How to Create an Instruction Manual

Instruction manuals provide a step-by-step approach.

Instruction manuals are an important component of consumer electronics, software and programs, household items and major appliances. Instruction manuals provide a step-by-step approach to operating, repairing, installing or constructing an item or device. In addition, they provide tips and warnings that aid the user in obtaining value and avoiding negative consequences. Creating an instruction manual requires an intimate, tested knowledge of the product at hand.

Instructions

Getting Started

1. Use and test the product. You cannot write a good instruction manual if you are unaware of the intimate details of your product or device. Use the product in the manner it was designed for. Determine any flaws and take notes of glitches or behavior that may require troubleshooting.

2. Identify each area requiring coverage. Complex devices like smart phones and computers require detailed coverage of numerous areas. For example, the contacts feature on a smartphone typically occupies a single chapter in an instruction manual. Review your device and list each area that requires coverage.

3. Create an outline. Your instruction manual should include at minimum, front matter, a body and back matter. Front matter should include a title page, an edition and a table of contents. The body should include an overview, step-by-step task breakdown and a troubleshooting section. The back matter section should include an appendix, an index (for 30 pages or more) and contact information.

4. Create graphics. Including graphics greatly enhances the usability of your manual. For software or computer related items, screenshots are suitable. For other devices, diagrams that illustrate your step-by-step approach are invaluable to your audience.

Front Matter

1. Create a title page. Your title page should include the title of your device and manual. For example, an instruction manual for a cordless phone could say "Horn & Bell Wireless Talk 100 User Manual."

2. Insert an edition or version. You can include the edition of the manual on the title page. For example, the edition or version could read "v.1.1.2."

3. Include any warnings or important information. Immediately following the title page, develop important consumer information. This section should include information on health risks, disclaimers, safety precautions and any general precautions.

The Body

1. Introduce the basics. The basics of the device should explain each physical component. For example, the basics of a hand-held device would describe the outer features. Describe each physical component in detail. Cover operational components--buttons, volume control, battery location, etc.--in detail.

2. Create step-by-step processes for each area. Write procedures for completing tasks for each coverage area you identified. Include tips and warnings if necessary. Warnings should always precede the step to which it applies.

3. Develop a troubleshooting guide. The troubleshooting guide should provide the user with the information required to solve problems. Structure the troubleshooting guide in a step-by-step approach.

Back Matter

1. Design your appendix. If required, include an appendix which lists supplemental information, such as specifications.

2. Create an index. The index lists important terms by page number. Use an index if your manual is more than 30 pages.

3. Create a contact page. Your contact page should include contacts for troubleshooting, feedback and additional information.

Tips & Warnings

• Write in clear language. Make sure you hire an editor and/or proofreader to review your project.

References

• Saul Carliner: Preparing Reports, Instruction Manuals, and Brochures