Types of Technical Documentation Ebook
Types of Technical Documentation Ebook
Types of Technical Documentation Ebook
Contents
Introduction 6
How to Write Effective Documentation 7
Study 7
Plan 9
Write 10
Good and Bad Technical Documentation Examples 13
Lists 13
Screenshots and Images 14
Delivery Speed 15
Consistency 15
Readability Score 16
Types of Technical Documentation 17
By Readers 18
By Industry 19
Education 19
IT 20
Medicine 20
Other Types of Technical Documentation 21
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Introduction
Technical writing belongs to the broad field of technical communication.
Technical communicators include technical content developers,
technical editors, technical proofreaders, and other professionals. The
word “technical” here is what matters. Unlike other writers and content
creators, technical writers are like translators: they have a piece of
technology and their task is to explain to a non-expert how to use it in
clear, accurate and easy-to-understand manner.
That’s why we create this ebook1. It will be useful for technical writers
who are at the beginning of their professional journey and for
experienced specialists who want to grow and improve skills. Here
you'll find tips on how to write effective documentation, examples of
1
Disclaimer: This e-book is designed for information purposes only. The publisher and the author(s)
is not engaged to render any type of psychological, legal, or any other kind of professional advice.
The content of each article is the sole expression and opinion of its author(s) and publisher. No
warranties or guarantees are expressed or implied with this e-book. Neither the publisher nor the
individual author(s) shall be liable for any physical, psychological, emotional, financial, or commercial
issues, including, but not limited to, special, incidental, consequential or other issues. You are
responsible for your own choices, actions, and results that might arise due to the use or misuse of this
e-book.
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The main goal of a technical writer is to create effective documentation
that a user will gladly read. However, how to write high-quality
documentation? Here is a quick step-by-step instruction into creating
effective documentation.
Study
To be able to create clear and helpful manuals, technical writers need to
study the subject with great attention to details. With this learning
process comes the understanding of the target audience.
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So, you’ll have to figure out the level of knowledge of your target
audience on the subject in question. When creating documentation for
professionals, you need to really go in depth. If you are writing for
novice users, make sure to cover all the key moments and leave out
more complicated stuff that a novice reader won't need and will just
find confusing.
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Plan
So, what’s the best approach here? A documentation plan! In short, a
documentation plan is a document containing all the necessary
information for reference when working on a manual or guide, such as:
general information about the project, tools used, timeframes,
workflow details, etc.
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The idea behind such a plan being - all the people involved in the
project will have access to all the info they might need. First and
foremost, this approach provides consistency and definitely saves time.
The planning part also includes structuring future help topics. It is very
important to organize everything into a system prior to actual writing.
Some documentation projects include hundreds of topics. Just imagine
the pain of restructuring the whole thing later!
Write
At this stage, the actual technical writing is done. How can one improve
this process? In the quite recent past, technical writers worked with
basic text editors, and some companies still do.
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This can be easily explained - when you have a steady workflow, you’ve
been using for years, you might be reluctant to change it. But, the thing
is, the market of tech writing tools has been around for a while now and
has much to offer.
Help authoring tools are tailored specifically for technical writers’ needs.
They are meant to make the technical writing process more efficient
and enjoyable.
We’ve mentioned just a few features you might find useful for your
documentation project. In reality, online documentation tools have a lot
more to offer.
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So, these are the main phases of an average documentation authoring
process. It is highly important to think every project through thoroughly
to receive great results. Be consistent and never underestimate
planning. To become more efficient at creating documentation try using
help authoring tools.
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Are your user manuals good or bad? Let’s run them through our quick
checklist. Don’t get discouraged if it turns out to be not perfect, this
topic contains a lot of ideas to follow that can change your user
manuals for the better!
Lists
In bad user manuals, lists of steps for instructions are not-ordered.
Simple bulleted lists are used instead. This is very inconvenient to follow
such a list when you are trying to use some instruction.
Good user manuals always feature ordered lists of instructions. This
works great for readers and support engineers as lists make it so much
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easier to refer to steps when they are numbered. Here’s an article on
using lists correctly in technical documents that will help you avoid
many common mistakes.
Bad technical documentation has few or next to no images in it. First,
this just looks lazy. Second, it makes understanding harder for readers.
Another way to ruin a help topic is to add screenshots/images without
proper text descriptions - these are very annoying to decipher.
Good documentation has plenty of images. Any screenshot is always
followed by some description. Also, two screenshots never appear next
to each other without an individual capture.
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Delivery Speed
Good technical documentation is reusable and takes less time and
effort to be created. Taking advantage of a HAT's functionality can be a
game changer. Technical writing tools help to organize teamwork, reuse
content with single-sourcing techniques, write help topics faster with
powerful WYSIWYG editors.
Consistency
Bad user manuals look and feel inconsistent. This happens because
often many technical writers can be working on the same project and
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this can lead to diversity in texts. Like, different terms can be used to
describe similar processes, page layouts can look entirely different, etc.
Readability Score
Bad user manuals are hard to read. You really need to put some effort
to understand all the terms and break down long complex sentences.
