedure 2 0 31 01 2010 2 st andard 2 o 2 w Certificate Issue Procedure 1 1 20 07 2010 1 i Element 2 1 15 Responsible Person F amp client Handbook 1 1 2 09 2010 9
32. TF Tools Config Help _ AQTF Essential Standards amp Conditions Wey 2 Forms Manuals Other II T buai s 2 This will then open the Procedure Document Register Status Document Name A AQTF Compliant Revision Revision Date Review Date Status Date Status Set By Approved Date Approved By Created Date Created By we COR Reporting Procedure 21 26 10 2009 31 01 2010 26 10 2009 RTOADM RTOADM 9 09 2009 RTOADM Certificate Issue Procedure 1 2 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE 7 Enrolment Procedure 1 1 26 10 2009 2 09 2010 26 10 2009 RTOADM RTOADM 2 09 2009 RTOADM ey Filing Training Assessment Results Procedure 1 2 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE New Employee Induction Procedure 1 1 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE amp New Employee Procedure 1 1 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE QI Reporting Procedure 7 1 0 9 09 2009 30 06 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 9 09 2009 RTOADM Risk Analysis Procedure 1 2 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE Risk Management Procedure Li 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE ey Scheduling Trainers Procedure 1 1 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE TAA Participant Document Timeline Procedure nine nme se 10 9 09 2009 2109 2010 9 09 2009 RTOADM 9109 2009 R
33. TOADM 2 09 2009 RTOADM Training Assessment Delivery Procedure 1 2 26 10 2009 20 07 2010 26 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE 3 The Document Register is split into 14 headers Status Refer to Snippets Document Name Compliant For the Example AQTF is Used Revision Revision Date Status Date Status Set By Review Date Approved Date Approved By Created Date Created By Private Refer to Snippets Public Refer to Snippets sm gt OQA0T Tr e e 7 sa NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Forms This menu feature displays the Forms Document Register To access this register 1 Click on the Desired Framework Tab then click on the icon on the Forms menu button OTF Tools Config Help Q lz ge Essential Standards Policies Procedures amp Conditions ATF gy 2 Manuals Other All kai s 2 This will then open the Forms Document Register Status Document Name a AQTF Compliant Revision Revision Date Review Date Status Date Status Set By Approved Date Approved By Created Date Created By w Access Authorisation Form v 1 1 2 09 2009 20 07 2010 2 09 2009 RTOADM 2 09 2009 RTOADM 20 07 2009 NOVACORE Assessment Supervision Form 7 1 1 1 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE amp ssessment and Delivery Checklist Form 1 1 3 12 2009 20 07 2010 3 12 2009 RTOADM RTOADM
34. VRQA guidelines can also be enabled in this Tab ee Application Options x D Revision Fields Revision Fields security a Security E EA Email Notifications hagl Publisher Organisation Ti Frameworks D Documents E Custom Fields Review frequency 1i months First revision Default approval by v Use System Documents Documents Tabs The Documents tab allows you to set the default values for NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore e Review Frequency e Which revision number any imported documents will start at e Enable Document Numbering including the option to reset the numbering of existing documents e Using System Documents or not e Which users is the default for approving documents in NovaCore S Application Options x fm Revision Fields security C Email Notifications kag Publisher ra Organisation a J Frameworks rr E Custom Fields Field Name AccreditatonBody lt State Accreditation Body gt AdminEmiail lt Admin Email gt CRICOSnumber lt CRICOS Number gt New Field New Field PhoneNumber lt Phone Number gt l Position lt Position k Fosition3 Position 3 gt Position4 Position gt Fositon5 Position 5 gt PostCode lt Post Code gt RTOnumber lt RTO Number gt state lt State gt StreetAddress lt Street Address gt Suburb lt Suburb gt Custom Fields Tab The Cu
35. Wnovacore NOVACORE CMS NovaCore CMS User s Manual 2012 2 9 2012 NovaCore Compliance Management System Copyright 2012 All Rights Reserved Framework Menu Functions Anova This First chapter covers all frameworks Menu functions within NovaCore AQTF SNR CRICOS amp GTO e AQTF SNR CRICOS amp GTO Essential Standards e Policies e Procedures e Forms e Manuals e Other e All Document View e Revision History e Document History e Deleted History e Current Documents e Latest Documents Document Ctrl e Edit e Approve e Revise e Print e Export as Original or PDF e Delete Reports e Summary Pack e Document Register NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved QS novacore Essential Standards and Conditions The Essential Standards and Conditions Menu button opens the heart of the Frameworks This window displays the for all examples the AQTF framework is used e Essential Standards e Conditions of Registration The SNR will show Standards only and GTO Clauses e Implementation Information e Standard and Terminology associated to each Standard or Condition e Documents Linked to the Standards and Conditions e Document Register Filtered for linking documents to the Standard or Condition a AQTF Tools Config Help betg ao Essential Standards Policies Procedures Forms Manuals Other All amp Conditions h i ri AQ
36. abase server LOCALHOST Database filename C Program Files x86 NovaCore CMS cms2 fdb Licenses 2 In use 0 OK Cancel Field Explained Username This is the Account Name provided by the Administrator Password The initial password for RTOADM is MANAGER That should immediately be changed to something less common for security reasons Database Server The Name or IP Address of the Computer Server where NovaCore Server and Firebird is installed You may need to contact your Administrator for the exact path NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Database Filename The complete path to the CMS FDB Data file on the Server Default path is C Program Files NovaCore CMS CMS2 FDB NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Managing Users Ss novacore This feature is only available via an Administrator Login To manage users proceed as follows To manage a user profile 1 Open Tools Config Menu sare Tools Config Help e wm a who s x x Application Change Import Colour Password Loggedin Documents Options Scheme Contig Other tamu 2 Click on the Manage Users icon then and the Manage User popup window will appear NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wno
