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Chapter 3 Writing for End Users A GUIDE TO COMPUTER USER SUPPORT FOR HELP DESK AND SUPPORT SPECIALISTS SIXTH EDITION BY FRED BEISSE

Chapter 3 Writing for End Users A GUIDE TO COMPUTER USER SUPPORT FOR HELP DESK AND SUPPORT SPECIALISTS SIXTH EDITION BY FRED BEISSE

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Chapter 3Writing for End UsersA Guide toComputer User Supportfor Help Desk and Support Specialists Sixth Edition by Fred Beisse1Chapter ObjectivesTypes of end-user documentationHow technical writing differs from other writingHow technical documents are organizedHow to plan effective user documentsThe technical writing processEffective use of formats Strategies for technical writingCommon problems in technical writingTools used for technical writingHow to evaluate documents2A Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition2Technical WritingDocumentation: written communication to provide information to end users or coworkersGoal of technical writing: to produce documents that effectively and efficiently communicate information that readers needEffectively: Readers get correct information to master a topic or perform a taskEfficiently: Readers do not have to waste time searching for informationGood technical writing saves users time3A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionIts all about the person you are writing to and for!Types of User DocumentsBrochures and flyersNewslettersHandouts and training aidsUser guides and manualsOnline help systems4A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionEmail, chat, and text messagesWebpagesProposals, letters, and memosProcedural and operational documentsTroubleshooting guidesBrochures and FlyersPurpose: primarily promotionalCatch the eye of the reader and sell an eventUse to advertise:Staff training sessionsComputer fairsCareer fairsProduct demonstrationsGuest speakers5A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionNewslettersPurpose: communicate informationFrom support group to end usersPopular in large companies where support staff does not regularly contact other workersFormats:PrintedElectronic distribution6A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionHandouts and Training AidsPurpose: summarize and promote recall of material covered in training sessionCommon example: printouts of PowerPoint slides Usually short and address a single topicMay be distributed online7A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionUser Guides, Handbooks, and ManualsPurpose: supplement vendor documents and trade books with information specific to an organization or computer facilityStructure:Tutorial format: a step-by-step guide to hardware or software features (in learning sequence)Reference format: all material on each topic is covered in a single location (more comprehensive)Combination format: tutorial plus referenceCreative approach: Cartoon, parable, simulation8A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionCartoon/Simulation

