So you understand your user documentation project and you’ve specced it out. Now you’re ready to write. Here’s some tips to help you on your way. This article isn’t about
actual writing itself; it’s about
things which go along with
writing. (For information on writing online help, see www.divinewrite.com/helpfulhelp.htm.) NOTE: This is
final article in a series of three outlining
key elements of a good user documentation process. (To read
first and second articles in this series, go to http://www.divinewrite.com/docoprocess1.htm and http://www.divinewrite.com/docoprocess2.htm.)
Indexing
Index keywords should be defined while
topic is being written. At this time,
subject matter is clear in
author’s mind, and they are very conversant with all of
intricate details. Indexing during
writing stage also means that your keywords are reviewed as part of
draft process. Some authoring tools don’t really facilitate this kind of approach particularly well (e.g., some don’t allow multiple author access to
files needed for indexing), but at least
keywords should be listed at
end of each draft. (Depending on
authoring tool, this may actually be easier for
reviewers, anyway.) TIP: For further information on indexing, see The Art of Indexing (1994) by Bonura.
User documentation reviews
To ensure that your user documentation is technically correct and readable, you need to get it reviewed by an intelligent selection of people. For a software project, your review list should include a subject matter expert (generally
programmer),
software architect, perhaps
project manager, and another writer. The review requirements will vary with each draft, so your reviewers and review procedures should be documented in your work pracs.
Testing your user documentation
Testing can be performed at a number of levels:
•Each writer should test their own user documentation by following it to use
product. But remember, this kind of testing isn’t very powerful, because there’s a tendency for writers to follow instructions as they think they’ve written them, not as they’ve actually written them. •The second level is for
testing to be performed by other writers… as part of
peer review. •The third level is for
testing department to do formal testing on
user documentation. This type of testing doesn’t often happen, but it’s good to try to get it happening. •The fourth level is/should be conducted as part of Beta testing (see Managing Your Documentation Projects by Hackos (1994), pp.452-453).
No matter what level of testing you use, it should be designed to ensure that
tasks documented are true to
product, and that any online help functions correctly. For
user documentation to pass testing, it needs to satisfy
goals you specified in
earlier stages of
project.
Localising your user documentation
Although localisation is often considered a post-writing activity, it’s best to do it as part of
writing stage. The exact timing may vary project to project, but a good rule of thumb is to get
translators working on
second drafts (but only if you’re not expecting many changes to
draft). TIP: Most translators will probably prefer to work on a sizable piece of user documentation, rather than individual topics sent to them piece-meal, so you should wait ‘til you have something of a respectable size to send them – perhaps a whole subject area, as opposed to a single topic.