Upk for p6 testing system documentation training and job alerts ppt (1)

Copyright © 2014 Project Partners, LLC REMINDER
Check in on the
COLLABORATE mobile app
Oracle User Productivity Kit (UPK)
Prepared by:
Terri Maginnis
Principal Consultant
Project Partners LLC
UPK for P6 Testing, System
Documentation, Training, and Job
Aids
Session ID#: 15455

Copyright © 2014 Project Partners, LLC
Agenda
■ Introduction
■ Oracle User Productivity Kit (UPK) Overview
■ UPK Developer- It’s Just That Easy
▪ Plan
▪ Record
▪ Edit
▪ Publish
■ UPK for Your P6 Implementation
■ Summary

Introduction

Project Partners…
A Leader in Project-Centric Industries
Founded in 1997 by former chief architect of Oracle Projects; over 350 clients
World leader in delivering business and technology solutions to project-driven firms leveraging Oracle
EBS, Primavera, Analytics, and Fusion Applications
Industry and Solution Architects with expertise in Engineering & Construction, Oil & Gas, Professional
Services, Aerospace & Defense, and High Tech Manufacturing
Collaborative, team approach delivers many options for the best fit to a client’s specific business
process.
Experienced team of almost 100 senior, former Oracle personnel from consulting, development, support,
marketing and sales, and veteran end users of the E-Business Suite and Primavera applications.

What is UPK?

Oracle User Productivity Kit (UPK)
■ Single, synchronized authoring session creates multiple
outputs to support multiple learning methods
■ Centralized deployment, tracking, and reporting
■ Use during and after an application deployment
■ UPK Developer captures all steps in a system process, it
records:
▪ Every keystroke
▪ Every mouse click
▪ Each menu option chosen
▪ Each button pushed

Record it Once, Multiple Publishing
Formats

Role-Specific Content
■ Assign roles to
topics to create
“role-specific”
content
■ UPK output is
tailored to each role

Record Once… Publish in Multiple Formats

Player Mode
■ See It!
■ Try It!
■ Know It!
■ Do It!

Documents
Output Type Format
System
Process
Microsoft Word, Adobe PDF, HTML
Job Aid Microsoft Word, Adobe PDF, HTML
Training Guide Microsoft Word, Adobe PDF, HTML
Instructor
Manual
Microsoft Word, Adobe PDF, HTML
Test Document Microsoft Word, Adobe PDF, HTML
Test Results Microsoft Word, Adobe PDF, HTML
Test Case HP Quality Center, IBM Rational
Quality Manager, Oracle
Application Testing Suite (xlsx)
Presentation Microsoft PowerPoint

Oracle Primavera Pre-Built Content

Or… Create Your Own Custom Content

UPK Developer - It’s Just That
Easy

Create the Outline
■ Be consistent in naming modules,
sections, and topics, including verb
tense
■ Create outline even if it has not
been finalized
■ Ensure users will understand
where to find help
■ Follow the process flow
■ Keep topics short and focused

Before You Record
■ Customize Logo
■ Configure “Bubble”

Manual or Automatic Recording
■ Enable automatic recording
■ Select recording method

Prepare to Record
■ Test the steps
■ Test the data
■ Setup target application
■ Maximize the application
view
■ Check the sound and
microphone settings

Record the Topics
■ Go slowly
■ Follow the script
■ If using Manual recording,
check for the next step
before capturing the frame
■ If uncertain on action, hit
“record”- easier to remove
frames than to add missing
frames

Edit the Topics
■ Check for proper action
■ Add text, as needed

Include “Information” Frames

Include Supplemental Information

Test the Output
Record
Topics
Edit
Topics
Test
Topics
Update
Topics
Test
Topics
Testing Results
Process change?
Topic editing
needed?
Do the topics support
the business training
needs?

Keep Content Current
■ Develop plan to update
content after each project
implementation phase
■ Deliver final content for
training
■ Deploy content- documents,
player, or in-application
support
■ Assign ownership to update
topics as processes change
■ Advocate for use as Job Aids,
refresher training or new user
training

Getting Started…
Help Oracle Technical Network

UPK Developer- Library- Getting Started

UPK and P6

UPK and User Adoption
“If you build it, they will come”
User adoption is a key success factor in
any P6 implementation

UPK and User Adoption- Assumptions
■ The system must fulfill a specific user need
■ The system must provide a good solution to a given problem

User Adoption
Technical
Capability
Organizational
Change
Capability
End‐User
Adoption Rate

UPK and the P6 Implementation
UPK
Topics
Design
Testing
Training
Ongoing
Support
■ Engages
stakeholders early
■ Provides visibility to
solution design early
in the process
■ Helps to ensure the
technical delivery of
the solution
■ Creates ownership in
the solution
■ Ensures training and
ongoing support is
easily delivered
based on design and
testing results

Summary
■ Plan the Topics
■ Supplement the Topics
■ Record Once, Multiple Output formats
■ Use UPK throughout the implementation lifecycle
■ Keep the content current

Questions? Answers!
■ www.ProjectP.com
■ 650-712-6200
For More Information:

Copyright © 2014 Project Partners, LLCCopyright © 2014 Project Partners, LLC
Please complete the session
evaluation
We appreciate your feedback and insight
■ You may complete the session
evaluation either on paper or
online via the mobile app

Upk for p6 testing system documentation training and job alerts ppt (1)

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