ENGAGE Learn Asset Types 

Purpose 

Standard Topic Document 

Written documentation that discusses particular concepts, detailing the features, functionality and purpose of the Oracle Cloud Application. This documentation includes detailed terms, functions, and information relevant to your Oracle Cloud Application.  

Standard Tutorial 

Guided and interactive (simulated) workflow that captures the Oracle interface as Users progress through a process or work area in Oracle Cloud. Each step builds on the previous step. However, the User can enter the Tutorial at any step and can navigate to and step using the Tutorial navigation. These simulations are created from Maverick’s Oracle Instance. Tutorials offer a digital training sandbox for Users to practice functionality outside of the Clients live Oracle environment.  

Custom Tutorial 

Guided and interactive (simulated) workflow that captures the Client’s Oracle interface as Users progress through a process or work area in Oracle Cloud. Each step builds on the previous step. However, the User can enter the Tutorial at any step and can navigate to and step using the Tutorial navigation. These simulations are created from The Client’s Oracle Instance and capture the look and feel of what Users experience in their live Oracle Cloud environment. Tutorials offer a digital training sandbox for Users to practice functionality outside of the Clients live Oracle environment. 

Custom Learning Path  

An architected path combining Topics and Tutorials (standard or custom) designed in a specific order for learning Client-specific business processes or functional areas. These are custom built for each client and are designed for specific User-roles within an organization. 

User Guide 

Printable guides generated from Tutorials. User Guides are available for all Tutorials, whether Standard or Custom.  

The guides include images from the Tutorial which can be collapsed so that Step data will only be displayed.  

It is recommended that User Guides are consumed on the ENGAGE Learn site as they are continuously updated with each Oracle release. Printed material quickly becomes obsolete in a dynamically changing system. 

ENGAGE Live  

Asset Types 

Purpose 

Workflow 

A series of steps that help users learn an objective or complete a task through a series of step-by-step actions. These steps display as a layer over the live Web Application.  

Tool Tip  

Provide users with static contextual information when there is a need for additional information on a page. Will always be present in the User Interface (UI) until turned off.   

Announcement 

An announcement to inform users about items that need user’s immediate attention. These can include videos, external links, or attach to a flow. (Note: Attached flow will be charged separately.) 

Launcher  

Button or in-system tool tip that launches into a URL, video, or workflow.   

Checklist  

A set of resources grouped together as a list of tasks; completion is tracked.  

Validation 

Field based validation with customizable rules. Shows as green checkmark when rules are followed successfully.   

Link 

A link to a specific, Client-owned document, website, etc. that lives within the self-help menu or checklist widget. 

Video Link 

A link to any external video that lives within the self-help checklist widget and opens in a pop-up.  

Text 

A text entry that provides additional information to the user which lives in the self-help widget or checklist and opens in an in-system pop-up. 

Client’s Training Implementation Roles 

Responsibilities 

Project Sponsor(s) 

Ensures resources are available to support the project as defined by our agreed upon Statement of Work (SOW).  

Project Lead(s)  

Confirm and sign off on the accuracy of the test scripts for delivery to Maverick Solutions. Responsible for Client data needed for use in customized training assets. 

Final approvers of customized training assets. 

Functional Lead(s) 

Analyze business requirements and share relevant Oracle software system customization decisions with Maverick. Responsible for validating test scripts, and reviewing and providing feedback on the customized assets with the Maverick team during the development process 

Technical Lead(s) 

Manages technical aspects of software development flow in a specific context or team. Also responsible for curating test scripts during the requirements gathering phase of customization development. 

Subject Matter Experts (SMEs) 

Reviews and provides feedback on the customized training assets in the relevant area of expertise. 

Implementer 

Provides strategic guidance. Documents sources for all customized training asset development (test scripts, business process documents, etc.).  

Ensures Maverick’s access to appropriate areas of the Oracle system and relevant roles in order to create the training assets. 

*Note: This role can vary by Client depending on the implementer’s contractual obligations. 

Maverick’s Training Implementation Roles 

Responsibilities 

Maverick Solutions Learning Consultant 

Assists Client through the ENGAGE customization development process by helping the Client determine what ENGAGE content will be customized, and what Learning Paths will be developed that would provide the most value to the Client and their learners.  

