upk for p6 testing system documentation training and job alerts ppt

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Oracle User Productivity Kit (UPK)

Prepared by:Terri MaginnisPrincipal ConsultantProject 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 FormatSystem 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, OracleApplication 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 ResultsProcess 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

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