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 to 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.
Title Category Level Format
000 - Getting Started 1: Morae Overview Getting Started I Video
001 - Getting Started 2: Recorder Getting Started I Video
002 - Getting Started 3: Observer Getting Started I Video
003 - Getting Started 4: Manager Getting Started I Video
004 - Analyze Session Data Analyze I Video
005 - Audio Notes Share III Written
006 - Change the Communication Port in Observer Observer III Written
007 - Choose and Designate the Task Logger Setup II Written
008 - Choose the Recorder Computer Name or IP Address Observer II Written
009 - Configure Wii™ Remote for Logging Setup III Written
010 - Connect Observer to Recorder Observer II Written
011 - Convert Morae Recording Files (RDG) to AVI or WMV Share III Written
012 - Create a Custom Graph Analyze II Written
013 - Create a Highlight Video Share II Written
014 - Create and Organize a Project Analyze II Written
015 - Create a Report with the Add-In for Word Share II Written
016 - Create a Table of Contents Share II Written
017 - Create a Test Recording Setup II Written
018 - Create Session Handouts Setup II Written
019 - Create Video Clips Analyze II Written
020 - Customize Observer for Your Session Observer II Written
021 - Define Recording Details Setup II Written
022 - Define Study Details Setup II Written
023 - Deliver Surveys with Observer Surveys II Written
024 - Documentation Documentation I Written
025 - Export to PowerPoint Share II Written
026 - Export Videos to Share II Written
027 - Finalize Observer Session Observer II Written
028 - How to Choose the Recording Compression Record III Written
029 - Log in Observer Log II Written
030 - Log in Recorder Log II Written
031 - Log with a Wii™ Remote Log III Written
032 - Marker Logging Log II Video/Written
033 - Merge Studies Analyze III Written
034 - Normalize Storyboard Audio Share II Written
035 - Record Automated Sessions with Autopilot Record II Video/Written
036 - Recorder Start and Stop Options Record II Written
037 - Record More (or Less) than the Main Monitor Record II Written
038 - Search for Data in Recordings Analyze II Written
039 - Search Profiles Analyze II Written
040 - Select Video and Audio Sources for Recording Record II Written
041 - Set Recorder Preferences Setup II Written
042 - Set up an AutoPilot Test Setup II Written
043 - Share Highlight Videos Share II Written
044 - Tasks in Manager Analyze II Written
045 - Task Logging Log II Written
046 - Template Study Configurations Setup II Written
047 - Troubleshooting Observer to Recorder Connection Issues Observer II Written
048 - Using Chat to Communicate with Stakeholders Observer I Written
049 - Video Delay in Observer Observer III Written
050 - View Search Results in the Chart View Analyze II Written
051 - View Survey Answers Analyze II Written
052 - View Your Notes and Markers Following a Session Observer II Written