Www.regouniversity.com Clarity Educational Community Presented By: Mindy Calderon Content Development with CAPA

www.regouniversity.com Clarity Educational Community Presented By: Mindy Calderon Content Development with CAPA

2 Clarity Educational Community Welcome to CAPA Training Please turn off your cell phone or set to vibrate. Questions are encouraged at any time! Two 15 minute breaks and one hour for lunch. Format of this class is instructor demo with student follow-along and exercises.

3 Clarity Educational Community Introductions Your Name Your Role Experience with CAPA or other authoring tools? Any questions leading into training?

4 Clarity Educational Community Agenda Introduction Getting Started Manage the Library Build an Outline Record Content The Topic Editor Preview a Topic Publish Content

5 Clarity Educational Community MODULE ONE: INTRODUCTION In this module we will: Discuss Course Objectives and Prerequisites Review CAPA Components

6 Clarity Educational Community Objective and Prerequisites Objective: To provide an overview of CA Productivity Accelerator (CAPA) and its basic functionality including organizing, recording, editing and producing content. Prerequisites: It is helpful to be familiar with other content authoring tools such as Camtasia, Captivate or Articulate. Note: Users should have access to CAPA and their profiles created prior to this training course. Database connection and access must be validated before taking this course. Note: This training course is focused on a CAPA multi-user environment.

7 Clarity Educational Community Overview The CAPA suite of applications provides a synchronized content platform for creating documentation, training, and performance support across the enterprise. Use is generally limited to a team of content authors and/or subject matter experts. The content is made available to users through a Player, document output, or a Knowledge Center. Content can also be tracked to ensure that users understand and learn the content that authors are providing.

8 Clarity Educational Community CAPA Components Developer Primary content authoring tool that allows you to create and publish content easily. Using a content Library for organization and storage, you can build outlines comprised of various documents such as modules / sections, topics, glossaries, questions, and assessments. Knowledge Center Centralized platform for content deployment, tracking, and reporting. The Knowledge Center provides the infrastructure and tools for: Importing, organizing, and deploying content created in the Developer (and other applications) Managing users and the content that is made available to them, Tracking how deployed content is used Reporting on the content that is consumed

9 Clarity Educational Community CAPA Playback Modes See It! Mode provides a demonstration of the steps for a task being performed within the simulation. Try It! Mode enables interactive learning. Users are prompted for mouse clicks and keystrokes to complete the task in the simulation. Know It? Mode enables a user to test their knowledge by completing steps on their own in the simulation, and they are scored on how accurately they complete them. Do It! Mode enables a user to learn interactively using a live application. A small window is displayed on top of the live target application that displays each step for a particular task. Print It! Mode enables a user to display linked documentation in the form of a Job Aid or System Process Document.

10 Clarity Educational Community Demonstration Lets take a look at the capability

11 Clarity Educational Community MODULE TWO: GETTING STARTED In this module we will: Access the CAPA Environment Navigate the Developer Interface Discuss Toolbars and Navigation Set Developer Defaults

12 Clarity Educational Community CAPA Installation and Access Single User vs. Multi-User: The Developer can be installed in either configuration. In a single user configuration, the content author accesses the application and all content on their local workstation. The Developer and the database are both stored on the local workstation. In a multi-user configuration, the server software and the content Library are installed on a central server. A client is installed on each content author's computer to connect to the server.

13 Clarity Educational Community CAPA Installation and Access (2) Administrator: Can add, edit, or delete authors, assign an author Admin privileges, as well as manage Library permissions. Author(s): Create content. Each author must have a unique name defined before they can log in to a Library. The Developer uses this name to keep track of document modifications, check in/check out, etc. Note: The author name is also used to populate the list of names that appear in the Owner field for each topic / outline. After authors are added by the administrator, the following information must be provided to them to allow them to can create a Login Profile and connect to the Library: Library location URL (for example, http://server/virtual directory) Login credentials such as author name and password

14 Clarity Educational Community Developer Interface (Multi-User) Start the Developer: You can start the Developer from the Windows Start menu, or you can create a shortcut on your desktop. Create Profile: When you start the Developer for the first time in a multi-user environment, you are asked to create a login Profile that controls the connection to a specific content Library on a shared server. After you create and open a Profile in either a single or multi-user environment, the CAPA Start Screen appears.

15 Clarity Educational Community Launching CAPA When you launch the Developer, the Start Screen will appear. Choose from the available options: Recent Modules Open a CAPA module that you were working on in a previous session. Library Open the folder library, where all CAPA documentation is stored. Document Open an existing document Module Create a new module Topic Create a new topic Import import CAPA content (.odarc files) Each of these options may also be selected using menu commands. You can also suppress the display of the Start Screen by unchecking the Show this screen at startup checkbox. When you launch the Developer without the Start Screen, the Library automatically appears. View the start screen at any time by selecting the Start Screen option from the View menu.

16 Clarity Educational Community Toolbars Different toolbars appear and disappear as you perform different actions in the developer. For instance, when you are editing a topic, the Topic Editing toolbar is available and active (clickable), while when you are simply viewing the Library, it is not. You may add/remove the various toolbars at any time using the View Toolbars menu option. The various toolbars are described below: Outline Editor: Displays icons for linking new documents, moving, and previewing documents in the outline. Assessment Editor: Displays icons for linking new or existing questions to an assessment (Q&A that may be deployed within CAPA. Assessments are covered in a later section). Question Editor: Displays icons for creating and editing questions.

17 Clarity Educational Community Toolbars (2) Standard: Displays icons for common commands that are available across most document editors. Topic Editing: Displays icons for common topic editing commands for context, frames, screenshots, and so on. Topic Navigation and View: Displays icons for topic frame navigation and bubble text display. View: Displays icons for changing the screen layout and views. Web Page Editor: Display icons and controls for formatting a web page.

18 Clarity Educational Community Split Work Area By default, the work area appears in what is referred to as the Single View. You may also wish to split the work area horizontally or vertically. The entire work area will then be separated by a bar that can be resized. Splitting the work area allows you to explore different areas of a document at the same time. You can also view different documents and drag/drop or copy/paste reusable documents between work areas to help make building content easier. 18 Single View Split View

19 Clarity Educational Community Split the Work Area 1.On the View menu, click Horizontal Layout or Vertical Layout. 2.Use the mouse to navigate between the different work areas. 3.Click Single Layout to remove.

20 Clarity Educational Community Exercise: View the Toolbars View the toolbars available by default when you are in the Library. Open a topic, and view how the toolbars change.

21 Clarity Educational Community Developer Settings The Developer provides a set of default settings, available via Tools Options, that affect the appearance of the content that you create, as well as other settings for content preview, player and recorder behavior, spellcheck, etc. Before you begin to create content, review the settings in the Content Defaults category as they impact the appearance of any newly created content.

22 Clarity Educational Community Developer Settings The Options dialog box displays the categories that you can use to configure default settings for the Developer, Player, and the content that you create. When you click on a category, the options appear in the frame on the right.

23 Clarity Educational Community Developer Settings: Developer (1) General Image Editor: Specifies the program to use to edit topic frame screenshots (MS Paint, SnagIt, etc.). Browse for the appropriate program. Do Not Ask Again: There are several dialog boxes in the developer that display this checkbox which allows you to suppress the display. Default is Always Ask.

24 Clarity Educational Community Developer Settings: Developer (2) Library Autosave: 1 to 100 minutes (default is 10). Lost Documents: If you start the Developer after a unexpected termination, click this button to locate any documents that have been recovered if you have enabled autosave.

25 Clarity Educational Community Developer Settings: Content Defaults This category allows you to configure the default properties for newly created documents. These properties control how your content appears when published. Content Defaults serve as the basis of a common style guide among the authors and can be shared between authors using the import and export content default options. You can override these defaults when you add each of the documents or by editing the document properties.

