TM09 Create Technical Documentation
TM09 Create Technical Documentation
Administration
Level IV.
Based on November 2023, Curriculum Version II
November 2023
Addis Ababa, Ethiopia
Table of Contents
Acknowledgment ............................................................................................................................ 1
Acronym ......................................................................................................................................... 2
Self-Check 1.................................................................................................................................. 17
Self-Check 2.................................................................................................................................. 27
Self-Check 3.................................................................................................................................. 36
Self-Check 4.................................................................................................................................. 42
References ..................................................................................................................................... 43
Design documentation
Develop documentation
Module Instruction
For effective use this module trainees are expected to follow the following module instruction:
This guide will also assist you to attain the learning outcomes stated in the cover page. Specifically,
upon completion of this learning guide, you will be able to:
Understand and Identification of documentation requirements.
Analyze and interpreting the documentation needs.
Understand industry documentation standards
Determine documentation of the scope of work
Conduct validation and confirmation of the scope of work
Technical documents use facts, proof and evidence and are designed for use by technicians; be
they systems analysts, statisticians, designers, programmers, economists, stockbrokers or building
surveyors, to name just some specialist areas that require technical documentation.
Technical documents are more than just user documents. They present specific information and
know-how needed to develop, produce, maintain or use a form of technology. Technical
documentation can be in the form of models, prototypes, drawings, sketches, diagrams, blueprints,
manuals or software, or presented as training or technical services.
Documentation refers to the process of creating, collecting, and maintaining documents that
provide information, instructions, or evidence. It plays a crucial role in various fields, including
software development, business, education, healthcare, and more. Here are some basic concepts
related to documentation:
Purpose:
Communication: Documentation serves as a means of communication,
conveying information to different audiences such as users, developers,
administrators, and stakeholders.
Reference: It provides a reference point for understanding processes,
procedures, systems, or products.
Types of Documentation:
User Documentation: Intended for end-users and includes manuals, guides, FAQs,
and other materials to help users understand and use a product or service.
Good technical documentation clearly conveys its subject matter without errors or ambiguity, and
by being easily and quickly comprehended it meets the demands of technical readers.
While specialist terms are necessary, plain English makes technical writing easier to read, and
glossaries can help explain terms. Unexplained or overused jargon is a common fault of technical
writing.
Many technicians, understandably, develop the bad habit of using overly-specialist terms or jargon
that no one else understands. While some terms are needed, jargon can mask meaning and make
technical writing dense with nouns. Much of the jargon used in this way is picked up in the first
place from poorly written documents.
Most noticeably, a well-planned and written technical reference will have ‘chunks’ of information.
The chunks will be well mapped and indexed, to allow users to find a particular fact. And facts
with a relationship will be cross-referenced, from one to the other. Up-to-date and complete
technical documentation can save hours of later questioning.
Documentation standards are guidelines, specifications, or best practices that provide a framework
for creating, formatting, and organizing various types of documents. These standards ensure
The text describes the key steps to understand and assess the needs and standards for creating
effective documentation for different purposes and audiences. The text lists the following contents:
When you have the answer, you have a much clearer picture of what the documentation is all
about. In defining the scope of the job of creating or reviewing documents, you would:
Arrange meetings with the sponsor and all stakeholders to determine their requirements.
Clearly define the goal and objectives for the project of creating documentation, based on
the needs and expectations that you determined.
A well-crafted scope document can save you from major headaches by defining the following
project elements:
Project goals
Requirements
Major deliverables
Key milestones
Assumptions
Constraints
Project Overview:
Provide a concise overview of the technical documentation project. Include
information on the purpose of the documentation, target audience, and how it fits
into the larger context of the product or system.
Documentation Objectives:
Clearly articulate the objectives of the documentation. Define what the
documentation is expected to achieve, such as supporting end-users, aiding in
troubleshooting, or providing information for developers.
Types of Documentation:
Specify the types of documentation to be created. This could include user manuals,
API documentation, technical specifications, installation guides, and any other
relevant document types.
Audience Analysis:
Conduct an audience analysis to understand the knowledge level, roles, and
expectations of the target audience. Tailor the documentation to meet the needs of
different user groups.
Content Inclusions and Exclusions:
Clearly outline what content will be included in the documentation and what will
be excluded. This helps manage expectations and avoids unnecessary scope creep.
Document Structure and Format:
There’s no doubt that a lot of thought, discussion, and sometimes even debate goes into finalizing
a solid scope. But all that work is worth it because having a well-considered scope document can
increase your chances of leading a project to successful completion.
There are lots of different ways to craft a scope statement. Let’s take a closer look at some of the
details that go into a solid project SOW.
