Using peoplesoft s user productivity kit upk
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Using PeopleSoft’s User Productivity Kit (UPK) PowerPoint PPT Presentation


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Using PeopleSoft’s User Productivity Kit (UPK). Online Self-Help (UPK). Online Self-Help (UPK). Click on the "Help" link in e-Reimbursement. Hint: Turn off Popup Blockers. . Online Self-Help (UPK).

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Using PeopleSoft’s User Productivity Kit (UPK)

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Using peoplesoft s user productivity kit upk

Using PeopleSoft’s User Productivity Kit (UPK)

Online Self-Help (UPK)


Online self help upk

Online Self-Help (UPK)

  • Click on the "Help" link in e-Reimbursement. Hint: Turn off Popup Blockers.


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Online Self-Help (UPK)

  • Two options: Online Self-Help (User Productivity Kit or UPK) and PeopleBooks. Click on the UPK link for help with filling out the e-Reimbursement application.


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Online Self-Help (UPK)

The UPK application is divided into panes:

  • Outline

  • Concept

  • Playback Mode


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Online Self-Help (UPK)

  • The outline opens by default with the “Applicable” option selected.

  • Select the “All” option to view all of the modules, sections, and topic.

  • The UPK help topics are context sensitive to the application. UPK finds context in the area of the application you are working on.

  • When “Applicable” is selected, only topics found within the context will become available in the outline.

  • When “All” is selected, topics from every module become available.


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Online Self-Help (UPK)

Applicable selected:

Only topics for an Expense Report are available in the outline.

All selected:

All topics for every PeopleSoft module are available in the outline.


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Online Self-Help (UPK)

“ - ” Expanded

“+” Collapsed

  • Expand the module titles in the outline. Find additional Sections and Topics under the UW-Madison e-Reimbursement section.


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Online Self-Help (UPK)

  • The outline is organized three ways:

  • A module (purple book) is used to organize a specific unit of learning. It can contain other documents such as sections, topics, or even other modules to form a component of an outline.

  • A section (blue book) is very similar to a module in that it also can contain other documents such as sections, topics, or other modules. The main difference between a section and module is its visual representation that can help you differentiate between the components of your outline and locate areas in the structure faster.

  • A topic represents a series of recorded steps that complete a task in an application.


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Online Self-Help (UPK)

  • Select a topic

  • UPK Playback Mode options become available to use.


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Online Self-Help (UPK)

  • Learn how to use the UPK in both a simulated environment and while working with data in a live environment.


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Online Self-Help (UPK)

  • Simulated environment:

  • See It! Mode enables a user to learn by watching an animated demonstration of the steps for a task being performed in a simulated environment. All of the required activities, such as moving the mouse and entering data, are completed automatically.

  • Try It! Mode enables a user to learn interactively in a simulated environment. The user is prompted for mouse clicks and/or keystrokes to complete the task.

  • Know It? Mode is an assessment-type playback mode in which users are instructed to complete a particular task. Users do not receive step-by-step instructions for completing a task. (This mode is not used at this time.)


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Online Self-Help (UPK)

  • Live environment:

  • Do It! Mode (available only when using the Internet Explorer browser) enables a user to learn interactively using live data. A user is presented with a small window on top of the live target application that displays each step for a particular task. As the user completes each step, he/she can click a button or use a hot-key combination to display the next step in the process. Within the Do It! window, a thumbnail graphic of the screen is available with a highlight indicating the area where the action should take place.

  • This mode is recommended when help is needed while using e-Reimbursement to fill out an expense report or a travel authorization.


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Online Self-Help (UPK)

  • Example of Do IT! mode as it appears while the application is open.


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Online Self-Help (UPK)

  • To exit the UPK, press Esc on your keyboard. The UPK browser window closes.


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