Authoring a User Guide Module
A user guide teaches a staff member or end-user how a feature works, with worked examples. It is descriptive — explanation and illustration — rather than prescriptive. Where a procedure gives the numbered steps to produce an outcome, a user guide builds the understanding a person needs before and around following those steps.
1. When to use this type
Create a User Guide module when there are non-engineer users who must learn the system, and the features are stable enough to train on. If your only audience is engineers, you almost certainly do not need this type — skip it (see choosing types).
| It IS a user guide when… | It is NOT a user guide when… |
|---|---|
It explains a feature and shows examples |
It prescribes steps to an outcome → Procedures |
The reader is learning, not executing a known task |
The reader is an engineer → Design / Operations |
It targets the operator/end-user |
It is the formal screen spec → a Use Case |
2. Standard structure
modules/user-guide/
├── nav.adoc
├── images/ # Screenshots are first-class here
└── pages/
├── index.adoc # What the system does + where to start
├── <feature-area>.adoc # One guide per feature area
└── <getting-started>.adoc # Orientation for a brand-new user
Screenshots and worked examples carry the weight in this module — budget for an images/
directory and keep captures current.
3. Page template
A user guide explains, shows, and links out. Copy templates/user-guide-template.adoc, or:
= <Feature area>
:description: <one line — what this teaches and to whom>
== What it's for
<Plain-language explanation of the feature and when a user reaches for it.>
== How it works
<The concepts and screen elements, in the user's language — with screenshots.>
== Worked example
<A real, end-to-end example: real inputs, real screens, real outputs.>
== Tips & gotchas
<Common confusions, and what the UI is telling the user when it disables/limits something.>
== Do it
<Link to the procedure for the exact steps; link to the use case for the formal spec.>
|
Explain, don’t duplicate. Link to the procedure for the exact steps and to the formal use case for the specification. The user guide’s job is understanding and examples, not the canonical step list. |
4. Flexibility
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No external users: omit this type entirely.
-
Few features: a single page per feature area; add a getting-started orientation once there is more than one.
-
Rich UI: invest in screenshots and worked examples; consider a short concept page that several feature guides reference.
5. Quality checklist
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Targets the operator/end-user in their language, not the engineer.
-
Includes at least one worked example with real inputs and outputs.
-
Screenshots are current and legible.
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Links out to the procedure (steps) and use case (spec) rather than restating them.
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Explains disabled/limited affordances rather than leaving the user guessing.
6. Common pitfalls
|
7. Related
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Documentation Architecture — where this type fits.
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Procedures Guide — the prescriptive sibling (the steps).