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Is this how compliance training should be done?

“What kind of training is this?”
“COMPLIANCE TRAINING, SIR!”
(Boom-chaka-laka, boom-chaka-laka, boom-chaka-laka, boom!)

I’ve recently taken on a new “adventure” working for a large pharmaceutical company. Now, I’ve worked for pharmaceutical companies before, but it’s been more than 20 years since my last job in the industry. One of the things I’ve been getting bombarded with in the past few weeks is that I have to do a lot of compliance training. This is not the first time I’ve had to do compliance training.

In the last two full-time positions I held, I had to do compliance training in the finance and chemical safety fields, even though my position had nothing to do with the everyday responsibilities of creating and handling chemicals, or handling financial transactions of any kind. But, because of strict regulatory rules on the international, federal, and state levels, I have to do this training. It’s the same with the pharmaceutical field, since that’s yet another highly regulated field.

Now, I will say this much–because of the work that I’ve been hired to do, there actually were several pieces of the compliance courses that applied to me, so that was fine. No matter where you go, especially if you work for a very large corporation, whether you are an employee or contingent worker/consultant (which I always am the latter), you still have to take all these compliance courses regardless of your position in the company to comply with all these regulatory groups. It’s just par for the course.

The information is usually incredibly dry, boring, and lifeless information–at least for me. It’s usually just a course that covers various policies, and you have to pass some sort of quiz to “certify” and help the company be in compliance with these regulatory rules. The courses are usually (but not always, as I’ll explain in a moment) a flat narrative that’s done in Captivate or Articulate, with small little quizzes in between to help you review and retain the information for the final test at the end. Considering that the information is usually so boring, and you may have several hours of it ahead, I usually don’t mind this training because usually there’s a narrator reading the information while showing some images relating to the topic, and it makes it easier for me to remember so I can pass the test.

After having already done four hours of compliance training and passing the test with a 97% (I missed one question) during my first week, I was given additional training that had to be done in the next few days. Of the nine courses I was given to do, only one was an Articulate course (I know it was because the server name in the URL said “articulate.com” in it), and that one made sense, and definitely applied to me.

However, the other eight courses I was given weren’t really courses at all. Since these “courses” were all handled on an LMS (learning management system),  I thought I’d be jumping into legitimate courses. I was sadly mistaken. Each of these “courses” was simply the SOP (standard of procedure) policy document that I was expected to read in depth. All these documents were not written in plain English in a user-friendly format. They all were in legal-ese or pharma-talk–or both. This made the process of reading them a little harder for me to digest. Additionally, while there were only two or three documents that were less than ten pages, most were well over twenty pages–even over thirty pages for one or two of the documents. Some documents had a summary at the end, to which I thought, “Why didn’t they just show this at the beginning of the document? Then the rest of it would’ve made sense!” But most did not. With all of these eight documents, there wasn’t any kind of assessment to see if I understood the material. I just had to provide an electronic signature at the end that I read the material.

While I did my best to diligently read the material, it was much worse than dealing with the boring interactive courses. And other than me signing something electronically to say that I had, indeed, read the material, there was no way for the company to know if I understood it.  Much of this could’ve easily been short Captivate/Articulate courses that would have not only made the information a tiny bit more interesting, but also there could be a way to assess that there was some semblance of comprehension.

Somewhere along the line, I had read later that in some instances, companies are in compliance as long as they have a policy and that each worker has read the policy and signed off that they read the policy. That sounds easy enough–read the material, and sign that you read it, and you’re done. But is that right?

I thought about this a lot after I finished this second round of compliance training, because reading almost 130 pages of technical jibberish on mostly common sense policies wore me out.  I also felt that something was terribly wrong about this procedure.  I might not have ended up doing instructional design as I originally set out to do when I started in tech comm (see early posts of TechCommGeekMom), but there were circumstances that bothered me about training employees this way, especially if they had to adhere to regulatory compliance training.