9A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionOnline Help SystemsPurpose:Provide convenient access to informationReplace or supplement printed materialsFeatures:Information presented must be succinctHyperlinks, indexes, and keyword searches provide powerful tools to locate information quicklyTip: Not all users are adept at using online materials; some still prefer the printed formatTip: Not all users are adept at using printed materials; some are put off by or lose papers10A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionEmail, Chat, and Text MessagesPurpose: formal and informal online communicationWith external clients and vendorsWith internal end users and coworkers Caveats:Messages project an image of the organization and support specialistUse good technical writing skillsAvoid the use of abbreviations (U, BTW, IMHO, etc.)Tip: Growth in the use of written communications emphasizes the need for user support specialists with excellent writing skills11A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionWebpagesPurpose: provide access to support materials on the webNeed to be organized and written so users can locate information quickly and easilyMust be short, but contain hypertext links to additional informationImage of organization is projected in web documentsAn ongoing challenge is to keep web-based support information current and accurate12A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionProposals, Letters, and MemosPurpose: technology tools are often used to prepare correspondence ProposalsLettersMemosNeeds assessment reportsPerformance appraisalsOther correspondenceAbility to prepare basic business correspondence is an important user support skill13A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionProposal:First page has why we need it, how much it costs, how much it is worth.Further pages have tech detailsProcedural and Operational DocumentsPurpose: procedure steps and checklists are primarily for internal useExamples:Written problem reports in a help desk environmentDescriptions of hardware or software installation proceduresEntries in Site Management Notebook (see Chapter 10)14A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionCan (and should) you put a checklist into the form of a document used to prove something was done correctly?Troubleshooting GuidesPurpose: help support agents and computer users diagnose and solve problemsExamples:Troubleshooting section in user manual FAQ on problems users encounter frequentlyScript on incident handling proceduresProblem report in help desk knowledge baseMust be clear, concise, and well written15A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionHow Technical Writing Differsfrom Other WritingDifferences in:GoalsOrganization of documentType of information communicatedWriting style16A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionTechnical Writing CharacteristicsEconomical writing styleCorrect balance of why and howCarefully-chosen exampleBegins with the most important information firstCommunicates information vital to the readers productivityUses styles and formats that help readers understand a sequence of events and document organizationIs concise, but not crypticIncludes pointers and cross-referencesFocuses on information, not entertainment17A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionTechnical Writing Characteristics (continued)Strategies:Use short, simple, declarative sentences, phrases, and listsDescribe a sequence of steps in the order performedInclude pointers to where readers can find more informationUse format elements to help readers understand: Organization of informationTransitions between topicsAvoid:Run-on sentencesHumorCalling attention to the writers personality or style18A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionHow Technical Documents Are OrganizedSequential organization: follows a step-by-step sequence from first to lastExample: procedural check list for installation of hardware or softwareHierarchical organization: flows from top to bottom, and from general to specific informationExample: an online help system19A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionCommon Organization for Technical DocumentsIntroductionPurpose of documentIntended audienceWhy read documentBodySpecific task stepsCommon problems users encounterSummaryReview of main pointsPointers to additional information 20A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionDocument PlanningWho is the target audience?What does the audience already know?If they dont, where can they find it?What does the audience need to know?What do you want the audience to be able to do when they finish reading the document? What medium will be used to transmit the document to its audience?21A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionHelp the ReaderTarget the reading level at 10th to 12th gradeMost word processors include a readability indexTell readers who the intended audience isOrganize the document so experienced readers can skip basic materialsState the documents purpose in the first few sentencesTell readers which tasks they can perform after completing the documentTailor the document to the mediaPrinted: generally longer; help readers with topic transitionsOnline: generally shorter; help readers with pointers to additional information22A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionPop-outs and read more links Steps in the Technical Writing ProcessGenerate a list of ideas or featuresOrganize the list into a logical sequence (outline)Expand the outline into a first draftEdit the draft for clarityArrange for an outside reviewRevise the draft into its final formProofread the final document23A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 1: Generate an Idea ListBrainstorm: a technique to generate a list of potential topicsDuring brainstorming, exclude nothingDont worry about whether a topic is:Major or minorUseful or notHigh or low priority24A Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition24Step 2: Organize the Listinto an OutlineArrange topics into a logical sequenceIdentify major and minor topicsCut and paste to try a different sequence of ideasUse the word processors outline feature as a toolFinal organization should answer the following question:In what order does a reader need to know this information?25A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 3: Expand the Outlineinto a First DraftStrategiesEach paragraph has a topic sentenceUse transitions between paragraphs and sectionsFirst . . ., Second . . ., Next . . ., Then . . ., Finally . . .Define termsIn textIn glossaryFormat featuresStyle elementsFormat consistencyLists and tables26A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 3: Expand the Outlineinto a First Draft (continued)Style elements help reveal document structure:Chapter or modular organizationFontsCapitalizationCenteringIndentationUnderlinesBullets and numbered listsFormat consistency helps ensure consistent use of style elements Use style sheets and templates in a word processorLists and tables help readers locate information quicklyUse instead of long narrative passages 27A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 4: Edit the DraftPass 1: Eliminate extra wordsPass 2: Perform a format consistency checkConsistent use of fonts for headings and subheadings, indentation, centering, boldface, italics, and underliningTip: Overuse of format features detracts from the document contentsPass 3: Perform a technical accuracy checkTest procedural or technical stepsEliminate errors in instructionsCheck URLs for dead linksVerify screenshots28A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionIf you show an example, what are the precursor conditions for this example to work?Step 5: Get an Outside ReviewPurpose:Identify and clarify any questions about contentsSpot inconsistencies Find unclear meaningsIdentify poor writing techniquesLocate other problemsTip: Sometimes a writer is too close to a document to see problems 29A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 6: Revise the DraftIncorporate revisions into a documentTip: When an edit pass results in marginal improvements, consider the document done30A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionStep 7: Proofread the DocumentFinal pass through the document before publicationLook for:TyposInconsistent capitalization and punctuationInconsistent font useExtra spaces between words and sentencesIncorrect page breaks31A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionTechnical Writing StrategiesAnalogy: describes how an unfamiliar concept is similar to a familiar conceptRepetitionIntroduce ExplainSummarizeConsistent word useUse a consistent word to refer to each conceptAvoid varying: DVD, DVD-ROM, digital video disc, optical diskStyle sheet: lists preferences for spelling and word useExample: end user is a noun; end-user is an adjectiveConsistent verb tensePrefer present tense unless events clearly occurred in the past32A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionSample Page from a Style Sheet33A Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition

Technical Writing Strategies (continued)34 Parallel structure: similar items are treated consistently throughout a list or documentA Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition

Common Technical Writing ProblemsClutterInappropriate typefacesGender referencesUnclear referentsPassive voice35A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionNominalizationWordinessJargonUndefined acronyms and intialismsIdiomsDangling phrasesClutterUse graphics to illustrate (screenshot) or highlight a pointNot for decorationUse formatting to help locate information or understand a topicUse sparingly and consistentlyInclude considerable white spaceUse at least 10-point body textLarger for slide shows, brochures, flyersLeft-align most body textCentered text and block-justified text are harder to read36Justified text is aligned at both the right and left margins, like thisA Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionInappropriate TypefacesSerif typefaces: include fine lines (serifs) that project from the top and bottom of charactersFrequently used for body textSans serif typefaces: do not have serifsOften used for titles and headingsSpecialty typefaces: type styles intended for special use to draw attention to textSave for informal useInvitations, brochures, flyers37A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionExample TypefacesWhich is most readable?

