Upk Standards Sample

UPK Development Standards

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

UPK Development Standards.doc A.21.a.6

Date: January 3, 2007 Page i

APPENDIX A


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


Date: January 3, 2007 Page ii

UPK DEVELOPMENT STANDARDS

I N T R O D U C T I O N

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.

G L O B A L S E T T I N G S

S E T - U P G L O B A L P R O P E R T Y S T A N D A R D S U S I N G O N - D E M A N D

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

S c r e e n R e s o l u t i o n

Navigation: File > Title Properties

Delivered Standard = 1024 x 768


Date: January 3, 2007 Page 1


B u b b l e D e f a u l t s

Navigation: Tools > Options > Contents Defaults

Delivered Standard = Arial / Regular / Size 8

Select the ‘A’ button and change accordingly.




S t r i n g I n p u t D e f a u l t s



Select the ‘Font’ button and change accordingly.




I n f o b l o c k D e f a u l t s


ERP Standard = Arial / Regular / Size 8





I n t r o / E n d F r a m e D e f a u l t s ( I n t r o d u c t i o n a n d E n d i n g F r a m e s )







Leave the ‘Background color’ as delivered.

Background Color: Light Yellow

Red: 255

Green: 255

Blue: 192




T e s t P a s s / F a i l L e v e l

Navigation: Tools > Options > Know It

Delivered Standard = 100%

Recommended Standard = 80%




S e t - u p G l o b a l P r o p e r t y S t a n d a r d s i n a B r o w s e r

Setting your Desktop Screen Resolution

Standardizing your Menu Bar

S e t t i n g y o u r D e s k t o p S c r e e n R e s o l u t i o n

Navigation: Start > Control Panel > Display

Delivered Standard = 1024 x 768

Double-click on the ‘Display’ icon.




Select the ‘Settings’ tab.

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




Select the ‘Appearance’ tab.

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




S t a n d a r d i z i n g y o u r M e n u B a rHeader 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.




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.




R E C O R D I N G S T A N D A R D S

G l o b a l S t a n d a r d s

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.

T e x t S t a n d a r d s

Applicable Explanation Standard Text / Example

Whenever entering

a date.

Always enter dates using the correct format.

(No spaces)

MM/DD/YYYY

08/01/2005

Whenever entering

a time.

Always enter time using the correct format.

(No spaces, no leading 0)

4:00AM or 11:10PM

Add a new Row Change the Bubble to reflect the format &

language to the right in ALL Scenarios.

Click the [+] Add a new row

button.

Whenever

indicated.

Delete all short cuts such as: Alt+7

Collapse or

Expanding menus.

The Collapse bubble or the Expand should

read EXACTLY as follows

Click the Collapse button.

Or

Click the Expand button.

Effective Date

fields

The bubble should read EXACTLY as follows

in the cell to the right.

Effective Date is

MM/DD/YYYY.

National ID (social

security number)

National ID should be entered in the standard

format. The system will automatically add the

‘/’ where needed after saving.

123456789

All Action/Data

Entry Bubbles

When specifying an action the system will

automatically format text. Leave text as

delivered.

Click “06/17/1964”.

Click “Paid Leave of

Absence”.

Navigating to the

bottom of a page.

The bubble should read EXACTLY. Click the navigation bar to

scroll to the bottom of the

page.




Applicable Explanation Standard Text / Example

Any drop-down List

Selection

Always use the arrow to open the drop-down

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.

Click “B-Active”.

All Bubbles Ensure that ALL page names are formatted as

Bold and Blue.

Page example: Job Information

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.

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.

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.

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.

Enter the desired information

into the Status Date field.

Enter “08/15/2005”.

Note: Status Date is equal to

Effective Date.




T e s t i n g K i t ( K n o w I t ) S t a n d a r d s

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

requested

Directions will appear in frames that are requesting specific data

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

C O N C E P T A N D I N T R O D U C T I O N W I N D O W S

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.




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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