The first thing that came to my head was that as bothersome and boring as they were (sorry, instructional designers), the interactive courses were better. Students could see examples more clearly from images, for example. Or, in my case, seeing images, reading words, and hearing a voice read the technical gobbledygook connected with me better than reading pages and pages and pages of long-winded text.  I partially blame my own abilities to learn this way because of my own learning disabilities, but at the same time–am I alone? I’m sure there are some out there who would rather read lots of text to understand information, but I have found that adding multimedia has always made a difference in learning.

I started to wonder if I was an anomaly in finding that I learn better this way. I know there are entire books, courses, and university degrees dedicated to this topic–what’s the best way to teach an adult? Is it any different than teaching a child or youth? Is reading text better than e-learning instances? Is reading text better than having an interactive, multimedia experience? In the case of the documents, I found that I was easily bored by the material to the point that I was more easily distracted, making me only skim the pages rather than read them in great detail after a while–especially with the thirty-page documents.  It’s good that the company has policies on specific topics that are available for employees to read, but can employees easily relate to the policy information? How can we ensure that? Is just having them read the policy enough?

To say the least, I was rather disappointed with this method of training of reading text and electronically signing that I completed the reading. My own studies in e-learning made me realize how we are lucky to live in an age where we can make use of voice, images, video, and other multimedia tools that can help enhance the learning process, and in effect, allow learners to better retain the information by making it more relatable–even the boring, compliance information. I’ll bet that I still retain some of the information about financial transaction handling and chemical safety in the inner recesses of my brain because of interactive training. I remember much of what I just learned about drug safety and marketing compliance from my initial training.  But what was in those documents. Don’t remember. Not a clue. I think much of it was the same as the stuff in the original compliance training, which also made me question why I had to do it again when I passed that original training. But was reading text and signing effective training? No. Did it fulfill compliance rules? Yes.

thatsthefactjackWhether it’s this company I’m at, or other companies, having workers understand regulatory compliance policies is important. They are procedures that keep us safe physically and ethically to ensure the best standards for all. So why not take the time to ensure that ALL policies that you feel are important are delivered in a way that helps to insure that employees understand ALL the information? That just seems like common sense to me.

What do you think? What are your experiences with these types of corporate or compliance training? What kind of learning worked best for you? Should companies put a good effort to make all the learning more learning-accessible? Add your comments below!

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RoboHelp 2015 Release is a big step forward!

Adobe RoboHelp -- 2015 release
Adobe RoboHelp — 2015 release

The last few weeks–in fact, the last couple of months–have been so busy for me that I can’t always finish what I need to get done. One of the things on my long to-do list has been writing up a review of the new RoboHelp 2015 release. I shouldn’t have waited, because let me tell you–there are some great things happening with this updated product! Additionally, Adobe has already released an update, which I will include details from that as well in this review.

Back in May, Adobe held a preview press conference to let us know what’s new in Robohelp (2015 release). It was hosted by Maxwell Hoffmann, one of the Technical Communications Suite  (TCS) product evangelists for Adobe. I know Maxwell fairly well, as I first had a chance to work with him on the webinar I did for Adobe three years ago, and I know he knows and understands the TCS products very well, especially since he worked for some of these products before they were originally acquired by Adobe! He’s also a master storyteller and pays a lot of attention to what technical communicators have to say, so he’s excellent at explaining the benefits of features to users.

The first thing that Maxwell noted was that like the newest release of Framemaker, the naming convention for current and forthcoming releases from now on will be reflected in year instead of  version 12, 13, etc. This allows for some consistency, and it’ll be easier to know if you have the latest version based on the year it was released.

Going forward from that, Maxwell explained that RoboHelp (RH) now offers a new degree of usability to both help authors and their users. There are several new features going on in the 2015 release that I have to tell you, truly impressed me, and I think you will find to be great upgrades as well. The highlights of these new features include:

  • A brand new user interface
  • Best in class multi device publishing capabilities
  • Dynamic Content Filters that enable end users to quickly find relevant content
  • Single-click mobile app creation workflow
  • Miscellaneous productivity enhancements

Let me go into more detail about each of these highlights.

