User Productivity Kit

(UPK)
How do I use it?
 TRAINING | UPK
User Productivity Kit (UPK) will be used for content development for the Project
ENCORE training program.
•UPK provides multiple deployment modes in which instructors and end users can learn
and practice Hyperion functions and transaction processes.
•Below you will see four of the various modes in which users will experience UPK during
training. The fifth mode is “Print It!”, where the user can open a word document of the
steps for each transaction.

1 2 3 4

See It! Try It! Know It! Do It!

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 BENEFITS OF UPK
There are many key benefits of using UPK as a component
of training:
– Provides a safe environment to practice
– No risk of system failure during training
– Users can practice as many times as they want in the UPK
simulation without having an impact on data
– Faster response time during classroom exercises
– Built once but used multiple times—UAT, training, user desk
guides, etc…

UPK testing will be used for security access! For access to

be given, a passing score will be attained by the user for
each course, in the “Know It” mode.
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 UPK MODES – Instructor-Led Training
• The ENCORE Instructors will only be using the following
UPK modes during face-to-face training:
– See It!
– Try It!
• Know It! Mode:
– This is a test mode. Access to the production environment may
be based upon a minimum passing score for all scripts.
• Do It! Mode:
– This is a learning mode. This mode runs on top of a Hyperion
environment and is recommended as a reminder step-by-step
guide while working in production.
• Print It! Mode:
– This is a learning mode. This mode opens a Microsoft Word
document with the step-by-step instructions for each
transaction.

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 UPK TRANSACTION SETS
• Currently, the sets available in UPK are:
– General Navigation
– Reporting General Navigation
– Line Item Instruction
– Human Capital Planning Instruction
– Capital Planning Instruction

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 ACCESSING UPK
• In order to access the UPK, the user must do the
following, in order.
1. The user must submit the security form, 301EPLAN. Submission of this
security form will get you a userid and a temporary password (you must
change your password upon first entry) for the UPK system, as created
by the OMES security team.
2. Go to the URL: www.encoreupk.ok.gov/kcenter
3. Enter your userid and password, as given to you by the OMES security
team to log onto the UPK system.
4. Change your password – directions to follow.

• The first set you do is General – Workspace and

PSPB Navigation (4.1 through 4.11). This set must
be completed prior to attending instructor-led
training, or before going through any other set.
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 LOGGING INTO UPK
1. Go to www.encoreupk.ok.gov/kcenter.
2. Enter your username and password.
3. Click the Login action button.

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 UPK HOMEPAGE – My Knowledge Center
• The UPK homepage, as shown below, has two major panes:
– My Knowledge Center
– Navigation
• My Knowledge Center gives the user information about...
– The subject currently in progress
– The user’s history
– The usage summary report

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 UPK HOMEPAGE - Navigation
• The UPK homepage, as shown below, has two major panes:
– My Knowledge Center
– Navigation
• Navigation gives the user menu items to navigate to other pages
– Knowledge Paths – contains learning modes (no Print It! mode)
– Player – contains learning modes (includes the Print It! Mode)
– User Profile – for changing the password, name, and e-mail address
– Notebook – displays user notes by subject

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 CHANGING YOUR PASSWORD
• The User Profile in the Navigation pane is used for changing your password.
• Click on User Profile in the Navigation pane.

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 CHANGING YOUR PASSWORD
• Enter your new password in both the Password entry box, and the Confirm
Password entry box.
• Click the action button, Save.
• Click the Home icon in the upper-right corner to return to the homepage.

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 ACCESSING THE LEARNING MODES
• From the Navigation Pane, there are two ways to access the learning modes
and learning scripts.
1. Knowledge Paths
2. Player
• The main differences between the two methods is (1) the Print It! mode is not
available in the Knowledge Paths; and, (2) Knowledge Paths shows a report of
your success on the Know It! mode.

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 KNOWLEDGE PATHS
• From the Navigation Pane, there are two ways to access the learning modes
and learning scripts.
1. Knowledge Paths
2. Player
• The main differences between the two methods is (1) the Print It! mode nor
the General Navigation set are not available in the Knowledge Paths; and, (2)
Knowledge Paths shows a report of your success on the Know It! mode.
• Click on Knowledge Paths on the Navigation menu.
• Click on the desired learning path – demonstrated is the Operational Planning
(Line Item) Preparation.

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 KNOWLEDGE PATHS
• Click on Operational Planning (Line Item) Preparation to view the Activity List
page.
• Clicking on either of the outline children will take the user to the scripts and
content pages to access the learning modes.
• Clicking Info will allow the user to see a summary of their progress and scores.
• Continue will go to the scripts pages and highlight the current script.
• Restart will go to the scripts pages and highlight the first script in the learning
set.
• Click the green icon to go back to the Knowledge Paths homepage.
• Click the orange house icon to go back to the UPK Homepage.

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 KNOWLEDGE PATHS - Benefit
• The user can get a “report” of their progress through the paths.
1. Click Info link to go to a summary page.
2. On the Subject Tracking Summary page, click Show Detail link.

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 KNOWLEDGE PATHS - Benefit
• The user can get a “report” of their progress through the paths.
3. Review your information for each script
4. Click the green icon to go back to the previous page or click the gray icon
beside the desired script for more detailed information

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 PLAYER
• Clicking on the Player link of the Navigation menu will take the user to a
selection page where the learning path can be selected.
• The Player includes the General Navigation learning set of scripts whereas the
Knowledge Path does not.
• The Player includes the Print It! mode whereas the Knowledge Path does not.
• Click the Player link on the Navigation menu from the UPK homepage.

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 PLAYER
• The Player homepage lists all learning paths the user has security access to.
• For the purposes of this guide, click on the General link.
• Then click on the expand icon next to the learning subset, Workspace and
PSPB Navigation.

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 PLAYER
• The learning subset, Workspace and PSPB Navigation is expanded to show
each learning script (e.g. 4.1 – Launching Workspace).
• Click on a learning script, 4.1 – Launching Workspace, and note how the
learning modes, See It!, Try It!, Know It!, Do It!, and Print It! are visible.

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 PLAYER
• The learning subset, Workspace and PSPB Navigation is expanded to show
each learning script (e.g. 4.1 – Launching Workspace).
• Click on a learning script, 4.1 – Launching Workspace, and note how the
learning modes, See It!, Try It!, Know It!, Do It!, and Print It! are visible.

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User Productivity Kit
(UPK)
Order of Learning
 ORDER OF LEARNING
• The only learning set which is a prerequisite for all other learning paths is the
General path.
• Workspace and PSPB Navigation must be completed and understood before
any other learning path is begun. The Reporting scripts may be done at any
time.
• The other paths – Line Item, Human Capital Planning (HCP), and Capital may
be done in any order, though it is recommended to do HCP first, then Line
Item, then Capital.

• Each script is numbered. It is recommended that the user follows the order of
the numbered scripts while first learning.
• If the user needs a reminder of how to do a specific item, the user can come
back to the specific script and do any of the modes, See It!, Try It!, Do It! or
Print It!, for the reminder.

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 MODES OF LEARNING RECOMMENDATION
• For each numbered script, it is recommended that the user:
1. Watch the See It! mode.
2. Participate in the Try It! mode.
3. Check your understanding in the Know It! mode.

Note: At any time, you may use the Print It! mode. The documents in the Print
It! are also available in the User Guide for each specific learning path. It is
recommended that the user use the Print It step-by-step instructions while
using the Know It! mode.

DO IT MODE
The Do It! mode is used with the production workspace open. It runs in the
corner and gives the step-by-step instructions for completing a particular learning
subject. The Print It instructions may also be used while working directly in
production.

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