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Are you referring to the reader and author correctly in your document?
In technical writing, there are only two valid subjects:
- “You” (the reader)
- The subject (the software, hardware, function etc.)
For example:
- When the CD is inserted, a Windows dialog will be shown.
- When you insert a CD, Windows shows a dialog.
The first example is bad because it is not addressing the reader or writing from the point of the subject (the software in this case), ie. using the passive voice.It is occasionally acceptable to use the first person, “we”, “I”, “us”, “our” etc. An example of an acceptable use of first person is, “We recommend that you backup your database first.” However, you must never use the first person to refer to the reader:
- We will now open a web browser and go to the home page.
- You can now open a web browser and go to the home page.
The first example is bad because it is unclear to the reader as to who “we” is.
Do you use the correct symbols when documenting instructions?
An important area which Microsoft does not apply strict standards to, is documenting instructions. This is often a confusing dilemma for many people, as the way in which instructions are worded and arranged is very important in helping the user understand the instructions. Therefore, the instructions should be minimalistic, clear and concise.
In Ken Getzs words you MUST ALWAYS list the items in the order the user selects them. I often see Microsoft documentation say: Select All Programs from the Start menu. That’s inexecusable.?
Click Start, then All Programs, then Accessories, then Calculator.
- Figure: Bad Example – No visual cue is given for separate steps.
Start – All Programs – Accessories – Calculator
- Figure: Bad Example – Dashes are easy to glance over
Start –> All Programs –> Accessories –> Calculator
- Figure: Bad Example – This is better but looks unprofessional
Start | All Programs | Accessories | Calculator
- Figure: Good Example
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Do you use the right order of instructions?
When writing the instructions for a series of operations, be sure of the right order of them. With the clear order of operations, users won’t be confused anymore.
Select Options from the Tools Menu.
- Figure: Bad Example – See how it is in a reversed menu order than the one the user will do it in.
Select Tools | Options
- Figure: Good Example
Do you highlight items correctly in your document?
When highlighting items (file names, user commands etc.) be sure to:
- Distinguish the items from the rest of the surrounding text; and
- Be consistent.
Use the following rules to highlight items in your document.
| Style |
Use this style on |
Example |
| Bold text |
Menus, commands, dialog box options, file names and paths |
To access the application, click Start | Programs | Accessories | System Tools | Disk Defragmenter |
| UPPERCASE |
Code keywords and database elements |
Use the INNER JOIN clause in SQL Server to join one table to another. |
| Initial Capitals + Bold |
File paths and file names |
Now open C:\My Documents\Invoice.doc. |
| Monospace (Courier New font) |
Code samples, error messages |
You will see the following error: error opening database: database is currently in use. |
Do you include version numbers in your file names?
It is a good practice to include a version number in the name of the file. Every time you make a significant change to the file you should increment the version number. This helps us to navigate through the old and the new versions. It makes it easy if we decide to roll back any changes and use an older version.
For example:
- extreme_email_file
- extreme_email_new_file
- extreme_email_latest
- Bad file naming conventions :
- Extreme_Emails_v1
- Extreme_Emails_v2
- CodeAuditor_Ver1
- CodeAuditor_Ver2
- Good file naming conventions :
Are you referring to the reader and author consistently throughout your document?
When writing technical documentation, one of your primary objectives is to ensure the document is written consistently to ensure a flowing reading experience. Ensure the reader and author are correctly referenced throughout your document, for example:
- When one wants to scan for viruses, you can open the antivirus software.
- When you want to scan for viruses, you can open the antivirus software.
The first example is bad because it confuses the reader as to whom the author is referring.
Do you add a useful figure caption in bold below all images?
When you add an image to a website or application, follow the Microsoft Word standard and use “Figure: Description” to describe your images. Read more about this rule on our Rules to Better Websites – Layout.
Do you avoid using unnecessary words?
When writing any documentation it is vital that you avoid using unnecessary words to keep the reader interested and focussed on the content. This is especially true in technical documentation, as most of the content is factual.
- Click on the “Select” button
- Bad Example
- Click “Select”
- Good Example
It is less wordy, and still gets the message across. Look through your document now – where else can you get rid of words that don’t add any value to the sentence?
Do you use “will”, not “should”?
When explaining steps in a process, e.g. Printing a file, make sure to say something “will” happen or is happening. This is especially important when describing your own software, because saying something “should” happen implies that it may or may not happen, i.e. there could be bugs!
- To print your document:
- Select File | Print. The Print dialog should now show.
- Select the number of copies and click Print . The file should now print.
- Bad example: Using “should” implies uncertainty
- To print your document:
- Select File | Print. The Print dialog is shown.
- Select the number of copies and click Print. The file will now print.
- Good example: Using present or future tense implies confidence
Do you use “setup” and “set up” correctly?
Often when writing technical documents, you will instruct the reader to “set up” his PC or run a “setup” file. Remember that “set up” is a verb, and “setup” is a noun.
Correct use of “setup”: Verify that your network setup is correct before attempting to connect to the Internet.
Correct use of “set up”: Click Go to set up your database
“Set up” is a verb with many meanings, most commonly “to establish something.” “He is going to set up shop.” The single word “setup” is a noun, basically meaning an “arrangement.” “The setup was all wrong.” How can you remember this? Mentally replace “setup” or “set up” with “setting up.” If the sentence still basically makes sense, use two words. If it doesn’t, use the single word. For example, the sentence “he is setting up shop” makes sense. “The settingup was all wrong” does not.
Do you know email should be email without the hyphen?
Yes Microsoft Word spell checker is wrong.
Good – “email”
Bad – “e-mail”
I do prefer to see email as email as the hyphen is really an extra thing that serves no purpose anymore.
What if you wanted to say “Re-email this report please”… surely you would not say “Re-e-mail this report”… sounds like you have a stutter.
Do you know commas and full stops always need to have “one” space after it ?
When writing any documentation it is important to put only “one” space after commas or other punctuation. This makes the document easy to read and looks more professional.
For example:
Looking for your sent emails through a searching tool is simple.By using Windows Desktop search,you can search your relevant emails by recipient and/or by subject.
- Bad Example- No space after comma and full stop
Looking for your sent emails through a searching tool is simple. By using Windows Desktop search, you can search your relevant emails by recipient and/or by subject.
- Bad Example- Two spaces after comma and full stop
Looking for your sent emails through a searching tool is simple. By using Windows Desktop search, you can search your relevant emails by recipient and/or by subject.
- Good Example- One space after full stop and comma
Original Source
rules to better technical documentation