Using PeopleSoft’s User Productivity Kit (UPK) Online Self-Help (UPK)
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Transcript of Using PeopleSoft’s User Productivity Kit (UPK) Online Self-Help (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:
Only topics for an Expense Report are available in the outline.
All selected:
All topics for every PeopleSoft module are available in the outline.
Online Self-Help (UPK)
• Expand the module titles in the outline. Find additional Sections and Topics under the UW-Madison e-Reimbursement section.
“ - ” Expanded
“+” Collapsed
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.