π Lesson 11: Screen Recording & Software Simulation β View / Try / Test
This is the lesson people come to Captivate for. You'll record what happens on your screen β every click and keystroke β and turn that one recording into a genuine software simulation that learners can watch, try with a safety net, and finally be tested on. It's Captivate's signature move, and by the end you'll have planned and recorded a small one of your own.
π What You'll Learn
By the end of this lesson, you will be able to:
- Explain why software simulation is the right way to teach an app, safely
- Set up a clean screen recording: capture area, the app, audio, and what Captivate captures for you
- Describe the three modes from one recording β View (Demonstration), Try (Training), and Test (Assessment) β and when each is right
- Recognize the objects Captivate auto-generates: highlight boxes, click boxes, and text-entry boxes, plus the difference between step captures and full-motion recording
- Edit a recorded simulation without redoing the whole capture
β±οΈ Estimated Time: 40 minutes
π― Project: Plan and record a short 4β5 step simulation of a simple task (for example, changing a setting in an app you already have open), then keep it for the assessment lessons ahead. Trial / Paid
In This Lesson
π¬ Why Software Simulation Matters
Imagine you have to teach a hundred new hires how to submit an expense report in your company's finance system. You could write a wall of steps with a few screenshots. You could record a video and hope nobody zones out. Or you could hand each learner a safe copy of the real thing β a simulation that looks and behaves exactly like the finance system, where clicking the wrong button costs nothing and they can practice until it sticks. That last option is what Captivate does, and it's why the tool has a loyal following in corporate training. All-New
A software simulation is an interactive recreation of using an app. The learner sees the interface, is guided to click and type in the right places, and gets feedback β all without touching the live system. That matters for real reasons:
- Safety. Nobody accidentally deletes a customer record or submits a real order while learning. The stakes are zero.
- Availability. Learners don't need a login, a license, or the app installed. The simulation runs in the course.
- Consistency. Every learner practices the same path, the same way, as many times as they want.
- Proof. The final mode is scored, so you can show that someone can actually do the task β not just that they watched a video.
π§ Mindset
"Recording my screen and turning it into a graded simulation" can sound like something only a video pro could pull off. It isn't. Captivate does the heavy lifting β it watches your clicks and typing and builds most of the simulation for you. Your job is mostly to perform the task slowly and cleanly once. If your first recording is messy, that's not failure β that's the draft you learn from. You haven't made a great simulation yet.
One honest note before we start: this course teaches simulation in the all-new Adobe Captivate as your primary path. Captivate Classic also has a long-standing, very mature simulation workflow, and we give it a proper look later. Classic If you find a simulation feature you need isn't in the all-new tool yet, that's your cue to check Classic β we cover its version in Lesson 19. As always, the exact feature split shifts with each release, so check what your current version offers.
π₯ Setting Up a Clean Recording
A great simulation starts before you press record. Ninety percent of the quality comes from preparation, because Captivate faithfully captures everything you do β including your mistakes, your stray clicks, and that notification that pops up mid-recording. Think of it like filming a short scene: you set the stage first, then perform.
Prepare the stage
- Rehearse the exact task. Walk through the steps once with nothing recording. Know precisely where you'll click and what you'll type.
- Reset the app to a clean starting state. If you're teaching "change your password," start from the login screen every time, not halfway through.
- Close distractions. Quit chat apps, silence notifications, and hide anything private. Whatever is on screen goes into the recording.
- Set a sensible screen resolution. A very high-resolution monitor produces huge captures; a moderate size keeps text readable in the finished course.
Choose what Captivate records
When you start a screen recording, Captivate asks you a few setup questions. The wording and exact location of these options change between releases, so learn the ideas rather than memorizing a menu:
| Setup choice | What it means | Beginner tip |
|---|---|---|
| Capture area | The rectangle of screen to record β a specific application window or a fixed size. | Snap to the app's window so the frame stays put as you click around. |
| Which app / screen | Point Captivate at the program (or region) you'll be demonstrating. | Have the app already open and on the right screen before you begin. |
| Audio | Whether to record your voice (narration) or system sounds while you capture. | You can skip live narration and add clean voice-over later β often easier. |
| Recording type / mode | Whether Captivate generates a demonstration, a training sim, an assessment β or all of them. | Recording "all modes" at once lets you produce View, Try, and Test from one take. |
π‘ Record once, narrate later. Many pros keep recordings silent and add narration afterward. Live narration means one flubbed word can ruin an otherwise perfect capture. Recording the clicks first, then adding a calm voice-over on top, is more forgiving β and you learned how to add audio back in Lesson 9.
β οΈ Go slower than feels natural
The single most common beginner mistake is moving too fast. Pause a beat before each click so Captivate cleanly registers it as a step, and type at a steady, deliberate pace. A recording that feels almost comically slow to make usually turns into a simulation that feels just right to the learner.
