Writing technical documentation

Writing a procedure that can be followed without guessing: the reader, prerequisites before the steps, one action per step, the expected result, the warning before the action and one word per thing.

  • 26 cards
  • 5 topics
  • Free

The outline, topic by topic

Each topic is weighted the way the exam weighs it.

  1. Concepts
  2. Questions
  3. Sort and link
  4. Scenarios
  5. Understand

A few cards from the deck

  • Procedure: what is it?

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    A text that describes, step by step, how to carry out a specific task.

    It must be followable by someone who has never done the task, without guessing: what seems obvious to the author is not so for the reader.

  • Which of these steps is well written for an administrator?

    • Restart the service with the command sudo systemctl restart nginx.
    • Afterwards you will have to remember to possibly restart the service if needed.
    • The service is restarted, then the configuration is checked.
    • Restart the service and check that it is running.
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    Restart the service with the command sudo systemctl restart nginx.

    The right step has a command verb, a single action and the exact command. The first is vague (“possibly”, “if needed”), the second is passive with no actor, the third bundles two actions.

  • A step contains … action only, with a verb in the …: “Open the file”.

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    A step contains one action only, with a verb in the imperative: “Open the file”.

    If a step holds two actions, the reader forgets one, and when it fails nobody knows which of the two went wrong.

  • Prerequisite: what is it?

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    What you need to have or know before starting: access, rights, software, version, backup.

    They go before the first step: discovering at step six that an administrator right was needed forces a restart from scratch.

  • A colleague follows your restore procedure and overwrites the production database: the warning was written after the step. What fix?

    • Put the warning before the step, the backup in prerequisites
    • Put the warning in bold and red right after the step
    • Add a long paragraph of context before the start of the procedure
    • Number the warning as a step of its own, at the end of the procedure
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    Put the warning before the step, the backup in prerequisites

    Bold does not change the reading order: the step is already done when the warning is read. It has to be read before acting, with the backup stated as a prerequisite.