Brand New User Interface

Even though RH was already able to have its configuration customized by the user, many of the icons were rather small and hard to see–the interface had a lot going on in one screen.  Even so, one of the advantages of RH has always been that you didn’t have to work with code in RH.  The new interface, when demonstrated, was significantly cleaner and more concise. Not nearly as busy looking as its predecessor!  The interface has a much simpler look that resembles modern MS Office interfaces with the task ribbon, project manager window/frame, and the main designing frame.  The icons are larger and much clearer to figure out what they are. You also have a choice over the user interface being light or dark, and with or without color. It’s totally customizable to your preferences. Nice! Maxwell noted that it’s also helpful if you have two instances of RH running to keep different projects straight.

The commands are clustered in the tab ribbons.  As the different tab ribbons were demonstrated, I could see this was so much easier to decipher! There is also an icon in the first two tabs called “Pods” which can help you manage the pods you are working on.  The ribbons allow you to  see all the commands readily available to you in a consistent manner. All the tab ribbons seem consistent with MS Office-style ribbons, so new users should be able to adapt easily to these command choices.

The new Output tab ribbon, which contains one of the most frequently used clusters of tools,  replaces the single-source layout pod that was in previous versions of RH.  The Primary Output tool icon within the Output tab is customizable so that you can choose what outputs you want to use if you have a certain set of outputs that you standardly use. You can still do output of individual things as well, and the generation of output is faster now.  There is also a great “Primary Output View” which allow you to prototype and see what your output will look like before you actually publish.

The area circled in red shows the customizable Primary Output tool, which provides a one-touch customizable option to publish to your primary outputs.
The area circled in red shows the customizable Primary Output tool, which provides a one-touch customizable option to publish to your primary outputs.

There are several other interface features that are great enhancements. The Quick Access Toolbar used to display your favorite, most commonly used commands can be easily and quickly customized. The tabs will reformat with window resize, and the ribbon can also autohide.

Within the workspace, table creation is similar to MS Word. Tables can be created in color, and have greater flexibility. When creating a table, just like Word,  RH creates a specific tab for formatting and layout tables when needed. When creating content, commands that don’t make sense will gray out. Keyboard tips and shortcuts can be customized. The opening window is much more graphical and easier interface to use to start projects. When opening up a file, it will remember what documents you had open. Of course, if you are used to the old interface, this is an option as well.

With the update released in late August, the layouts have been optimized

Boy, Adobe has really gone all the way with making RH an easier, more user-friendly tool to use! If nothing else, this was the one improvement that in my eyes that impressed me the most, because I think this new, user-friendly layout is much less intimidating than the old one, which will help those who are new to the product or not as proficient on the product more willing to use it.

Best in Class Multi-Device Capabilities

RH now has new dynamic content filters that empower users by allowing them to find revelvant content faster. Adobe created brand new HTML5 layout enhancements which include:

  • The ability to easily show or hide widgets such as the Table of Contents (TOC), Glossary, Index, or Filter panes
  • Configure media query boundaries for different screens
  • Support native social media widgets
  • Flip to Right-to-Left (RTL) layout by changing language in single-source language
  • Show or hide branding band for mobile output

The HTML5 responsive layout has easy off/on icon control in layout, which is different from previous RH versions due to the clearer icons in the toolbar.  Search enhancements include:

  • The ability to have topic descriptions and control what that text is to make the description more meaningful.
  • Breadcrumbs are now also part of the descriptions.
  • Output search results are available in a collapsible left panel for easier navigation.
  • Native social media widget control allows Facebook and Twitter icons to appear on the output so that you can share the information. This is displayed as an arrow on the side that can pop out the content as needed, so it’s not in the way, yet still available.
  • Flip layout to right to left with language attribute for Arabic and Hebrew. This will also work with linked or imported RTL Framemaker documents.
  • Generate faster, better responsive HTML5 output. Faster loading times reduced by half, smaller sized output–2MB less for every 100 topics, and no flickering screen are the result.
  • You can maintain the Table of Contents state in the left column, and in fact, you can expand more than one section at a time within that section.
  • Cleaner HTML5 coding.

