Using PeopleSoft’s User Productivity Kit (UPK)

1. Using PeopleSoft’s User Productivity Kit (UPK) Online Self-Help (UPK)

2. Online Self-Help (UPK) • Click on the "Help" link in e-Reimbursement. Hint: Turn off Popup Blockers.

3. 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.

4. Online Self-Help (UPK) The UPK application is divided into panes: • Outline • Concept • Playback Mode

5. 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.

6. 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.

7. 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.

8. 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.

9. Online Self-Help (UPK) • Select a topic • UPK Playback Mode options become available to use.

10. Online Self-Help (UPK) • Learn how to use the UPK in both a simulated environment and while working with data in a live environment.

11. 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.)

12. 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.

13. Online Self-Help (UPK) • Example of Do IT! mode as it appears while the application is open.

14. Online Self-Help (UPK) • To exit the UPK, press Esc on your keyboard. The UPK browser window closes.