Using PeopleSoft’s User Productivity Kit (UPK)

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Using PeopleSofts User Productivity Kit (UPK)

• Online Self-Help (UPK)

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Online Self-Help (UPK)

• Click on the "Help" link in e-Reimbursement.
  Hint Turn off Popup Blockers.

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Online Self-Help (UPK)

• Two options Online Self-Help (User Productivity
  Kit or UPK) and PeopleBooks. Click on the UPK
  link for help with filling out the
  e-Reimbursement application.

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Online Self-Help (UPK)

• The UPK application is divided into panes
• Outline
• Concept
• Playback Mode

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Online Self-Help (UPK)

• The outline opens by default with the
  Applicable option selected.
• Select the All option to view all of the
  modules, sections, and topic.
• The UPK help topics are context sensitive to the
  application. UPK finds context in the area of the
  application you are working on.
• When Applicable is selected, only topics found
  within the context will become available in the
  outline.
• When All is selected, topics from every module
  become available.

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Online Self-Help (UPK)
Applicable selected Only topics for an Expense
Report are available in the outline.
All selected All topics for every PeopleSoft
module are available in the outline.
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Online Self-Help (UPK)
- Expanded Collapsed

• Expand the module titles in the outline. Find
  additional Sections and Topics under the
  UW-Madison e-Reimbursement section.

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Online Self-Help (UPK)

• The outline is organized three ways
• A module (purple book) is used to organize a
  specific unit of learning. It can contain other
  documents such as sections, topics, or even other
  modules to form a component of an outline.
• A section (blue book) is very similar to a module
  in that it also can contain other documents such
  as sections, topics, or other modules. The main
  difference between a section and module is its
  visual representation that can help you
  differentiate between the components of your
  outline and locate areas in the structure faster.
• A topic represents a series of recorded steps
  that complete a task in an application.

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Online Self-Help (UPK)

• Select a topic
• UPK Playback Mode options become available to use.

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Online Self-Help (UPK)

• Learn how to use the UPK in both a simulated
  environment and while working with data in a live
  environment.

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Online Self-Help (UPK)

• Simulated environment
• See It! Mode enables a user to learn by watching
  an animated demonstration of the steps for a
  task being performed in a simulated environment.
  All of the required activities, such as moving
  the mouse and entering data, are completed
  automatically.
• Try It! Mode enables a user to learn
  interactively in a simulated environment. The
  user is prompted for mouse clicks and/or
  keystrokes to complete the task.
• Know It? Mode is an assessment-type playback mode
  in which users are instructed to complete a
  particular task. Users do not receive
  step-by-step instructions for completing a task.
  (This mode is not used at this time.)

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Online Self-Help (UPK)

• Live environment
• Do It! Mode (available only when using the
  Internet Explorer browser) enables a user to
  learn interactively using live data. A user is
  presented with a small window on top of the live
  target application that displays each step for a
  particular task. As the user completes each step,
  he/she can click a button or use a hot-key
  combination to display the next step in the
  process. Within the Do It! window, a thumbnail
  graphic of the screen is available with a
  highlight indicating the area where the action
  should take place.
• This mode is recommended when help is needed
  while using e-Reimbursement to fill out an
  expense report or a travel authorization.

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Online Self-Help (UPK)

• Example of Do IT! mode as it appears while the
  application is open.

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Online Self-Help (UPK)

• To exit the UPK, press Esc on your keyboard. The
  UPK browser window closes.