37. al Chart v 1 2 9 09 2009 23 08 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 23 08 2009 RTOADM Quality Documents Records and Materials Register v 1 0 9 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE w Refund Log v 1 0 20 07 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE W Risk Management Action Plan v 1 0 2 09 2009 20 07 2010 9 09 2009 RTOADM 9 09 2009 RTOADM 20 07 2009 NOVACORE gsdafasdfasfasdfsdfas 1 0 3 12 2009 3 12 2010 3 12 2009 RTOADM RTOADM 3 12 2009 RTOADM 3 The Document Register is split into 14 headers Status Refer to Snippets Document Name Compliant For the Example AQTF is Used Revision Revision Date Status Date Status Set By Review Date Approved Date Approved By Created Date Created By m Private Refer to Snippets n Public Refer to Snippets sm gt OQA0 TT NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore All This menu feature displays the All Document Register In this view you see ALL documents in the NovaCore System To access this register 1 Click on the Desired Framework Tab then click on the icon on the All menu button 2 Here you can alter where documents reside by changing the document type if an error has been made and a form has been imported into manuals simply click on all and then select the incorrectly placed document and click on the document type to change
38. amine its books records and accounts during Customer s normal business hours to verify compliance with the above provisions In the event such audit discloses that the Permitted Number of Server Software Installations is exceeded Customer shall promptly pay to NovaCore Systems the appropriate licensee fee for the additional Server Software Installations At NovaCore Systems option NovaCore Systems may terminate this license for failure to pay the required license fee Customer may make one 1 archival copy of the Software provided Customer affixes to such copy all copyright confidentiality and proprietary notices that appear on the original Application License Grant NovaCore Systems Pty Ltd trading as NovaCore Systems NovaCore Systems and its suppliers grant to Customer Customer a nonexclusive and nontransferable license to use the NovaCore Systems Application Software Application Software in object code form as a permanent installation onto a hard disk or other storage device of NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova Unlimited Computers owned or leased by Customer with connection to the Server Software being limited by the Number of Active Concurrent Access Licenses purchased Customer may only use the programs contained in the Application Software for which Customer has paid a license fee or in the case of an evaluation copy those programs Customer is authorize
39. c lt Print Show history of all changes made to documents 3 This will then show the Document History of the Documents in the register directly underneath the Current Document NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Deleted Documents The Deleted Documents button shows the ALL the Deleted Documents in the Document Registers To see the Deleted Documents A TF Tools ConFig Help EE eee Procedures Forms Manuals Other II Y mE Tash Y ATF K AGT F Essential Standards amp Conditions 1 Click on the Home tab and then click on the associated Document Register Menu Button a Policies Shown in this example b Procedures c Forms d Manuals e Other 2 With the Document Register open click on the Deleted Documents Button Current Documents Latest Documents Drag a column header here to group by that column Revision History Document History Revision Notes Print Include Deleted Documents 3 This will then show the Deleted Documents in the register NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Current Documents The Current Documents button shows the all documents in the Document Registers that are current Definition of a Current Document e The latest approved document e Anew revision that is in progress and has been set as current Current Docume
40. critical document activities This chapter covers the DMS Module Menu functions within NovaCore DMS e Library and Folder Creation e Folder Permissions for specific users e Ability to Publish documents to intranet via the NovaCore Web Publisher Document View e Revision History e Document History e Deleted History e Current Documents e Latest Documents Document Ctrl e Edit e Approve e Export as Original or PDF e Print e Revise e Delete Reports NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved e Web Register Extra Functions of the Document Management System DMS The DMS can be used as a one stop Document Management System holding all your organisations documents from Training Material through to Financial Particulars The DMS also supports entire folder structure drag and drop import as well as importing via the Import Wizard if there is an entire folder structure including multiple formats of documents and multiple sub folders simply select the Parent folder and drag it into your desired library into NovaCore Please remember you do have to create a library level folder before you can drag and drop into the DMS DMS AQTF CRICOS GTO Tools Config Help y New Folder Current Documents 7 Revision History A 1 Document History Libra Registers Ei a A oe Revision Notes x Deleted Documents i i Document Management e
41. d to evaluate Access License Fee As part of the Initial Purchase of NovaCore Systems Server and Application Software Customer is granted a single 12 month Continued Access License to use the associated Software This Access License provides Customer with unlimited Remote Technical Support up to 5 hours Remote Training and all Software Updates produced by NovaCore Systems within that period Additional Concurrent Access Licenses may be purchased These additional Licenses also incur an Annual Access License Fee The Annual Access User License is a required fee and must be paid prior to the 12 month expiry date from initial date of purchase for all Access Licenses held In the event the Access User License is not paid by Customer the use of both Server and Application software will be prevented In the event Customer wishes to terminate the License NovaCore Systems will at no additional charge to Customer export all Data held within the Server Software Database for further use by Customer Upon termination Customer is required to destroy all copies of both the Server and Application Software including any documentation Termination This License is effective until terminated Customer may terminate this License at any time by destroying all copies of Software including any documentation There will be no refund issued upon termination This License will terminate immediately without notice from NovaCore Systems if Customer fails to