Here’s a list of possible elements you should consider adding to your scope statement:
This one is simple: a plain language overview of the project’s deliverables. Avoid confusion by
clearly outlining what will be delivered for approval through the course of the project, as well as
the final deliverable.
Acceptance criteria
Your scope should help you come to an agreement on what will be delivered and leave no question
when the project is complete. Acceptance criteria can be measured, achieved, and used to prove
that work is complete.
Examples of some of the conditions or criteria of acceptance can be found in project requirements,
user acceptance testing, or even just a final stakeholder review and approval.
Limitations
Every project has its limits, and you need to be sure you’re not exceeding those limits to complete
a project on time and under budget.
Limitations can come in many forms, but one example would be technology. For instance, if you’re
building an application that depends on a specific technology, be sure to mention that. There may
be several ways to code that website, but if you’re boxed into a complicated technology, you can
cover yourself by specifying those limitations in your scope.
Assumptions
You know what they say about assumptions, and you probably know it’s true. If you don’t outline
them, you’ll end up with confusion, missed expectations, and project problems. So take time to
list out all the assumptions you’ve thought about that will affect the work you’ll do or the outcomes
of that work.
Exclusions
You’ve already listed out the deliverables you will provide, but sometimes it’s just as important to
itemize what you will NOT deliver. This helps you avoid awkward “But weren’t you going to…”
questions or requests. Really, it’s about setting expectations and avoiding any miscommunication
around the work you have planned.
Costs
This is an optional portion of your project SOW, depending on the type of organization you work
in. If you’re part of a consulting agency that charges external clients for your work, you’ll want to
outline project costs, possibly even on the phase or milestone level.
You have to do what feels right for your project and organization. But the clearer you can be about
costs and the work associated with it, the easier it will be for you to manage it and make a case for
more funds when additional scope creeps in.
Agreement
Scope documents create agreement by nature, but sometimes you need proof! So include a
signature field in your scope document and have your lead stakeholder or project funder sign the
Consulting with the client to validate and confirm the scope of work for technical documentation
is a critical step to ensure alignment between your understanding and their expectations. Here's a
guide on how to effectively consult with the client for scope validation:
1. Technical documentation is essential for users to effectively use products and technologies.
2. Effective technical documentation offers benefits such as increased customer retention,
increased sales, and saved time and effort.
3. Documentation process standards define the process that should be followed for document
production.
4. product technical documents and process technical documents are the two main types of
technical documentation
This guide will also assist you to attain the learning outcomes stated in the cover page. Specifically,
upon completion of this learning guide, you will be able to:
Identify information requirements
Create document templates
Conduct the system review
Extract content that meets information requirements
Validate technical documentation structure
Before you start designing a document you must know (or make assumptions about):
Your reasons for documentation will affect your design. For example, you may be documenting
procedures and policies for quality control.
Style can refer to the way a writer organizes sentences. A good style for technical writing is brief
(using only as many words as needed), clear (having no ambiguities of meaning) and precise
(grammatically correct and always choosing the simpler and more direct form of sentences and
paragraphs).
Style also concerns typography or design; how a feature is placed, or is styled. The different
features of a template for instance might be called ‘styles’; heading styles, styles for body text, etc.
A certain style is used at certain times. In templates, those formats are then recorded on a style
sheet.
Style is also the set of publication conventions, such as whether book and movie titles should be
written in italics; expression of dates and numbers; how references should be cited. The document
that is kept as a record of conventions used for a particular document is also called a style sheet.
Your company's credibility is also damaged, because the customer develops doubts about the
product, thanks to the inaccuracies encountered in the documentation.
A lack of accurate and accessible information also increases the learning curve for new developers
and other technical staff. Here are some tips to help improve the technical accuracy of the
documentation produced by your development team.
Many developers and managers lack experience in how to technically review a document. Here
are some points to include in a review checklist to keep the reviewers on track and focused on the
technical accuracy of the documentation:
Focus on the technical facts to verify that the technology works as documented. A technical
review is not an editorial review.
Verify the technical accuracy of all procedural steps included in the document.
Verify the technical accuracy of all screen captures in the document.
Build accountability into the document review process
One of the reasons technical reviews are often disregarded is because no accountability is built
into project plans for technical reviews. Strategies for building accountability into technical
documentation reviews include:
Add the name of the author(s) and technical reviewer(s) to the documentation. Some
companies have a policy against naming staff, but including author and reviewer names
promotes communication with internal staff. For external audiences, such as user guides
Technical documentation review benefits both external and internal customers. While some
technical staff considers conducting these reviews a chore, managers face the challenge of setting
priorities to enable a thorough review process while maintaining critical development efforts. 2.4
Extracting content that meets information requirements involves identifying and retrieving specific
information from various sources.
