Training Guide
Student Financials – Inquiry
Page iv
Introduction
UPK General Information
This course uses a User Productivity Kit (UPK) format. This format uses a choice of playback
modes selected from topics in an outline. These playback modes are different methods that you
can use to learn about a topic.
Outline Levels
The structured outline upon which this course is built contains three levels.
• Module (represented in the outline by a purple book icon) is the highest level.
• Lessons (an icon resembling a stack of papers) comprise the second outline level.
• Topics (an icon resembling a single sheet of paper) comprise the third outline level.
Use the plus (+) and minus (-) symbols to expand or collapse the levels.
Playback Modes
To begin the course, expand the outline to the topic level. Then, select a topic, which will activate
the three playback modes near the top of the screen.
• See It! Learn by watching an animated demonstration of the steps needed to perform a task. All
activities, such as moving the mouse, will be completed automatically for you.
• Try It! Learn interactively in a simulated environment. The system will prompt you with the
actions you should perform to complete a task.
• Do It! Learn interactively using live data. Test the knowledge you gained from training by
completing the task on your own.
Click the icon for the playback mode you selected to launch the UPK Player in a new window. If
you need to pause a screen in the See It! mode, click the Pause link in the lower right corner of
the text bubble. To resume playback, click the blinking Resume link in the text bubble.
Links
When the instructions in a topic frame say, “Click here,” you must be in either the Try It! mode
or the Do It! mode for the link to become active. Links are inactive in the See It! mode.
Jump-in Points
An arrow icon displays to the right of the player modes. Click this icon to open a pop-up window
with jump-in points. These points allow you to start a topic at a point other than at the beginning,
which is helpful if you need to review a portion of a task.
Concept Pane
The concept pane, which is found at the beginning of the module, lessons, and topics, contains an
overview of the particular module, lesson, and topic. Topic concept panes contain additional
information about the topic.
Introduction Pane
Each topic’s Introduction pane displays a list of the topic’s objectives.