This is an example of a 28-point serif typeface called Georgia. This is an example of a 28-point sans serif typeface called Arial.This is an example of a 37-point script typeface called Brush Script.38A Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition38Gender ReferencesAvoid gender-related words unless they clearly fitAvoid: he, she, him, her, s/heUse: they, their, it, he and she, she and heGender-neutral words are clearer and less offensiveUse staffed instead of mannedUse chair instead of chairmanUse supervisor instead of foremanCan you think of other examples?39A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionUnclear ReferentsReferent: a concrete word or concept that is designated (referred to) by another wordThe referent of words such as it, them, this, he, she and their should be clearExample: A user in Excel on an HP Pavilion PC entered a long list of numbers with a voice recognition utility program. Halfway through the list, it froze up.Does it refer to the HP Pavilion PC, Excel, the voice recognition utility, or the user?40A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionPassive VoicePassive voice: the subject of the sentence receives the action indicated by the verbExample: The final report was filed.Avoid passive voiceActive voice: the subject of the sentence performs the action indicated by the verbExample: The project team filed its final report.Use active voice to make text livelier and more interesting41A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionNominalizationNominalization: the use of -tion, -ing, -ment, and similar endings to create nouns where verbs are easier to understandExample:Use of nominalization: Perform an installation of the printer driver.Use of verb: Install the printer driver.42A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionWordinessAvoid unnecessary wordsToo many words: Prior to the actual installation of the system...Reduced: Before installing the system...Use short words when possibleUse use instead of utilize or utilizationUse document instead of documentationUse added instead of additionalCan you think of other examples?43A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionJargonJargon: words understood primarily by those experienced in a fieldUse simple, direct words that anyone can understandExample: Avoid: Hack the documentation for the new VPN connection steps.Use: Edit the document for the new network connection steps.Tip: If you use jargon terms, define them first44A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionUndefined Acronyms and InitialismsAcronym: a word formed from the initial letters of words in a phrase Example: RAM is an acronym for random access memoryAn acronym is pronounced as a word (i.e., ram)Initialism: an abbreviation formed from the initial letters of words in a phrase Example: USB an initialism for universal serial busAn initialism is pronounced as a sequence of letters (i.e, u-s-b)45A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionHandling Acronyms and InitialismsOn the first use of an acronym or initialism:Spell out the wordsThen include the acronym or initialism in parenthesesExample: digital video disc (DVD)Tip: Include acronyms and initialisms in a glossaryTip: Dont create unnecessary new acronyms or initialismsExample: Writers Against Unnecessary Words and Acronym Use (WAUWAU) 46A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionIdiomsIdiom: a word or phrase whose meaning is different from the literal meaning of the separate wordsExample: Keep an eye out for users who have their antivirus application turned off.Better: Be aware of users who have their antivirus application turned off.47A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionDangling ModifierDangling modifier: a word or phrase at the beginning or end of a sentence that adds little meaningExample: Needless to say, the installer should verify that the users PC is operational, of course.Eliminate the word (or phrase), or include it elsewhere in the sentenceBetter: The installer should verify that the users PC is operational.

48A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionTechnical Writing ToolsOutline toolSpell checkerCustom dictionaryThesaurusGrammar checkerReadability indexDesktop publishing featuresCollegiate dictionary49A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionDocument Evaluation Criteria (Overview)ContentOrganizationFormatMechanics50A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionContentIs the information relevant?Is the information timely and accurate?Is the coverage of the topic complete?51A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionOrganizationIs the information easy to locate?Are transitions between topics identifiable?Can readers get in and out quickly with the answer they need?52A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionFormatDoes the layout help guide the reader?Is the format consistent?53A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionMechanicsAre words spelled correctly?Is it grammatically correct?Is the writing style effective?54A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionChapter SummaryUser support staff write a variety of types of documents to communicate with end users, coworkers, vendors, and managersThe goal of technical documents is to effectively and efficiently communicate information needed by the readerTechnical writing:Defines characteristics of the target audience and tasks the writer wants readers to be able to doUses short words and sentences, and an organization that helps readers locate information55A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionChapter Summary (continued)The technical writing process includes these steps:Generate a list of ideas or featuresOrganize the list into a logical sequence (outline)Expand the outline into a first draftEdit the draft for clarityArrange for an outside reviewRevise the draft into its final formProofread the final documentThe documents layout and formatting help readers know what is important and identify transitions between topicsTechnical writers use analogies, repetition, consistent words, and parallel structure56A Guide to Computer User Support for Help Desk and Support Specialists, Sixth EditionChapter Summary (continued)Successful writers avoid clutter, hard-to-read typefaces, gender references, unclear referents, passive voice, nominalizations, wordiness, jargon, acronyms and initialisms, idioms, and dangling modifiersSoftware tools that aid writers include an outline tool, spell checker, thesaurus, and grammar checkerFour criteria to evaluate technical documents:ContentOrganizationFormatMechanics57A Guide to Computer User Support for Help Desk and Support Specialists, Sixth Edition