Getting Started with the UPKs
ctcLink PeopleSoft web-based interactive training courseware uses Oracle's User Productivity Kit (UPK). The UPK interface is highly intuitive, but before you click into your UPK pillar training, please read below for helpful pointers and user tips about navigation, player modes and more.
Before you begin using UPK, first review the UPK Technical Requirements.
To get your computer ready, you will check your browser, pop-up blocker, operating system (Windows/Apple) and other settings.
We suggest you print the UPK Helper Quick Reference and have it on hand for your first UPK experience.
Choose Your Training
Each of the three pillars has its own online UPK training. When you click any link to UPK content, a new browser window will open. (That's why you need to turn off your pop-up blockers.)
The new window will show all of the UPK content available for each pillar. When you have finished reviewing the UPK, simply close the browser window. Your original window will still be open.
Once you have a basic understanding of how to work with the UPK, start with the Fundamentals Course for your pillar (Campus Solutions, Human Capital Management or Finance).
If you aren't sure which Fundamentals Course is for you, start with HCM.
When you open UPK training materials, you will see two distinct sections:
- Outline section on the lefthand side of the page
- Content window on the righthand side of the page
The outline section contains a number of expandable elements or subjects.
The elements are represented by plus sign (+) and closed book ("expand") icons. Clicking either will open the book and expand to show more content.
The book icon is used to create an outline structure. When you select the book icon, it will display the items within, as well as important high-level information in the content window on the right.
The interactive content is found at the topic level. Topics are represented in the outline by file folder icons.
When you select (single click) a topic, you will see a description of the topic in the content window. After reading the basic description of the topic on the right hand side of the screen, various buttons may appear above the description known as Player Modes. These modes allow you to view or try different tasks associated with the topic presented.
Try It! or Print It!
- Try It! mode lets you try the selected task in a simulated environment. The UPK will give instructions to complete a given task. Try It! gives the options to return to previous slides, restart and display concepts. Try It! requires the learner to advance manually through the slides.
- Print It! mode lets you print a copy of the UPK lesson.
Try It! mode is the most common way you will interact with the UPK. In this mode, a yellow bubble will present information and guide your navigation.
After clicking on the Try It! player mode, a yellow bubble will appear on the screen, guiding you through each step of the task.
Action menu items
The top right of the bubble links to an Action menu. The Action menu provides several navigation options such as Previous/Next Step, Restart, etc.
Even More Help
Lost in the UPK? Unsure what to do next?
Help resources are located in the UPK player itself. There are two ways to find the Help menu in UPK:
- Click the question mark in upper right hand corner.
- Within any yellow dialog bubble, Help is one of the options.
Last Modified: 5/2/18 3:44 PM