*Note: All other Learning Consultant services would be an additional staff augmentation cost.   

Maverick Solutions Project Manager 

Manages the Maverick team’s resources, work assignments, and schedule for creation and vetting of assets for the project.  

Work collaboratively with the Client to address and mitigate risks or challenges during development and review cycles. 

Manages the overall training project scope and customization development process for Maverick. 

Maverick Solutions Client Success Manager 

Is the primary point of contact for Maverick ENGAGE questions, feedback, contract requirements, user management, reporting, assessing additional contractual needs, and the overall quarterback during the Clients contractual lifecycle.  

Maverick Solutions Technical Support Manager 

Point of contact for ticketing, technical support, technical onboarding, and various other technical functions throughout the project lifecycle. 

Maverick Solutions Content Developer 

Reviews and analyzes documentation (test scripts, training documentation, etc.) provided by the Client in preparation for customization development to ensure completeness and thoroughness of requirements. 

Creates and manages custom asset development. 

Executes the creation of learning paths as identified by the Learning Consultant. 

*Note: Client data that needs to be staged for use in customized training assets is the responsibility of the Client. 

Activity 

Client Time Commitment Estimations 

Expected Timeframes 

Additional Information  

System Access 

1-2 hours 

1 week before test scripts are provided to Maverick 

Maverick will need functional system credentials with proper access and security permissions to be able to begin and complete the customization development. 

Complete the Order Form for customizations 

4-8 hours total per Application (dependent on # of customized assets) 

Dependent on deployment and project cycle 

Client will be asked for input at various stages throughout the project lifecycle. At project start, functional leads will be engaged in conversations with the Maverick Learning Consultant and other Maverick project members, to identify, review and confirm the desired customizations within each application. 

*Note: There are separate documents and processes for identification of ENGAGE Learn assets vs. ENGAGE Live assets that will be introduced at project kickoff. 

Requirements Gathering (Test scripts and data) for custom training assets 

20-30 minutes per customized asset 

2 weeks before active development begins on customized asset 

During requirements gathering, Client Technical Leads will be asked to pull test scripts and Client Functional Leads will be asked to validate those scripts. These test scripts must be mapped to the corresponding asset ordered and should include all relevant data, access/role information, and any specific notes that should be included in the customized asset. Having these fully vetted scripts is crucial and significantly reduces the amount of time spent in Subject Matter Expert (“SME”) review. 

*Note: Test scripts should not only be pulled but validated by the Client before submission to Maverick. 

Review of customized training assets  

15-30 minutes per customized asset, x2 review rounds 

Recurring live review sessions held weekly throughout development 

When development is complete and content is ready to be reviewed, Client Functional Leads can expect to spend 15-30 minutes per asset providing feedback. There are 2 review rounds per asset assumed in the timeline. The second review is typically shorter per asset (10-20 minutes).  We review the assets with you as soon as they are ready to review.  We aim to have a weekly check-in and review meeting during the active project cycle.  

Approval of customized training assets 

5 minutes per customized asset 

Occurs during recurring weekly review sessions, typically in the 2nd review round for each asset 

After two review rounds, if needed, there can be a final approval round, which should not take more than 5 minutes per asset, as it’s a confirmation of changes made and not a full review. This step may not be needed if Approval is granted during one of the initial review rounds. Final approval is typically granted by the Project Lead or Functional Lead. 

Learning Path  identification 

2-4 hours per Application 

 30 days prior to the expected publication and use of Learning Paths 

Maverick’s Learning Consultant Team will work with the Client’s implementer and Client’s project team to identify the best architecture for a Learning Path(s) based on the Client’s needs. The final identified Learning Paths will be documented in the Order Form.  

Learning Path creation 

N/A  

Creation of each Learning Path takes 1-2 days 

Creation of a Learning Path Package typically takes 1-3 weeks  

Maverick will create the Learning Path(s) based on the Order Form. Any changes to a learning path after the Order Form has been completed will add additional days to the creation time.  Development turnaround time for a single Learning Path is 1-2 days. Development turnaround time for a complete Learning Path package is typically 1-3 weeks, depending on the number of Learning Paths identified and the complexity of those Learning Paths.  