26 Clarity Educational Community Developer Settings: Content Defaults General (1) Language: This setting controls the document language. This setting MUST be the same for all content developers. Template: Sets the default template language for module, section, and topics. This setting MUST be the same for all content developers. Screen Resolution: Sets the default screen resolution for module, section, and topic documents. Recommended setting is 1024x768 so content is readable for users at all screen resolutions. This setting MUST be the same for all content developers. Base URL for Previewing Relative Hyperlinks: This setting is used to find content links using Relative URL's. Set this URL to the deployment location's absolute URL. The Developer appends any relative URL's to the base URL to find the relative linked content for preview.

27 Clarity Educational Community Developer Settings: Content Defaults General (2) See It! Frame Delay: The frame delay controls the amount of time that elapses between the appearance of the frame and the start of the action. The delay gives the user time to read the text in the bubble before the action starts. This setting MUST be the same for all content developers. Know It? Required Percentage: Know It? mode is a play mode that enables users to test knowledge gained from training. This option is the percentage of all the steps within the task the user must answer correctly to pass. Know It? Remediation: When users fail to complete a step in Know It? mode, they can see up to four levels of remediation. By default, all four remediation options are active for any new topic that you create.

28 Clarity Educational Community Developer Settings: Content Defaults: Topic

29 Clarity Educational Community Developer Settings: Content Defaults Bubble Sample Bubble Text in a topic

30 Clarity Educational Community Developer Settings: Content Defaults Web Page Allows for the specification of the default size and style of text displayed on web pages. Web pages are displayed in the player or in the developer as an introduction to a topic.

31 Clarity Educational Community Developer Settings: Documents Allows for the configuration of document output (CAPA topics may be generated as printable documents). These options are also as the defaults when you publish documents for the first time; you may override these options from within the Publishing Wizard. The options are similar for each of the document types: System Process Job Aid Training Guide Instructor Manual Test Document Test Results Test Case (publish only) Presentation

32 Clarity Educational Community Developer Settings: Player Defaults Use this link to configure how the topic will appear in the Player when viewed by a user. Select the Default Playback Mode (default is Try It!). This setting MUST be the same for all content developers.

33 Clarity Educational Community Developer Settings: Recorder Use the Recorder settings to determine how you wish to record topic content. These settings may be different for each developer. Screenshot Capture Manually record screenshots: Default recorder behavior that requires a Screenshot Capture Key to be pressed to capture each screenshot/action. Automatically record screenshots: screens/actions are captured automatically as you record the topic. Tip: Use Manual at first. Once you are comfortable with the recorder, test using the Automatic setting. Screenshot capture key: Select the keyboard key you wish to press to record a screen/action. Print Screen is the default. You may include an Alt/Ctrl/Shift if you wish. Sound Recording: (Not covered in this course). Open the Topic Editor: Control the launching of the Topic Editor during recording: - At the end of recording: Opens the Topic Editor only after you have finished recording the entire topic. This is the default selection. - After each screenshot: Opens the Topic Editor after you record each frame.

34 Clarity Educational Community Developer Settings: Target Applications Specifies the applications from which CAPA can automatically read actions (i.e., when you click the Save button, it knows youre clicking Save).

35 Clarity Educational Community Exercise: Set Developer Settings Open the Developer Settings (Tools Options) and set defaults on each screen.

36 Clarity Educational Community MODULE THREE: MANAGE THE LIBRARY In this module we will: Discuss the Library Structure Create a New Folder Discuss Views and Layouts Create a Custom View Discuss the System Folder

37 Clarity Educational Community The Library You use the Developer to create, maintain, and publish your content Library. A typical content Library can contain hundreds of documents. The Library shows the entire content repository and its organization in folders. Each folder displays the documents that it contains or other folders and their corresponding documents. Best practice is to determine the course outline first that will correspond to library folder(s) structure and subfolder(s) before you create content.

38 Clarity Educational Community The Library vs. The Outline There are two main views in CAPA. The first is the Library, as mentioned on the previous slide. The Library is the set of folders in which recorded content, and system content are stored. The Library The outline view, on the other hand, is the actual hierarchical structure of content that will be deployed in CAPA. You must open a file (a module, section, topic, etc.) from the Library in order to view it in the outline view. The Outline

39 Clarity Educational Community Folders A folder can be opened to view its contents, which can be additional folders or documents. These objects always appear in the right pane of the Library. You can also open any document in a folder, thereby launching the appropriate document editor. Folders and documents in the Library can also be moved, copied, and deleted. You can create as many folders as you need to store and organize content. In a multi-user environment, the team leader should create the folder structure before authors start creating content.

40 Clarity Educational Community Folders: System Folder The System folder is automatically created when you install the Developer. It contains a series of subfolders and documents that store publishing documents, templates, master role documents, and attachment icons. Warning! You should not move, delete, or rename the System folder, its subfolders, or any documents that are contained within them. Doing so may impair the operation of the software. However, you can remove and add documents to the Icons folder without causing problems.

41 Clarity Educational Community Create a folder 1.From the Library, select the folder in which you want to create a subfolder, or select the root node / of the Library to create a new folder under the root node. 2.On the File menu, point to New and choose Folder. You can also right-click the folder and choose New Folder. 3.Type a name for the folder (up to 256 characters). 4.Click OK.

42 Clarity Educational Community Exercise: The Library and Outline View the Library folder structure Open a Module/Section/Topic, and view it in the outline structure Create a new folder at the root level Rego U

43 Clarity Educational Community View Folder Content When working in a view in the Library, you can select a folder in the Folders pane on the left and the contents of the folder appear in the Contents pane on the right. To open a subfolder of a parent, you can either select it from the expanded folder tree or double-click the folder name in the Contents pane. When working with a large amount of documents and properties, you may want to resize the panes by dragging the split bar between the Folders pane and Contents pane. You can also explore different parts of the Library by splitting the work area into a horizontal or vertical layout.

44 Clarity Educational Community Rearrange Columns The property columns in the Library can be rearranged in an order that suits the way you work. Frequently-used columns can be moved so that they appear in any view without scrolling and the less frequently used columns moved to the end of the grid. You can move a column by dragging its column heading to another position in the headings row. Note: You can also configure the column arrangement by editing any view definition. Column changes made to the active view are automatically saved in the view definition.

45 Clarity Educational Community Add / Remove Columns You can add / remove property columns while working in the Library or Outline Editor. Views in the Library and Outline Editor display a different subset of the total list of available property columns To remove a column: 1.Drag the heading of the column you want to remove down into the view and release the mouse button when a large X appears on top of the column heading. To add a column: 1.Right-click on any column heading and choose Column Chooser. The Column Chooser window opens displaying the column headings for the hidden columns. 2.From the Column Chooser window, drag the column you want to add and drop it in a position on the column heading row.

46 Clarity Educational Community Exercise: Modify Columns Add columns to the library view. Modify the column order.

47 Clarity Educational Community MODULE 4 BUILD AN OUTLINE In this module we will: Import Content Navigate the Outline Editor Discuss Document Types Create a Module, Section, and Topic Link to an Existing Document Create Webpages and Packages

48 Clarity Educational Community Imported Content (1) CA provides pre-developed CAPA content in various modules: Core Components, Time Management, Project and Investment Management, Demand Management, Resource Management & Portfolio Management. This pre-developed content can be used as-is, modified slightly to match the look & feel or specific business processes of the organization, or replaced completely with custom developed content. Note that the folder in which this content resides may be named differently than in the screenshot.