42. dbook 4 The Compliance column shows the status of compliance against each Essential Standards and Conditions This has been given a Traffic Light scenario e Red Ball Non Compliant o No documents linked o A linked document s is past its review date e Yellow Ball o A linked document s is coming up for review e Green Ball o Compliant 5 The Files column displays the number of documents that are linked to that particular Essential Standard or Condition The Implementation Criteria and AQTF Standard Column NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Implementation Explanatory Notes A novacore Standard 3 Management systems are responsive to the needs of clients staff and stakeholders and the environment in which the Registered Training Organisation operates Element 3 1 The RTO uses a systematic and continuous improvement Intent We shall involve cients stakeholders and industry in the development of ALL Training and Assessment Key Actions Delivery and Assessment Strategies nsible Person s Compiane Manager 4 w HI Continuous Improvement Policy 1 0 RTO Staff Policy 1 0 iy Version Control Policy 1 0 z Procedures w Hi Risk Analysis Procedure 1 0 J Forms w 1 Corrective Action Form 1 4 w HY Training Resource Feedback Form 1 0 a Ither Induded in the compliance check 6 The Implementation tab is split up into 4 key areas e Intent
43. e NovaCore Toolbox Continued Revision Details Revision i i Revision date 14 03 2011 3 38 51 PM Approval by hi Next review Revision notes The Third section is the Revision Details Section Here you can do the folloing tasks e View the current revision number e The date that revision was set e Set who you would like a Document to be approved by e Set when the next review date is due e Add any revision notes that might be important Revision Status Waiting to be edited Setby RTOABM vi Date 14 03 2011 3 38 51 PM The Fourth section is the Revision Status Section Here you can see who the revision status was set by and the date the revision status was set NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova Rules for Importing Documents Document Orientation When documents are imported into NovaCore they are imported in the Documents original Orientation If your document has a Landscape Orientation it will be imported with the same Orientation even mixed orientations within documents will import correctly Importing Tables NovaCore does import complex and standard tables Complex tables are tables that have Split or Merged Cells or Formulas Importing Formats NovaCore can not only import Word Documents it can also import PowerPoint Presentation Excel Spread sheets and also PDF Documents Exporting Formats NovaCore can export
44. ent System Copyright 2012 NovaCore CMS All Rights Reserved A novacore Document Register The Document Register Report provides a summary of the Current Approved Documents or the Latest Documents that are still being modified and waiting approval To access these reports 1 Click on the Reports tab and then click Document Register to open the dropdown report function DMS AQTF CRICOS GTO Tools Config Help NDA l p Ik I Yi a ze N Essential Standards Policies Procedures Forms Manuals Other All Summary ent Registers Edit Approve Revise Delete Print Print Export Open as amp Conditions b g r x id Pack Register gt 7 Controlled z Web Form AQTF AQTF Reports Web Forms Document 2 Click on the required report 3 This will then open the report in the View tab hecument Register Options Xx o All pproved Documents Awaiting Approval M Include Revision Motes Cancel DMS AQTF CRICOS GTO Tools Config Help oo cau gt Seti ede Close Zoom Print Save Previous Next v as PDF View Page 4 From the View tab you can a Close the document b Zoom the document size c Print the report d Scroll through the pages using the Previous and Next buttons NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova CRICOS Module Menu Functions NovaCore CRICOS Module i
45. ent System Copyright 2012 NovaCore CMS All Rights Reserved Wnovacore Toolbox o HE 2 2 Insert Field be Insert Rev Ctrl Field Status Type Doc nal w w 2002 ewh ig Open as Web Form Copy this form s hyperlink Wt 2093 cue iii w 2079 Revise COCK KERR CCE COR E Then approve the document Document Name Access Authorisation Form Assessment Supervision Form Competency Mapping Form Edit Corrective Action Form Enrolment Form fel Print Induction Checklist i t Print Controlled Industry Consultation Form Marketing Materials Checklist om Ppor New Form Skills HQ Meals Form See Copy this form s hyperlink Test Import Form To Revise Training Resource Feedback Form Training Supervision Form w Approve Training and Assessment Strategy Templa WR Delete You can then right click on the approved form and select Open as Web Form NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved WS novacore Fig 1 Assessment Supervision Form course eT Date Section 1 Assessment Comments THMEMO 1 SS ee h Section 2 General Comments MEMO 255 Figure 1 Shows the form with Web form fields inserted Figure 2 Shows the form Published as a Web form NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wynovacore Fig 2 Assessment Supervision Form nls Field can be edited
46. er 6 With the Document Register open click on the Revision History Button gt Current Documents Latest Documents Drag a column header here to group by that column Show approved document revisions 1 Document History Deleted Documents 7 This will then show the Revision History of the Documents in the register directly underneath the Current Document NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved AN novVvacore Document History The Document History button shows the complete Document History for ALL documents in the Document Registers Document History is different to Revision History as it shows all parts of the document history e Edited e Approved e Deleted e Revised Document Revision only shows the Revisions of that document and not the processes to get to the final document To access and see the Document History _ AQTF Toolsi Config Help AQTF 1 Essential Standards Policies Procedures Forms Manuals Other AIl amp Conditions LOF hi ATF 1 Click on the Home tab and then click on the associated Document Register Menu Button a Policies Shown in this example b Procedures c Forms d Manuals e Other 2 With the Document Register open click on the Document History Button Drag a column header here to group by that column gt Current Documents Revision History Deleted Documents Revision Notes
