1. Turn Off Email and Messenger Alerts to Avoid Pop-Ups

UPK Content Standardization

Quick Guide

Before Recoding –

1.  Turn off email and messenger alerts to avoid pop-ups.

2.  Overview = Font size 12, bold

3.  Begin with, “Understanding the OMNI … Process” = Font size 10, bold. Explain process in detail here, just as would have been done in the old Job Aid format under Background Knowledge or Purpose.

Beginning Frame –

1.  Title should being with a verb and first letter of each word should be capitalized.

2.  Scenario & Key Information = Font size 12, bold

3.  Begin with, “In this topic, you will learn the steps to ….”

While Recording –

1.  Use F11 to minimize address bars and menus!

2.  Always start from the OMNI Portal page!

3.  Minimize the left-hand navigation after recording the drill-to process. This may be added as a step indicating, “For training purposes, the left-hand menu has been removed for you. This is an optional step.”

4.  When capturing screens with any sensitive data, including employee names, ID’s, phone numbers, addresses, etc. use the paint feature to edit out this data.

5.  Do not search for an employee by name as this will be recording in your steps. In order to generic content, no real employee data should be captured.

6.  For any screen shots where information is provided that is specific to this example only, please begin with the phrase, “For the purpose of this example, …”

7.  To enter a “note” in a frame type the word “NOTE:” in caps and bold.

8.  When referring to sections on a page or an OMNI specific name, type the name exactly as it appears on the screen and bold.

After Recording –

1.  Always have the End Frame be the “Home” page.

2.  Include the following ending text: “Congratulations! You have completed this topic.” Congratulations = Font size 10, bold

Once you have completed a topic –

1.  Export the document and email