ClickLearn Recorder


At the end of this learning unit, the learner will be able to know about the ClickLearn recorder and how it functions.

Learning Objectives

  • Know about the ClickLearn recorder
  • Describe how the recorder captures the business processes

Nancy is now eager to know how exactly ClickLearn captures a business process. She has many questions in her mind whether it is an automated process like a video capture, or the user needs to perform some action for recording the steps in the business process.

Let us see what Debbie explains to her.

What is ClickLearn Recorder?

The ClickLearn Recorder is the program that runs when the user chooses to start a new recording in ClickLearn Attain.  It identifies and records the process that the user is performing in the application being recorded. 

The recorder captures the type of action that the user performs while recording, such as left-click, right-click, typing and so on. These actions are then displayed as steps or crisp instructions with the corresponding screenshots. All screenshots are perfectly cropped with highlight on the option being talked about. 

This is saved in a recording file, which you can edit later in the Editor and add customized instruction text, notes, images, and references. 

On the Recordings screen, the user can choose to start creating a new recording or add recordings from any existing projects, earlier versions of ClickLearn Studio, or even ClickLearn Cloud Storage. 

To add existing recordings, simply use the Import Recordings option and browse to the location where the recording that you want to add is stored.  

When the user starts a recording, the recorder checks if the user has the license for the relevant connector required for the application. If it finds the required connector, it records the actions that the user performs in that application.

The recorder automatically detects the relevant connector for any Web application that you are trying to record. In case it is unable to find the relevant connector for recording the application, it picks up the default Windows connector. In this case, the recording will not produce the desired output.

If you see the Windows connector icon on the top-right corner of the green rectangle while recording a Web application, you need to clear the cache of your browser and start recording again.

Things to ensure before starting recording

To create a flawless recording and avoid any rework, you need to consider a few points before you start recording with ClickLearn. 

  1. Make sure you know the process by heart.
  2. Make sure that you have access to all the systems you need - training, sandbox or maybe development.
  3. Make sure that all the data to use in the recording process is available.
  4. Should you always navigate into the process in the same way - keeping everything consistent.
  5. You might also consider having a corporate desktop image, hide files on your desktop and hide the taskbar.
  6. While recording in a Web application, ensure that your favorites are not displayed.
  7. Make sure you have generic application settings and navigate in a standard way, which will be easy for new users to follow.

The Recording window

A recording window is displayed with the name of the current recording. This window provides various options that help you record the business process with ease.  

When the user chooses the option to create a new recording, the ClickLearn application minimizes, and the recorder panel is displayed at the right side of the screen on the currently active application. This panel displays the various recording options, such as recording the next step, pausing the recording, and stopping the recording when you are done with recording all the steps. 

Important: At times, the recording panel might take a few seconds to display depending on various factors, such as the speed of your computer. We recommend not to click anywhere while you are waiting for the recording panel to come up as this might cause your computer to become unresponsive. 

However, in case this situation occurs, you can simply press Alt+Tab to resume your work again.

You can click the Start Recording button to get started with your recording.  Always remember to wait for the green rectangle to appear before you click on the required option. The green rectangle marks the area that will be recorded in the step. If you click anywhere outside this, the step will not be recorded, and you will be asked to record again.

You can choose if you want to create an Automatic (multistep) recording or single step recording.

Single step and automatic (multistep) recordings
You can record by performing a single step at a time through the process when there are no technical obstacles, like opening a drop-down menu, which is then closed again after the side bar is displayed. 

You can also do a single step recording when you are not completely sure of the process and might need the editing capabilities while recording the process. 

On the other hand, you can use the automatic or multistep recording scenario, wherein either it is not possible to record one step at a time or you are certain of the steps, that you will be performing in the recording session.   

Recording side bar 
In case you choose to do a single step recording, the buttons on the side bar at the left of the recording window help you perform various actions with your recording. These are for recording the next step, pausing the recording, and stopping the recording when you are done with recording all the steps.

When you stop the recording, it gets saved and is displayed in the Recordings list on the Recordings screen.

Pausing a recording
There might be some situations, wherein you come across some obstacles while recording a business process. You might want to pause your recording at such points to avoid including these unwanted occurrences in your recording. Some such situations can be: 

  1. While recording, you accidentally come across a dialog box that requires your input in a field. You certainly do not want this dialogue in your recording. So, you pause the recording, get rid of the dialog box, and continue recording further. 
  2. The application that you are recording in stopped working unexpectedly.
  3. While recording, you received an e-mail message notification, that you do not want to include in your recording.
  4. While recording, you forgot to insert a step just before a recorded step. You pause the recording and take the user interface back to the status before the recorded step. Then, you can delete the step and start recording again.