47. eserved 5 In the Default Permissions tab in the Document Permissions section click to choose the appropriate Document Permissions for that user a Tick to Allow i ii iii IV V vi vii viii Create Edit View Approve Export Print Controlled Docs Delete Revise b Un tick to Deny i ii iii iv V vi vii viii Create Edit View Approve Export Print Controlled Docs Delete Revise Anova 6 Simply close the Manage Users Window to add the NEW user profile Note1 Usernames should be at least 5 31 characters and cannot contain spaces or any special characters Note 2 Passwords must be between 4 8 characters long and are case sensitive NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved SS novacore Changing your password The Username and Password is initially set by the Administrator however Authenticated Users have the ability to change their Password The new password must be at least 4 8 characters in length To change your password 1 Open Tools Config Menu 2 Click on Change Password q _ i ne ACTF Tools ConFig Help 3 3 GH Manage Who s Import Application Colour Users Logged in Documents Options Scheme User Config Other 3 Type in the NEW password 4 Confirm the NEW password 5 Click OK Change Password You are logged in as RTOADM New Password Confirm Password Note T
48. event does NovaCore Systems warrant that the Software is error free or that Customer will be able to operate the Software without problems or interruptions This warranty does not apply if the software a has been altered except by NovaCore Systems b has not been installed operated repaired or maintained in accordance with instructions supplied by NovaCore Systems c has been subjected to abnormal physical or electrical stress misuse negligence or accident or d is used in ultra hazardous activities Documentation In no event does NovaCore Systems warrant that the AQTF documentation provided is error free or that it may be used for RTO Registration Application without contextualisation by Customer The AQTF documentation should only be used as a guide DISCLAIMER EXCEPT AS SPECIFIED IN THIS WARRANTY ALL EXPRESS OR IMPLIED CONDITIONS REPRESENTATIONS AND WARRANTIES INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE NONINFRINGEMENT OR ARISING FROM A COURSE OF DEALING USAGE OR TRADE PRACTICE ARE HEREBY EXCLUDED TO THE EXTENT ALLOWED BY APPLICABLE LAW IN NO EVENT WILL NovaCore SYSTEMS OR ITS SUPPLIERS BE LIABLE FOR ANY LOST REVENUE PROFIT OR DATA OR FOR SPECIAL INDIRECT CONSEQUENTIAL INCIDENTAL OR PUNITIVE DAMAGES HOWEVER CAUSED AND REGARDLESS OF THE THEORY OF LIABILITY ARISING OUT OF THE USE OF OR INABILITY TO USE THE SOFTWARE EVEN IF NovaCore SYSTEMS OR ITS SU
49. ework can be installed independently or operate alongside the AQTF SNR or CRICOS frameworks for an integrated compliance management approach for the organisation This chapter covers the GTO framework Menu functions within NovaCore GTO e GTO Standards e Policies e Procedures e Forms e Manuals e Other e All Document View e Revision History e Document History e Deleted History e Current Documents e Latest Documents Document Ctrl e Edit e Approve e Revise e Delete Reports e Summary Pack e Document Register NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova Document Management System Menu Functions The NovaCore Document Management module can be purchased as an extension to the AQTF CRICOS and GTO modules or as a Standalone application The DMS module provides the ability to quickly find share and access all document types from an easy to use and secured environment The DMS module provides full document control over different types of file formats keeping a detailed history of all changes It provides cycle control over the creation approval modification and archiving of obsolete versions of documents Automated workflows ensure that documents are routed through all applicable reviewers and authorized in a controlled manner Document tasks are sent to a centralized workload and notifications to the users email facilitating the timely completion of
50. h the RTO Name when the document is previewed but always looks like a field inside the editor Logo The Logo field is used to import your company logo to use as a header on all documents To set the logo 1 Right Click in the Logo Box and click Load 2 Navigate to where your logo is located on your local drive and open the image to load it into NovaCore we Application Options x mi Revision Fields Security L Email Notifications ta Publisher ch Organisation J Frameworks Im Custom Fields Active AQTF Framework AQTF 2010 Essential Standards for Continuing Registration AQTF 2007 Essential Standards for Registration AQTF 2010 Essential Standards for Initial Registration AQTF 2010 Essential Standards for Continuing Registration SNR 2011 for Initial Registration SNR 2011 for Continuing Registration Ae gee a A E e it NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore Frameworks Tab The Frameworks Tab allows you to set the default e AQTF SNR Frameworks o 2007 Essential Standards and Conditions 2010 Essential Standards and Conditions for Initial Registration 2010 Essential Standards and Conditions for Continuing Registration 2011 SNR for Initial Registration 2011 SNR for Continuing Registration O O O O e You can also perform an update action including linking all you re currently linked documents to the updated 2011 NVR standards e
51. has been approved Private The Private flag indicates that the document can be published within the organisation s intranet Documents are published as Original Format or as PDF files through a web interface The Publisher service can be installed on a server and integrated with the organisation s intranet Public NovaCore has its very own in built publisher that allows users to publish documents to a Web Interface for all users to see via the URL which appear on the NovaCore Start Page Public Documents do not require a Login Once Published and can be viewed by anyone who is on the same local network as NovaCore All dates in use the PC s default date format A drop down calendar can be used to modify dates where applicable NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved novacore i ore BW Oo w a fF a 5 a 2 g Di _ wf oO Oo ee T l l to D O Mi mm D 1 Mi mi I Mi i oo w M e ioe amp Cr to mm Co Ly tn J D NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wynovacore Editing Functions This chapter covers the Editing Functions within NovaCore Novacore uses an embedded version of Microsoft Office giving you almost all the features of Word Excel and PowerPoint Microsoft Office 2007 or 2010 is required to edit documents Herma mert
