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Working with SMEs and Capturing Screens for Online Software Training in 10 Quick Steps

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Working with SMEs and Capturing Screens for Online Software Training in 10 Quick Steps

Training the end users on usage of the new system application or ERP software, plays a crucial role in getting the best ROI of your new software implementations. Many organizations conduct such trainings in online mode. Often, they outsource such online training course development requirements to the third party custom e-learning service providers. But, one major challenge the organizations face is that they are not allowed to share the software login credentials with third party firms.

How you can help your custom learning partner capture software screens, especially when you cannot share the login details outside your firewalls?

Here are 10 steps to be followed.

  1. Collect all the user guides and training manuals that come along with the software. You will agree with me that those heavy manuals cannot train anyone but only scare users and stop them from attempting to use the tool.
  2. You will also have some PowerPoint presentations with the screenshots of the critical operations that learners need to be trained on. Collect these so that you can decide what training modules need to be developed. Then send it to the vendor.
  3. Arrange a meeting between the e-learning vendor and the SME to understand the various roles and responsibilities of all trainees.
  4. Help your vendor develop an outline and come up with draft steps to perform in order to complete a task.
  5. For each task, please help your vendor understand “Why” this task is important in the entire online process. This will help the vendor describe “What’s In It For Me” for the learners.

These 5 steps need to be completed before you start taking screen captures for creating software simulations.

Now, I will share the steps to help the vendor work with SMEs to quickly get the right screens and also SME approval on the captures.

  1. Setup a WebEx meeting with the SME, and ask your vendor to keep the outline, draft steps, and authoring tool such as Adobe Captivate or Articulate Storyline handy.
  2. Give the presenter rights to the SME so that he can perform the steps of the simulation.
  3. These steps should be directly captured in the authoring tool. There may be some excess or repeat steps, make a note of them.
  4. Ask your vendor to make a note of all the tips the SME gives while performing the task. These are very effective tips for the learners.
  5. Once the SME completes the demonstration of the tool, give your vendor the presenter rights and let him show the captured simulations to the SME and take his approval.

Later,your vendor should take the captured simulation to refine the “Watch” simulation and develop “Try” or “Do” Simulation to assess the learning.

Vendor can record a 30 min course in one WebEx meeting of 45 min. This will save enormous time of the SME and also development time. Thus, in this way, you can develop a simulation based software training course without sharing the login credentials with your e-learning partner.

Have anything to say? Please do share!

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