EPRI: Electric Power Research Institute

Software Development

For CBT Products:

For developing a new CBT Product, follow the steps below:

  1. Designing Training

  2. New CBT:

    1. EPRI Project Managers looking to create new training should consult with the Training Department before starting to develop a CBT. Email epriu@training.com to begin the process. EPRI Instructional Designers and Developers can work directly with you to create new courses or serve as consultants on projects being designed and/or developed by a vendor.

    Updating a CBT:

    1. EPRI staff looking to update an existing CBT should consult with the Training Department to learn about any new templates or formatting requirements. Please email epriu@epri.com to start the process.
    2. EPRI's Training Department will schedule a kick-off meeting to go through the goals and desired outcomes for the new training once step A or B is completed.
  3. Product Identification

    1. EPRI project manager shall obtain a materials number for each CBT that will be hosted on the Learning Management System (LMS).
    2. Note 1: The material number for a CBT hosted on the LMS must be unique from a material number for the executable file.

      Note 2: CBTs in multiple languages must obtain a separate material number for each language version.

    3. EPRI project managers shall identify the new CBT using an appropriate material type.
      • Training CBT LMS for CBTs that will be placed on the LMS.
      • Training CBT EXE for those that will be on EPRI.com as an executable
      • Note: Failure to do this will prohibit EPRI from tying the access model to the product.

    Material Type
    Previous Current When to Use
    Pre-Software CBT *Pre-Training CBT *Pre-Software CBT (Computer Based Training) has been removed from the dropdown list on the Material Creation/Update Form (AIF) but has been retained in SAP Material Master. You will need to contact your sector MoM (Master of Materials) to select this option. this is option is very rarely selected, but when it is, it is primarily used for testing the beta computer based (CBTs) prior to creation in production (i.e. not for use externally by members/funders/etc).
    Software CBT Training CBT EXE Computer Based Training (CBT) using an executable file format (EXECUTABLE) will be compiled, tested and approved, the file is posted for members/funders who have access to download if eligible from an EPRI platform ONLY (member center or EPRI.com or though the orders center).
    N/A Training CBT LMS Computer Based Training (CBT) using an SCORM file format (SCORM), will be created, tested and approved, the CBT will be posted to the LMS for use by our members and/or the public, depending on how access to the CBT is classified. All files on the LMS will have the export control value of EAR99 or below.
  4. EPRI Branding Requirements

    1. CBT Developers shall ensure all CBTs comply with EPRI's branding requirements
    2. CBT Developers should comply with EPRI CBT Style Guides.
    3. Note: The Style Guide will be available soon. Deviations from the style guide should be discussed with the EPRI Training Department prior to finalizing the product.

  5. Format Requirements

    1. CBT Developers shall create CBTs for EPRI in one or a combination of the following authoring tools:
      • Adobe Captivate
      • Articulate Storyline (preferred tool)
      • Articulate Rise (preferred tool)
      • Articulate Presenter (EPRI support for Present will end in 2022)

      Note: Adobe Captivate, and the Articulate 360 suite were chosen because these are the programs that the EPRI Training Department uses. Consistent use of these tools allows us to make future edits or corrections to CBTs when needed.

    2. CBT Developers should use EPRI's templates to create the CBTs.
    3. Note: Deviations from the templates and/or style guide should be discussed with the EPRI Training Department prior to finalizing the product.

    CBT Development Templates
    Instructions Player/Skin Themes (colors and fonts) Templates/Layouts/Slides
    Articulate Storyline 360 2021-StorylineDevelopment.pdf EPRIU_Storyline_player2021.xml EPRIU.athmx 2021-June-EPRIU 4x3.storytemplate
    2021-June-EPRIU 16x9.storytemplate
    Articulate Presenter 360 2021-PresenterDevelopment.pdf EPRIU_Presenter_Player_2021.xml EPRIU-PPT-Theme.thmx 2021EPRIU-Presenter 4x3.ppta
    2021EPRIU-Presenter 4x3.pptx
    2021EPRIU-Presenter 16x9.ppta
    2021EPRIU-Presenter 16x9.pptx
    Articulate Rise 360 2021-RiseDevelopment.pdf N/A N/A Email epriu@epri.com to request a copy of the template
    Articulate Engage 360 * Instructions for these interactions are included in the Articulate Storyline 360 and Articulate Present 360 documents. N/A N/A 2021EPRIU - Engage Tabbed Interaction.intr
    2021EPRIU - Engage Expert Response Interaction.intr 2021EPRIU - Quizmaker Template.quiz
    Adobe Captivate 2017 CaptivateDevelopment.pdf Included with template EPRIU_Captivate_Theme.cptm
    Assets These videos and images are included in templates and provided as standalone assets here. Refer to the instructions for your authoring software above for details on how to use these files. N/A N/A Assets.zip

    * Articulate Engage 360 is used to create interactive content that is imported into Articulate Storyline or Presenter courses. It is not to be used as a stand-alone tool for course development. Layouts/slide for Articulate Engage 360 can be used in any Storyline or Presenter course and are designed to complement the Storyline and Presenter themes.

