fts - upk - you've licensed it now what
TRANSCRIPT
UPK – You’ve Licensed It… Now What?
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FTS Consulting, Inc. – Brief History
FTS Consulting was founded in 2000 and continues to provide mission critical consulting services to clients that require assistance in planning, designing, developing, testing and educating users on deploying system solutions. FTS Major Clients and Vendor Partners Include: Abt Associates Apps Associates America Tower Corporation Biogen Idec Boston Biomedical Pharmaceuticals Cabot Corporation EMC Fidelity Investments Millipore Sunovion Pharmaceuticals
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Contact Information
FTS Consulting – www.ftsconsulting.com
Jon Winchenbach
Managing Partner, FTS Consulting
Cell: 617.306.5766
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/jonwinchenbach
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UPK – The Fundamentals
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Strategize on How Best to Deploy UPK
Configurations
Prerequisites
Prerecording
Recording
Review
Publishing
Deployment
Strategize on How to Best Deploy UPK
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Used to Complement (Not Replace) Instructor Led Training (ILT)
Used to Provide Online, Self-Paced, Non-ILT Refresher Training After Initial Rollout
Low Cost Way to Easily Communicate Solution Enhancements Once Live
Strategize on How to Best Deploy UPK
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Training Philosophy – Be Realistic! What Methods Work Best for Your Organization?
Instructor Led Training (ILT)
Send Pre-Requisite UPK Topics Out Ahead of Time!
People Learn Best by Doing Real World Scenarios In Class
Confirmation of Critical Business Functions – Use Know It?
Strategize on How to Best Deploy UPK
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Training Philosophy – Be Realistic! What Methods Work Best for Your Organization?
Goals for After Go-Live
Provide JIT System Task Instruction (New Hires and Existing Local and Remote Users)
Communicate Enhancements Easily Without Requiring ILT
Offer Self-Paced Refresher Training
Configurations (Applications & UPK) 8
What Should I Know About Instances?
Copy of Production Instance or Closest Possible
Modify Custom.pll and Record Against a Custom Form to Test Recording
Define a Username Called “UPKTRAINING” for All UPK Developers to Use – Grant All Access Rights to the User (in Oracle or Any Other Target Application)
Configurations – UPK Library Structure 9
Build an Intuitive Library Structure and Keep it Simple!
Configurations – UPK Library Structure 10
Build an Intuitive Library Structure and Keep it Simple!
Prerequisites
Confirm Development Scope
Create Player Outlines and Scope of Each
Confirm Outline Scope with SME’s
Training on Business Solution, Training on Core App Setups
Architect the Concept Pane, Intro Pane, Proposed Ref Docs
Assign Business Roles
Confirm Topics for ILT Sessions
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Prerequisites
Review Conventions Document. This Promotes Consistent Development of the Following:
UPK Developer Writing Styles
File Naming Conventions (Topics, Reference Docs, Concept Panes)
Timing of Frames Based on Content or Text Length
Reference Document Structures (e.g., Screen Shot with Two Column Table with Field and Descriptions)
Microsoft Windows Display Theme
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Prerequisites
Get Your Ducks Lined Up!
Policies
Link to Existing Published Policies
Procedures
Use (Existing) Tutor Procedures to Leverage the Process Flow Diagram!
System Task Steps
Process Flows – Visuals are Key!
Business Scenarios for Recording
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Prerequisites
Don’t Waste Time - Conduct a Workshop to Review
Documentation for Accuracy and Update as Needed to Support
Recording. Include:
Subject Matter Experts (SMEs) – Hold Them Accountable!
UPK Developers
Trainers
This is an efficient way to ensure you have identified
documentation to use for recording UPK content or include in
UPK. It also puts the onus on the SME’s to own the content.
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Prerecording in UPK
Save Yourself Downstream Editing Time By Ensuring the
Following is Done Before Recording Begins:
Print Conventions Document and Absorb It!
Have it right there to refer to when developing
Always have the most current version – it’s a living document
Close Out All Other Applications, Including Mail, Instant Messaging
Auto-Hide Toolbars at Top and Bottom of Screen
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Recording in UPK
Develop the Concept Pane First!