49 Clarity Educational Community Imported Content (2) Typically, the CA content is used as a starting point for an organizations CAPA outline, then content is added/deleted/changed to meet the organizations needs. Because the look and feel (UI theme, logo, Overview: General page) of the CA content is different than that of the user environment, the CA content almost always must be modified in some way before it can be used.

50 Clarity Educational Community Importing Content To import content, navigate to Tools Import Documents. Browse for the file you wish to import. Content must be of file type *.odarc.

51 Clarity Educational Community Make A Copy Users will typically make a copy of the imported content in a new folder. Once this is done, you may begin modifying the CA content per your organizations needs, and need not worry about losing the original version. This copy is then the version from which you will work modifying existing content, deleting links to content not necessary for your organization, and creating new content as needed.

52 Clarity Educational Community Exercise: Imported Content Instructor will demonstrate how to make a copy of the CA content For this course, since everyone is working in a single-user environment, all users should make a copy of the content

53 Clarity Educational Community Navigate the Outline Editor Access the Outline Editor by opening a Module or Section. The Outline Editor displays the outline on the left and the view of document details or linked content on the right. By default it displays the Player view that shows the Concept / Introduction panes depending on document type. For example: Module, Section and Topics can have Concepts, while Topics can have both a concept and introduction. You can expand or collapse a module or section by clicking on the + or sign.

54 Clarity Educational Community Navigate the Outline Editor (2) The ENTER key can also be used to open recorded topics in the Topic Editor or launch the Recorder for empty topics. Use the up or down arrow keys to move the document selection up and down the outline. To initiate any action on a document such as link a new document, you must select it by clicking the document name. When you select a document in the outline, linked Concept/Introduction content also appears (if you linked this content to the document). You can adjust the size of each pane by clicking and dragging the vertical or horizontal split bars that separate each pane.

55 Clarity Educational Community Add the Properties Pane The Properties pane provides additional information about a document. Add this pane by selecting View Panes Properties. You may use this pane to modify document Owner, Role, Status, Glossary settings, and many other items. To modify these attributes for several documents at a time, select the documents, then modify the settings in the pane.

56 Clarity Educational Community Document Types When you build content, you create, edit, and link various documents that are stored in the Library folders. The Developer provides the various document types that allow you to: Create an outline to facilitate content presentation and navigation Record application simulations for playback Construct conceptual and introductory content that link to outlines and recorded frames Customize publishing style output

57 Clarity Educational Community Document Types (2) Module: A 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: A section (blue book) is very similar to a module in that it also can contain other documents, but the main difference between the two is its visual representation that can help you differentiate between the components of your outline. Note: A module or section appears with a purple or blue book only if it has at least one linked child document such as a topic or another module or section.

58 Clarity Educational Community Document Types (3) Topic: A topic represents a series of recorded steps that complete a task in an application. Topics are where you record application-specific transactional content; whereas modules and sections provide the structural components of your outline. Note: There are additional document types available in CAPA, but are not discussed in this introductory course.

59 Clarity Educational Community Create a Module 1.Select the folder in the Library where you want to store the document (e.g., the folder you created earlier). 2.On the File menu, click New and choose Module. 3.Type a name for the new document. To change the folder in which the document is stored, type the folder path in the Location field or click Browse, select a different folder, and click OK. Choose the properties for the new document. Click OK. The module or section opens in a new tab in the Outline Editor.

60 Clarity Educational Community Create a Section Below the Module Now that the module has been created, open it to create Sections and Topics (or other Modules) below it. Double click on the Module from the Library. It will open in a new tab. Right click on the Module and select Link New Section. You may also use the Link menu in the menu bar to make this selection. Give the new section a name. Note that once you add the section, the icon for the Module changes from a page to a book. Create additional Sections as needed 60

61 Clarity Educational Community Create a Topic Below the Section Right click on the Section and select Link New Topic. You may also use the Link menu in the menu bar to make this selection. Give the new Topic a name. Note that once you add the topic, the icon for the Section changes from a page to a book. Create additional Topics as needed

62 Clarity Educational Community Exercise: Create an Outline Create the following outline. Remember that you must begin in the folder you created in the Library to create the first Module. Rego U (Module) Login to CA Clarity (Topic) Project Management (Module) Creating Projects (Section) Create a Project (Topic) Update Project Properties (Topic)

63 Clarity Educational Community Link to an Existing Document In addition to creating new custom content, you may link to existing content (e.g., the OOTB CA content). To add a link to the CA content to your outline, right click on the Module/Section at which you wish to create the link, then select Link Existing Document. Browse for and select the Module/Section to which you wish to link. Delete a Link If you wish to remove a linked Module/Section/Topic, you may do so by deleting its link in the outline. This action will not delete the actual document from the folder Library, but will instead simply remove the link to that document from the outline. Right click on the item you wish to remove, then click delete link. The link to the parent document, and any other items below it will be removed.

64 Clarity Educational Community Exercise: Linking Create a link to one of the OOTB Modules/Sections Delete a link to one of the sections or topics within the newly linked grouping.

65 Clarity Educational Community Web Pages When modules, sections or topics are viewed in the player by end users, a web page associated with the item will display in the players preview pane. This webpage will provide an overview (or Concept) of the item, and some detail on what the user can expect to learn. Web pages are associated with all OOTB CA content by default. New web pages must be created for all custom content. Web page in the Player Web page in the Developer

66 Clarity Educational Community Create a New Webpage (1) In the Outline, navigate to the Module, Section or Topic for which you wish to create a web page. Note: ALL Modules/Sections/Topics should have a web page associated with them so they look complete when viewed in the player, and to provide some context for the user on what they will be learning. Any text from the introduction frame of the lesson (provided it has already been recorded) will be viewable in the Concept frame. Click the Create New Web Page link.

67 Clarity Educational Community Create a New Webpage (2) Browse for the location in the Library in which you wish to store the Web Page (or create a new folder), and enter a name for the web page. Typically, the web page should be given the same name as the topic (or module/section) with which it is associated. This will make keeping track of the files easier.

68 Clarity Educational Community Create a New Webpage (3) The web page will open in the Developer, and you can begin entering its content. You may add images, text, hyperlinks, etc. to the webpage. When youre done editing, click the Save button to save the changes.

69 Clarity Educational Community Use the OOTB Webpages as a Template (1) The easiest way to populate web page data is to copy and paste the image/text from an OOTB topic (or module/section). Each of the webpages for OOTB topics have a graphic associated with them that can be reused for custom topics, and their text may also be copied, pasted, then modified as necessary. Begin by clicking one of the OOTB topics in the outline. Click the Edit Webpage button to open its webpage.

70 Clarity Educational Community Use the OOTB Webpages as a Template (2) Select all both the text and the image from the OOTB topic, then copy. Click back to your custom web page, and paste the copied data. Update the text, as necessary, and use the font controls to modify the font. Save the changes.

71 Clarity Educational Community Images on OOTB Web Pages Note that each of the different major modules in the OOTB content has its own image on the web pages. Make sure you are copying and pasting the correct one to your custom web pages, based upon the module/section in which your custom topic resides.

72 Clarity Educational Community Exercise: Web Pages Add a web page to a custom topic Create the web page Copy data from an OOTB topic Paste to the custom web page Modify and Save Add a web page to a custom module/section. Follow the same steps as above.

73 Clarity Educational Community Packages (1) Create Packages to add your personal images, PDFs, PPTs, and other documents to CAPA. Files from these packages may then be used in web pages. Begin by clicking the Create New Package button from within the web page pane.

74 Clarity Educational Community Packages (2) Click the Next button. 74

75 Clarity Educational Community Packages (3) Select the file(s) to add to the package by clicking the Add Files button. 75

76 Clarity Educational Community Packages (4) Browse for and select the file(s) to add. Once added, click the next button.