Terms are not explained, text contains just a few links/references.
Good user manuals are checked with readability score tools. This
means that the content runs through different tests and it gets a
readability score based on various algorithms (word length, sentence
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length, frequency of word usage, quantity of terms in a text). If the
score is not satisfactory, user manuals are re-written.
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By Readers
Depending on who your readers are - customers or employees, two
types of documents can be identified: internal and external.
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By Industry
Technical documentation is used in different industries and it can be
classified according to these criteria:
Education
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IT
Technical writers, who work in IT, usually create API documentation,
software documentation, guides and so on. For example, software
documentation is written material that can include images or video
instructions that come with computer software. As a rule, software
documentation explains how to use a program or a service.
Medicine
However, not only technical writers create documentation; you can be
surprised but nurses, for example, also can be considered technical
writers because they should record a detailed history of a patient’s past
illnesses, chronic conditions, treatments, medications, surgeries,
therapies, and hospitalizations. This type of documents is called medical
records. Medical records are critical to ensuring that patients receive
proper care, so nurses must have excellent writing skills to do
recordkeeping perfectly.
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The number of classifications and lists of technical documents is
endless. So, you’ll find more types of technical documents further.
Administrative Guidance
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API Documentation
API (or Application Programming Interface) refers to a set of rules
(functions, variables, classes, protocols, etc.) that specific systems
(applications, libraries) use to communicate with each other.
The basic requirements for API documentation are the same as for any
piece of technical documents: it should be easy to learn, easy to follow,
hard to misuse and always be up-to-date.
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snippets and the whole look of the docs, creating advanced navigation
and using search as well as many other opportunities. You don’t need
to create a website or a Wordpress page with API docs - many modern
content management systems offer a hosted online documentation
portal.
Also known as CSH or Context Help. This is a type of Online Help, but it
is delivered in-product, providing assistance depending on the current
state of the application (context).
As a rule, context help is not available as a single document for all
application functions. Each piece of this document relates to a specific
application state and extensively describes that state.
The idea behind the concept of context help is that most of the users
are reluctant to turn to a user manual right away when they start
working with new software. Unless some really deep and complex tasks
need to be performed, a user would rather go the easy way and try to
figure out everything without reading documentation. So, context help
becomes a great solution.
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Context help is also one of the most efficient techniques of case
deflection. The thing is - a user gets help right on the spot, without the
need to go elsewhere to search for answers.
Locating context help elements is very important. Some research or
survey needs to be carried out beforehand to find out the most
confusing or complex spots in the app. And, this is exactly where you’d
want a tooltip or a pop-up to go.
Another important thing for context sensitive help is design. Of course,
approaches differ depending on a context help type since there are so
many. Some tools for creating technical documentation, like ClickHelp,
allow configuring context help to your liking.
Context sensitive help improves the user experience, helps your clients
achieve their goals easier, improves the conversion rate for the trial
version users, deflects support cases. The content for the context help
element may be created by software developers or by professional
technical writers.
Datasheet
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E-learning Guide
Employee Handbook
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Executive Summary
An executive summary (it’s also known as management summary) is a
short document describing an extensive report so that readers can get
its main idea quickly. It usually contains background information, a brief
statement of the issue, analysis, and conclusions. An executive
summary is used as an aid to decision-making by managers, and it’s
used as a part of the business plan.
The difference between an executive summary and abstract is the
following: an abstract is usually shorter and consists of an overview, but
an executive summary is a part of a document.
External Documentation
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FAQ
FAQ stands for Frequently Asked Questions. It’s a list of commonly
asked questions and answers denoted to a particular topic. Here is how
FAQ looks like:
You can create FAQ in online documentation tool, in ClickHelp, for
example. You can easily create FAQ using documentation templates
and publish them.
Hardware Manual
How-to Guide
A how-to guide is a piece of writing that provides readers with
step-by-step instructions which a user should follow to complete a task,
or gives instructions to a user on how to use a device, for example.
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Installation Guide
Instruction Manual
An instruction manual is a traditional form of user assistance. It can be
in a printed form or electronically. Usually, an instruction manual
includes installation procedures, a guide on how to use software, the
licensing, and details of a helpline.
Internal Documentation
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Maintenance Manual
Memo
● Directive Memos
● Field Report & Trip Report Memos
● Status Memos, and more
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Operation Manual
It is a kind of deliverable that goes, for example, with any piece of
technology. Imagine that you’ve bought a new printer. When you do the
unpacking, there’s always a user manual included in the package. In
case of a printer, from the operational manual you may find the
description of the product and its functionality, learn how to maintain it,
how to connect it to your PC and so on.
Operations Manual
Operations manual (not to be confused with operation manual) is a
type of technical documentation that is assigned to the employees, and
that instructs them on how to perform their tasks efficiently and safely.
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staff on how to carry out their duties and reduce human errors. It is an
internal knowledge base of the company that may contain the following
information:
There’s no need to spread printed copies among the staff. Operations
manuals are a part of the internal documentation of the company, and
they can be stored online for quick and easy access. Modern
documentation tools also provide hosted online documentation portals
that allow you to store information in a password-protected place
safely.
