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
Copyright © 2014 Project Partners, LLC
Introduction
Copyright © 2014 Project Partners, LLC
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.
Copyright © 2014 Project Partners, LLC
What is UPK?
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Record it Once, Multiple Publishing
Formats
Copyright © 2014 Project Partners, LLC
Role-Specific Content
■ Assign roles to
topics to create
“role-specific”
content
■ UPK output is
tailored to each role
Copyright © 2014 Project Partners, LLC
Record Once… Publish in Multiple Formats
Copyright © 2014 Project Partners, LLC
Player Mode
■ See It!
■ Try It!
■ Know It!
■ Do It!
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Oracle Primavera Pre-Built Content
Copyright © 2014 Project Partners, LLC
Or… Create Your Own Custom Content
Copyright © 2014 Project Partners, LLC
UPK Developer - It’s Just That
Easy
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Before You Record
■ Customize Logo
■ Configure “Bubble”
Copyright © 2014 Project Partners, LLC
Manual or Automatic Recording
■ Enable automatic recording
■ Select recording method
Copyright © 2014 Project Partners, LLC
Prepare to Record
■ Test the steps
■ Test the data
■ Setup target application
■ Maximize the application
view
■ Check the sound and
microphone settings
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Edit the Topics
■ Check for proper action
■ Add text, as needed
Copyright © 2014 Project Partners, LLC
Include “Information” Frames
Copyright © 2014 Project Partners, LLC
Include Supplemental Information
Copyright © 2014 Project Partners, LLC
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?
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Getting Started…
Help Oracle Technical Network
Copyright © 2014 Project Partners, LLC
UPK Developer- Library- Getting Started
Copyright © 2014 Project Partners, LLC
UPK and P6
Copyright © 2014 Project Partners, LLC
UPK and User Adoption
“If you build it, they will come”
User adoption is a key success factor in
any P6 implementation
Copyright © 2014 Project Partners, LLC
UPK and User Adoption- Assumptions
■ The system must fulfill a specific user need
■ The system must provide a good solution to a given problem
Copyright © 2014 Project Partners, LLC
User Adoption
Technical 
Capability
Organizational 
Change 
Capability
End‐User 
Adoption Rate
Copyright © 2014 Project Partners, LLC
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
Copyright © 2014 Project Partners, LLC
Summary
■ Plan the Topics
■ Supplement the Topics
■ Record Once, Multiple Output formats
■ Use UPK throughout the implementation lifecycle
■ Keep the content current
Copyright © 2014 Project Partners, LLC
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

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Upk for p6 testing system documentation training and job alerts ppt