Download - Using PeopleSoft’s User Productivity Kit (UPK) Online Self-Help (UPK)

Using PeopleSoft’s User Productivity Kit (UPK)

Online Self-Help (UPK)


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


• 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.

Online Self-Help (UPK)The UPK application is divided into panes:

1)Outline

2)Concept

3)Playback Mode


• 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.


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.


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

“ - ” Expanded

“+” Collapsed


• 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.

Online Self-Help (UPK)1. Select a topic

2. UPK Playback Mode options become available to use.


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


• 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.)


• 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.


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


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