Capturing Steps

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Capturing Steps

Live Content Studio provides multiple methods for advancing content or moving to the next Instruction. When training or testing application knowledge, creating a Step and the appropriate Alternative(s) is the method used to advance the content.

<%EXTOGGLE%>Definitions

Step:

The primary method used to complete a task.

Alternative:

Any additional method that will be allowed to complete the task defined in the Step.
<%EXTOGGLE%>Start a capture session

ProdTip  Productivity Tip

We suggest that you write your Instructions first. This makes it easy to capture the necessary steps and create consistent content with a logical flow.

The capture process is the means by which Live Content Studio records the steps you require your users to perform for a particular Instruction.

1.Select the Instruction.

TPArrowThis can be done in either the Main Interface or the Add/Edit Instruction window.

2.Launch the Capture Session using one of these methods:

•In the Main Interface, click the Capture button on the ribbon.

•In the Main Interface, right-click the selected Instruction, and then select Capture Steps.

•In the Add/Edit Instruction window, right-click the selected Instruction and select Capture Steps.
<%EXTOGGLE%>Capture steps

The Capture window will open in record mode. This means that any actions you perform while the Capture window is open will be recorded and added to the selected Instruction as a Step.

1.Click the Pause/Resume button on the Capture toolbar. See Capture Window and Toolbar.

2.Click in the application window (e.g., Microsoft Word) to be captured. Make sure the application window is the focused (active) window and in the appropriate state to begin capturing.

3.Click the Pause/Resume button on the Capture toolbar to start capturing Steps.

4.Click each application control (i.e., ribbon tab, button, right-click, or drop-down list item) or keyboard action in the appropriate sequence for the selected Instruction.

5.To continue capturing for successive Instructions:

a.Click the Pause/Resume button on the Capture toolbar.

b.In the Capture window, select the next Instruction requiring captured Steps.

c.Click the Pause/Resume button on the Capture toolbar.

d.Repeat step 4.

KeyInfo  Key Information

If an Instruction is not selected in the Capture window, captured steps will be associated with the last Instruction in the content. You will need to delete the captured steps from the last Instruction and re-capture the steps for the appropriate Instruction.

6.When finished capturing, click the Done button on the Capture toolbar.

7.The Capture window and the Main Interface or Add/Edit Instruction window will show the Instructions that have Steps recorded and information about those steps.

Capture Steps - Clip 9

KeyInfo  Key Information

If you launch the Capture Session from the Main Interface, you will be returned to the Main Interface at the end of the content. If you launch the Capture Session from the Add/Edit Instruction window, you will be returned to the Add/Edit Instruction window with the Instruction selected from which the Capture Session was launched.

8.Test your content. Use the Preview button to test. Preview can be accessed from:

•The Home tab ribbon in the Main Interface.

•The Quick Access Toolbar in the Main Interface.

•The Quick Access Toolbar in the Add/Edit Instruction window.
<%EXTOGGLE%>The Capture window and toolbar

Productivity Tip

Capture the primary method of completing a task first. Then preview your content to make sure the content progresses as expected and to make sure you captured the required steps.

The Capture toolbar and window containing the list of Instructions will display on top of an application window. Both items can be moved using click and drag if they obstruct the area that you are capturing. The toolbar allows you to control the Capture Session.

Capture Steps - Clip 1

From left to right, the toolbar buttons provide the following functionality during a Capture Session:

Capture Steps - Clip 2

Capture Steps - Clip 5  Capture Steps - Clip 10

Minimize/Maximize capture window

 

Click the Minimize button to collapse the Capture window to the taskbar. The Capture toolbar will be accessible on the taskbar.

Click the Maximize button to restore the full Capture window.

Capture Steps - Clip 4  Capture Steps - Clip 17  Capture Steps - Clip 19

Add alternative/Merge/Unmerge steps

 

Add an alternative method for completing the selected Step. See the Capturing alternatives topic for additional information.

Merge selected Steps in the Capture window. See the Merging steps and alternatives topic for additional information.

Unmerge selected Steps in the Capture window. See the Merging steps and alternatives topic for additional information.

Capture Steps - Clip 3

More Options

 

Use this option when an application control cannot be identified by Live Content Studio. See the section titled Refining a captured step below.

Capture Steps - Clip 6  Capture Steps - Clip 7

Pause/Resume capture

 

Pause and resume capturing.

