There are two ways to add users: manually and uploading. Let’s explore both.

Important! Ensure you read “Configuring Email” and set this up before adding users.

Manually: Go to the Users tab and click “add” at the top of the screen. Type in Name, User Name, Email Address, Role, Password (staff should change this later), and optionally library. Hit save.

Upload: Uploading a CSV file is probably your best bet when adding multiple staff members. Use the following template to add multiple staff members. If someone is not in a specific group, leave that cell blank. NovareTrain Upload CSV.

User Groups help you simply how you assign assessments and training.

To add a new user group, go to the User Group Tab and click “+ Add.”  These groups are unique to your organization, so they only need to make sense to you.  

Some recommended group names include:

• Circulation
• Public Services
• Makerspace
• Management Team
• Branch 
• Reference
• Technical Services

Once a group is added, click on the icon to the right of the user group name, “manage the group.” (The middle one has three rows of dots). 

A new screen will appear where you can add or remove people from a specific group. There is no limit to how many groups a particular person can be a member of within the software. 

To move a person or multiple people, check their name, then use the arrows in the middle of the screen to add or remove them to the group. Hit save before you leave this screen.

NovareTrain allows you to utilize local email to send notifications from the software to staff. This includes login information and reminders about assessments and training.

The system default is [email protected]. 

As an admin, to configure your email go to Settings > Other Settings.  

NovareTrain can automatically push training to those not meeting a knowledge threshold on a specific quiz. The default threshold is 70%. To change this, go to settings > other settings. 

Tip: When considering percentages, consider the number of questions a typical quiz will have. If it is less than 10, even one wrong answer may cause a person not to meet the threshold.  

A feature in NovareTrain allows staff to request training not assigned or listed as an option for them.  How your library handles such requests is likely unique so we have a few options for defaults.

First, when a staff member requests training. They are required to input the following:

• Title
• Description
• Link to training URL
• Training Type
• Cost
• Duration

As an admin, under settings > other settings, you can decide whether specific training can be auto-approved.

The options include:

• Approval is required for all training (default)
• Auto-approve all free training
• Auto-approve all web-based training
• Auto-approve all training
• Auto-approve if training is both web-based AND free 
• Auto-approve if training is either web-based OR free

We all have to attend training from multiple sources, which may not be assigned through assessments but are available for staff.

Under settings > other settings, you can add RSS feeds from these training sources so staff can easily see training in one location.

Some sources of training might include:

• State Library
• Local Consortia
• County/City Training
• Free Training through Web Junction

Quizzes make up assessments. This allows you to use the same quiz in different assessments (for example, a quiz on library policies might be used in an annual assessment for staff members and an onboarding assessment).

How do you create a quiz?

At the top of the Quizzes screen, click “Add” and give the quiz a meaningful name and a brief description.

For example,

Title:  Basic Circulation
Description: Learn the basic policies of circulation at the Novare Library System. 

Then, click save.

Tip: If you need to update the title or description, use the first button on the right, “Edit,” to update either field. 

Next, let’s create some questions. Click the second “manage questions” button here to add as many questions as you need or edit existing ones. 

• To create a question, click the add button.
  • Select if there is one or multiple answers.
  • Then, type the question.
  • To add the possible answers, use the + on the bottom left of the greenish box.
  • Check the “is correct” box for the correct answer. Alternatively, you can give weight to different answers for partial credits.
  • After you enter each choice, click the “save” icon before entering the next choice.
  • Once you are finished, click save. 
• Use the edit button to edit existing questions
• Use the copy button to copy an existing question.
• Delete questions using the trash can button.

Questions can be re-ordered using the arrow keys to the left of the screen. 

Tip: Some quizzes are available to upload to your account in the section below.

Once you have quiz questions in place, create an assessment. An assessment can be one or several quizzes bundled together.

For example, I might have an Assessment called “OnBoarding” or “Common Databases” that covers several topics.

To create an assessment, click the “Add” button at the top of the assessment page.

Add a description or title for the Assessment. Make sure this is meaningful to you and your staff.

Then click the second button, “more configuration.” Drag and Drop quizzes to the right side to include them in the assessment.

Use the preview button to see how it looks for staff.

Tip: Once an assessment is created, it can’t be changed. If you change your mind, delete it and create a new one. 

When assigning assessments, you have several options:

• Assign by User
  • Assign to all users
  • or select individuals by placing a check in the box next to their name.
• Assign by User Group
  • Use the drop down, to select one or multiple groups. 

Click save before you leave.

Available reports:

• Full Assessment Report
• Incomplete Assessment Report
• Complete Assessment Report
• Failed Assessment Report
• Show Users by Training Report
• Training Completed Report
• Users Assigned to Training Report
• Training Incomplete Report
• Users Assigned to Assessments Report
• Hours Report
• Completed Assessments With Grade By Quiz Report
• List of Training Requests
• All Training Report
• Assessment Past Deadline Report
• Training Past Deadline Report
• Audit Trail Report Report

Select the date range for the report.

All reports can be viewed within the browser (HTML view) or downloaded into CSV.  They can be viewed by the user or by group.

If you are not using the library field, leave this field blank.

Once you have the criteria selected, click generate report.