1. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting1 Training Approach Project Initiative (TAPI) Update Frances Mueller Cathy Handyside July 18, 2003

2. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting2 Agenda TAPI overview - Frances MAIS Learning & Information Center (MAIS LINC) demo - Cathy Project status, vision, known issues, considerations, & contingencies - Frances Plans for HRMS, SA, & FIN training & documentation - Frances Q & A session – Frances & Cathy

3. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting3 Our Mission Address user needs for improved training, documentation, and communication methods for MAIS systems by exploring and applying innovative best practices, tools, and technologies

4. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting4 Campus Feedback & Requests Reduce number of required courses and course length Provide training that is tailored to user needs Provide more self-study training Deliver training closer to system releases Increase frequency of courses offered for new employees Provide an environment to practice using the system outside of the classroom Distribute updated training materials through the Web Provide users with tools to help themselves Provide more opportunities to test out of training

5. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting5 Current Training Experience Register for classes, and wait for availability Travel to Wolverine Tower to attend a multi- hour course Work with training databases and guides that are out of sync with Production environment Do not have an easy method for obtaining updated training guides or documentation Receive information and updates distributed via email and the Web Do not have access to a practice environment or refresher training

6. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting6 Our Vision for the Future Web-based, “one-stop shopping” Blended learning E-learning training Instructor-led training Focus on performance support vs. training Phased implementation

7. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting7 Changes Required New delivery methods, tools, & technologies Simulations Knowledgebase Learning management system New methods for packaging content Smaller chunks of information Searchable in a knowledgebase

8. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting8 What’s New? Interactive, system simulations Guided – walk you through performing an M-Pathways task Practice – enable you to practice performing an M-Pathways task before you work in the real M-Pathways environment E-learning courses will replace some instructor-led courses One-stop shopping site for training, documentation, communications, and more…

9. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting9 What Will Remain The Same? Traditional training content will be delivered in smaller, separate chunks Step-by-step procedures Quick reference sheets Overviews of changes Scenarios Many instructor-led classes will remain for now Other related processes will remain for now Training registration by phone Request for system access (M-1) Course schedules

10. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting10 Our NEW Web-Based Delivery System… Coming December 2003!

11. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting11 Sample MAIS LINC Interface

12. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting12 Benefits to Users Less time waiting for training Less time away from office Access to latest documentation from one location and available when needed On-demand e-learning More self-study opportunities Information and learning tailored to individual needs Reduced course lengths

13. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting13 Benefits to Units Employees will have… Immediate access to the information that they need Practice environment Ability to review transactions repeatedly (refresher training)

14. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting14 Benefits to MAIS Ability to deliver training closer to system releases Ability to provide system simulations that reflect our Production environment Ability to distribute updated training, documentation, and communications quickly through the Web Improved communications process and archiving

15. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting15 Where Are We in Our Process? 2002200320042005 Sept Oct NovDec Jan Feb Mar Apr May Jun Jul Aug Sept Oct NovDec Jan Feb Dec Jan Feb Plan Design Build Test MAIS LINC HEFIN

16. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting16 Key Milestones to Date Selected tools Installed new Web infrastructure Established training development methodologies Formed User Interface Design team Designed new training and documentation deliverables Determined navigation with new MAIS Gateway

17. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting17 Developing content for HE Upgrade Implementing new, behind-the-scenes training administration system Training tracking Training facility management Planning for system testing Work in Progress

18. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting18 Long-Term Vision Continue to convert existing instructor-led training to e-learning, as appropriate Retire the M-Pathways Web site and make MAIS LINC the single-source for user information Deliver role-based content & curricula Enable unit managers to view staff training histories

19. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting19 Long-Term Vision (cont.) Enable users to register for training via the Web vs. by phone Replace all training databases with simulations Enable users to access MAIS LINC from off-campus locations

20. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting20 Known Issues & Considerations Browser requirements Internet Explorer Special plug-ins to view system simulations Adobe Acrobat plug-in M-Pathways system users only Campus use only Limited Macintosh support

21. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting21 Current Contingency Plans & Suggestions for Macintosh Users Use MAIS services: Training labs at Wolverine Tower MAIS Help Desk and request that documents be e-mailed Explore other options: Local, departmental PC, if available Campus computing site PC to view simulations, e-learning

22. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting22 Plans for HRMS & SA Content Three release phases: 1. MAIS LINC go-live (12/03) 2. Prior to HRMS & SA Upgrade (1/04) 3. Following HRMS & SA Upgrade (2/04 and beyond) Transition period is needed in most areas to review and update existing version 7.6 training materials

23. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting23 Upgrade Content for MAIS LINC Go-Live (12/03) New information on using MAIS LINC New Introduction to PeopleSoft v.8 delta course for current users Provides an overview of the new, Web-based PeopleSoft interface Delivered as an e-learning course New Intro to M-Pathways course for new users Consolidates SAO101, HRO101, HR601 Instructor-led course Reflects PeopleSoft version 8.1

24. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting24 Upgrade Content Prior to HRMS & SA Upgrade (12/03-2/04) Interchanges for areas with significant changes For current users only Time and labor HR Wolverine Access Documentation for areas with fewer changes Courses revised to reflect PeopleSoft v.8 TL102 – Time Reporting HR602 – Unit, Select, Recruit & Hire HR603 – Unit Administer Workforce RS25 – Resource 25 New Vista Plus & Report Manager courses Delivered as e-learning courses

25. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting25 Upgrade Content Prior to & Following HRMS & SA Upgrade (12/03-TBD) All remaining M-Pathways HRMS & SA new-user courses will be taught using: Current version 7.6 training materials & databases Supplemental version 8.1 documentation These courses will be updated as quickly as possible and as time allows

26. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting26 Plans for FIN Content At MAIS LINC go-live (12/03) Continue to use existing delivery methods (M-Pathways Web site, email, training materials in classes) Just prior to FIN Upgrade (12/04-2/05) Deliver upgrade delta training and documentation via MAIS LINC Revised Intro to M-Pathways course (to include MPC101) Following FIN Upgrade (after 2/05) Use MAIS LINC for all user documentation Provide e-learning and instructor-led training as appropriate (blended approach)

27. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting27 How to Learn More About MAIS LINC & The HRMS & SA Upgrade… Visit M-Pathways Upgrade Central www.mpathways.umich.edu/upgrade Stay tuned for additional information and communications in the coming months via UL meetings Email University Record articles And more…

28. July 18, 2003SA, HRMS, FIN Unit Liaison Meeting28 Questions?