Procedures Checklist


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Procedures Checklist

Determining How Much Information the User Needs

Your users require what level of detail in the procedures?

q     Sparse

q     Moderate

q     Rich

Specific details to meet your users’ need include which of the following?

q     Screens shots

q     Cautions and warnings

q     Notes and Tips

q     Tables

Format

Which format suits your users best?

q     Standard format (step after step)

q     Prose format

q     Parallel format

q     Embedded help

Rhythm of Exposition

q     Have you reviewed your task design so that each one follows a similar pattern?

Testing

Have you identified the appropriate test points for your procedures?

q     Accuracy of steps

q     Accuracy of details

q     Pacing/rhythm

q     Format conventions

q     Inclusions of options/conditions/alternatives

Elements of Procedures

Have you double-checked your procedures for the suitability of the following elements?

q     Performance-oriented task names

q     Overviews relating to user actions

q     Steps including tools, actions, and results

q     Steps in an orderly sequence

q     Elaborations emphasizing user performance

q     Tables to conserve space

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