Policy and procedure manual is a type of technical documentation that
states business goals and policies and communicates appropriate
standards of action and behavior for the employees.
It contains the company’s best practices, descriptions of the key
business processes, methods, and standards of how work is performed.
Useful manuals provide methods and instructions for staff
communication and their interdepartmental interactions.
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Policy and procedure manuals are an essential management tool. This
document should always be within reach of every employee so that
they could consult it anytime. There’s no need to have a printed copy
for everyone - modern documentation tools allow hosting
password-protected online documentation portals that can be used as
a storage of internal company documentation.
Press Release
A press release (it’s also known as a news release, press statement,
media release) is a document or a video that aims to announce news
about a product. Usually, it’s faxed, mailed, or e-mailed to editors or
journalists at radio stations, television stations, newspapers, magazines,
etc. Press releases are just a page long - two pages.
● Headline
● Dateline
● Introduction
● Body
● Close
● Contact information
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Process Document
Product Description
A product description is a piece of writing that describes the benefits
and features of a product to a customer. The goal of a product
description is to provide enough information to encourage customers
to buy the product. If you want to write a product description that
converts, it should be concise and answer the following questions: what
problems your product solves, what benefits a customer will get from
using your product, why a customer should buy your product. You
should not write just how your product is great. Product descriptions
should contain useful information.
Programmer Guide
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Proposal
A proposal is a document that aims to persuade the reader to approve
a proposed project or implement a proposed plan. It may contain
recommendations, results of surveys, technical background,
information about feasibility, and so on.
Types of proposals:
A quick start guide (QSG) is a shortened version of a manual. It aims to
make a buyer familiar with a product quickly. Usually, it describes steps
of using a product so that a buyer can use it without any delay. Also,
QSG can include installation steps. A quick start guide most commonly
focuses on easy instructions with featured illustrations. Concerning the
format, it can be a single A4 sheet, a folded card or a booklet.
Release Notes
It’s a document that describes what has changed in a product. It can
contain description of the new features, bug fixes, upgrade guides and
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so on. Usually, a technical writer creates release notes according to the
information of marketing advisers, product managers, engineering
teams and other subject matter experts.
Report
RFP Document
RFP stands for a request for proposal. It’s a document that is usually
written by an organization, often a government agency or large
enterprise to get a response from potential vendors for the desired IT
solution. It includes aspects what a customer is looking for and criteria
on which a vendor's proposal will be assessed.
RFQ Document
RFQ stands for a request for quotation. It’s a document that an
organization submits to potential suppliers to elicit quotations for a
product or service. The main goal of RFQ is to get information about
prices for something, for example, hardware. Read about a request for
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proposal. It’s another type of documentation that’s created when an
organization's requirements are more complex.
SDK Documentation
Software Documentation
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As a rule, there’s a special team in a company occupied with technical
writing - the documentation team. Although, workflows can differ. In
some companies, support, dev or QA can do documentation authoring.
Technical Report
● Report-length proposal.
● Technical specifications.
● Technical-background report.
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Technical Specification
Technical Standard
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All these types of standards can be created and stored by means of a
help authoring tool that allows content creators to password protect
documents.
Training Manual
A training manual is a booklet or a book with instructions that aim to
improve the quality of a performed task. Usually, training manuals are
used as:
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Troubleshooting Documentation
First of all, what is troubleshooting? Troubleshooting is a process of
searching for the source of a problem in order to solve it. So,
troubleshooting documentation is a technical communication
document intended to give a user or customer information on how to
solve and prevent those problems. It’s commonly written for computer
hardware, electronic goods, and software but they can be written for
any product.
User guide is a document or a set of documents that give assistance to
the users of a particular system. Most commonly used in the computer
industry - written for computer software or hardware.
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White Paper
A white paper is a report or guide that addresses a particular topic, for
example, help readers understand an issue, make a decision, or solve a
problem. The main goal of a white paper is based on facts and
evidence, but it’s not a marketing document, it’s not about why people
should buy your product. It usually includes a title page, table of
contents, short executive summary, introduction, body with solutions,
and a conclusion. It also can feature images, charts, and so.
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Conclusion
Technical writing may seem difficult because it requires many efforts
like to do research for a particular type of a document, write text that
will be relevant to the document type, style this document to make it
user-friendly and help your readers get the main idea quickly.
However, you can ease your working process to make all these aspects
not so frightening. ClickHelp was made for this purpose to help you
write effective and readable documentation. Also with ClickHelp, you
don't need to style your documentation manually. We have all the
necessary templates for all these types of documentation, so your
technical writing will be enjoyable and easy. You can examine how our
templates were implemented by our users in our Portal Gallery.
For more stories for technical writers, web developers and web
designers willing to grow subscribe to our blog and follow us on
Facebook, Twitter, Medium, Telegram.
Good Luck with your technical writing!
ClickHelp Team
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