Transcript Using Peoplesoft’s User Productivity Kit (UPK)

Using PeopleSoft’s
User Productivity Kit (UPK)
Online Self-Help (UPK)
Online Self-Help (UPK)
•
Click on the "Help" link in e-Reimbursement.
Hint: Turn off Popup Blockers.
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.
Online Self-Help (UPK)
The UPK
application is
divided into
panes:
1) Outline
2) Concept
3) Playback
Mode
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.
Online Self-Help (UPK)
Applicable selected:
All selected:
Only topics for an Expense
Report are available in the
outline.
All topics for every
PeopleSoft module are
available in the outline.
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.
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.
Online Self-Help (UPK)
1. Select a topic
2. UPK Playback
Mode options
become
available to
use.
Online Self-Help (UPK)
•
Learn how to use the UPK in both a simulated
environment and while working with data in a
live environment.
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.)
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.
Online Self-Help (UPK)
•
Example of Do IT! mode as it appears
while the application is open.
Online Self-Help (UPK)
• To exit the UPK, press Esc on your
keyboard. The UPK browser window
closes.