77 Clarity Educational Community Packages (5) Click the Save button, then Click the Finish button.

78 Clarity Educational Community Packages (7) The image (or file) is now included in the topics web page.

79 Clarity Educational Community Exercise Create a package for a custom topics web page that includes the Rego logo and a hyperlink to another document.

80 Clarity Educational Community MODULE FIVE: RECORD CONTENT Record a Topic Record different Action Types Preview See IT!

81 Clarity Educational Community Prepare to Record (1) Prepare for recording by following these steps. The steps should be followed each time you begin recording new content, or are modifying existing content. 1.Ensure your screen resolution is set correctly per your recording defaults correctly per your recording defaults (e.g., 1024x768). If it is not set correctly, CAPA will warn you to reset the resolution. 2.Set the Windows taskbar to Auto- Hide 3.Set your browser to Full Screen (usually F11, or View Full Screen) Note that topics will look the most consistent if all developers are using the same browser (e.g., IE), and same version, if possible, to record content. 1 2 3

82 Clarity Educational Community Prepare to Record (2) Your screen should now look like this:

83 Clarity Educational Community Exercise: Prepare for Recording Set resolution to 1024x768 Set taskbar to auto-hide Set browser to full-screen

84 Clarity Educational Community Record a topic Once resolution is set correctly, double-click the new topic you wish to record. A not-yet-recorded topic will appear without lines across the icon: Already recorded topic Not yet recorded topic The recorder will be launched. When the recorder is active, the Outline Editor closes, allowing the Recorder to take screen captures as you perform the steps of your topic.

85 Clarity Educational Community The Player Control

86 Clarity Educational Community Record the Start Screen All topics will begin with a recording of the Start Screen. Hit your record key (Print Screen, or whatever key you set in the Tools Options) to record your start screen. The start screen is the first screen that will appear when a user accesses the topic. Typically, the Overview General page is used as the start screen for most topics. The recorder will flash, or disappear for a second, and you will hear a camera click sound. Youll see that Start Screen has moved from the Next Recorded Event to the Last Recorded Event.

87 Clarity Educational Community Record the Topic Next, youll want to perform the first action for the topic As you move the mouse around the screen, click, or perform different actions, notice how the Next Recorded Action changes to indicate the different things you are doing. You can keep clicking and moving around. No action will be recorded until you click the record key (e.g., Print Screen). Perform the actions you wish to record, then click your record key after each action. - Click the mouse in the Username field Print Screen - Type a username (e.g., your username) Print Screen - Click the mouse in the Password field Print Screen - Type a password (e.g., your password) Print Screen - Click Login Print Screen Each time you capture an action while recording, the Recorder disappears while the screen is captured to prevent the Recorder from appearing in the results.

88 Clarity Educational Community How it Works The Recorder functions like a screen capture utility. When you record a topic, you are taking a series of pictures of the way the screen looks after each step in a task. Each screen image you capture also has an associated action. This action that you perform (mouse click or keyboard action) moves you to the next screen. The screenshot and associated action are called a frame.

89 Clarity Educational Community Finish the recording When you are finished recording the steps to the topic, click the Finish button. The recorded topic will open in the developer window. Click Save to save the new recording.

90 Clarity Educational Community Things to Keep in Mind Things to keep in mind while recording: If you mess up, dont worry about it, just keep going. You can edit out mistakes later. You can even go back, and do an action that you may already have recorded, over again in the same recording. If you skipped something, dont worry about it. You can add it in later. If you made a total mess of things, during the recording just click finish, close the topic, and dont save it. Then you can go back and start over again. Remember to click the record key (Print Screen) after each step you would want the user to perform when theyre taking the topic. For example, in the steps on the previous slide, we had them both click in the Username field, and type the username in there. If you didnt want the user to have to click in the field, instead you just wanted them to type the username, when youre recording, you would click in the field, NOT hit Print Screen, then type the username, then hit Print Screen.

91 Clarity Educational Community Exercise: Record a Topic Double-click the topic in the outline called Logging in Record the following topic, that starts on the Clarity Login screen: Start Screen: Clarity Login Screen Click in Username field Enter Username Click in Password Field Enter Password Click Login Click Logout Click Finish You should end up with a topic with 8 total frames (1 start frame, 6 topic frames, 1 finish frame) Save the Topic

92 Clarity Educational Community Recording Tip: Avoid Recording the Tooltip When recording content, you want to avoid recording tooltips or other non- essential items occurring on screen. To prevent recording the tooltip, perform the action you wish to perform (e.g., click on the Home menu), then wait a few seconds until the tooltip disappears before clicking the record (Print Screen) button.

93 Clarity Educational Community Automatic vs. Manual Recording The recorder can be set up to function in manual recording mode (default) or automatic recording mode. Use Automatic when you are recording a familiar system process to keep errors to a minimum. In this mode, every action after you press Print Screen is recorded until the next Print Screen. Inadvertent actions are recorded and will have to be edited out in the Topic Editor. Use Manual when you are less familiar with the system process you are recording. This mode requires you to press Print Screen after each action you record, giving you the opportunity to correct mistakes before the recording is saved with the next Print Screen.

94 Clarity Educational Community MODULE SIX: THE TOPIC EDITOR Discuss the Topic Editor Manipulate Frames Edit Screenshots Edit Bubble Properties Edit Action Properties Edit Frame Delay Use Alternative Actions and Paths Use Decision Frames Discuss Spell Check Discuss Save vs. Save As

95 Clarity Educational Community Using the Topic Editor The Topic Editor allows you to edit the frames you have recorded for a topic. You can also edit the Concept and Introduction information for the topic. The Topic Editor contains a menu bar, toolbars, and the screenshot for the current frame. The Topic Editor also includes six properties toolpanes that provide additional information about each frame: Frame Properties, Frame Structure, Frame Comments, Sound Editor, Concept, and Frame Link.

96 Clarity Educational Community Navigate Frames Frames in a topic are easily navigated using the navigation icons on the toolbar in the Topic Editor. You can move forward or back one frame or jump to the Introduction or End frame of the topic. The Frame Structure is a graphical representation of each step in a topic. When displayed, it appears in its own pane in the Topic Editor. Move to any frame in the topic by clicking the appropriate circle. The circles are connected by lines, which indicate the flow of the topic. You may also use the frame navigation toolbar to move through the frames

97 Clarity Educational Community Insert Missing Frames You can insert frames in an existing topic. New frames are inserted after the current frame. Open or switch to the application in which you want to record the missing step(s), and set it up in the correct position to begin the step(s). Switch back to the Developer, and navigate to the frame after which you want to insert the new frame. 1.On the Insert menu, choose Missing Frames. 2.Press Print Screen to record the screenshot. 3.Perform the action you want to record. 4.Press Print Screen to capture the results of the step. 5.Repeat as necessary to add additional steps. 6.Click Finish. 7.Verify the newly added frames.

98 Clarity Educational Community Delete a Frame Before a frame can be deleted, you must delete all Alternative Actions or Alternative Paths that begin on the frame (creation of Alternative actions/paths is covered in a later slide). Although you can select multiple frames, you can only delete individual frames. 1.Select the frame you wish to delete. 2.On the Delete menu, choose Delete Frame. 3.Click Yes.

99 Clarity Educational Community Copy and Paste a Frame or Frames Frames can be copied and pasted within a topic, or from one topic to another. You may select more than one frame to copy and paste. 1.Select the frame(s) you wish to copy in the Frame Structure. Use Shift or Ctrl to select multiple frames. 2.Right click, and select Copy Frames. 3.Right click on the frame in this topic, or in another topic, after which you want the pasted frames to appear, then click Paste Frames

100 Clarity Educational Community Exercise: Working with Frames For this lesson, work with either your custom recorded content, or the OOTB CA Content. Insert missing frames into one of your recorded topics. Delete a frame from the topic Copy and paste frames within the topic. Copy and paste frames from one topic to another.

