This document describes the flow of creating UPK content from start to finish.

Transcription

1 This document describes the flow of creating UPK content from start to finish. 1. Open UPK Developer from the Start Menu (of a designated UPK workstation) and choose the Library link. From here, create a new folder to save your work. Click File> New> Folder and name your folder. Revised 5/11/10 Page 1 of 8

2 Your new folder will appear in the left hand column of your screen (as shown below). Next, create a new module for your content. The module acts as organization for your content. To do this, highlight the folder to which you d like to save your work (most likely the folder you just created), then click File>New> Module. Name the module and click OK. Revised 5/11/10 Page 2 of 8

3 2. Your new module should then appear similar this sample module below Right-click on the Module name and select Link New Topic. - You may also choose Link New Section, if you d like to break this module up into multiple sections for organization. Again both modules and sections are purposed only for organization. A module is always the top level, followed by sections, then by topics (where the actual content is created). 3. Once you select Link New Topic, enter a title for the topic. Remember, titles should always start with a present tense verb, such as entering, adding, approving, etc and should accurately describe the process you will be documenting. 4. Now that you ve named your topic, provide some background and purpose for what this topic will cover. The purpose goes in the Concept pane (see below). This information is similar to the Background portion of the Revised 5/11/10 Page 3 of 8

4 old Word document job aids. Many times, users can just copy and paste this background info from the old Word document into the Concept pane of UPK. To enter information in this area, click the icon. Enter a name for this webpage (typically the webpage name = the topic name for easy reference these two items are associated) and click Save. Once you ve named the webpage, you can then enter information. In this section, always start with the following information (these are some of the FSU standards we require UPK developers to uphold when creating UPK content. All standards can be found in more detail in the UPK Content Standardization guide): Overview: (bold, size 12) Understanding the (name of your topic) Process (bold, size 10) Then enter any information which will act as background knowledge for users. Be sure to include any important information a user would need to know before beginning this process in OMNI. Revised 5/11/10 Page 4 of 8

5 Once you have entered all information, click the save icon -, then click back to your module tab. Once you have saved your Overview and toggled back to your module tab, you screen will look like this 5. Now you are ready to begin recording your topic. Before beginning, make sure to do the following tasks: Log into a test environment, such as QNA. Never use Production to capture training materials. Revised 5/11/10 Page 5 of 8

6 Have your screen ready to start from the OMNI portal page which appears just after you enter your login and password. Press F11 on your keyboard to minimize menu bars. *You may to click on a blank area of the screen then press F11. Have a plan of action for the steps you are about to record. It may be helpful to walk through the details of your process before recording. Know exactly what employee, vendor, dates, etc. you will use to complete your process. Remember, the standards state you are never to use a real employee s name for searching. Any information you type will be recording in UPK and will require users to do the same. Instead use a fictious name like Susie Seminole when typing, and then select another employee from the list. It is easy to use Paint/Snag-It to remove real employee names from links, but it is not possible to change information that was manually typed into a search page. 6. To begin recording, double click on your topic name. You will see the UPK Developer disappear and this small recording bubble appear at the top of your screen - *If you get this error message Change your computer s resolution to 1024 x 768 by going to the desktop, right-click in a blank area, select Properties, the Settings tab and then adjust the screen resolution. Click Apply and OK when you are done. Then, go back to UPK and double-click the topic name again. This time no error should occur. Revised 5/11/10 Page 6 of 8

7 7. Click PrintScreen on your keyboard to begin recording. Remember each time you click the mouse, a step is automatically recorded. *Start from the OMNI Portal page and navigate to the desired page. *Once you have navigated to the page you need, collapse the left-hand menu, then continue your process. *Record EACH step in the process. *End by clicking on the Home link from the top right corner of every page. 8. Once you ve clicked the Home link, press PrintScreen again to stop the recording. The UPK Editor will reappear with all the frames you just recorded. 9. Begin your review by adding the following wording to the Start frame: Scenario: (bold, size 12) In this topic, you will learn the steps to.. Key Information: (bold, size 12) List any information they must know in order to complete this process, such as employee ID s or budget information Next, review each frame you ve recorded and edit wording as needed in the yellow text box. Also, look for places to add extra information to provide your users with a whole picture of the process they are completing. Revised 5/11/10 Page 7 of 8

8 Add hyperlinks to important documents or web pages using the icon. Pull in automated wording using the icon and edit as needed. Be sure to use the wording For the purpose of this example, whenever sample steps are shown (i.e. when entering an employee ID, note by using the above wording that this is only an example, and users should not use this same employee ID when completing this process in OMNI.) Save early and save often using the icon. 10. Lastly, edit screen shots using Paint or Snag-It to remove the environment banner at the top of each page, your name and date, as well as any other sensitive data found on any page. This includes employee names, ID s, addresses, salaries, etc. To edit a screen shot, go to the desired frame, then click the icon. Make your changes, then click the Save icon (do not name this picture) and close. It will automatically push the edited screen shot back into your UPK topic. 11. Proof-read one last time and update the Delay Time on each frame to reflect an appropriate amount of time for a user to read the info in the bubbles, add jump-in points where necessary, and to me. To , first save your changes and close the Topic Editor. Select the topic or section to send by clicking on it once. Then, go to Tools>Export>Documents and browse to select a location to save this document, then enter a name and click Save. Now this topic is saved in the location you chose. Attach this file to an to me at ksbarton@admin.fsu.edu and send! I will review and publish and send you a confirmation . I will also prompt you to re-read the topic to approve any additional changes I made or request new changes. Revised 5/11/10 Page 8 of 8