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1. COLLABORATE 14 Copyright © 2014 Project Partners, LLC 1
COLLABORATE — Oracle User Productivity Kit (UPK) for P6 Testing,
System Documentation, Training, and Job Aids
Terri L. Maginnis
Project Partners, LLC
Introduction
Oracle User Productivity Kit (UPK) Professional is an easy-to-use and comprehensive content
development, deployment, and maintenance platform for increasing project, program, and user
productivity. With this presentation, we will demonstrate how organizations can produce materials for all
phases of a P6 implementation effort, including process test scripts, job aids, instructor manuals, and
training content (both in demo modes, as well as printed output).
About UPK
Oracle UPK is a single, synchronized authoring session that creates multiple outputs to support multiple
learning methods. It enables centralized deployment, tracking, and reporting. We recommend that you
use it during and after an application deployment to ensure rapid adoption of the application. UPK
Developer captures all steps in a system process, and it records every keystroke, every mouse click,
each menu option chosen and each button pushed. One of the best things about Oracle UPK is that it is
now easy to document role-specific content for your end users. They can learn to use the applications far
faster than ever before. In this case study presentation, we will be showing how we documented
instructions for using our OP3 E-Business Suite Provider for Primavera Gateway product.
Create the Outline
Be consistent in naming modules, sections, and topics, including the verb tense you use. You must create
an outline even if it has not been finalized, because you need to know what your steps are. Ensure users
will understand where to find help as they go through the steps of using the application you are
documenting in the UPK. Make sure you follow the process flow in your outline – don’t deviate on the fly.
Keep the topics short and focused.

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Before You Record
Remember that you can tailor the look and branding of your UPK output. Customize the logo and
configure the “Bubble.” Then prepare to record, by following these pointers. Test the steps in your
outline. Test the data to make sure you will be showing clean, easily understood results. Setup the target
application, and maximize the application view. Then check the sound and microphone settings. Now you
are ready.
Record the Topics
Go slowly and follow the script. If using “Manual” recording, check for the next step before capturing the
frame. If you are uncertain on an action, hit “record”- because it is easier to remove frames than to add
missing frames later.
Edit the Topics
Now you are ready to edit your content.
As you play back your recording, check that you have recorded the proper actions, and add text, as
needed to clarify what is happening in the visuals. This is when you would include supplemental
information that will be helpful to end users, as shown in the presentation slide deck.
Test
Once you believe you have the content completed, test it thoroughly and make notes along the way
regarding changes you want to make.
Keep Content Current
Develop a plan to update the UPK content after each project implementation phase. When you have
finished the complete implementation, deliver the final content for be used for training. Deploy all of the
content - the documents, and player or in-application support. Assign ownership to update topics as
processes change – it’s easier to make updates than to start completely fresh. And advocate for the use
of your UPK deliverables as Job Aids, refresher training and new user training, as these tools will
increase the adoption rate of the applications across your organization.

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Summary
Using UPK provides many benefits to your organization. It engages stakeholders early in the process. It
provides visibility to solution design early in the process as well. It helps to ensure the technical delivery
of the solution. It creates ownership in the solution. And it ensures training and ongoing support is easily
delivered based on design and testing results.
About Project Partners, LLC
Project Partners is the global leader in optimizing business processes and IT investments within project-
driven organizations. Our business process experts understand the challenges faced by project-centric
organizations and help our customers improve processes and deploy technology to maximize project life
cycle ROI. We are experts in leveraging Oracle’s ERP and Primavera solutions, and NetSuite Service
Resource Planning applications. We have also developed products and solutions to support and augment
our customers' off-the-shelf products. We are proud to be recognized as the Experts in Solutions for
Project-Driven Organizations™ and if you're a project-centric firm, you are wise to entrust your business
systems to us. For more information visit www.ProjectP.com or call 1.650.712.6200.