Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Chapter 17
Technical Instructions
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Instructions
‣ Are one of the most common workplace genres
‣ Can be simple or complex
‣ Are used to solve problems
‣ Can be textual or visual
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Ethics in Instructions
‣ Safety: be sure the instructions do not place
the readers in harm’s way
‣ Functionability: be sure the instructions help
a reader successfully complete their tasks
‣ Misuse of product: unclear or incorrect
instructions may allow a reader to misuse the
product leading to injury or damage
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
‣ Hazards even with proper use: make sure to explain what
risks are inherently involved in the product or process
‣ Troubleshooting: cover potential problems, and make
sure the solutions you provide are feasible, safe, and
accurate
‣ Product liability: be sure both the writer and the reader
understand their responsibilities and liabilities
Ethics in Instructions
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
‣ Putting something
together
‣ Repairing an object
‣ Operating a device
‣ Installing a device
‣ Making a product
‣ Solving a problem
Instructions Fit Needs
‣Maintaining an object
‣Unpacking or packing an
object
‣Working through a
process or procedure
‣Providing documentation
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Key Elements
‣ Title / title image
‣ Byline
‣ Date
‣ Introduction
‣ Alerts
‣Equipment needed
‣Parts list
‣Steps
‣Conclusion
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Title/Title Image
‣ Begins any good written document
‣ Often includes an image to show audiences
the product discussed in the instructions or
the problem the instructions solve
‣ Tells the audience what the instructions
accomplish, and what problems it solves
‣ Should be clear and concise
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Byline
‣ Acts as an on-going record
‣ Tells audiences who produced the document
so they can contact the appropriate person or
company should the instructions fail
‣ Can include information about the company
responsible for the instructions, rather than
the actual author’s name
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Date
‣ Informs the audience of the currency of the
instructions
‣ Keeps track of the relationships among
different documents produced at different
times
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Introduction
‣ Tells audiences the aims of the instructions
‣ Tells what problem the instructions help them solve
‣ Should let readers know what will be accomplished
‣ Identifies the organizational structure
‣ Includes discussion of any terminology or special
conventions used in the instruction manual
‣ May also include additional information about how
audiences can use the instructions
Alerts
‣ Inform audiences about particular safety
considerations such as
‣ Dangers
‣ Warnings
‣ Cautions
‣ Notes
NOTE
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
‣ Use visually distinct icons that attract attention
and distinguish the different kinds of alerts
‣ Are not universal, but are generally
standardized for a particular industry
‣ Alleviate problems by ensuring that readers
and writers share common understandings
‣ Stand out from texts visually by using fonts,
shapes, colors, and position
Alerts
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Equipment Needed
‣ Describes what is needed to follow instructions
‣ Should be listed prior to beginning the first step of
the instructions
‣ Might also require how-to-use explanations
‣ Use a one-to-one corresponding list for tools and
their images
‣ Should present images clearly and offer written
lists with the images
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Parts List
‣ Functions much like an equipment or tools list
because it provides a detailed list of materials
‣ Includes all parts of the product the reader needs to
complete the instructions
‣ Identifies what each part looks like and the name it
is given so readers can easily identify it when needed
‣ Serves as a check list so the reader can confirm that
all parts have been included
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Steps
‣ Tell readers what to do and provide the
correct sequence of tasks
‣ Should be numbered
‣ Should be performed as they are drafted
‣ Should begin each step with a verb
‣ Should avoid highly condensed language
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
‣ Should use positive (affirmative) commands
‣ Should include only one action per step
‣ Should group similar steps together
‣ Should visually separate steps
‣ Should clarify steps with visuals
Steps
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Conclusion
‣ Offers troubleshooting advice
‣ Offers maintenance information
‣ Offers additional alerts
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Quick Reference Card
‣ Is an abbreviated set of instructions that
identify basic operations
‣ Draws from the larger set of instructions and
provides the fundamental tasks
‣ Gives readers quick access to information
about primary operation or function
‣ Should be written in clear concise steps and
consider audience’s needs
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Help Pages
‣ Are specialized technical instructions designed to
assist people with computer applications
‣ Are usually files embedded in a particular program
or on-line resources for users
‣ Allow users to search for a specific problem within
the pages
‣ Offer readers step-by-step solutions to the problem
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
‣ Should be concise
‣ Should be clear
‣ Should be thorough
‣ Should be direct, but friendly
‣ Should provide examples
‣ Should provide links to other information
Help Pages
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Usability Testing
‣ Lets writers determine which parts of the
instructions are effective and ineffective,
accurate and inaccurate
‣ Is a great method for solving problems
associated with the instructions before readers
run into them
‣ Should follow a heuristic or series of questions
Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century.