Information Extraction Process: The text describes a general process for extracting
information from various sources. It consists of the following steps:
Define Requirements: Outline the specific information needed and the scope of
the topic.
Identify Sources: Determine the potential sources of information, such as
databases, websites, or documents.
Use Search Strategies: Use effective search methods to locate the required
information, such as keywords, Boolean operators, or filters.
Evaluate Sources: Assess the credibility, reliability, and relevance of the sources,
considering the author, date, and context.
Data Extraction Tools: Use tools or software that facilitate data extraction, such
as web scrapers, APIs, or data extraction software.
C. what they will use the documents for, and how they will use the documents
A. document templates
B. style guides
C. Format
D. A and B
A. Genre
B. Function
C. Structure
D. All
This guide will also assist you to attain the learning outcomes stated in the cover page. Specifically,
upon completion of this learning guide, you will be able to:
Write technical documentation
Translate technical terminology
Apply content format and style
IT technical writers
While specialist engineering technical writers and technical illustrators produce manuals for
buildings, roads, planes, cars, electrical systems, and ships, just to mention a few areas, many
technical writers work within IT and communications industries.
An IT technical writer is any person responsible for writing hardware and software documentation,
online help, technical definitions and technical product descriptions for publication on paper, or
on web sites.
The IT technical writer may be an expert in the subject, with little experience in documentation,
except that learned in training. Or a professional writer may be employed to help the expert. More
often, producing documents falls to programmers and other developers with little experience or
training in technical writing.
Technical writing is necessary for almost anyone who works in IT, communications or systems.
The main skill that professionals among this group of writers bring to their work is experience in
striving to make complicated work simple.
To produce documents that support technology and users you must constantly solve problems and
find answers and solutions.
While documents are assembled, corrected and edited using software applications, and while it is
a technical process, with technical and not imaginative content, is still a process of creation an art.
You have no automated processes or computers to tell you if the work is ‘good’ or not.
1. An editorial calendar can help you stay organized and ensure your content gets published on
time.
2. Visuals are essential to any content style guide.
3. The final step in creating your own content style guide is to create a template.
This guide will also assist you to attain the learning outcomes stated in the cover page. Specifically,
upon completion of this learning guide, you will be able to:
Submit technical documentation
Gather and analyzing feedback
Incorporate alterations into the technical documentation
Edit technical documentation
It provides a step-by-step guide on how to finalize, format, and submit technical documentation
for review by reviewers.
The importance of review: It emphasizes that review is a crucial step to ensure accuracy,
clarity, and effectiveness of technical documentation.
The components of submission: It lists the components of a submission, such as the
document version, supporting materials, cover letter, and review goals.
The tools for review: It suggests using a collaborative document review tool that allows
reviewers to add comments directly to the document, such as Google Docs or Microsoft
Word’s Track Changes.
Gathering Feedback: How to identify reviewers, select review tools, provide clear
instructions, encourage specific comments, establish a deadline, consider a review meeting,
and include a feedback form for technical documentation.
Editing documentation based on feedback is important for continuous improvement. The following
possessions are:
Review feedback: Read all feedback and note common themes and suggestions.
Categorize feedback: Organize feedback into content, clarity, formatting, accuracy, etc.
Prioritize changes: Address critical issues first, then minor improvements.
Address accuracy: Verify information with experts or sources and correct errors.
Clarify ambiguity: Rephrase unclear sections and add examples or explanations.
Check consistency: Ensure consistent terminology, formatting, and style throughout the
document.
Update visuals: Improve visuals and diagrams to align with text and convey information.
Incorporate examples: Add relevant examples or use cases to make content more practical.
Verify references: Check and update cross-references or hyperlinks for easy navigation
1. The primary focus of technical document editing is to ensure the accuracy and clarity of the
information presented in the text.
2. Technical editors work with writers to help them produce clear, accurate content.
3. It’s great that you’re gathering feedback on your technical document.
1. “Technical Writing Process: The simple, five-step guide that anyone can use to create
technical documents such as user guides, manuals, and procedures" by Kieran Morgan
2. "Read Me First! A Style Guide for the Computer Industry" by Sun Technical Publications
3. "The Elements of Technical Writing" by Gary Blake and Robert W. Bly
4. "Microsoft Manual of Style for Technical Publications" by Microsoft Corporation
5. "Every Page Is Page One: Topic-Based Writing for Technical Communication and the
Web" by Mark Baker
URL:
https://techwhirl.com/
https://document360.com/blog/technical-documentation/
https://technicalwriterhq.com/documentation/technical-documentation/
https://alg.manifoldapp.org/read/open-technical-communication/section/19abea6b-932a-
4efd-a70d-9f1123dd4b08
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