52. he new password must be at least 6 8 characters in length NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Remove an existing user This feature is only available via an Administrator Login To add remove a user proceed as follows To remove a new user 6 Open Tools Config Menu SS sare Tools Config Help 2 wo 3 Ly Change Manage who s Import Application Colour Password Users Loggedin Documents Options Scheme User Config Other none 7 Click on the Manage Users icon then and the Manage User popup window will appear NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wnovacore jw Manage Users Administ ator Test Only NovaCore User s Default Permissions Document Permissions older Permissions General Permissions Create Administrator 7 Edit Content management V Revise Template management Approve Permission management w View Library management v Delete Print Controlled Doc Y Export 8 Highlight the User and click on Delete User NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Wynovacore Who s Logged In This feature enables authenticated users to see the other users on the network that are logged in to NovaCore There are two ways in which you can view other users logged
53. her for both private and Public in the framework you would like to publish Select what you would like the document to be published as Original or PDF Exit the Publisher options and return to the NovaCore Startup Homepage NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved 3 AQTF CRICOS GTO Tools Config Help berg aod ov ae k dards Policies Procedures Forms Manuals Other All Summary Document Registers Edit Approve Revise Delete Print Print Export s x 7 sd 7 7 Pack Register 6 Controlled X AQTF AQTF Reports Web Forms Document Click here to view the Web Publisher home page http NOVACOREWS02 81 N Latest available version is 2 5 1111 4 released on 17 Nov 2011 Click here to view release notes am Novacore 4 Click the Web publisher URL Found on the NovaCore Main Page Welcome to the Document Publisher Neb Forms Forms Public Documents ig Documents 5 The NovaCore Web Publisher URL can be found at the top of the NovaCore main page directly above the release notes 6 The URL can be shared with anybody on your local network and they can access documents via a standard web browser 7 The Look and feel of the Web interface can be customised to suit your Organisation Intranet Publishing via NovaCore Web Publisher DMS Specific The Publisher can also publish Folders that reside in the Document Management System DMS The process is
54. ions The only difference being a Private user requires a login to see any published documents Marked as Private COCO Login to Private Documents WAT PEIN APERTIS Please enter you username or email address and password to login to the private documents section Username Email Password Login Once Logged in the User can now see all private documents via the web interface NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore Colour Scheme This feature allows each individual user to set their Colour Scheme or SKIN for the application It provides the user with some control over the look of their working display To access this menu 1 Click on the Tools Config Menu then click on Colour Scheme et ACTF Tools Config Help a SM s Cy Change Manage who s Import Application Password Users Loggedin Documents Options User Config 2 This will open up the windows explorer function and direct you to the default location for the SKINS provided by NovaCore Systems NovaCore Systems will release additional SKINS as part of scheduled updates The default SKIN for NovaCore is called Office2007Blue and can be seen in the image above An example of an additional SKIN is the Valentine which can be seen below T DMS AQTF CRICOS GTO Toals Contig Help a S wau 4 6 Change Manage Who s Import Templates Application Colour Password Use
55. l Rights Reserved S novacore OO ESA e e A E A e a eel S jee i aje a j ya edt eels al O O a ili Fe elcome to the Document Publisher Click on one of the following document areas Web Forms i Documents The view is very simple and similar to the bird s eye view in the AQTF SNR or CRICOS amp GTO Frameworks Welcome _ gt 9 AQTF SNR Policies 42 Procedures Il Forms Manuals W Others gt A Training Material gt E First Aid First Ald Cert 3 Each Document section is laid out on the left and you can navigate all Policies Procedures Forms Manuals and Others as well as all Published DMS Folders on the Left Hand Side NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Welcome AT Search gt GJ AQTF SNR 0 Policies Document Name Revision Revisio Ai Procedures Assessment Folicy 1 0 22 Nov Ul Forms Continuos Improvement Policy 1 0 22 Nov Wi Manuals Refund Policy 1 0 22 Nov o Others P A Training Material b E First Aid First Ald Cert 3 The Documents which were ticked as Public will appear on the right hand side when the relevant section is selcted on the left e g All Publicly Published Policies are currently shoing on the right of the above image Using the NovaCore Publisher Web Interface as Private User The NovaCore Web Publisher interface is the same in both Private and Public sect
56. nagement Policy doc Risk Management Policy RTO Staff Policy doc RTO Staff Policy Version Control Policy dac Version Control Policy lt Back Mext gt gt Cancel 11 Make sure that you have selected a document Type for all documents otherwise these will not be imported 12 Once all documents have a Type selected click the Next button to bring you to the following information screen NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore SS Import External Documents Document import Define the document types edit the document names and select a template if necessary cr ser s Desktop Forms Professional Development Plan Bulk assign type top Forms Refund Request Form sktop Forms Training Resource Feedback For Policy C Users James Desktop Forms Training Supervision Form Procedure Bulk assign Approval by C Users James Desktop Forms Forms 2 Forms 34 lt lt Back Next gt gt Cancel 13 From here click on the Next button to begin the Import 14 Once all documents are imported click on Finish to close the Import Wizard NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore ce Import External Documents x Document import Click on Finish to save the imported documents NOTE The next step is to link each document to one or more of the
57. nce Management System Copyright 2012 NovaCore CMS All Rights Reserved Report Functions This chapter covers the Report Menu functions within NovaCore Reports e Summary Pack e Document Register o Current Documents Standard List Including Revision History o Latest Documents Standard List Including Revision History NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore WS novacore Summary Pack The Summary Pack Report provides a summary of the Implementation Tab fields in the AQTF Essential Standards and Conditions Screen To access this report 1 Click on the Desired Framework you want and then click Summary Pack Tea DMS AQTF CRICOS GTO Tools Config Help QO B me RD TS wie 2 be Essential Standards Policies Procedures Forms Manuals Other All Document Registers Edit Approve Revise Delete Print Print Export Open as amp Conditions bd 5 a Pack Register 7 Controlled y Web Form AQTF AQTF Reports Web Forms Document 2 This will then open the Summary Pack report in the View tab CRICOS GTO Tools Config Help pa e eis O amp Close Zoom Print Save Previous Next v as PDF View Page 3 From the View tab you can a Close the document Zoom the document size Print the report Save as PDF Scroll through the pages using the Previous and Next buttons Dano NovaCore Compliance Managem