Some other bonuses are that custom fonts can be embedded when generating high fidelity ePub, and more skins have been added for output formatting to provide more flexibility and to accomodate for RTL projects.

Dynamic Filters and Faceted Navigation Improve The End-User Content Consumption Experience

The new HTML5 layout and contextual search results can let your end users quickly navigate to the relevant content through dynamic filters. Based on existing conditional tags/expressions functionality, users can use the tags/expressions OR/AND at the build time and display these tags/expressions for dynamic filtering by the end users.

Tags can be grouped and filters shown in a two-level hierarchy. All the content is dynamically filtered (TOC, Index, Topics, Search Results etc.). You can choose a display name for both tags and expressions, which works for merged projects as well. Tags can be shown in the output for better testing (Maxwell said that Adobe is most likely the only one doing that with its product), which is currently supported ONLY in responsive HTML5 output and mobile apps.

Enhancements include the ability to enable a single selection or multiple selections of the tags in final output, and enhanced CSH support through a dynamic content URL, so the filter choices are actually seen in the URL of the output, which is great. In the demonstration given, Maxwell showed how you can navitgate through filtered content so only certain things show for certain audiences, which I thought was a great use of this feature.

Content Centric Apps (developing mobile apps)

Robohelp can publish content as mobile apps for iOS and Android which can be read remotely or downloaded directly on your device. Adobe has made it super easy to create mobile app for your documentation by using a PhoneGap:Build/CS subscription to generate multiple apps for both Android and iOS.  (PhoneGap is considered an inexpensive subscription.) Mobile apps can easily be downloaded by scanning a generated QR code that can be shared, although a URL that can be shared, too.

Miscellaneous KEY enhancements
There are several extra enhancements that don’t fall under the other main categories, but are still equally important.

  • Users will be able to work more productively with a ribbon UI and enhanced search functionality, including bi-directional and multiline searches. The support for languages like Arabic and Hebrew, which was a major feature upgrade in FM 2015, is also included in this RH release. As of the new update released in late August, Farsi is also supported.
  • The “Find & Replace” functionality and searching abilities are significantly improved. Key enhancements include the ability to find results in Design Mode and open the files directly from search results.
  • Search scope has been extended, so you can also set the search scope to a current project, specific folders, the current window (including TOC/Index, etc. which is new), and all open files (also new), as well as do a multi-line search.
  • The standard keyboard shortcut of “Ctrl-F” now works to help do searches.
  • There are now separate tabs for find and replace. In the demonstration given, we were shown that you can find and replace within design mode instead of the HTML mod. There’s also the ability within the find/replace that if you have a long list of items, and you want to find where a specific item in located within that list, then you can go into the Project tab and click on “locate item”, and it will take you directly to the page in design mode. Really nice!
  • Search direction support–both forward and backwards– is available. You can also search within the source code as well through the line numbers listed in the search lists, which makes this feature very flexible.
  • Conditional text control has been improved with tagged output so that you can see what is conditional or not for QA purposes. Before, RH had slashed color tags that made it difficult to read and not always an exact match to what the conditional tag  was. Now, it has a more intuitive conditional build tag display that is much easier to read text while editing–the overline color exactly matches the tag. The overline is used as a conditional indicator with better readability than cross hatches, the color of the overline is exactly that of the tag, and easy to figure out the tag boundaries.
  • Support is now provided for named expressions.
  • Other enhancements enhancements at the time of the release included miscellaneous search enhancements, better scripting support, remember project state, and “find now” works in project manager frame.