101 Clarity Educational Community Add Text to Intro and End Frames (1) The Introduction frame appears in the lower right pane in the Player when a user selects a topic in the outline. It typically contains a short statement introducing the topic. The End frame appears during playback in the Player as the last frame of the topic after the action frames. It typically contains a short statement about the result of the actions performed in the topic. Introduction and End frames typically contain an overview of what will be/was covered in the topic. Sample Introduction Frame text: In this topic, you will learn to log in and out of the Clarity Application. Sample End Frame text: In this topic, you learned to log in and out of the Clarity Application

102 Clarity Educational Community Add Text to Intro and End Frames (2) 1. Navigate to the Introduction or End frame. 2. Display the Frame Properties toolpane. 3. Click in the text edit pane and enter the text. 4. Click Save on the toolbar.

103 Clarity Educational Community Add Text to Intro and End Frames (2) The text will now appear in the bubble. You may use the controls to format the text, if you wish.

104 Clarity Educational Community Exercise: Update Intro / Exit Frame Add text to the introduction and end frame for your Logging In topic. Modify the color, font, alignment of the text.

105 Clarity Educational Community Modify Bubble Properties and Text In addition to adding text to the introduction and end frames, you can also add text to the recorded action steps on the topic frames. By default, only the details of the action will appear in the bubble for each frame. Developers should use the text section as necessary to add context to the action.

106 Clarity Educational Community Modify Action Text At times, it may be necessary to modify the text Clarity records as part of the action. Because this text is not available in the yellow Frame Properties box, you can not simply overtype the text to modify it. There are two ways to modify the action text. 1.Modify using Controls 2.Modify by adding it to the bubble text, then manually editing.

107 Clarity Educational Community Modify Action Text Using Controls (1) The text available in the action box is controlled by the settings in the lower right portion of the Frame Properties toolbar. The first pulldown controls the text of the actual action. Modifying the selection will modify the action listed in the bubble. You may click the Alt Key, Control Key or Shift Key checkboxes if you want the action to be a combination of one of those keys and a click.

108 Clarity Educational Community Modify Action Text Using Controls (2) The Object Type pulldown controls the last word in the action text. The descriptor of what is being clicked or edited. Modify the setting to modify the text in the action. Menu Entry = Menu. Listbox = List. Pushbutton = Button. Checkbox = Option.

109 Clarity Educational Community Modify Action Text Using Controls (3) The Object name pulldown controls the text in blue the name of item being accessed, clicked, edited. In this example, we want it to say Home Menu, but when the topic was recorded, CAPA included a lot of other text along with Home.

110 Clarity Educational Community Modify Action Text Manually (1) The second way to edit the action text is to do so manually. The text can be inserted into the bubble edit window for editing by clicking the Insert Template Text as User Text button. The action text may now be edited in the bubble window.

111 Clarity Educational Community Modify Action Text Manually (2) If you want to switch back to controlling the action text using the controls, click the Use Template Text button. Note that this may not remove the edited text from the bubble section, and you may get two instances of the action text in the bubble. If this happens, simply delete the action text from the bubble area.

112 Clarity Educational Community Things to Keep in Mind When editing the action text manually, always test out your edits in the player or preview modes to ensure that the text still matches what CAPA wants the user to do in that frame. For example, if someone is Viewing the topic in DoIt! Mode and you manually modified an the text for the action that was originally recorded as Point to to Click, the user is going to do what the text says to do. In this example, they will point to the item. CAPA, however, still wants them to Click on the item. So it will not record them having actually performed the step correctly.

113 Clarity Educational Community Frame Delay The delay refers to the amount of time a frame is visible before the action takes place during See It! mode. The delay only applies to this mode. The default value of 5.0 is five seconds, and is controlled by the settings in Tools Options. You can create as much of a delay as you feel necessary for the user to understand or read the information on the screen, or read the text. There is a predefined list of delay options from which you can choose, or you can enter the desired delay time in the Delay time(s) list box.

114 Clarity Educational Community Frame Delay (2) Skip: The step does not display at all. This option is only available for Introduction, End, Decision and Explanation frames. 0: There is no delay before the animated mouse pointer begins to move for an action frame. This option is not available for Introduction, End, Decision and Explanation frames. 5.0: There is a 5-second delay before the animated mouse pointer begins to move for an action frame. 10.0: There is a 10-second delay before the animated mouse pointer begins to move for an action frame. Infinite: The user must press the ENTER key to advance to the next step of the topic. When you set the delay to Infinite, the text Press Enter to continue. appears automatically in the bubble in See It! mode.

115 Clarity Educational Community Exercise: Modify Action Text Modify the Action, Object Type and Object Name using the Controls. Insert template text as user text, and modify the text manually. Modify Frame Delay, if desired.

116 Clarity Educational Community Change Bubble Pointer The bubbles appear with a default shape and pointer location. You can choose from nine different pointer locations, which will effectively relocate the bubble on the screen. You cannot relocate a bubble if the bubble will not fit on the screen in the new position, and you may not manually resize the bubble. It grows and shrinks based on the amount of text in the bubble. To change the bubble pointer for the current frame, click Pointer position and choose a pointer position. You may also manually move the bubble around by clicking and dragging on the blue bar.

117 Clarity Educational Community Modify Action Area The action area indicates where the action takes place in a frame. In the Topic Editor, it is designated by a red rectangle overlaying the frame's screenshot. Drag the corners of the action area to resize it. Click in the center of the action area to move it to another location in the screen. The action area must highlight the area in which the user will perform the recorded action (click a menu, click a button, check a checkbox, etc.).

118 Clarity Educational Community Exercise: Bubble Pointer and Action Area Change the bubble pointer Move the bubble Modify the Action Area

119 Clarity Educational Community Recapture Action (1) If in the course of reviewing a recorded topic, you find that an action was recorded incorrectly on a particular frame, you could delete the frame, and insert new Missing Frames. Alternatively, you could use the Recapture Action functionality to leave the screenshot as-is, but simply change the action that was recorded. To recapture an action, highlight the frame you wish to modify, then click the Recapture Action button.

120 Clarity Educational Community Recapture Action (2) The developer will be hidden and the recorder will launch. You will be able to record one action with this functionality. Navigate to the correct place in the Clarity application to record the updated action. Perform the action, then click Print Screen. You will be returned to the developer with the newly recorded action in place. You will not lose any custom text you had entered into the bubble when performing this action.

121 Clarity Educational Community Recapture Screenshot(1) If in the course of reviewing a recorded topic, you find that there is a problem with the screenshot for a particular frame (perhaps youve inadvertently captured a tooltip), you could delete the frame, and insert new Missing Frames. Alternatively, you could use the Recapture Screenshot functionality to leave the action as-is, but simply change the screenshot that was recorded. To recapture a screenshot, highlight the frame you wish to modify, then click the Recapture Screenshot button.

122 Clarity Educational Community Recapture Screenshot (2) The developer will be hidden and the recorder will launch. You will be able to record one screenshot with this functionality. Navigate to the correct place in the Clarity application to record the updated screenshot. Perform any necessary actions (e.g., mouse over the Home menu), then click Print Screen. You will be returned to the developer with the newly recorded action in place. You will not lose any custom text you had entered into the bubble when performing this action. No more tooltip

123 Clarity Educational Community **Use Recapture to Modify CA OOTB Content The Recapture Action and Recapture Screenshot functions are the primary way to take the CA OOTB CAPA content and modify it to suit your organizations needs. Most organizations will begin with a CA lesson, and simply recapture all the screenshots so that the look and feel matches that of their Clarity instance. For more complex topics, you may end up utilizing a combination of recapturing screenshots, modifying bubble text, and recapturing actions, in order to make the topic suit your needs. For some topics, it will simply be easier to delete the link to the CA OOTB topic, and record your own topic from scratch.