58. nstalled Updates Database License Agreement NovaCore CMS Version 2 5 1103 1 NovaCore Compliance Management System Developed according to Australian Training Standards Copyright 2011 NovaCore Systems All Rights Reserved More information on our website http www NovwaCore com au Contact us 06 6102 1340 3 The About NovaCore tab includes general information and contact details for the product 4 The Installed Update tab displays all updates installed a This provides NovaCore Systems with the information needed to provide the necessary support 5 The Database tab lists the information of the NovaCore database as well as the Firebird Database Engine that is used to control NovaCore 6 The License Agreement tab outlines the Software License Agreement for the use of NovaCore NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore How To Edit a document Either right click a document and select Edit from the pop up menu or click on the A men button on the Document Control tab to edit a selected document A document can only be edited if you have got the edit permission set for your user account NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Ss novacore Link a document Linking documents to the AQTF Standards and Condition is performed within the AQTF screen Enable editing by selecting the menu option A N
59. nts are always displayed in bold type Latest Documents _ Revision History Document Histol Assessment Policy Continuous Improvement Policy E Financial Management Policy w Issuing of Qualifications Policy iy Learning and Assessment Strategies Policy HH Marketing Policy aH New Policy iy Privacy Policy WM RTO Staff Policy W Recognition Policy Records Management Policy M Refund Policy WW Risk Management Policy wH Version Control Policy Y v x v v Y v y v v v v v NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved SB novacore Latest Documents The Latest Documents button shows the all documents in the Document Registers that have the latest revision and includes documents that have not been approved Viewing the document registers in this mode will also include Current Documents displayed in bold type if they happen to be the latest revision Revision History Document History Current Documents Drag a column header here tg List the latest documents including those being revised Continuous Improvement Policy E Financial Management Policy wH Issuing of Qualifications Policy Wt Learning and Assessment Strategies Policy wh Marketing Policy iy Privacy Policy wH RTO Staff Policy iM Recognition Policy iy Refund Policy iy Risk Management Policy WH Version Control Policy OOO KOON KOK COC OF NovaCore Complia
60. ore Manuals This menu feature displays the Manuals Document Register To access this register 1 Click on the Desired Framework Tab then click on the icon on the Manuals menu button o OOTF Tools fonfig Help O ik D AQTE ea Essential Standards Policies Procedures Forms All amp Conditions i ACTF 2 This will then open the Manuals Document Register Status Document Name _ AQTF Compliant Revision Revision Date Review Date Status Date Status Set By Approved Date Approved By Created Date Created By y client Handbook 1 2 26 10 2009 2 09 2010 26 10 2009 RTOADM RTOADM 2 09 2009 RTOADM Code of Conduct 1 2 29 10 2009 20 07 2010 29 10 2009 RTOADM RTOADM 20 07 2009 NOVACORE Con SFE HATO une ce LE 29 10 2009 20 07 2010 29 10 2009 RTOADM A RTOADM 2007 2009 NOVACORE 3 The Document Register is split into 14 headers a Status Refer to Snippets b Document Name c Compliant For the Example AQTF is Used d Revision e Revision Date f Status Date g Status Set By h Review Date i Approved Date j Approved By k Created Date Created By m Private Refer to Snippets n Public Refer to Snippets NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore Other This menu feature displays the Other Document Register To access this register 1 Click on the Desired Framework Tab then click on the icon on the Other menu button
61. oved Document al ae 2 Locate the Private and Public Icons in the Framework you would like to publish ere 3 Tick the publishing Preference you would like Private or Public NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved novacore Welcome Search aih gt GI AQTF SNR a Policies Document Name Next Review 22 Procedures Assessment Policy E 22 Nov 2012 E Forms Continuous Improven ee ee eee 2 Nov 2012 Manuals Refund Policy Name Continuous Improvement Policy pdf 24 Nov 2012 W Others Type Adobe Acrobat Document From novacorews02 Cpe Ce Cee 4 Mi Training Material While files from the Intemet can be useful some files can potentially C ham your computer If you do not trust the source do not open or save this file What s the risk 4 Files will be published to the web interface immediately but may take up to 60 minutes to appear in FTP and Server File Locations Using the NovaCore Publisher Web Interface as a Public User FREER I Wii LLP Pre pan Nong DARA dT l Latest available version is 2 5 1111 4 released on 17 Nov 2011 Click here to view release notes All Documents that are marked as public can be viewed by anyone simply by entering the NovaCore Web Publisher URL Which can be found as a link on the NovaCore Main Page NovaCore Compliance Management System Copyright 2012 NovaCore CMS Al
62. prove Move General Allow Deny Delete Change Permissions Print Controlled Export Apply 2 Select the Security tab in the Properties of the Selected folder Froperties Security Publishing Show F4 All users and groups ki Users and Groups User Group Name sr mal H JANWI Jan Winter jan humanagers com au RTOADM RTO Administrator james novacore com au D TFSTi mrtest test testiinnvacnre com Al Permissions for Form Library Inherited permissions Permissions are being inherited from View Create sub folders Edit Move Create Edit Approve Revise Move Delete Print Controlled Export 3 A list of all the users appears in the Security tab you can now change the Security settings of the Folder to suit your needs and then click Apply to save NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore Properties Security Publishing Show F4 All users and groups ki Users and Groups m User Group Name ay JANWI Jan Winter jan humanagers com au RTOADM RTO Administrator D TFST1 mrtest testi teshi inoavacnre com ails Permissions for Form Library v Inherited permissions Permissions are being inherited from Create sub folders vf Create Vf 4 Close the properties of the folder by pressing the Back Button It s now secured for certain users to view not only folders but documents inside the folde