Within the update release in late August, some additional enhancements were made in addition to those already mentioned above. Windows 10 support, online video derived from HTTP URLs can now be embedded in RH output, playback settings for multimedia are available, and more than a dozen bugs have been fixed. They’ve evidently been working hard at Adobe to add such features in a short time since the May release!

Pricing

Pricing & Availability on June 2 (in USD and AUS):

Product Full Price Upgrade from last release Upgrade from 2 releases Subscription Price Languages Supported
RoboHelp 2015 $999 RH 11: $399 RH 10: $599 $29.99/mo English, French, German, Japanese
Technical Communications Suite 2015 $1699 TCS5: $699 TCS 4, 3, 2 or 1: $1199 $49.99/mo English, French, German, Japanese

TCS 2015 Release includes RoboHelp, FrameMaker, Captivate, Acrobat, and Presenter–all at a price that is 57% less expensive that buying all products individually. It’s something to consider!

I think the thing that impresses me the most out of all the great new features truly is the new interface. Having a simpler, more user-friendly interface is going to bring more users–especially new users–towards this already powerful product. The continuing development on content design flexibility and inclusion of mobile output helps Adobe keep this product as one that will assist technical writers with creating more user-friendly help guides for customers.

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TechCommGeekMom’s New Adventure: Do you DAIR?

Dair Communications launched July 4, 2015.
Dair Communications launched July 4, 2015.

I’ve mentioned on a few occasions that with the completion of my contract at BASF, I would have to figure out what my next move would be.  Job hunting is something that I dread, especially since the region where I live doesn’t have much opportunity unless I go out of my way to travel far to the cities. I’m in a position where I can’t move due to my son’s education for now, so I had to figure out what the best move for me would be. Thanks to my husband’s support, and my mom setting the example for me when I was younger, I decided that perhaps I’d make a go of it on my own. I’m tired of working through agencies or “the man”.

Let's celebrate!
Let’s celebrate!

So, on July 4th, 2015, I officially launched my own business. I figured that it would be appropriate to declare my status as an independent contractor on (American) Independence Day.   While many of you have read on LinkedIn that I’m working as a Content Marketing Strategist for Information Development World, that is my first contract, which started a big before my official launch.

My company is called Dair Communications, and it already has a barebones website that needs a little tweaking (my husband is helping me set the website up, as he’s a developer and wanted to help, as he should).  I chose “Dair” because it’s Gaelic for “Oak“, and I’ll leave it to your imagination what words are evoked when using that description. There are also sentimental reasons for the use of “dair” stemming from my heritage, so it seemed appropriate. The other connotaction is that the word “dair” sounds like the English word, “dare”, so I’d like to think that I’m doing something daring by breaking out on my own, and that I would dare to try new and creative solutions for my clients. Hence–do you DAIR? 😉

Many of my readers have asked me to blog about being an independent contractor. I will do my best! I know that I will be doing a lot to help out with The Content Wrangler blog and Information Development World for the next several months, and I will share some of those projects and observations with you. You might not see quite as many TechCommGeekMom entries as before as I transition into this new adventure, but I’m not going away anytime soon.

I hope you will support me in my new endeavour!

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Win an All-Access Pass to Information Development World 2015! Here’s how.

Image courtesy of @InfoDevWorld
Image courtesy of @InfoDevWorld

It’s great to see so many of my readers are as excited as I am about going to this year’s Information Development World conference. This event, organized by Scott Abel, The Content Wrangler, and Val Swisher, Content Rules, takes place September 30 – October 2, 2015 in San Jose, CA. It’s jam-packed with awesome presentation topics (over 80 presentations, case studies, and panel discussions to choose from), plus eight full-day skills development workshops, and two floors of exhibition space. It’s a content creator’s paradise!

Wouldn’t it be cool if you could attend for free?