    1. CBT Developers shall publish output files for Adobe Captivate, Articulate Storyline or Articulate Presenter in SCORM 2004 3rd edition. SCORM 2.1 and earlier editions of SCORM 2004 also work, but SCORM 2004 3rd edition is preferred.
    2. Note: CBTs must be published in SCORM to launch in the LMS.

    3. CBT Developers shall use the EPRI Publishing Guidelines
    4. Things included are items like:

      • The size of a CBT shall be smaller than 750 megabytes.
      • CBTs should be developed in a responsive format whenever possible.
      • Note: The CBT Publishing Guidelines will be available soon.

    CBT Publishing Guidelines
    Publish for LMS (SCORM) Publish for Member Center download (.exe)
    Articulate Storyline 360 PublishingStoryline-JobAid.pdf Coming Soon
    Articulate Presenter 360 PublishingPresenter-JobAid.pdf Coming Soon
    Adobe Captivate 2017 Coming Soon Coming Soon
  6. Files to Be Provided to EPRI

    1. CBT Developers shall provide to EPRI:
      • All Adobe Captivate, Articulate Storyline or Articulate Presenter source files including the editable authoring tool files (i.e .*.story, *.pptx, *.ppta, .cptx).
      • All Adobe Captivate, Articulate Storyline or Articulate Presenter published SCORM files.
      • All source file for all custom-built graphics. (such as the Photoshop .PSD file)
      • All raw footage for all custom-built video embedded in the CBT shall be turned over to EPRI.
      • A log of all multi-media used, where it was obtained from and how the intellectual property rights were obtained. See Media Log Template.
      • All copyright release forms.
      • Note: CBT Developers can request a copy of the EPRI Copyright release form from either their project manager or the Training Department.

    2. Legal Requirements

      1. Program Managers shall ensure that all photographs and video copyrights are obtained for the CBT.
      2. Note: An EPRI Copyright Release form giving EPRI the photo or video shall be turned over to EPRI. Link to EPRI's Copyright Release Reminder information and Release Form. (This URL is only accessible by internal EPRI staff.)

      3. Program Managers shall coordinate with their CBT Developers and ensure all copyright release forms are submitted to copyright@epri.com and to EPRI along with the source files for the project.
    3. Accessibility Standards

      1. CBT Developers shall incorporate Web Content Accessibility Guideline (WCAG) 2.0 Level A accessibility standards into the CBTs.
      2. Note: EPRI has adopted WCAG 2.0 Level A to ensure all CBTs are usable for learners with various abilities.

        Note 2: Accessibility standards ensure a wider range of people with disabilities, including blindness and low vision, deafness and hearing loss and other ailments can fully participate in a web content like computer based trainings.

    4. Optional Requirements

      1. Project Managers should consider having a Project Plan including a Quality Plan.

      2. CBT Developers shall follow the Installation & Checkout Phase step requirements for software submittal when submitting an executable CBT.
    5. SQA Testing and Promotion

      1. CBT Developers shall submit the Testing Submittal Package to request an SQA test (e.g., Pre-Production (Beta) or Production (Final)).
      2. Note: Once the CBT Developer has submitted the files and Testing Submittal Package, EPRI follows the following path to complete the SQA testing.


      3. The Project Manager shall assure accuracy of content.
      4. Note: SQA and EPRI|U testing does not include peer reviews or other checks for subject matter quality.

      5. The Project Manager is responsible to assure adequate performance of the CBT.
      6. Note 1: The SQA Team and EPRI only test for compliance with EPRI requirements.

        Note 2: If the CBT is non-linear, test-case documentation should be provided so that all paths are explored.

      7. EPRI's SQA Team and Training Department will test for the following:
        • Testing of functionality and flow (i.e., Do slides progress, does media run, do quizzes and other interactions work, etc.)
        • Test upload to the Learning Management System.
        • Testing of SCORM reporting (i.e., shows as complete in the LMS, quiz results reported to LMS, etc.)
        • Cross-platform testing on multiple devices and web browsers.
        • Regression testing when updates are made to the CBT.
        • Alignment to EPRI branding and formatting requirements.

        Note: More information on SQA Testing can be found at the Implementation & Testing Phase