4 Day(s)


This course is designed for course authors, editors, and other individuals in need of recording and editing content in the User Productivity Kit Developer. Through hands-on exercises, participants will learn how to build an outline, prepare for and record content in the target application, and use the Topic Editor to customize recorded content. Upon completion, participants will preview their content in the available playback modes before publishing. They will also explore the various deployment options for publishing, including the options for printed documents, and learn how to customize templates for player and print output


  • End Users
  • Project Manager
  • Functional Implementer

Skills Gained

  • Create and manage library folders
  • Build outlines by creating new modules, sections, and topics
  • Link existing content to an outline
  • Record and edit content
  • Publish content, including printable documentation
  • Check-in/check-out documents on the server


Suggested Prerequisites

  • Participants should have a basic knowledge of Windows
  • Basic knowledge for working with publishing documents
  • Advanced knowledge for customizing document templates

Course Specifics

Course Outline

Build an Outline

  • Set Content and Document Defaults
  • Export/Import Content Defaults
  • Build an Outline
  • Link a New Module
  • Link a New Section
  • Link a New Topic
  • Move a Document in the Library
  • Find a Document in the Library

Record Topics

  • Record Topic Content
  • Understand Recorder Logic
  • Record Different Action Types
  • Record a Topic
  • Save a Topic
  • Use Automatic Screenshot Recording

Preview a Topic

  • Preview Player Modes
  • Use the Actions Menu
  • Preview See It! Mode
  • Preview Try It! Mode
  • Preview Do It! Mode
  • Preview Know It? Mode
  • Preview Documents

Use the Topic Editor

  • Customize the Layout in the Topic Editor
  • Navigate Frames in the Topic Editor
  • Insert and Delete Frames
  • Copy Frames
  • Define the Action for a Frame
  • Change the Action Area for a Frame
  • Insert and Format Template and Custom Bubble Text
  • Specify the Playback Mode for Custom Text

Check In/Check Out

  • Check In and Check Out Documents
  • Add Check In Comments
  • Overwrite a Checked In Document
  • View Document History
  • Roll Back to a Previous Version
  • Manage Folder Conflicts

Manage Library Documents

  • Change Library Views and Layouts
  • Use a Sample View
  • Create a Custom View
  • Move and Position Toolpanes
  • Manage Documents in the Library
  • Copy and Paste Documents in the Library
  • Duplicate Documents and Folders in the Library

Work with Related Documents

  • Move a Document in the Outline Editor
  • Delete a Document Link
  • Link Existing Documents to a New Outline
  • Copy and Paste between Outlines
  • Print an Outline
  • Delete a Document from the Library
  • View and Repair Broken Links in the Outline
  • Restore Deleted Documents under Version Control

Publish Content for the Player

  • Use the Publishing Wizard
  • Player - Publishing Options
  • HTML Web Site - Publishing Options
  • LMS - Publishing Options
  • Standalone Topic Files - Publishing Options
  • Publish Content for the Player
  • Change and Reset Player Options
  • Publish Server vs. Local Content

View and Assign Document Properties

  • View Document Properties
  • Use the Properties Toolpane
  • Work with General Properties
  • Work with Topic Properties
  • Work with Document Output Properties
  • Assign State and User Workflow Properties
  • Publish by State

Create and Link Attachments

  • Create Package and Web Page Attachments
  • Format Web Pages
  • Use Hyperlinks in Web Pages
  • Link URLs to Web Pages
  • Link Attachments to Concepts in the Outline Editor
  • Link Attachments to Frames in the Topic Editor
  • Manage Linked Attachments

Create a Glossary

  • Create a New Glossary
  • Define Glossary Terms
  • Assign a Glossary to a Document
  • Update Glossary Links
  • Edit a Glossary
  • Delete a Glossary

Publish Content for Printed Output

  • System Process Document
  • Job Aid
  • Training Guide
  • Instructor Manual
  • Test Document
  • HP Quality Center
  • Set Preview Options
  • Publish for a Document Output

Understand Know It? Mode

  • Know It? Mode - Overview
  • Include Bubble Text in Know It? Mode
  • Preview Frame Text for Know It? Mode
  • Display Template Text in Know It? Mode
  • Set Know It? Scoring Defaults
  • Set Know It? Remediation Levels
  • String Input Scoring in Know It? Mode
  • Preview Know It? Changes

Use Alternative Actions and Paths

  • Insert an Alternative Action
  • Insert an Alternative Path
  • Display Alternative Actions and Paths
  • Change the End Frame of an Alternative Path
  • Set the Default Action
  • Delete an Alternative Action
  • Delete an Alternative Path

Create Decision Frames

  • Use Decision Frames during Playback
  • Insert a Decision Frame
  • Record Paths in a Decision Frame
  • Rename and Reposition Paths in a Decision Frame
  • Edit Header Text
  • Remove Decision Paths
  • Delete a Decision Frame
  • Copy Decision Frames and Paths

Edit Frames

  • Format String Inputs
  • Clear the Input Text Entry List
  • Add New Input Text Entries
  • Set the Default Input Text Entry
  • Add Meta Entries
  • Recapture Actions and Screenshots
  • Re-record a Topic
  • Create a Jump-in Point

Define Roles

  • Open the Role Editor
  • Add a Role to the Master Role List
  • Assign Roles to Documents
  • Remove Roles from Documents
  • Rename and Delete Roles
  • Update a Master Role List
  • Create a New Role List
  • Publish by Roles

Customize Published Output

  • Create Custom Styles
  • Create a Publishing Category
  • Use the Customize Logo Tool
  • Preview Publishing Categories
  • Publish using Publishing Categories
  • Customize the Player Images and Stylesheet Elements
  • Customize Document Templates
  • Use the Publishing Template Toolbar

Export/Import Content and Sound

  • Export Options
  • Export Content and Related Documents
  • Import Content
  • Import Sound Files
  • Export Sound Files in Bulk
  • Import Sound Files in Bulk

Localize Content

  • Duplicate Content for Localization
  • Localization using Microsoft Word
  • Export Content for Localization
  • Import Translated Content
  • Change Templates and Update Glossary Links
  • Localization using XLIFF

Work in a Multi-user Environment

  • Understand Content Permissions
  • Work with Content Permissions
  • Content Conversion
  • Create and Manage Login Profiles
  • Work Online or Offline

Administrative Options

  • Purge Deleted Documents
  • Override Check Out
  • Create and Manage Authors
  • Work with Library Permissions
  • Use Groups to Manage Library Permissions
  • Assign/Remove Folder Permissions for an Author
  • View and Edit Folder Permissions

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
4 5100 £5100 2018-09-17