© 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
Design
‣ Is determined by the needs the instructions fulfill
‣ Considers the problems they solve (their
purpose)
‣ Examines the way the audience is likely to use
them

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Chapter 17 Technical Instructions.ppt

  • 1. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Chapter 17 Technical Instructions
  • 2. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Instructions ‣ Are one of the most common workplace genres ‣ Can be simple or complex ‣ Are used to solve problems ‣ Can be textual or visual
  • 3. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Ethics in Instructions ‣ Safety: be sure the instructions do not place the readers in harm’s way ‣ Functionability: be sure the instructions help a reader successfully complete their tasks ‣ Misuse of product: unclear or incorrect instructions may allow a reader to misuse the product leading to injury or damage
  • 4. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. ‣ Hazards even with proper use: make sure to explain what risks are inherently involved in the product or process ‣ Troubleshooting: cover potential problems, and make sure the solutions you provide are feasible, safe, and accurate ‣ Product liability: be sure both the writer and the reader understand their responsibilities and liabilities Ethics in Instructions
  • 5. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. ‣ Putting something together ‣ Repairing an object ‣ Operating a device ‣ Installing a device ‣ Making a product ‣ Solving a problem Instructions Fit Needs ‣Maintaining an object ‣Unpacking or packing an object ‣Working through a process or procedure ‣Providing documentation
  • 6. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Key Elements ‣ Title / title image ‣ Byline ‣ Date ‣ Introduction ‣ Alerts ‣Equipment needed ‣Parts list ‣Steps ‣Conclusion
  • 7. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Title/Title Image ‣ Begins any good written document ‣ Often includes an image to show audiences the product discussed in the instructions or the problem the instructions solve ‣ Tells the audience what the instructions accomplish, and what problems it solves ‣ Should be clear and concise
  • 8. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Byline ‣ Acts as an on-going record ‣ Tells audiences who produced the document so they can contact the appropriate person or company should the instructions fail ‣ Can include information about the company responsible for the instructions, rather than the actual author’s name
  • 9. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Date ‣ Informs the audience of the currency of the instructions ‣ Keeps track of the relationships among different documents produced at different times
  • 10. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Introduction ‣ Tells audiences the aims of the instructions ‣ Tells what problem the instructions help them solve ‣ Should let readers know what will be accomplished ‣ Identifies the organizational structure ‣ Includes discussion of any terminology or special conventions used in the instruction manual ‣ May also include additional information about how audiences can use the instructions
  • 11. Alerts ‣ Inform audiences about particular safety considerations such as ‣ Dangers ‣ Warnings ‣ Cautions ‣ Notes NOTE Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved.
  • 12. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. ‣ Use visually distinct icons that attract attention and distinguish the different kinds of alerts ‣ Are not universal, but are generally standardized for a particular industry ‣ Alleviate problems by ensuring that readers and writers share common understandings ‣ Stand out from texts visually by using fonts, shapes, colors, and position Alerts
  • 13. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Equipment Needed ‣ Describes what is needed to follow instructions ‣ Should be listed prior to beginning the first step of the instructions ‣ Might also require how-to-use explanations ‣ Use a one-to-one corresponding list for tools and their images ‣ Should present images clearly and offer written lists with the images
  • 14. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Parts List ‣ Functions much like an equipment or tools list because it provides a detailed list of materials ‣ Includes all parts of the product the reader needs to complete the instructions ‣ Identifies what each part looks like and the name it is given so readers can easily identify it when needed ‣ Serves as a check list so the reader can confirm that all parts have been included
  • 15. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Steps ‣ Tell readers what to do and provide the correct sequence of tasks ‣ Should be numbered ‣ Should be performed as they are drafted ‣ Should begin each step with a verb ‣ Should avoid highly condensed language
  • 16. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. ‣ Should use positive (affirmative) commands ‣ Should include only one action per step ‣ Should group similar steps together ‣ Should visually separate steps ‣ Should clarify steps with visuals Steps
  • 17. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Conclusion ‣ Offers troubleshooting advice ‣ Offers maintenance information ‣ Offers additional alerts
  • 18. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Quick Reference Card ‣ Is an abbreviated set of instructions that identify basic operations ‣ Draws from the larger set of instructions and provides the fundamental tasks ‣ Gives readers quick access to information about primary operation or function ‣ Should be written in clear concise steps and consider audience’s needs
  • 19. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Help Pages ‣ Are specialized technical instructions designed to assist people with computer applications ‣ Are usually files embedded in a particular program or on-line resources for users ‣ Allow users to search for a specific problem within the pages ‣ Offer readers step-by-step solutions to the problem
  • 20. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. ‣ Should be concise ‣ Should be clear ‣ Should be thorough ‣ Should be direct, but friendly ‣ Should provide examples ‣ Should provide links to other information Help Pages
  • 21. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Usability Testing ‣ Lets writers determine which parts of the instructions are effective and ineffective, accurate and inaccurate ‣ Is a great method for solving problems associated with the instructions before readers run into them ‣ Should follow a heuristic or series of questions
  • 22. Dobrin / Keller / Weisser : Technical Communication in the Twenty-First Century. © 2008 Pearson Education. Upper Saddle River, NJ, 07458. All Rights Reserved. Design ‣ Is determined by the needs the instructions fulfill ‣ Considers the problems they solve (their purpose) ‣ Examines the way the audience is likely to use them