Acclimate Users to the Topic Before Having them Dive In to the
Topic
Add Learning Tips and Reference Document Headings
Give Visual Examples to Convey the Concept Being Delivered, Don’t Just State It in Text; Process Flows!
Add Links to Other Applications or Key Inter or Intranet Sites
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Recording in UPK 17
Recording in UPK
Record Extra Frames – You can always delete them later!
Don’t Abuse the Paint Feature! - You will undoubtedly miss painting other areas of a form that you should have painted over
Use it only on an exception basis
Use the Recapture Screenshot feature instead
Be Careful with Decision Frames – They don’t always translate well in Job Aids.
Think about Logical Jump-in Points – Users appreciate it
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Reviewing UPK Content
Use States to Track Progress – Don’t Overburden the States!
Not Started
Draft
SME Review
Ready for Team Review
Final – Know It?
Final
To Be Deleted? (For Library Maintenance)
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Reviewing UPK Content
Step 1: SME Review
Publish a Player With Specific Topics for Them to Review
Shared directory or Staging Intranet Area
Use the Topic Job Aid to Record Feedback (Use Print It! Mode to Output to MS Word and Turn Track Changes On)
Have SME Use Training Instance to Validate Topic
Give a Reasonable Due Date to Ensure You Can Meet Development Deadlines
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Reviewing UPK Content
Step 1: SME Review
Publish a Player With Specific Topics for Them to Review
Shared directory or Staging Intranet Area
Use the Topic Job Aid to Record Feedback (Use Print It! Mode to Output to MS Word and Turn Track Changes On)
Have SME Use Training Instance to Validate Topic
Give a Reasonable Due Date to Ensure You Can Meet Development Deadlines
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Reviewing UPK Content
Step 2: Developer
Incorporate SME Feedback from Job Aids
Review the Updated Player
Step 3: Team Review & Finalize
Review All Topic Modes
Apply Conventions – Again!
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Publishing UPK Content
Brand Your UPK Asset – Be Proud of It!
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Publishing UPK Content 24
Designing Players for Specific Purposes
Three Key Players are Fundamental to Success – Most Content is
Shared, So There is No Additional Development Work!
Prerequisite Course Player – Acclimate Trainees
“Concept” Type Topics Only (Try It! Mode)
Instructor Led Training Player
“Tactical” System Tasks (Try It! & Know It? Modes)
Production Player
“Real World” Business Scenarios (Do It! Mode)
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Designing Players for Specific Purposes
How Many UPK Players Will You Need in Production? What Playback Modes Should Each Player Have? Oracle Help Menu
See It!/Try It! Test It! Do It! Print It!
Internal Website or Portal See It!/Try It! Print It!
Learning Management System (LMS) Know It?
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Key Lessons Learned
Make Sure the Correct Players are Available in the Correct Locations Depending on the Purpose of the Player (Prerequisite to ILT, ILT, Production Support) & Test Them!
Don’t Plan to Use UPK as the Primary Tool for Training in ILT Sessions – Provide Business Scenarios to Process in the Training Instance, and Select Only Key UPK Topics for Reinforcement Only – Trainee Attention is Tough to Keep in an ILT Session if Taking a Self-Paced UPK Topic
Plan to Put Minimal Content within UPK Packages. If Possible, Store Documentation on an Intranet Site and Link to it from within UPK – Cuts the Maintenance!
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Key Lessons Learned
Usage Tracking – For Efficiency, Insert an HTML Page Before the
Player to Access All Players For Which You’re Interested in
Capturing Performance Results
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Key Lessons Learned
Decision Paths vs. Jump In Points –
Only One Path is Shown in Job Aids – Not Useful – Consider Using Jump In Points Instead
If Topic Becomes Too Long (to Keep the User’s Attention), Split it into Logical Topics where Jump In Points May Not be Necessary
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Why FTS?
We require the following of our seasoned team:
Business Analysis, System Processes and Accounting Expertise
High Standards in Developing and Managing Education Content Development in UPK
Dynamic, Instructor-Led Training Sessions
Education Solutions that Adhere to Client’s Audiences and Learning Styles
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