Learning Path  review and approval 

30 min-1 hour 

Occurs during recurring weekly review sessions as individual Learning Paths are completed 

The full Learning Path Package will be reviewed once all development is complete 

We review the individual Learning Paths with you as soon as they are ready to review.  We aim to have a weekly check-in and review meeting during the active project cycle. 

When development is complete and a Learning Path package is ready to be reviewed, Client Functional Leads can expect to spend 30 minutes – 1 hour per Learning Path package providing feedback or approval.  This step is just a final review of the comprehensive Learning Path package. 

If access or data issues arise 

15-30 minutes  

A one-day delay for every day we do not have access to the Client’s system or if data issues arise, may occur 

Throughout the course of development, Maverick will need points-of-contact if we have access issues or data issues while capturing customized assets. This communication usually takes place via email; however, if it would be easier to have a call to discuss, those meetings are estimated at 15-30 minutes. 

ENGAGE Learn  

Purpose 

Custom training for Oracle Cloud Applications 

Audience/Users 

Configuration Users, Core Users 

Environment 

Stand-alone digital training sandbox environment 

Assets 

Topic Documentation, Interactive Tutorials, User Guides, and Learning Paths 

Updates 

Quarterly 

Language 

English 

Configuration User 

A select group of individuals responsible for working with the system implementer to design, configure and test the Oracle Cloud system- the Project Team. Requires a deep dive into the software, covering functionality as well as setup and configuration of the software to prepare the Project Team to make informed system design decisions for the implementation. 

Core User  

Anyone who uses the Oracle Applications daily to perform essential job functions. Training for Core Users focuses on operational functions and transactions. 

For example, running payroll or administering benefits enrollment; entering and reconciling financial transactions, creating a requisition or receiving inventory; or creating reports. 

• Czech (cs) 
• Danish (da) 
• German (de) 
• Greek (el) 
• English (en) 
• Spanish (es) 
• Finnish (fi) 
• French (fr) 
• French – Canada (fr_CA) 
• Hungarian (hu) 
• Italian (it) 
• Japanese (ja) 
• Korean (ko) 

• Dutch (nl) 
• Norwegian – Bokmål (no, nb_NO) 
• Polish (pl) 
• Portuguese (pt) 
• Portuguese – Brazil (pt_BR) 
• Romanian (ro) 
• Russian (ru) 
• Slovak (sk) 
• Swedish (sv) 
• Thai (th) 
• Turkish (tr) 
• Chinese – Simplified (zh_CN) 
• Chinese – Traditional (zh_TW) 

ENGAGE Live 

Purpose 

In-application guidance 

Audience/Users 

Self-Service Users, Core Users 

Environment 

Client’s live environment 

Assets 

Workflows, Tool tips, Announcements, Launchers, Checklists, Validations, Links, and Text. 

Updates 

Quarterly, or as needed 

Language 

English 

Self Service User 

The occasional user of the application who will be performing self-service tasks in the system. 

For Example, updating personal information, entering expense reports, completing timecards, etc. 

Core User  

Anyone who uses the Oracle Applications daily to perform essential job functions, and training focuses on operational functions and transactions. 

For example, running payroll or administering benefits enrollment; entering and reconciling financial transactions, creating a requisition or receiving inventory; or creating reports. 

Title 

 Description 

Organizational Change Management (OCM) Consultant  

Help Client to assess the impacts of SaaS implementation, determine gaps, user profiling, analysis of each staff member’s predicted speed to proficiency, mitigation plans and what changes will do to the Client’s ecosystem. Help Client’s transform the ways in which the organization operates related to a SaaS implementation. This also includes journey mapping by role, department, process formation (and validation) with deployment strategies.  

Enterprise Learning Consultant 

Beyond the standard Learning Consultant role, an Enterprise Learning Consultant will help Client put together training plans by role or department, create communications, and other training collateral in support of a SaaS software deployment.   

Additionally, they can help identify and build any required training content outside of Maverick Learn and Maverick Live assets. 

Training Manager/Coordinator 

A Training Manager or Training Coordinator works  with Client to map and schedule all related training activities for the Client’s organization, related to a SaaS deployment. 

Oracle Implementation Consultant 

Implementation Consultants are available to help with tactical implementation tasks. 

Training Developer 

Training Developers are available to build additional training as needed for your implementation.  These developers are typically used to develop training outside the Oracle system training with Maverick ENGAGE.