HES Finance Systems Network Case Studies in University Finance Oracle User Productivity Kit

1. HES Finance Systems NetworkCase Studies in University FinanceOracle User Productivity Kit Martine Beattie, Change and Communication Coordinator, Financial Systems Upgrade 2013, QUT Corporate Finance, 5 March 2013

2. Why UPK? • Oracle product recognising content from a number of enterprise applications. • Single authoring system for all content development. • Interactive, offering a number of learning options (See It Try It, Know It, Do It, Print It). • Can be used to generate self helptraining materials, system process documents, test scripts, manuals and quick reference guides. • In application support available allowing for the context sensitive launching of UPK content.

3. UPK: How we will use it. • Classroom training for key Finance System modules. • Project road shows and demos • Development of self-service interactive training materials • Development of downloadable training materials e.g. quick reference guides, process documentation. • On-line video guides

4. Content Development First consider…. • Delivery methods • Audience • Topic concepts • Topic Structure • Formatting standards • Use of roles to filter • The Library

5. Recording Method The recording method is selected in the developer preferences

6. Manual vs Automatic Recording • Manually: The record button appears at the top of the screen with instructions to assist you during the recording process. • Automatically: Press <PrintScreen> to start and end recording. No further instructions required.

7. Start recording

8. Sample Recording UPK Asset Transfer Demo

9. Editing content frame by frame

10. Other Editing Features You can insert, delete and copy frames.

11. Preview a topic Topics can be previewed in any of the learning modes prior to publishing them.

12. Learning Modes • See It! Mode: User learns by watching an animated demonstration of the task. • Try It! Mode: User learns interactively in a simulated environment. • Know It! Mode: Users complete the task without instructions. • Do It! Mode: User learns interactively using live data. A small window on top of the live application gives instructions.

13. Publishing Content UPK content can be published to several different output types including: • Browser based and Learning Management System (Knowledge Centre) player • Static HTML Website • Stand alone topic files • In-application support via an integrated help link

14. Published Content Example

15. Knowledge Centre • The Knowledge Centre is a centralised content deployment, tracking and reporting platform. • Items are grouped together and organised into Knowledge Paths. • Knowledge Paths can be tailored to particular user roles and responsibilities. • Users can self enrol or withdraw from the Knowledge Paths that are available to them.

16. Knowledge Centre Example

17. Documentation Content can also be published in a variety of document formats and types including… • System Process • Presentation • Excel Test Cases • Training Guides

18. Presentation Example

19. Test Case Example

20. Training Guide Example

21. Where to from here? • UPK offers a great opportunity for QUT to develop a complete suite of on-line training and support materials across a range of University systems and applications. • QUT’s Learning and Development Department fully supports and encourages the use of on-line learning as a means of engaging and training users across the University. • UPK is also an important element in change management by providing easily accessible policy, process and procedural documentation to all stakeholders.

22. Questions?