University of Wisconsin-Madison

Business Services

e-Reimbursement Help

Brochures

• Traveler's Policy Reference Guide
• e-Reimbursement System: Traveler's Quick Reference Entry Guide

e-Reimbursement Keywords

Please view the list... airfare airfare fees alternate approve authorization bus business cancellation fee change fee coach combination edit communication currency delegate deny employee expense history employee profile expense report Fly America Act 1974 funding history hold sent back travel agency validate

Online Self-Help (User Productivity Kit or UPK)

UW-Madison has elected to promote the use of a PeopleSoft self-help application called the User Productivity Kit or UPK. Use the "Help" link for assistance when using the e‑Reimbursement web-based application to complete, approve, and audit the expense report or travel authorization request.

• UPK Player Instructions
• UPK for the Web Instructions

UPK Player Instructions

UPK developers are able to produce step-by-step instructions displayed with a web-based application called the UPK Player. (See information about supported browsers.) The UPK Player displays instructions and images about using the e‑Reimbursement application in an online animated movie. There are four interactive playback modes with which to use the UPK player: See-It, Try-It, Know-It, and Do-It.

1. Click on the "Help" link in the e-Reimbursement application.
   Hint: Turn off Popup Blockers.
   
   
2. Clicking on the "Help" link in the e-Reimbursement application opens a window with 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.
   
   
   
   
   
3. The UPK application, when opened in the Internet Explorer browser, is divided into panes: 1) Outline, 2) Concept, and 3) Playback Mode. The Outline contains module titles indicated by a Purple Book icon. The topics for UW-Madison e-Reimbursement help are located under the Enterprise Expenses 8.9 module title.
   
4. 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.
   
5. Expand the module titles to find the UW-Madison e-Reimbursement section. Under the UW-Madison e-Reimbursement section are additional sections and topics. Note: "+" is collapsed and "-" is expanded.
   
6. The outline is organized three ways:
   - 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.
   - 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.
   - Topic represents a series of recorded steps that complete a task in an application.
7. Select a topic (1). When a topic is selected, the UPK Playback Mode options (2) become available to use.
   
8. Learn how to use the UPK in both a simulated environment and while working with data in a live environment.
   
9. 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. (Note: This mode is not used at this time.)
   - The selected topic begins to play in a new browser window. Press the "Esc" key on your keyboard to exit the topic and close the player's browser window.
   
   
10. Live environment.
    
    - Do It! Mode 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.
    

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UPK for the Web Instructions

UPK developers are able to publish UPK content in a non-interactive format for the Web (HTML). Step-by-step instructions and images about using the e‑Reimbursement web-based application are displayed. The HTML content is viewable in most browser applications for the Windows, Macintosh, and Linux environments.

1. Use the link to "UPK for the Web" on the UW-Madison e-Reimbursement Help web page.
   
   
2. Navigate to the UW-Madison e-Reimbursement link and select a topic from the list.
   
3. A web page which contains a step-by-step list with links to screen image is the default view. Navigate to the bottom of the web page and click on the "Start Topic" link.
   
4. Use the "Next Step" link (1) to quickly navigate to the next screen image or, use the other navigation links (2).
   

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File last updated: August 12, 2009

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© 2006 Board of Regents of the University of Wisconsin System