π One Recording, Three Modes: View / Try / Test
Here's the payoff that makes the setup worth it. From a single recording, Captivate can produce three different simulations, each with a different job. They map neatly onto how people actually learn a new task: first you watch someone do it, then you try it with help, then you prove you can do it alone.
(your clicks & keystrokes)"] --> V["π View
Demonstration mode"] A --> T["β Try
Training mode"] A --> S["β Test
Assessment mode"] V --> V1["Learner WATCHES
auto-plays with captions"] T --> T1["Learner DOES IT
with hints & prompts"] S --> S1["Learner does it UNAIDED
and is scored"] style A fill:#bfdbfe,color:#1e293b style V fill:#bbf7d0,color:#1e293b style T fill:#fde68a,color:#1e293b style S fill:#fecaca,color:#1e293b style V1 fill:#f1f5f9,color:#1e293b style T1 fill:#f1f5f9,color:#1e293b style S1 fill:#f1f5f9,color:#1e293b
Figure 1 β The signature Captivate workflow: one recording becomes three simulations, each with a different level of support.
View (Demonstration) β "Watch me"
The simulation plays on its own like a guided video. Captivate adds highlight boxes that draw the eye to each spot and captions that explain what's happening ("Click the Settings icon"). The learner just watches. This is the perfect first exposure β a confident overview before anyone touches anything.
Try (Training) β "Now you do it, with a net"
The simulation pauses and waits for the learner to perform each step themselves. If they hover in the wrong place or hesitate, Captivate can show a hint ("Try the icon in the top-right") or let them attempt again. It's learning by doing, but nobody gets stranded. This mode is where real skill forms.
Test (Assessment) β "Prove it"
Now the supports come off. The learner performs the whole task unaided, and Captivate scores their actions β did they click the right things in the right order? Because it's scored, a Test simulation can report a result to an LMS, which we set up in Lesson 15. This is how you prove someone can genuinely do the task, not just recognize it.
β The One-Line Rule of Thumb
View shows, Try coaches, Test grades. A polished software lesson often uses all three in sequence: watch it once, practice it safely, then get scored. You don't have to record three times β you record once and choose which modes to generate.
Here's the same idea as a slide inside the all-new Captivate. A captured step becomes a slide with an interactive click box the learner has to find β plus the highlight and caption Captivate generated for you:
Figure 2 β All-new Captivate (a simplified mock-up, not a real screenshot): a captured step, with a click-box interaction and an auto-generated caption, set to Try mode.
π§© What Captivate Captures β and How to Edit It
When you finish recording, Captivate doesn't just hand you a video β it builds a series of editable slides, one per meaningful action, and adds interactive objects automatically. Knowing the names of these objects lets you fix and polish a simulation instead of re-recording it.
| Auto-generated object | What it does | Which mode it stars in |
|---|---|---|
| Highlight box | A colored box that draws attention to where the action happens. | View β guides the eye while the learner watches. |
| Caption | A text bubble explaining the step ("Click the Save button"). | View and Try β instruction and hints. |
| Click box | An invisible interactive region the learner must click to advance. | Try and Test β this is what makes it a do-it-yourself step. |
| Text-entry box | A field the learner types into, checked against the right answer. | Try and Test β for steps where the learner types (a name, a search term). |
Step captures vs. full-motion recording
Captivate records in two complementary ways, and it usually decides for you which to use at each moment:
- Step (screenshot) captures are the default. Each click becomes a still slide β crisp, small, and easy to edit. Most of a simulation is made of these.
- Full-motion recording kicks in automatically when you do something that needs real motion β like a drag, or watching a menu animate open. It records actual video for that stretch, then hands you back to step capture.
You rarely have to think about this in the moment, but it's good to know why a couple of your slides are "video" while the rest are stills.
π οΈ Editing a recorded simulation
Because every step is a real, editable slide, you can polish without starting over:
- Rewrite captions in your own voice β the auto-generated text ("Left click") is rarely as clear as "Click Submit to send your report."
- Resize or move a click box if the learner's target should be bigger or more forgiving.
- Delete a stray slide from an accidental click, or reorder steps.
- Adjust feedback β what the learner sees on a correct click, a wrong click, or a second attempt.
- Add narration per slide, exactly as you learned in Lesson 9.
π‘ The best sims are trimmed. Your raw recording will almost always have a few too many steps and a few clumsy captions. The difference between an amateur and a professional simulation is usually ten minutes of trimming: cut the dead steps, rewrite the captions in plain language, and make the click targets fair. Win + Mac β the editing workflow is the same whether you author on Windows or macOS.