124 Clarity Educational Community Exercise: Recapture Action and Screenshot Recapture an Action Recapture a Screenshot

125 Clarity Educational Community Other Bubble Modification Options (1) Additional bubble modification options are available in the bubble editor. These include: Visible in See It!/Try It! : Should the text entered be visible in these two modes. Default is Yes (button pressed). Visible in Know It?: Should the text entered be visible in Know It? Mode. Default is No (button not pressed). Visible in Do It!: Should the text entered be visible in Do It? Mode. Default is Yes (button pressed). Visible in Player: Should the text entered be visible in the Player. Default is Yes (button pressed). Visible in Print: Should the text entered be visible in the the printed modes. Default is Yes (button pressed).

126 Clarity Educational Community Other Bubble Modification Options (2) Additional bubble modification options Display Bubble in See It! And Try It! Modes for this Frame: Allow the bubble to display in these two modes. Default is Yes (button pressed). Bubble Icon: Include an icon in the bubble. Pointer Position (already covered) Background Color: Change the background color of the bubble from yellow to another color.

127 Clarity Educational Community Other Bubble Modification Options (3) Insert template text as custom text: (already covered). Template text visible in Know It? Mode: Should the template text (action text) be visible in Know It? Mode. Use Templates: (already covered) Show Custom Text First: When template text (action text) is inserted into the bubble so it may be manually edited, should the custom text be shown before or after the action/template text. Template Fonts: modify the fonts used in template text (action text).

128 Clarity Educational Community Exercise: Bubble Modifications Utilize the bubble modification options Change background color Add an icon Change visibility options Test other changes as desired

129 Clarity Educational Community Edit Screenshots You may wish to edit a screenshot that was taken during the recording. You may edit the screenshot to add highlighting or text to the screenshot, or to modify the actual screenshot itself. When you choose to edit a screenshot, the Developer starts the frame image editor you specified on the General Developer Settings page of the Options dialog box and opens the screenshot in that application. (MS Paint, SnagIt, etc.) You then edit the screenshot using that application. When you save the file and close the application, the Developer updates the screenshot in the Topic Editor. To edit the screenshot for the current frame: 1.On the Edit menu, choose Edit Screenshot. 2.The CAPA developer will disappear, and the image editor will open. 3.Edit the screenshot as necessary. 4.Save the screenshot in the image editor application. 5.Close the frame image editor. 6.CAPA will reappear.

130 Clarity Educational Community Exercise: Edit Screenshot Navigate to the frame whose screenshot you wish to edit. Click the Edit Screenshot button. Make changes to the screenshot (add red highlighting, add text, etc.) Save the changes, then close the Editor. View the change in CAPA.

131 Clarity Educational Community Alternative Actions Often, the application for which you are recording content has multiple ways to complete a task. You can accommodate these alternate options in your content by using Alternative Actions. For example, you may need to decide between pressing the Tab key and clicking the mouse to move the insertion point to the next available field. To insert an Alternative Action, you must first determine on which frame the Alternative Action should appear. Next, youll select Insert Alternative Action. When you click the Insert Alternative Action command, the Topic Editor closes and the Recorder opens. After performing the action you want to record and pressing Print Screen, the Recorder closes and the Topic Editor reopens with the Alternative Action displayed.

132 Clarity Educational Community Insert Alternative Action To insert an Alternative Action on the current frame: 1.On the Insert menu, choose Alternative Action. 2.Set up the application in which you want to record to display the screen on which the Alternative Action should be performed. 3.Perform the action you want to insert. 4.Press Print Screen. The Developer will reopen with a new icon viewable on the bubble for the frame, and a new indicator on the frame itself. Use the Alternative Action Navigation in the menu bar (Previous Action/Next Action) to navigate among the Alternative Actions.

133 Clarity Educational Community Alternative Path As you are recording a topic, you may have to choose one of several possible methods for completing a task. For example, you may need to decide between using a menu path (Home Overview) and clicking a toolbar icon (Home icon in upper right menu. While Alternative Actions can display a single action only, Alternative Paths may include several steps. These paths may be shorter or longer than the primary path, or an equivalent number of steps. You do not need to record a start screen for an Alternative Path. The screenshot for the frame already exists; you are simply recording a new action to associate with that screenshot. Press Print Screen after every action completed in the Alternative Path, and click the Finish button in the Recorder to end recording the Alternative Path when you reach the designated end frame.

134 Clarity Educational Community Insert Alternative Path 1.Click the frame on which you want the alternative path to begin, then on the Insert menu, choose Alternative Path. 2.Use the black arrow to click the circle representing the frame you want to use as the end frame of the Alternative Path. 3.Set up the application in which you want to record to display the starting screen of the first action of the Alternative Path. 4.Perform the first action you want to record. 5.Press Print Screen to capture the action. 6.Perform the next action you want to record. 7.Press Print Screen to capture the results of the step. Repeat as necessary to complete the Alternative Path. 8.Click Finish.

135 Clarity Educational Community Exercise: Alternative Action and Path Create an Alternative Action Create an Alternative Path

136 Clarity Educational Community Decision Frames When you are recording topics, you may find that several tasks share common steps. Instead of recording separate topics, you can insert a Decision frame after the common steps end to allow your users to choose from two or more options for how they wish to continue the topic. When you insert a Decision frame, it is placed after the currently selected frame in the Topic Editor. The existing path becomes the first path on the Decision frame, so you will be asked to provide a name for the path. Decision frames are represented in the Frame Structure as a dark blue circle with the letter D. A Decision frame utilizes the screenshot from the following frame and lists the available paths as hyperlinks.

137 Clarity Educational Community Insert Decision Frame (1) 1.On the Insert menu, choose Decision Frame. 2.Enter a name for the current path, then click OK. 3.The Decision frame has been created. Click the New Path button to create the alternative path. 4.Choose the type of new path you wish to create: Branch: A Branch path will break away from the main path and follow through to its own end frame. Alternative: An Alternative path will stray from the main path, but meet back up with it at some.

138 Clarity Educational Community Insert Decision Frame (2) 5.Enter a name for the new Branch/Alternative and click OK. 6.If you are creating a Alternative path, you will be asked to select the point at which the paths will rejoin. If you are creating an Branch path, this step will be skipped. 7.The developer will be hidden and the recorder will appear. Record the start frame for your alternate path, and any subsequent frames using the recorder. Click Finish when you are done. 8.The frame structure will now display the branch/alternative path, and the decision frame will list the path options. You may create several branch/alternative paths if you wish. 5 6 8

139 Clarity Educational Community Modify/Delete a Path Use the buttons on the toolbar to: 1.Rename a Path 2.Delete a path

140 Clarity Educational Community Exercise: Decision Frame Create a decision frame Create a branch path Create an alternative path

141 Clarity Educational Community Explanation Frames (1) While the previous few options (Decision Frames, Alternative Actions, Alternative Paths) are used infrequently, Explanation Frames are used fairly often throughout the development process. Explanation Frames can be used to provide additional information about a step in the topic. No action is associated with this type of frame; it is simply a screenshot image and a bubble with text. Explanation frames use the screenshot from the frame after the selected frame. To insert an Explanation Frame, highlight the frame you wish to add an explanation frame for, then click Insert Explanation Frame. The explanation frame will be added after the current frame.

142 Clarity Educational Community Explanation Frames (2) Enter the bubble text you wish to appear on the Explanation Frame. Note that there is no action on the Explanation Frame. The user will simply hit Enter to continue when viewing the topic (or click the continue link).

