UPK Development Standards

APPENDIX A

User Productivity Kit (UPK)

Development Standards

for the

ERP Project

January 3, 2007

TABLE OF CONTENTS

Introduction.....................................................................................................................................................................1

GLOBAL SETTINGS.........................................................................................................................................................1
Set-up Global Property Standards using On-Demand..........................................................................................1
Screen Resolution................................................................................................................................ 1
Bubble Defaults.................................................................................................................................... 2
String Input Defaults............................................................................................................................. 3
Infoblock Defaults................................................................................................................................. 4

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Intro/End Frame Defaults (Introduction and Ending Frames)...............................................................5

Test Pass / Fail Level........................................................................................................................... 7
Set-up Global Property Standards in a Browser...................................................................................................8
Setting your Desktop Screen Resolution.............................................................................................. 8
Standardizing your Menu Bar............................................................................................................. 11
RECORDING STANDARDS.............................................................................................................................................13
Global Standards.....................................................................................................................................................13
Text Standards........................................................................................................................................................13
Testing Kit (Know It) Standards.......................................................................................................... 15
Concept and Introduction Windows.............................................................................................................................15

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UPK DEVELOPMENT STANDARDS

INTRODUCTION

The objective of this document is to establish the standard UPK settings that will be used both within the
UPK Developer application and on each computer that will be used for UPK development. This will
ensure that the UPK training materials that are developed for the ERP project will be consistant in
appearance and that the training content will be created in the same way and formatted uniformly across
all training materials.

GLOBAL SETTINGS

SET-UP GLOBAL PROPERTY STANDARDS USING ON-DEMAND

Listed below are the settings that should be configured the first time you open the developer. After the
options are set, they should remain constant every time you open the developer and create a new
simulation.
 Screen Resolution
 Bubble Defaults
 String Input Defaults
 Infoblock Defaults
 Intro/End Frame Defaults
 Test Pass/Fail Level

Screen Resolution
Navigation: File > Title Properties
Delivered Standard = 1024 x 768

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Bubble Defaults
Navigation: Tools > Options > Contents Defaults
Delivered Standard = Arial / Regular / Size 8

Select the ‘A’ button and change accordingly.

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String Input Defaults

Navigation: Tools > Options > Contents Defaults
Delivered Standard = Arial / Regular / Size 8

Select the ‘Font’ button and change accordingly.

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Infoblock Defaults
Navigation: Tools > Options > Contents Defaults
ERP Standard = Arial / Regular / Size 8

Select the ‘Font’ button and change accordingly.

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Intro/End Frame Defaults (Introduction and Ending Frames)

Navigation: Tools > Options > Contents Defaults
Delivered Standard = Arial / Regular / Size 8

Select the ‘Font’ button and change accordingly.

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Leave the ‘Background color’ as delivered.

Background Color: Light Yellow

Red: 255
Green: 255
Blue: 192

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Test Pass / Fail Level

Navigation: Tools > Options > Know It
Delivered Standard = 100%
Recommended Standard = 80%

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Set-up Global Property Standards in a Browser

 Setting your Desktop Screen Resolution

 Standardizing your Menu Bar

Setting your Desktop Screen Resolution

Navigation: Start > Control Panel > Display
Delivered Standard = 1024 x 768
Double-click on the ‘Display’ icon.

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Select the ‘Settings’ tab.

Make sure the Screen resolution is set at 1024 x 768.

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Select the ‘Appearance’ tab.

Check the values in the drop-down boxes, Windows and buttons, Color Scheme and Font size.

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Standardizing your Menu Bar

Header and Footer Bars should be displayed using the “F11” key as shown below:

Note: Icon’s on the Header and Footer bars may vary, however no additional menu bars should be
displayed. Header and Footer icon should be consistent throughout a single recording.

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To change header settings - follow the navigation listed below in Window Explorer browser. Remove all
toolbars other than the Standard Buttons.

To change the footer settings - close all open applications other than PeopleSoft and On-Demand. Exit
programs running in the background, (right-hand corner) if needed. To close programs – right-click on the
icon and select exit.

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RECORDING STANDARDS
Global Standards

Explanation
All screens are recorded as full screens – Resolution 1024 x 768
All screens match the standards as outlined in this document.
Scroll bar is always used to navigate side-to-side or top-to-bottom of the page, using the action left
click.
Scripts do not show how to back out of the system.
Cursor always moves automatically to the next screen.
Always use the arrow to open a drop-down selection.
Menu collapses on the left side when navigation is complete.
Always use the lookup magnifying glass when search for a value.

