Reference Checklist


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Reference Checklist

Choosing the Right Form of Reference

Have you chosen the right form of reference to match your users’ needs?

q     Reference section (tables of dates, definitions, command descriptions)

q     Quick reference (card, booklet, brochure)

q     Appendix (tables, messages, troubleshooting)

q     Update information/ ReadMe files (disk file containing update highlights)

q     Job aids (reminders, command lists)

q     Innovative forms: flipcards

Deciding What to Include in the Reference Section

Which of the following elements meet your users’ needs?

q     Commands

q     Interface elements

q     Definitions

q     Concepts

q     Relationships among commands

q     How-to information

q     Technical information

Deciding What to Include in Each Reference Entry

Identify which of the following elements you want or need to include in each reference entry to meet your users’ support needs.

q     Definition: Tell what the command or function does.

q     Explanation: Tell how to apply the command or function.

q     Example/syntax: Give an example of the command or function in use.

q     Step-by-step: Present abbreviated steps for using the command or function.

q     Warnings/cautions: Let the user know what problems might arise.

Establishing a Pattern

q     Have you established a pattern for each reference entry?

Organizing the Reference Section

Which of the following organizational patterns do you intend to use?

q     Alphabetical

q     Menu by menu

Showing the User How to Use the Reference Information

Have you written a section that tells the user the following things?

q     Who should use the information

q     How you organized the information

q     The elements of each entry

q     Cross-references

q     Sample library entry

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