143 Clarity Educational Community Exercise: Explanation Frame Add Explanation Frames to the topic.

144 Clarity Educational Community Spell Check (1) CAPA includes spell check for topics, You can start this tool from the Library or the Outline Editor only. There is no spell check from directly within the topic. From the Library, you must have at least one document selected or the tool is disabled. If nothing is selected in the Outline Editor, the entire outline is searched; this is equivalent to selecting the root of the outline. After recording and editing content, and especially before publishing, you should verify that the spelling of text included in the content is correct. Warning! You cannot undo any changes made during a spelling check.

145 Clarity Educational Community Spell Check (2) To initiate spell check, select the topic(s) you wish to check either from the Library or from the Outline, then select Tools Spelling. Incorrectly spelled words will appear in a popup, and you can select whether you wish to Ignore, Change, or Add the spelling. Click Cancel to cancel the spell check.

146 Clarity Educational Community Save or Save As In the Topic Editor, click Save. You can also use the Save As to copy a topic with a different name or to a different location in the Library. When you save a checked out document, it is saved to your data storage location regardless of whether you are working online or offline. You must check the document in to insure that the server has the most recent copy. A new document is not added to the server until you check it in. If you click the Keep checked out option on the Check In Comment dialog box during check in, the content is checked in and the version number incremented by 1. The document remains checked out and unavailable for editing by other users. Open documents display check in/out indicators in the document editor tab.

147 Clarity Educational Community Exercise: Spell Check Navigate to the Outline. Select the Topic(s) you wish to spell check. Initiate the spell check (Tools Spelling), and make any necessary changes.

148 Clarity Educational Community SKILL CHECK Create the Following topics: Add a link to the Favorites Menu Reset your Home Page Create a new project Use each of the following at least once: Insert missing frames Add explanation frame Edit Screenshot Delete a frame Recapture Action Recapture Screenshot Alternative Action or Path Decision Frame Modify Bubble fill, icon, pointer Spell check Web page

149 Clarity Educational Community MODULE SEVEN: PREVIEW A TOPIC In this module we will: Preview Player Modes Preview Documents 149149149

150 Clarity Educational Community Preview a Topic (1) After you have recorded your content, you can preview it before you continue. You can preview the recorded topic in different modes as a simulation of what the users will see: 1.Select the Topic in the outline. 2.From the preview drop-down list on the Outline Editor toolbar, choose the mode you wish to preview. 3.Click the green go button.

151 Clarity Educational Community Preview a Topic (2) 4.The topic will be published; publishing progress will display on screen as the topic is prepared to be viewed. 5.The lesson will load and you may begin walking through the frames.

152 Clarity Educational Community See IT! See It! mode enables you to learn by watching an animated demonstration of tasks being performed in a simulated environment. As tasks are performed, information is provided explaining the steps being performed.

153 Clarity Educational Community Try It! Try It! mode enables you to learn a task by practicing in a simulated environment with step-by-step instructions and guidance throughout the task. If you make a mistake, you are prompted to try again. Whenever text input is required, the text must be entered EXACTLY as suggested to advance to the next step. If the step does not automatically advance after you enter the requested input, you may need to modify your entry. If you feel that your entry is also an acceptable one, you can click the Typing Complete button to submit it. If your entry is also considered a correct response, the step will advance. Otherwise, you will be prompted to enter the requested text.

154 Clarity Educational Community Know It? Know It? mode enables you to test your knowledge of a task in a simulated environment. When you click the Know It? icon, you are presented with the score needed to pass, and you may also receive instructions for completing the Know It? You can then start to perform the required steps for completing the current task. Once you start the task, you may not see any further instructions for completing it, depending on how the task was structured by the content author. Since Know It? mode is a simulated evaluation, you must perform the steps of the topic exactly as they were recorded during content creation.

155 Clarity Educational Community Know It? (2) If you are unable to complete a step, you can click the Show Step link in the Know It? bubble. When you click this link, a window opens, informing you that you will be graded as incorrect if the Player completes the step for you. You can then confirm the action by clicking Yes or cancel the action by clicking No. If you cancel the action, you can attempt to complete the step. If you confirm the action, the step is completed for you and you are marked incorrect for that particular step. Once the step is complete, you can then complete the remaining steps in the task. If you fail to complete a step, you will see up to four levels of remediation. Following are the four levels of remediation: Level 1: User told to try again: The bubble informs you that your action was incorrect and to try again. Level 2: User provided with instructions: The bubble informs you that the action was incorrect and provides instructions for completing the step. Level 3: User provided with instructions plus action area: The bubble informs you that the action was incorrect and provides instructions for completing the step and a highlighted area indicating where the action should take place. Level 4: The Step is Completed for You: The bubble informs you that the action was incorrect and states that the action will now be completed for you.

156 Clarity Educational Community Do It! With Do It! mode, you are guided through a task while you perform it in the live application. When a topic is played in Do It! mode, the Do It! window opens on top of the target application. The top section of the window includes step-by-step instructions for completing the task. When you complete a step, you click the Next Step button to display instructions for the next step or to skip a step. Or you can go back to the Previous Step. The bottom section of the Do It! window displays a graphic that illustrates how the screen should appear in the live application for the step.

157 Clarity Educational Community Preparing for Publishing Best practice dictates that in preparation for publishing, all topics are viewed in all player modes that will be used by end users (See It!, Try It!, Know It?, and Do It!). Ensure that the steps make sense as recorded in each of the modes. If necessary, return to the editor to modify the text, bubble visibility, actions, screenshots, etc., then preview the lesson again.

158 Clarity Educational Community Preview Documents In addition to previewing topics in the various Player modes, you can also preview a topic in any of the following document formats. 1.In the Outline Editor, select the topic. 2.In the Preview drop-down list on the Outline Editor toolbar, choose Training Guide and click on the Green arrow. 3.The document will open in MS Word. To generate document formats for Single User installs, MS Word must be installed on the local users machine. To generate document formats for Multi User installs, MS Word must be installed both on the local users machine AND on the server on which CAPA has been installed. 4.Close the document once you have finished your review.

159 Clarity Educational Community Exercise: Player Modes Preview a topic in each of the 4 player modes: See It! Try It! Know It? Do It! Preview a topic in one or more of the Document formats. Return to the developer to make any necessary changes to the topic

160 Clarity Educational Community MODULE EIGHT: PUBLISH CONTENT

161 Clarity Educational Community Publish Content (1) Once the content is developed, it will need to be published in order to be shared with the end users. The publishing process copies content out of the development environment, restructures it, and creates one of two types of outputs: content that you can deploy to end users through a Player (either standalone or accessible from Claritys Learn link) or a series of document files. You can customize both the Player and the documents, as well as create your own custom publishing styles. When you publish, the Developer creates a package (the Player) which can then be linked to Claritys Learn link, where users may access the content and play the topics. The Player can also be distributed to end users to play offline on their local computers, or stored/made accessible to end users from another location.

162 Clarity Educational Community Publish Content (2) To publish, begin by highlighting the content you wish to publish in the outline Typically the entire outline is published, even if you only made changes to a few topics. It is easier to just replace the entire set of content on the server than it is to strategically insert topics here and there. Next, click the publish button.

163 Clarity Educational Community The Publishing Wizard (1) Step through the windows of the Publishing Wizard in order to publish the content. 1.Begin by selecting the location on your local machine where content will be published. Even though content may be published directly to the server, you must still select a location on the local machine for the files to be created.

164 Clarity Educational Community The Publishing Wizard (2) 2.Select whether you want to publish the entire outline (recommended) or just the content you selected. 3.If you wish to publish content associated with roles, check the Publish by roles checkbox, then click the Select Roles button.

