Set up an AutoPilot Test

Learn how to set up a test with AutoPilot. With AutoPilot, Morae presents study and task instructions, along with surveys, right on the computer running Recorder. By default, AutoPilot logs the start and end of tasks automatically, while Observers can still connect and log markers.

See the following topics for more information:

Why use AutoPilot?

There are many reasons to use AutoPilot. Here are some examples:

  • You do not have someone to log tasks with Observer.
  • You want to conduct unmoderated sessions.
  • You want to log tasks automatically.
  • You want to present surveys automatically.
  • You want to avoid the need print task and survey paperwork.

To set up Recorder to use AutoPilot, you can either Use the Unmoderated Usability Study Template or Add AutoPilot to a Study Configuration.

Use the Unmoderated Usability Study Template

  1. Open Recorder. The Welcome to Morae Recorder dialog box opens.
  2. Select Create a new study configuration based on.
  3. Select the Unmoderated Usability Study template from the dropdown list.
    Select AutoPilot template
  4. Click OK. The template study configuration opens in Recorder.
  5. Click Modify Study Details to open the Study Details dialog box.
  6. In the Study Details dialog box, modify the study details making sure to include the following:
    • Description tab: Fill in the Study Instructions field with directions for the participant. This could include an introduction to the test along with scenario information.
      Enter Study Instructions for participants.
    • Task Definitions tab: Fill in the Task instructions for participant field for all tasks. Include the task and any information a participant needs to complete the task, such as a user name and password.
      Enter Task Instructions for participants.
    • Survey Definitions tab: Create and associate surveys with session events, such as the end of Task. Only associated surveys automatically display with AutoPilot.
      Associate surveys with session events.
  7. Click OK.

    The Recording Details are set up to run sessions with AutoPilot, record the screen and PiP, automatically restart after a recording ends, defer recording processing, and allow Observers. If you need the change these settings, click Modify Recording Details.

  8. Save the study configuration file with File > Save Study Configuration or click the Save Configuration icon.

Add AutoPilot to a Study Configuration

  1. Open a study configuration in Recorder.
  2. Click Modify Recording Details to open the Recording Details dialog box.
  3. In the Recording Details dialog box, click AutoPilot.
    Click AutoPilot to change the options.
  4. Select to Enable AutoPilot.
     Click to enable AutoPilot.
  5. When you enable AutoPilot, all other settings needed to run an AutoPilot session automatically change to provide the recommended configuration. 
    Recording Details automatically update to provide the recommended configuration. 
  6. Modify any other recording details and click OK.
  7. Save the study configuration file with File > Save Study Configuration or click the Save Configuration icon.
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