Online Documentation Guidelines

Adding a URL (link)

When adding a URL (link), place the link around the descriptive text or noun of the sentence. Do NOT use “Click <a href>here</a>.” Instead, try the following:

  • “To learn more about MS Word, read the <a href>Users’ Manual</a>.”
  • “You can register for this class through the <a href>LearnIT@UD calendar</a>.”
  • “If you need more help, contact the IT <a href>Support Center</a>.”

Capitalization of headings

  • <h1> is reserved for the “Title” of a web page. Capitalize ONLY the first word and any proper nouns. Present the document’s title using both the <h1> and <title> tags.
  • Use <h2> for second level headers in a help file or other document. Capitalize ONLY the first word and any proper nouns.
  • Use <h3> through <h6> for the body of a help file document. Capitalize ONLY the first word and any proper nouns. For example:
    • “IT documentation guidelines for UD websites”
    • “Installing the UDel Secure wireless network

Checkboxes

To indicate that a checkbox should be checked (or unchecked) follow these examples:

  • “Choose the Automatically complete addresses checkbox.”
  • “Clear the Use Secure Sockets Layer checkbox.”

Dialog box images

If an image or screenshot of a dialog box is included in the text of a how-to document, include the name of the dialog box (in bold text) followed by the text “that should look similar to the following:”

For example, “You will see the Connect dialog box that should look similar to the following:”

Drop-down lists

To indicate which option to choose from a drop-down list, use the following format:

  • “From the Account Type drop-down list, choose IMAP.”
  • “From the Font Size drop-down list, choose 14.”

Keyboard key names

Use the verb “press” and put the name of the keys in bold text and all caps. For example:

  • Press ENTER.
  • Press ETC.

Malito in body of document

If you do NOT want an email address to automatically be generated into a malito (i.e., it is only being used as an example and not as a link to that email address), you must manually insert the HTML code for the @ symbol into the code of the document. The HTML code for the @ symbol is &#64;

Numerals vs. words

  • Numerals 1-9 are spelled out IF the number does not precede a unit of measure or is not intended as input. For example, “We are working on five projects.” However, “Type 5, and then click Yes.”
  • Numerals 10  and above are always written as numerals. For example, “We are working on 10 projects.”

Selecting a folder or file

To indicate a folder or file to choose, type the name of the folder in bold text. For example:

  • Click the Deleted Items folder.
  • Click the install.exe file.

Selecting a non-menu option

To indicate selecting a non-menu option (i.e., a button or icon), use the verb “click.” Do NOT use the phrase “click on.” Type the name of the option or button in bold text. For example:

  • Click Next.
  • Click OK.

Text a user needs to type

If text that a user must type is set off in a list of steps, the font used for the text is “formatted” or “pre-formatted and the text is in bold. For example.

  1. At the UNIX prompt, type pico
  2. Press ENTER.

Text fields

To indicate what to type into a blank text field, do NOT include the word “text” before “field”—use the following format:

  • “Type your UDelNet ID in the Username field.”
  • “Type your password in the Password field.”

 

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