165 Clarity Educational Community The Publishing Wizard (3) 4.Click Select All to select all the roles (recommended), or select the individual roles for which you want to publish content. 5.Click OK.

166 Clarity Educational Community The Publishing Wizard (4) 6.Leave the Skip advanced options page checkbox unchecked, then click Next.

167 Clarity Educational Community The Publishing Wizard (5) 7.Nothing really needs to be changed on this page; it is simply shown here to display the settings available. In the future, you may skip this page.

168 Clarity Educational Community The Publishing Wizard (6) 8.Select the formats to be published. To link to the Learn link in CAPA, youll need to select Player and LMS. To publish a standalone HTML site, select HTML Website. To publish documents, select one of the document formats.

169 Clarity Educational Community Player and LMS Formats Player and LMS: Player interface includes a customizable header, Outline/Search pane, and a content pane. Users can play topics in See It!, Try It!, Do It!, and Know It? modes. They can also select Print It! mode to view and print a document of the process covered in the topic. LMS -This publishing option creates learning specification compliant course material. It performs all the tasks required to generate content files that are ready to be integrated with your LMS without any JavaScript programming or HTML manipulation. The output 346 is AICC and SCORM compliance. These two formats are created at the same time.

170 Clarity Educational Community HTML Web Site If you publish content for an HTML Web Site, the result is a tree of hyperlinked HTML files. Users can view the content via a browser. Exported content appears in a static version of Try It! mode suitable for posting to an Intranet or Internet site. With this method, users can view content without downloading a Web plug-in or installing content.

171 Clarity Educational Community The Publishing Wizard (8) 9.Set additional publishing options. Begin by highlighting Player and LMS. 10.View/edit the settings available in the right pane.

172 Clarity Educational Community The Publishing Wizard (9)

173 Clarity Educational Community The Publishing Wizard (10)

174 Clarity Educational Community The Publishing Wizard (11) 11.At the bottom of the Player and LMS settings, click the checkbox for Publish Content to Knowledge Center, then click the Server Settings checkbox.

175 Clarity Educational Community Knowledge Center This option allows you to use content created in the Developer and publish it to the Knowledge Center server (available only in the Professional edition). The Knowledge Center allows you to track which users have viewed certain topics, the results of any Know It? Mode topics they have viewed, and other useful tracking information. If the topic/title already exists in the Knowledge Center content root, it is updated with the new published content. If the topic/title does not exist, a new title is created with the new published content. As soon as the title is published to the Knowledge Center, users can access it and view the content. **Note: We will not be able to publish to the knowledge center in this training. Once the multi-user install is complete, and the Knowledge Center server is set up, this functionality will be available.

176 Clarity Educational Community The Publishing Wizard (12) 12.Specify the location and login information for the Knowledge Center server to which you wish to connect (your system administrator will need to provide this information to you).

177 Clarity Educational Community The Publishing Wizard (13) 13.Finally, click Publish. 14.Publishing will begin, and progress will be noted on-screen.

178 Clarity Educational Community View Published Content (1) Once publishing is complete, you may select from the following options: Launch the content automatically: For Player packages, this option launches the Player window and displays the content. If you publish to multiple formats, or if you publish to document formats only, this option is disabled. In addition, if an error occurs during publishing, this option becomes View activity log. Open the folder where the content was published: This option opens a Windows Explorer browser window and displays the contents of the folder where the content was published. Configure Player Options for In-Application Support: This option opens the Configuration Utility for the In-Application Support window (such as Clarity). Open the Knowledge Center Manager: This option opens the Manager used for managing content and users in Knowledge Center. Close the Publishing Wizard: This option closes the Publishing Wizard without opening any windows or displaying content.

179 Clarity Educational Community View Published Content (2)

180 Clarity Educational Community Connect Published Content to Clarity Depending on the outcome of the multi-user setup, you will connect the content to Clarity in one of two ways: Automatically, via the Knowledge Center server settings during the publishing process. Manually, by either emailing a.zip of the published content to your system administrator, or by publishing to a location on a shared server where the system administrator can access the content and load it to the Learn link in Clarity.

181 Clarity Educational Community Other Publishing Options: Document Formats Document formats allow you to publish content in various predefined documents that can appear in Microsoft Word (.doc or.docx), HTML, and Adobe Acrobat (.pdf) format. To publish document formats, Word 2003 or greater is required. Publishing to Adobe Acrobat (.pdf) format requires Adobe Acrobat 8.0 if you are using Word 2003. Important Publishing Note: If you are using Microsoft Office 2003, you must install the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 File Formats. You can download this compatibility pack from the Microsoft Office Download Center. In addition, all Microsoft Office Products must have the latest updates and security fixes.

182 Clarity Educational Community Formats are Designed to Conform Note: All document formats are designed to conform to the following Section 508c requirements for accessibility: the document can be read by a screen reader such as JAWS, except for headers, footers, and image alternative text; and the text background shading is formatted to meet legibility standards for the visually impaired.

183 Clarity Educational Community Document Type and Version When you publish any of the Document formats except Presentation, the document type is appended to the filename of each document published. The following lists the document types. System Process: SPD Job Aid: JOBAID Training Guide: TRAIN Instructor Manual: INSTMAN Test Document: TEST Test Results: TESTRESULTS Test Case: TC If a revision number has been assigned to a topic, the revision number is also appended.

184 Clarity Educational Community System Process This format is useful for creating documents that not only include the procedures and conceptual information for system processes, but also contain information relating to intended audience, roles and responsibilities, document status, versions, and dates. Each topic is published to a separate document which includes a concept page, with information about the document and task, and the procedures for completing the task.

185 Clarity Educational Community Job Aid This format results in a quick reference guide, enabling users to view only the procedures for completing a task, without conceptual information. Each topic is published in a separate document which includes only the procedures for completing the task.

186 Clarity Educational Community Training Guide This format allows instructors to create manuals quickly for Instructor-led training. The document includes a title page, copyright, table of contents, conceptual information, and procedures for completing all tasks included in the published outline. Questions and/or assessments in the content are included in the Training Guide when the include questions and/or Include assessments options are set. Note that answers to questions do not appear in the Training Guide but do appear in the Instructor manual. Warning! Be aware that when you publish a Training Guide, your entire selection is published as one document. If you publish a large amount of content at one time, you may encounter memory problems with Microsoft Word. Consider publishing your content in pieces and then merge the contents of each Microsoft Word file after publishing from the Developer.

187 Clarity Educational Community Instructor Manual This format allows instructors to publish the Training Guide including instructor notes. The instructor notes are inserted in the document per topic, after the Concept, and before the Procedure. The Instructor Note heading appears in the output in the same style as Procedure text. The instructor notes are formatted like web page attachments (indented with shading). This is designed to make the notes stand out from the other text. The outside margin is adjusted to allow instructors room to write their own notes. Questions and/or assessments as well answers to the questions are included in the Instructor Manual when the Include questions and/or Include assessments options are set. Warning! Be aware that when you publish an Instructor Manual, the entire selection is published as one document.

188 Clarity Educational Community Test Document This format allows you to create documents for testing software applications. Each topic is published to a separate document. The document includes the purpose of the test, test history, time to test, test setup, and test procedure. The test procedure contains the steps for completing the task.

189 Clarity Educational Community Test Results This format allows you to create Word documents with steps and comments recorded during product testing using Record It!. Each topic is published to a separate document. The document includes the topic name, the status, the owner, the steps to complete the task, and any author notes.

190 Clarity Educational Community Test Cases This format allows you to create files that can be imported into testing software applications such as Oracle Application Testing Suite (OATS), HP Quality Center, or IBM Rational Quality Manager. If you select multiple items in the outline, the published output is combined into a single file with each topic separated by a blank row. This file can then be imported into the testing software in a single operation. Only topics with content are included in th