5 Day(s)


Through hands-on activities, participants will use the User Productivity Kit Developer to build an outline, prepare for and record content in the target application, and use the Topic Editor to customize recorded content. In addition, participants will learn how to link web pages and external files to their content as well as create and link questions and assessments. 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.Using the User Productivity Kit Knowledge Center, participants will learn how to import and use outlines created in Developer to build various types of knowledge paths and deploy assessments. Participants will also use the Manager to manage users, usergroups, and knowledge paths to deploy the content. In addition, participants use the Reports Manager to run existing reports and create custom reports.Learn To:Build outlines by creating new modules, sections, and topicsRecord and edit contentPublish content, including printable documentationCreate knowledge (learning) paths from published contentCreate users and enroll them in knowledge pathsRun tracking reports and create new custom reportsA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • End Users
  • Functional Implementer
  • Project Manager

Skills Gained

  • Import and export content
  • Check in/check-out documents on the server
  • Create Explanation and Decision frames and Alternative actions and paths
  • Create, assign, and publish by roles
  • Copy existing content to create new outlines
  • Set, export, and import content defaults for a consistent output
  • Create and manage library folders and create custom Library views
  • Build content outlines using modules, sections, and topics
  • Record and edit content
  • Preview topics in See It!, Try It!, Know It?, and Do It! modes and in document format
  • Publish content, including printable documentation
  • Link existing content to an outline
  • Create and use attachments and glossary terms
  • Create questions and assessments
  • Customize the logo and templates for print and Player deployments


  • Participants should have a basic knowledge of Windows
  • Basic knowledge for working with publishing documents

Course Specifics

Course Outline

Build an Outline

  • Set Content and Document Defaults
  • Export/Import Content Defaults
  • Create a New Outline
  • Link New Modules, Sections, and Topics
  • Link Existing Content
  • Move Documents in an Outline
  • Move Documents in the Library
  • Print an Outline

Record and Preview Topics

  • Record Topic Content
  • Save a Topic
  • Use Automatic Screenshot Recording
  • Record a PowerPoint Slide Show
  • Preview a Topic for a Play Mode
  • Preview Documents
  • Preview a Presentation

Use the Topic Editor

  • Customize the Layout 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
  • Hide a Frame for a Play Mode

Publish Content for the Player

  • Set Player Defaults
  • Use the Publishing Wizard
  • Player and LMS - Publishing Options
  • HTML Web Site - Publishing Options
  • Standalone Topic Files - Publishing Options
  • Publish Content for the Player
  • Change Player Options
  • Reset Player Options

View and Assign Document Properties

  • Use the Properties Toolpane
  • Change General Properties
  • Create See Also Links
  • Change the Play Modes Property
  • Assign a State Value to a Document
  • Publish by State
  • Assign Document Ownership

Create and Link Attachments

  • Create Web Page and Package Attachments
  • Format Web Pages
  • Insert Images into a Web Page
  • Create Hyperlinks in 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

  • Document Formats
  • Set Preview/Publishing Options
  • Document Output Properties
  • Add Text to a System Process Document Table
  • Add Revision Text and Instructor Notes
  • Publish for a Document Output
  • Set Print It! Options for Player Publishing
  • Publish a Presentation

Include Questions and Assessments

  • Use Questions and Assessments in Content
  • Question Types
  • Link New and Existing Questions to an Outline
  • Create New Questions in the Library
  • Create Assessments
  • Set Question and Assessment Properties
  • Use the Assessment Coverage View
  • Publish Questions and Assessments for Player and Document Outputs

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

Alternative Actions/Paths and Decision Frames

  • Insert an Alternative Action
  • Insert an Alternative Path
  • Change the End Frame of an Alternative Path
  • Delete Alternative Actions/Paths
  • Insert a Decision Frame
  • Record Paths in a Decision Frame
  • Rename and Reposition Paths in a Decision Frame
  • Copy Decision Frames and Paths

Edit Frames

  • Format String Inputs
  • Add New Input Text Entries
  • Add Meta Entries
  • Recapture Actions and Screenshots
  • Re-record a Topic
  • Edit a Screenshot
  • Create a Jump-in Point
  • Hide Bubbles for See It!/Try It! Modes

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

Manage Library Documents

  • Check In and Check Out Documents
  • Roll Documents Back to a Previous Version
  • Change Folder Views
  • Print Library Views and Outline Editor Details
  • Create a Custom View
  • Set Autosave Options
  • Work with Content Permissions
  • Export and Import Content

Work with Related Documents

  • View Related Documents
  • Delete Selected Documents
  • Delete a Document and Related Documents
  • View and Repair Broken Links
  • View Deleted Documents
  • Restore a Deleted Document from the Deleted View
  • Restore a Deleted Document from the Outline Editor

Copy Documents and Outlines

  • Copy and Paste a Document in the Library
  • Paste Special in the Library
  • Copy (selection only) - Library
  • Paste a Duplicate (selection and related) - Library
  • Duplicate a Folder
  • Copy and Paste Between Outlines
  • Paste a Copy (selection only) - Outline Editor
  • Paste a Duplicate (selection and related) - Outline Editor

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

Introduction to Knowledge Center

  • Knowledge Center Overview
  • Launch the Manager
  • View Server Settings
  • Introduction to Knowledge Paths
  • Knowledge Path Types
  • Create Knowledge Path Categories

Create Knowledge Paths

  • Set Knowledge Path Properties
  • Create a Single Activity Knowledge Path
  • Set Activity Properties
  • Add Assessments to an Activity
  • Create a Curriculum Knowledge Path
  • Create an Organizational Knowledge Path
  • Allow Personalized Content
  • Create an Assessment-Only Activity

Manage Users and Knowledge Paths

  • Create Users and Usergroups
  • Set User Permissions
  • Assign Experts and Feedback Monitors
  • Enroll Users and Usergroups in Knowledge Paths
  • Assign Enrollment Dates for Users or Usergroups
  • Assign a Knowledge Path to a User or Usergroup
  • Unenroll Users and Usergroups from Knowledge Paths
  • Edit, Move, Delete, and De-Activate Knowledge Paths

Knowledge Center Features and Titles

  • Use Expert Advice
  • Expert Advice in the User Interface
  • Ask a Question and Submit Content Feedback
  • Answer a Question - Expert
  • Monitor User Feedback
  • Use the Notebook
  • Import a Title
  • Edit Title Properties

Create and Use Reports

  • Run Sample Reports
  • View Report Details
  • Run Filtered Reports
  • Create a New Custom Report
  • Add Report Groups and Data Columns
  • Add Report Filters
  • Export and Import Custom Reports
  • Run Standard Reports

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
5 2500 £2500 2018-09-17