Text Standards
Applicable Explanation Standard Text / Example
Whenever entering Always enter dates using the correct format. MM/DD/YYYY
a date. (No spaces) 08/01/2005
Whenever entering Always enter time using the correct format. 4:00AM or 11:10PM
a time. (No spaces, no leading 0)
Add a new Row Change the Bubble to reflect the format & Click the [+] Add a new row
language to the right in ALL Scenarios. button.
Whenever Delete all short cuts such as: Alt+7
indicated.
Collapse or The Collapse bubble or the Expand should Click the Collapse button.
Expanding menus. read EXACTLY as follows
Or

Click the Expand button.

Effective Date The bubble should read EXACTLY as follows Effective Date is
fields in the cell to the right. MM/DD/YYYY.
National ID (social National ID should be entered in the standard 123456789
security number) format. The system will automatically add the
‘/’ where needed after saving.
All Action/Data When specifying an action the system will Click “06/17/1964”.
Entry Bubbles automatically format text. Leave text as Click “Paid Leave of
delivered. Absence”.
Navigating to the The bubble should read EXACTLY. Click the navigation bar to
bottom of a page. scroll to the bottom of the
page.

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Applicable Explanation
Any drop-down List Always use the arrow to open the drop-down
Selection and scroll to select the item from the list.
The item the student is instructed to select.
Format in “Red Bold” surrounded by double
quotes.
All Bubbles Ensure that ALL page names are formatted as
Bold and Blue.
Page example: Job Information
All Bubbles Ensure that ALL field names/content
references including Page name are
formatted as Bold and Blue.
Field examples: Employee Class and
Standard Hours.
All Bubbles When the situation requires, split the bubble
into two bubbles / sections.
First part of the bubble: Provides the user
with a field description when applicable,
followed by a space, then by the action.  Use
this section within the bubble to tell the user
critical information prior to instructing the user
on what to do in the application itself.
Second part of the bubble:  Provide any
student Note: information, followed by a
space, followed by the information to be
entered.  See the cell to the right for example.
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Standard Text / Example
Click “B-Active”.
Job Information tab is used to
enter/update information about
the employee’s job, including
Employee Class and
Standard Hours.
Click the Job Information tab.
Job Information tab is used to
enter/update information about
the employee’s job, including
Employee Class and
Standard Hours.
Click the Job Information tab.
Enter the desired information
into the Status Date field.
Enter “08/15/2005”.
Note: Status Date is equal to
Effective Date.
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Testing Kit (Know It) Standards

Applicable Explanation
All. Formatting standards are the same Text and Global standards
1. Frames not testing Directions will appear in all frames that contain items that are not
considered testing items, such as: tab, collapse menu, use
scrollbar, etc. Format: Red / Bold / prior to scenario.
2. When specific data criteria is Directions will appear in frames that are requesting specific data
requested criteria and that are not previously identified in the scenario
frame identified in item 3. Format: Red / Bold / prior to scenario.
3. All frames Repeat the original scenario to remind the user throughout the
exercise. Format: Black

CONCEPT AND INTRODUCTION WINDOWS

Lesson Concept Window (Why) – Contains the lesson overview including the purpose, objective, cross
module impacts, and any significant businesses.

Example: For a New Hire

Purpose: To ensure that a new hire is properly entered into the ERP system. This will allow the
employee to be paid correctly, participate in benefits, and enter their time (exception or positive).

Objective: Learn how to enter a new hire using the Workforce Administration pages.

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Cross Module Impacts:

Benefits - Information entered on the Benefits Administration page will trigger the Benefits
Administration (BA) module. The BA module will review the information and determine how to
process the new employee through the appropriate benefit program.

Payroll – Information entered on the Payroll and Compensation pages will feed into the Payroll
module. This will determine the amount and frequency that an employee is paid.

Time and Labor – A Tasks Group is selected for each employee. This will determine what Time
and Labor rules apply to this employee. Time and Labor rules are designed to apply rules to time
worked or not worked such as overtime.

Significant Business Change – Since ERP is now one system, employees must be entered into
the Human Resources pages (Workforce Administration) before they can be processed through
payroll to receive a check.

Topic Concept Window (How) (Items listed under a Lesson) – List the overall concept(s) or
procedure(s) being implemented as documented from the Business Design Documents that are specific
to the process being trained.

Introduction (What) – Explains the scenario that is being reflected in the specific script.

Note: Information Blocks and Explanation Pages can be used at anytime throughout a script to
address workflow, process changes, value descriptions, etc.

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