π― Try It: Record a Tiny Simulation
ποΈ Activity: Plan and record a 4β5 step sim (about 20 minutes)
Objective: Produce your first real software simulation from a single recording β small, finished, and reusable in the assessment lessons ahead. Pick a task you can do in your sleep so you can focus on the recording, not the task. Trial / Paid
Steps
- Choose a tiny task with 4β5 clear clicks β for example, changing the theme in an app, adding a contact, or renaming a file. Write the steps on paper first. (β±οΈ 3 min)
- Prepare the stage: open the app to a clean starting point, close notifications and anything private, and rehearse the clicks once with nothing recording. (β±οΈ 4 min)
- Start a screen recording in Captivate, snap the capture area to the app window, and choose to generate all modes (View / Try / Test) if offered. (β±οΈ 2 min)
- Perform the task slowly β pause a beat before each click, type deliberately β then stop the recording. (β±οΈ 4 min)
- Review the slides Captivate built, rewrite two captions in your own plain words, and preview the Try mode to feel the hints. (β±οΈ 5 min)
π‘ Hint
If the recording came out messy, don't re-shoot the whole thing yet β delete the one or two stray slides from accidental clicks and keep going. And if your version of the all-new tool doesn't offer a feature you expected, note it and check Lesson 19: Captivate Classic's simulation tooling is very mature and may be the better home for an ambitious sim today. The exact capabilities move between releases.
β Activity Complete Whenβ¦
- You have a recorded simulation of 4β5 steps saved in your project
- You've rewritten at least two captions in your own clear words
- You've previewed the Try mode and seen a hint appear
- You can explain, out loud, the difference between View, Try, and Test
π― Quick Quiz
Question 1: In Captivate's simulation modes, what's the difference between Try and Test?
Question 2: Which object does Captivate add so a learner has to click the right spot themselves to advance a step?
π Learning Journal
Keep your Learning Journal going β a note in your favorite app, a doc, or a paper notebook. It's where you turn "I read that" into "I can do that." After each lesson, jot down:
- Key concepts you learned
- Things that clicked for you
- Questions or confusion points to revisit
- Ideas you want to try
- Your progress and how you feel about learning this
βοΈ This lesson's prompt: What real task at work, school, or home could you teach as a software simulation? Name it, list its 4β5 steps, and note which mode you'd start learners in β View, Try, or Test β and why. Recording it once means you never have to explain that task by hand again.
π Lesson Summary
π Key Takeaways
- A software simulation is a safe, interactive recreation of using an app β no live system, no risk, endless practice, and a way to prove someone can do the task.
- Preparation makes the recording: rehearse, reset the app to a clean state, hide distractions, and go slower than feels natural.
- From one recording Captivate can produce three modes β View (watch), Try (do it with hints), and Test (do it scored).
- Captivate auto-generates editable objects β highlight boxes, captions, click boxes, and text-entry boxes β so you can polish a sim without re-recording. Classic has an even more mature sim workflow (Lesson 19).
π What You've Accomplished
You just met the feature that makes Captivate Captivate. You can plan a clean recording, you know the three simulation modes cold, and you can name and edit the objects Captivate builds for you. Most authors remember the first time they turned a single recording into a graded Test simulation β it feels a little like magic. Now it's a tool in your hands.
β Common Questions at This Stage
Do I have to record three separate times for View, Try, and Test?
No β that's the whole point. You record the task once, and Captivate can generate all three modes from that single capture. You just decide which modes you want and tidy up the results.
Should I use the all-new Captivate or Classic for simulations?
Start in the all-new Adobe Captivate β it's your primary path and handles the common View/Try/Test workflow. Captivate Classic has a longer-standing, very deep simulation toolset, so if you hit a limit or need an advanced sim feature, check Classic (Lesson 19). Feature parity keeps shifting, so verify against your current version.
My recording captured a stray click I didn't mean to make. Do I start over?
Almost never. Each step is an editable slide, so just delete the extra slide (or reorder steps), fix the caption, and move on. Trimming a raw recording is normal β it's how a rough capture becomes a professional simulation.
π Looking Ahead
In Lesson 12, we shift from doing to knowing: the question types Captivate offers, when to use each, and how to write questions and distractors that actually measure learning β tying straight back to the objectives you wrote in Lesson 4.
β Before the Next Lesson
- Finish recording your tiny simulation and save the project
- Write this lesson's journal prompt β a task you could teach as a sim, its steps, and a starting mode
- Preview your sim in Try mode at least once so the hint behavior feels familiar
π Additional Resources
- Course Glossary β every term in plain language (see software simulation, click box, full-motion recording)
- Quick-Reference Cheat Sheet β including the three simulation modes at a glance
- Captivate Help & Support β official documentation for recording and simulation in both versions
π Encouragement for the Journey
You just recorded a simulation β the thing that intimidates most newcomers and impresses every hiring manager. It was never as hard as it looked, was it? Trim it, narrate it, be proud of it. This is the skill that puts "Captivate" on your rΓ©sumΓ© and means it.