63. r you specified 5 Ifa person without the Correct Folder Permission tries to Access the folder it will show as ACCESS to this Folder is Restricted Picture Below Ea oos NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved 6 Tools Config Menu Functions Anova This chapter covers the Tools Config Menu functions within NovaCore User NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Logging in to NovaCore Managing Users Adding a New User Changing Your Password Removing an Existing User Who s Logged In NovaCore Publisher Email Notifications Import Documents Application Options Backup Database Colour Scheme S novacore Logging in to NovaCore NovaCore is a Multi User application with integrated authentication This means that User Access is controlled via a Login Process that requires a Username and Password The Login details are set by the Administrator Account The Administrator Account has a default value of Username RTOADM Password MANAGER It is recommended that the Password for the Administrator account be changed as soon as possible for added security The Administrator Account has exclusive access to specific functions such as User Management Report Settings and Client Deletion Welcome to NovaCore CMS Ver 2 5 1103 1 ly cms _ Username TOADM Password eer v Remember me Dat
64. rs Logged in Documents 5 Options Scheme Other User Config NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Help Menu Functions This chapter covers the Help Menu functions within NovaCore Links e Useful Links Help e User Manual e Remote Support e About NovaCore o About NovaCore o Installed Updates o Database o License Agreement NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Snovacore WS novacore Useful Links The Useful Links Menu button displays and controls the function of useful website links y _ a ACTF Toolsi Config Help e Jo T Useful User Remote About Links Manual Support Novalore CMS Links Help Manage Links To add or manage useful links ACTF Tools Config Help User Remote About ks Manual Support Mowacore CMS 1 Click on the Help Menu tab and then click the Useful Links button 2 Click on the Manage Links dropdown and the Manage Useful Links popup window will appear NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved WS novacore Manage Useful Links NAME Australian Council For Educational Re hktpi wa acer edu au Australian Institute of Training Deve https tian aitd com aur Australian Qualifications Framework hbkps Saw agf edu au DFEEST South Australia REESE aaa training sa gow adi Dept of
65. s a Login and they need to be made a web user in NovaCore To Create a Web User NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved 1 Click on Tools Config then the Manage Users button Default Permissions Document Permissions General Perm View View Administr Edit Create Content Revise Edit Template Approve Move Permissia Create Delete Library m Delete Print Controlled Doc Export 2 At the bottom of the Manage Users Window click New User o New User User Type Username Password Confirm Password SUrMame Given Name Email Address 3 Tick Web user only and fill in the field as Normal if email notifications is configured the user will receive an email from NovaCore notifying them of their username and Password 4 The User can now Log into Private documents Via the NovaCore Web Publisher Interface from any web browser that is on your local Network 5 You can also specify whether this user is allowed to view document as part of their permissions NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore Publishing Documents Getting documents to appear in the various publishing locations is very easy i Access ana cquicy roncy w S Assessment Policy MEN Complaints and Appeals Policy Continuous Improvement Policy a F Ce earl Bal aon sos 1 Make Sure the Document you want to Publish is an Appr
66. s tailored to meet the requirements of the National Code 2007 within the ESOS Act framework The CRICOS Module has been designed specifically to assist current or future CRICOS providers to comply with the requirements of the National Code 2007 and can be purchased with base Policies Procedures Forms and Manuals to guide your organisation to compliance The CRICOS module can be installed independently or operate alongside the AQTF SNR module for an integrated compliance management approach for the AQTF SNR and National Code 2007 This chapter covers the CRICOS Module Menu functions within NovaCore CRICOS e CRICOS Standards e Policies e Procedures e Forms e Manuals e Other e All Document View e Revision History e Document History e Deleted History e Current Documents e Latest Documents Document Ctrl e Edit e Approve e Revise e Print e Export as Original or PDF e Delete Reports NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved WS novacore e Summary Pack e Document Register NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova GTO Module Menu Functions NovaCore GTO Module is tailored to meet the requirements of the Quality Group Training National Standards framework The GTO framework has been designed specifically to assist an organisation to comply with the requirements of the GTO framework The GTO fram
67. stom Fields Tab allows you to set the default values for e Existing Fields o Admin Email CRICOS number Phone Number RTO Number and more can be set to reflect a specific RTO s Details o These changes will automatically update all documents that use the specified custom fields NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore e Creating New Custom Fields o Clicking the plus button on the bottom left of the custom fields tab allows users to create any number of custom fields o The newly created fields can be inserted when a document is being edited using the custom fields drop down menu we Application Options x H Organisation LI Frameworks o Documents Documents O custom Fields E Custom Fields HI custom Fields Revision Fields Security Email Notifications Field labels User name fields format Login name Default Approved By Location field prefix Approved Date Created By Date fields format dd mm yyyy Document Location Example 08 02 2012 Document Name Next Review Date Revised By Revision Revision Date Revision Fields Tab The Revision Fields tab allows users to set the default values for e Revision fields Approved By Created By Document Name etc e User name format Login name Full name or Surname e Location field Prefix e Date Format default is set to Australian Format NovaCore Compliance Management System
