General Navigation - UPK Contents精品分析.pptVIP

* General Navigation - UPK Contents * TRAINING | UPK See It! Try It! Know It! Do It! User Productivity Kit (UPK) is the training tool used for both instructor lead and independent training for the Hyperion (Budget) system. UPK provides multiple training modes in which instructors and end users can learn and practice Hyperion functions and transaction processes. End users can access UPK from their work stations, to enhance further knowledge development of the budget process. Below are the four modes that will be used for UPK during training. “Know It” will be used for testing in conjunction with “Print It!” where the users can open a word document to follow the steps for each task in the “Know it” mode. User will need to obtain a passing score in the “Know It” mode in order to gain security access to Hyperion. 1 2 3 4 * UPK CONTENTS Workspace and PSPB Navigation 4.1 Launching Workspace 4.2 Changing Password 4.3 Setting General and Explore Preferences 4.4 Opening Planning Application 4.5 Adding Favorites 4.6 Setup Misaligned Menus in Workspace 4.7 Reviewing the View Pane and Content Area 4.8 Set User Preferences 4.9 Opening Data Forms 4.10 Add Comments 4.11 Log Off Workspace Reporting 4.12 Setting Financial Reporting Preferences 4.13 Browsing the Repository 4.14 Changing the user POV (Point Of View) 4.15 Navigating a Report * GENERAL TRANSACTIONS CONTENT Workspace and PSPB Navigation 4.1 Launching Workspace Workspace is the name that Hyperion uses when talking about “that within the environment”. When you are logged into the system, you are logged into the Workspace. The Workspace is where the end users will complete their tasks. When you log into the Workspace, remember to log out. (There is an idle, timeout set, as well.) 4.2 Changing Password The ENCORE team cannot stress enough just how important changing your password is to the security of your agency’s budget, and to the state’s technical infrastructure. You should never share your password, with anyone.