SOP Recorder
Records a task once while you do it on screen, cuts it into numbered steps with a screenshot of each, and files it as a written procedure. Keystrokes are never recorded, and nothing is filed until you have checked every shot.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Pick the window, then press Start recording
The list is what is actually open on this machine right now, by its own title, with a picture of each taken by the same grabber the recording uses. A window is captured on its own, so whatever is on top of it is never in the shot. A display is everything on that display, so this window minimises and counts down first.
2. Do the task once, at the speed you would normally do it
The recorder watches for the actions that end a step and cuts a new one at each. Keystrokes are never recorded: it sees that a character key was pressed and never which one, so a step can say a value was typed and can never say what it was.
3. Look at every screenshot before anything is filed
The automatic blackout covers a standard Windows password box and cannot see one drawn by a browser or a modern application, which is why this step is not optional. Keep a shot, black out a region you drag across, or delete the picture. Filing is refused until every step has been decided.
4. Reword a step, move it, or take it out
The sentences are the recorder's first draft of what you did, not the last word on it. Editing the document stays open after filing and sends a new version; blacking out and deleting pictures close once a procedure is filed, because by then your records hold the pixels.
5. Name the customer it is for, then file it
Who this procedure is for is under the register: pick the company or the contact, then press File it. Filing writes the procedure into your organisation's document store, where Keyway Policies and Training can assign it and record that somebody finished it. A procedure corrected afterwards says so until you press File the correction.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
Nothing has been recorded on this machine yet
Every recording stays here until you file it or throw it away. The screenshots stay on this machine the whole time: nothing is sent anywhere from a recording nobody has looked through.
First thing to do: Pick what to record from the list below, then press Start recording.
Nothing on this machine is open to record
This list is what is open right now, with a picture of each so you can see what would be captured. A minimised window stays on the list and says why it has no preview, and a display your licence does not cover says that rather than disappearing.
First thing to do: Open the application you want to document, then press Refresh the list.
No recording is open for review
This is where a recording is checked step by step: the sentence the recorder wrote, and the shot it took. Deciding every step is what unlocks filing, and it is the only thing standing between a screenshot of somebody's screen and your permanent records.
First thing to do: Select a recording under On this machine, then work down its steps.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.