You can! Here’s how.
1.Login to your Twitter account.
2.Post a tweet explaining why you should should receive a free ticket to the event. Creativity counts!
3.Include these two identifiers (@InfoDevWorld and #WhyMe) in your tweet.

One lucky TechCommGeekMom reader will win a free All-Access pass to the event. The All-Access pass includes your selection of one pre-conference full-day skills development workshop on September 30 and unlimited access to the conference, October 1 and 2. It also includes light breakfast, lunch, coffee breaks, and snack breaks daily.

Restrictions: The free All-Access pass to the conference does not include transportation costs (airfare, train, car, parking) nor does it include accommodations or dinner at the event.

You can enter as often as you like until 1:00 PM EDT on July 15th. I’ll then tally all the entries, and pick a winner within the next day or so after that!

So what are you waiting for? Commence Tweets……NOW!

(Want to learn more about this event? Check out IDW’s homepage.)

 

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IDW looks like an awesome event–can’t wait to go!

"It's just a dream to go to Information Development World, so I can learn more about content strategy! C'mon gang, let's go!" says Barbie.
“It’s just a dream to go to Information Development World, so I can learn more about content strategy! C’mon gang, let’s go!” says Barbie.

Last year, I was really disappointed that I couldn’t go to the inaugural Information Development World (IDW) conference in San Jose, CA.  I knew, since it’s produced by The Content Wrangler and Content Rules, that it would be a top-notch event. After reading all the reviews and commentary from my friends and content strategy colleagues about how great the event was, I was even more disappointed that I wasn’t able to go.

But it’s different this year! This year, I’M GOING! I’m pretty excited about this, because I know this is a conference that is definitely geared towards content strategists who are like me–someone who not only does content strategy, but also does content management, web design, user strategy, works with customer experience, and has a love of localization and globalization issues as well. Of course, the event is also covering other topics like content marketing, data and analytics, digital publishing,  and content engineering. The point of this conference is to help those who touch content in any way, shape, or form and want to enhance the customer experience through content experiences.  Sounds like my kind of conference, as if it was custom-made for someone like me who is still building her content-based career!

I like that there are several workshops and presentations–80 in all–to choose from. I’m sure there will the dilemma of which ones to choose at a given time slot! While looking at the IDW schedule as it’s posted at this writing, there are several sessions I will have a hard time deciding between that I’d really like to see. For example, how does one decide between Work Smarter Not Harder – Remove the Guesswork from Content Creation and By the Numbers: Making the Case for Reuse Based on Facts during the same time slot? Or how can this former Barbie aficianado miss the Mattel Case Study: Maintaining Barbie’s Brand Fidelity Region to Region presentation?  I know I’ll have to make some tough decisions between a lot of excellent topics that I’d really like to learn more about. The fortunate thing for all those who attend is that this group of presenters is the “cream of the crop”. I’ve seen several of the presenters and workshop instructors in action before, so I know that this will be time well-spent, and I will come home with my head buzzing with many great ideas and new concepts to digest!

The main focus of IDW is customer-centric–which is something that will help a lot of information developers. Having originally come from a customer service/client services background before I entered the IT/techcomm world, I tend to have a better understanding than most people, so it comes a little more naturally to me. Today, content strategy really is all about personalization and making content speak to customers in a way that it feels like the content is talking to each customer specifically. That’s not an easy task. The goal of IDW is to help everyone get a much better understanding of how this is done, and how to make it work most efficiently so that content works for you, not against you. How could you not want to learn about that?

I’m not going to miss out this year. I’m going, and it would take a lot to stop me from going. There’s too much to learn and great content strategists to meet–why would I pass this up again? I’m not making the same mistake twice! It’s a fantastic investment in ME and what I can bring to my clients.

Have you registered for IDW yet? If so, great! If not, what are you waiting for? Register today!

You can find out more about IDW by visiting their website at www.informationdevelopmentworld.com