68. sword Confirm Password Surname Given Name Email Address 3 In the New User Pop Up Define a Web user status or Standard User b Username c Password d Confirm Password NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved S novacore e Surname f Given Names g Email Address Default Permissions james novacore com au mrtest test novacore com au CLAYTON 2 BLY READONLY Only Mr Read Default Permissions Folder Permissions v View v View Administrator Edit Create Content management Revise Edit Template management Approve Move Permission management Create Delete Library management Delete Print Controlled Doc Export Edit User Delete User 4 Changing a User s Default permissions is easy and is located in the bottom half of the manage users Pop Up Click to choose the appropriate option for that user a Administrator i This gives the user full control over the application b Content Management i Enables the user to develop documentation without full administrator rights c Template Management i Enables the user to edit and create templates d Permission Management i Enables the user to set different permission levels for other users e Library Management i Enables the user to create libraries and folders NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights R
69. the Remote Support Tool 1 Click on the Help Menu and then click on the Remote Support button a SF aa _tookicontia He Useful User About Links Manual HovaCore CMS Links a NovaCore QuickSupport Snovacore NovaCore QuickSupport Please tell NovaCore the following ID and Password to connect to your desktop ID Password aao 507 504 1159 Ready to connect secure connection 3 You will need to tell NovaCore Systems Support the ID and Password generated a The ID is a constant number as it is based on the system hard drive b The Password changes every time you activate the Remote Support Tool This means that you must activate the Remote Support Tool for support staff to login and provide remote assistance NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved Anova About NovaCore Systems This menu function provides the following e About NovaCore e Installed Updates e Database e License Agreement To access this menu 1 Click on the Help Menu and then click on the Remote Support button Li bai moal 7 ao teoksena Hee a i E pD T Useful User Remote Links Manual Support Novat Links Help 2 This will open up the About NovaCore popup window NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved GUI G About Novalore CMS NnOVaCOLe cms COn m About NovaCore CHS I
70. thenticating is required and email alerts will be turned on after the Outgoing mail server is filled in 4 Under the Timing tab you can define how often you want emails to be sent as a reminder and how long before a documents review date an email will be sent 5 Click Ok to exit application options and all users who are administrators or default approvers will be sent email notifications on documents that need actioning D NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore eS Application Options xX a FTF Publishing Settings F Allow publishing documents to FTP Host Port 21 Username Password PRIVATE Root folder private PUBLIC Root folder Folder Publishing Settings VW Allow publishing documents to Server Folders PRIVATE Root folder C WsersYames Documents PRIVATEN PUBLIC Root folder C Users James Documents PUBLIC F Allow DMS subfolders to inherit parent folder publishing settings Framework Specific Publishing Settings Publish via inbuilt NovaCore Web Publisher Publish as gue Original document b gt T Upload to Web site folder via FTP Publish as KM1 P Original document W Export to Folder AQTE Export as ale Original document ki Publish via inbuilt NovaCore Web Publisher Publish as D POF T Upload to Web site folder via FTP Publish as Quy Original document i Export to Folder kaai Publisher NovaCore has i
71. ts very own in built publisher that allows users to publish documents to a secure Password protected Intranet interface or a non secured interface depending on the document To Configure the Publisher for your Organisation NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved novac 1 Make sure you have the latest publisher downloaded and installed its available at http www novacore com au cms install publisher_setup exe 2 Click on the Publisher tab under Application Options and here there is a variety of ways documents can be published a Via FTP to a Webpage b Using the NovaCore Web Publisher to publish to Local Network c To a specified File on your Server S Application Options xX Organisation Frameworks l Documents Custom Fields Revision Fields Security 2 Email Notifications Mg Publisher F FTF Publishing Settings Allow publishing documents to FTP Host Port 21 Username Password PRIVATE Root folder private PUBLIC Root folder Publishing Via FTP Tick Allow Publishing document to FTP Place in the host name of your FTP account or website Enter the Username for your FTP Account and the Password Define where you would like your private documents and public document uploaded to oe TS a Please remember that the Files you would like to upload to your website or FTP account must be placed in the root directory of your website e g
72. vacore w Manage Users 2 MRNOVACORE NovaCore User s Default Permissions Document Permissions General Permissions Vv Create 7 Administrator 7 Edit Y Content management V Revise Template management v Approve Y Permissi View v Delete Print Controlled Doc Y Export 3 Highlight the user in the panel click the Edit User button and the Edit User popup window will appear NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved A novacore em Edit User User Type B Web user only Username RTOADM Password Confirm Password Surname Administrator Given Name RTO Email Address james novacore com au 4 Make the necessary changes and then click OK to close the Edit User popup window 5 Click the OK button to close the Manage Users control window NovaCore Compliance Management System Copyright 2012 NovaCore CMS All Rights Reserved novacore Adding a new user This feature is only available via an Administrator Login To add new users proceed as follows To add a new user 1 Open Tools Config Menu AQTF l Tools Config Help isje 34 GC Change Who s Import Application Colour Password L K Logged in Documents Options Scheme neat a Config O Other 2 Click on the Manage Users dropdown then NEW User and the NEW User popup window will appear General Tab A New User User Type Web user only Username Pas

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