Capture Steps - Clip 11

Done

 

End the Capture Session.
<%EXTOGGLE%>Refining captured steps

The More Options button on the Capture toolbar allows you to specify the exact area where a user can click to perform an action and also allows greater precision in the location of a Balloon-tip.  Application controls not clearly or specifically identified within the programming of an application may not be properly recorded by Live Content Studio in a Capture Session. The More Options button offers two options to precisely capture an unidentified application control.

Capture Steps - Clip 8

•Refine Capture is related to a captured control, which may be an unidentified button or within a toolbar.

•Refine Capture Relative is related to a captured control relative to the application window.

Examples of when you may need to refine a captured step include capturing the New sheet button in Microsoft Excel or a button on a toolbar in Adobe Acrobat. Unless the specific control is identified within the application, an end-user might be able to click anywhere within an area and receive credit for performing the correct action. Using the New sheet button in Excel will be used for demonstration purposes.

1.Start a Capture Session with the relevant Instruction selected.

2.Click the More Options button on the Capture toolbar.

3.Select one of the Refine Capture options.

4.Click to capture the control as described above, and WAIT until a blue, semi-transparent highlight appears over the target area in the application window.

•If you selected Refine Capture, the blue highlight will be isolated over the button or control area.

Capture Steps - Clip 12

•If you selected Refine Capture Relative, the blue highlight will appear over the target application.

Capture Steps - Clip 13

5.Use the sizing handles around the white outlined area to precisely define the control.

6.Click the check mark ("tick") in the Capture toolbar to accept the defined area. Clicking the X in the Capture toolbar cancels the capture and returns to the normal Capture window.

TPArrowThe selected Refine option remains active until you turn it off or end the Capture Session.

The Refine Data button offers an alternative method to precisely capture a control that is not clearly identified by an application. This tool is only available from the Edit Step option.

1.From the Main Interface, right-click on the Step to be edited.

2.Select Edit Step.

3.Click the Refine Data button.

4.The Refine Additional Information for Step pop-up window displays and waits for you to click in the appropriate application window with the control you need to capture.

Capture Steps - Clip 15

5.When ready, click the Start button.

6.Click the control. The control name will display in the pop-up window.

7.If necessary, you may need to click the control multiple times to ensure you get the expected control.

TPArrowDepending on the application, the control may still not display as expected. Follow the steps for Editing Captured Steps if needed.

8.When finished, click the Accept button. You will be returned to the Edit Step page.

9.In the Edit Step page, modify the control name if necessary.

10.Click the More Properties button.

11.Scroll to the bottom of the Properties list. The control name should also be contained in the first set of brackets in the UAInfo field:

Capture Steps - Clip 16

12.For assistance with other Properties that might need to change, contact support@Intellek.io.
<%EXTOGGLE%>Editing Captured Steps

Sometimes you might run into trouble with a control being linked to a specific document property. For instance, you may be asking the user to perform a series of actions in an Excel workbook, but when you preview the steps, the content doesn’t progress as you expect. The capturing tool may have tied itself to the particular document from which you recorded the steps. Editing the Step properties may be necessary.

Similar to needing to use one of the Refine Capture options to precisely identify an application control, a captured control may be recorded as "Text (No Name)," "Client (No Name)," or something similar. For authors, renaming the captured step is useful in confirming exactly which control was captured. Additionally, an alternative method of refining the location of a captured step can be performed by editing a Step.

TPArrowYou must be in the Main Interface to edit a Step.

1.Select the captured Step to be edited.

2.Right-click the Step, and then select Edit Step.

3.If necessary, modify the name of the Step as appropriate. In the graphic below, "New Sheet" is the correct name, replacing "Sheet Navigation Bar."

Capture Steps - Clip 14

4.Click the More Properties button to review additional applications or document-specific properties.

5.For assistance with which Properties to change, contact support@Intellek.io.

6.When finished editing the Step, click Accept on the ribbon.
<%EXTOGGLE%>Deleting a Captured Step

You can delete a recorded Step (or Alternative) from either the Main Interface or Add/Edit Instruction window. There are several methods you can use:

•Select the Step, and then press the Delete key (in both the Main Interface and Add/Edit Instruction window).

•Right-click the Step, and then select Delete Step (in both the Main Interface and Add/Edit Instruction window).

•Select the Step, and then click the X button in the Steps group on the Home tab ribbon (Main Interface only).

Important!

Read the menu carefully before deleting. If you right-click on an Instruction and select Delete Instruction – you are deleting the Instruction and EVERYTHING associated with it, including steps and alternatives. You can right-click on any item in the tree view. The menu will tell you the type of item that is selected. If you select Delete Application, it will delete ALL steps and alternatives recorded in that node for the application. Make sure you have selected the correct node and that you read the information on the menu before deleting.