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How to Write Instructions


    ENG 2314
What is the purpose of instructions?
Primarily
 To enable users to complete tasks


Secondarily
 To tell users the following:
     How to do something
     Why to do it
     What materials and equipment are necessary
     Where to begin
     What to do next
     How to recover from something gone wrong
Instruction Formats

   User manual
   Reference Manual
   Tutorial
   Quick Reference Guide
   On-line/hyperlinked documentation
   Procedures Guide
Why are instructions important?

   Prescription drug example
Total patients who       Patients who
                                      completed survey         misunderstood
                                      questionnaire            dosing instructions
        Prescriptions                             71               55 (77%)
        specifying dosing
        instructions in
        hourly intervals
        Prescriptions with                       429               4 (.99%)
        dosing instructions
        specifying daily
        frequency




Taken from Burnett, Rebecca. Technical Communication 6th ed.
Why are instructions important?

   Prescription drug example
   Legal liability
Guidelines
Content Elements of Instructions

   Use a clear and limiting title
Bicycle Tune-Ups

How to Give Your Bicycle a Tune-Up


How to Change the Oil in Your Car
How to Change the Oil in a 2000 Mazda
Protégé ES
Content Elements of Instructions

   Be an informed author
       If you haven’t done it, how can you tell anybody
        else how to do it?
       The paradox: you’re an expert, but the user isn’t.
        How can you communicate so they’ll understand
        you?
Content Elements of Instructions
   Use visuals
Content Elements of Instructions
   Use an appropriate level of detail and
    technicality
Tips to Provide an “Appropriate” Level of
Detail and Technicality
   Provide background information so the reader
    understands the need for instructions
   Provide “enough” detail
       Include enough steps and detail so the instructions can
        stand alone
       Provide only what users need
       Instead of focusing on the product, focus on the task
       Omit steps that are obvious
       Divide the task into simple steps and substeps
       Allow users to focus on one task at a time
Formal Elements of Instructions

   Sequential order
Formal Elements of Instructions

   Sequential order
   Imperative mood
The student clamps the specimen onto the flat plate.
You should clamp the specimen onto the flat plate.
It is important to clamp the specimen onto the flat plate.
The specimen is clamped onto the flat plate.
Clamp the specimen onto the flat plate.
It is important to not type anything after the target drive name.


Do not type anything after the target drive name.
The lantern should be primed by pumping the lever for 15-20
  seconds.

Prime the lantern pumping level for 15-20 seconds.
Formal Elements of Instructions

   Parallelism
Always Observe Safety Rules
 Not Parallel                    Parallel
 1. Wearing of safety glasses.   Wear safety glasses.

 2. Proper tool for the job.     Use proper tool for the job.

 3. Use only tools that are      Use functioning tools only.
 functioning.

 4. Maintain a clean, organized Maintain a clean, organized
 work area.                     work area.

 5. Questions relating to        Present questions relating to
 procedures or the proper        procedures or the proper
 handling of tools should be     handling of tools to group
 presented to your group         leader.
 leader.
Formal Elements of Instructions

   Use a title, headings, and subheadings to
    organize information
Formal Elements of Instructions

   Warnings
CAUTION
Formal Elements of Instructions

   Notes and Hazard Notices
Formal Elements of Instructions

   Visuals
Formal Elements of Instructions
   Separate steps visually
Writing Instructions

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Writing Instructions

  • 1. How to Write Instructions ENG 2314
  • 2. What is the purpose of instructions? Primarily  To enable users to complete tasks Secondarily  To tell users the following:  How to do something  Why to do it  What materials and equipment are necessary  Where to begin  What to do next  How to recover from something gone wrong
  • 3. Instruction Formats  User manual  Reference Manual  Tutorial  Quick Reference Guide  On-line/hyperlinked documentation  Procedures Guide
  • 4. Why are instructions important?  Prescription drug example
  • 5. Total patients who Patients who completed survey misunderstood questionnaire dosing instructions Prescriptions 71 55 (77%) specifying dosing instructions in hourly intervals Prescriptions with 429 4 (.99%) dosing instructions specifying daily frequency Taken from Burnett, Rebecca. Technical Communication 6th ed.
  • 6. Why are instructions important?  Prescription drug example  Legal liability
  • 8. Content Elements of Instructions  Use a clear and limiting title
  • 9. Bicycle Tune-Ups How to Give Your Bicycle a Tune-Up How to Change the Oil in Your Car How to Change the Oil in a 2000 Mazda Protégé ES
  • 10. Content Elements of Instructions  Be an informed author  If you haven’t done it, how can you tell anybody else how to do it?  The paradox: you’re an expert, but the user isn’t. How can you communicate so they’ll understand you?
  • 11. Content Elements of Instructions  Use visuals
  • 12. Content Elements of Instructions  Use an appropriate level of detail and technicality
  • 13. Tips to Provide an “Appropriate” Level of Detail and Technicality  Provide background information so the reader understands the need for instructions  Provide “enough” detail  Include enough steps and detail so the instructions can stand alone  Provide only what users need  Instead of focusing on the product, focus on the task  Omit steps that are obvious  Divide the task into simple steps and substeps  Allow users to focus on one task at a time
  • 14. Formal Elements of Instructions  Sequential order
  • 15. Formal Elements of Instructions  Sequential order  Imperative mood
  • 16. The student clamps the specimen onto the flat plate. You should clamp the specimen onto the flat plate. It is important to clamp the specimen onto the flat plate. The specimen is clamped onto the flat plate. Clamp the specimen onto the flat plate.
  • 17. It is important to not type anything after the target drive name. Do not type anything after the target drive name.
  • 18. The lantern should be primed by pumping the lever for 15-20 seconds. Prime the lantern pumping level for 15-20 seconds.
  • 19. Formal Elements of Instructions  Parallelism
  • 20. Always Observe Safety Rules Not Parallel Parallel 1. Wearing of safety glasses. Wear safety glasses. 2. Proper tool for the job. Use proper tool for the job. 3. Use only tools that are Use functioning tools only. functioning. 4. Maintain a clean, organized Maintain a clean, organized work area. work area. 5. Questions relating to Present questions relating to procedures or the proper procedures or the proper handling of tools should be handling of tools to group presented to your group leader. leader.
  • 21. Formal Elements of Instructions  Use a title, headings, and subheadings to organize information
  • 22.
  • 23. Formal Elements of Instructions  Warnings
  • 25. Formal Elements of Instructions  Notes and Hazard Notices
  • 26.
  • 27. Formal Elements of Instructions  Visuals
  • 28.
  • 29. Formal Elements of Instructions  Separate steps visually