User Documentation Standards Guide
User Documentation Standards Guide
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Having a standard for user documentation
software is necessary. The Std 1063-2001 provides a good guide for
create an appropriate user manual
The IEEE Std 1063-2001 standard provides that framework to establish what
parts must make up any document that is to be used by a user of
system or program in question.
Documenting allows us to make the leap between the empirical and the scientific, between chance and
las mejores prácticas.
Administrative documentation:
It refers to the documents that are part of the context of the administration of
project as such: Work plans, Project definition, Definition of roles and
profiles of the project members. Cost analysis, Risk analysis, etc. In
this place, for example, we could put all the documents of the management of
projects established by the PMBOK.
2. Technical documentation:
a) Software development.
In this section, you can place the documents related to the cycle of
system development. Similarly, the number of documents varies according to the
framework used to create the software product. In the case of a
classical approach where the life cycle of systems is defined as: Analysis,
Development, Testing, and Implementation, we would have documents such as: Catalog of
requerimientos, digramas UML, Solución propuesta, Diccionario de Datos, Diccionario
of forms, Catalog of objects, Commented source code, Test plan,
["tests and results","Implementation or deployment plan","Installation report"]
User manual, Administration manual.
A more agile framework like SCRUM would not require so many documents in its place.
I would consider it more than sufficient for the code to be commented according to the standard of the
language, for example in Java the JavaDoc format should be used.
b) Applications used.
c) Hardware components
Having processes documented based on standards will allow companies to evaluate them and
improve them. The client's processes help us to adapt the software product to
the company. The company that develops the software or offers IT services can
find great support in frameworks like ITIL.
Let's close the topic considering the following:
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To know in detail the process or system for which it is required
manual, it is the backbone of all good documentation of
user
Recommendations for writing a user manual
The second step will be to define your table of contents. We need to know that
information will be placed in it and in what order. A good practice is to place the table
de contenidos en una matriz, en una hoja de cálculo, para ir señalando el avance de
each topic or process and in that way understand the progress of what we are writing and
your relationship.
For example, let's suppose that a point of sale program was designed and some of
its use cases are:
7 Register a product
8 Modify the product price
9 Start sale
10 Complete sale
11 Review stocks
Well, a list of use cases can be placed and started to describe them or
we can organize the index according to the functionalities or the processes that
they can do in the system, for example:
1 Make a sale (this process definitely needs to include the use cases Start sale)
and complete the sale)
2 Review inventory (in this process it may be necessary to upload new products or
modify the price of some and check the inventory in the warehouse.
Fourth: Gather and classify the information for each topic or subtopic within the
document. Although this point is placed in fourth place, it is essential that
Let us have a data warehouse before the preparation of the document.
Having a repository of information gives us the possibility of having a warehouse
centralized information, so that searching and classifying it is easier. (you can see
how to install SVN in your organization in the followinglink.
Una vez que hemos cumplido con los cuatro puntos anteriores debemoselegir una
structure or formal framework for our manual. Personally
I use the IEEE std-1063-2001 standard as a reference. It specifies the parts.
What any user documentation should contain.
Now we should start writing the manual, although first we need to decide on
What format and with what software will it be created, my recommendation is DocBook (you can
see more information about its use in the followingDocBook tutorialIt should be considered
that a manual is designed for different user profiles, so sometimes
It is advisable to create different versions so that the actor in turn can perform all of them.
the functions allowed by their profile. Therefore, it must be clear and descriptive, that is,
leave nothing to the imagination, nor to the user’s assumptions, make the notes clear or
prerequisites that the user will require to execute the procedure smoothly,
It must contain clear and detailed images, which should be placed in an index.
and have a description of the image. Once the manual has been completed.
it must be evaluated and reviewed by the programmers or testing engineers with
the intention to validate that your instructions are appropriate and lead to a result
successful if followed to the letter.
It is certain that writing a manual or any technical document requires the person who
writing skills, strengths, and solid knowledge of grammar, composition and
spelling with the purpose of being well done. It should also be remembered that a
good documentation, in this case a good manual, can make the difference between the
success or failure of the system in its implementation.
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The documentation of a project is an essential part of the
activities that must be carried out for proper development,
implementation and maintenance of it.
What documentation should the system have?
The following definition from Wikipedia gives us a glimpse of what the Documenter is.
of systems will face:
In a restricted sense, documentation as documentary science could be defined
(broadly speaking) as the science of information processing, that
provides information about something with a specific purpose, in a multidisciplinary context
or interdisciplinary.
Following Fuentes and Pujol, Documentation can be identified as a science.
auxiliary and instrumental. It is also a science in itself and one of its purposes
The primary purpose of documentation is to inform..1In the absence of a consensus, there are various
authors, such asJuan Ros García oJosé López Yepes, which they consider a science
(documentary), at the same time as a discipline, not just a technique. They can also
considered, in general terms, the sciences of documentation and documentation
as synonyms, if the context does not disturb the intention of the sender, that is, if it does not
it distorts the message of the interlocutor because it does not give semantic ambiguity.
For ITIL V3, the knowledge possessed by collaborators (own knowledge or
owner) and that have been gaining over time, it is useless if it does not adapt to
standards and is socialized. It will always be advisable to document the processes,
adhere to industry standards and prevent business knowledge from
only a few people accumulate.
The PMBOOK, for example, establishes the administrative and control documentation that
must be associated with the project. ITIL gives us an idea of the documentation that should exist
to provide services appropriately. Other specific standards for
the coding such as: JavaDoc or user documentation proposed by the IEEE,
They must be established by the documenter and followed by the programmers.
The following diagram shows the different stages and areas of an IT project and the
documents associated with each of them:
Finally all the files including user documentation, administrative,
budgetary and procedures, must be placed in a repository under which there is
a version control system. Personally, I recommend the use of SVN Subversion or
Git, although there are many more.
Once the environment for storage and control has been established
documentation and after determining which documents are to be
to be carried out throughout the project, the format in which they will be determined must be established
captured and distributed. These formats can be: Word formats or some other
word processor, LaTeX, DocBook, etc.