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    What goes into your documentation

    Scheduled Pinned Locked Moved IT Discussion
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    • coliverC
      coliver
      last edited by

      Two main questions for the community.

      What do you put into your documentation? Saying everything is a bit unrealistic although that would be the ideal, there has to be a cut off point where you assume most IT people have that base knowledge and thus doesn't need to be recorded

      How do you write your documentation? I mean more along the lines of format, a log, how-to, etc?

      I'm having an issue of what do I write up, I don't think I've really done anything special so it is difficult for me to continue with documentation when everything seems to be fairly (very) straight forward. I generally do all my write ups as how-to's, which makes them easy to work with and easy to pass along to someone who may not have the same technical acumen as I do.

      nadnerBN Bill KindleB 2 Replies Last reply Reply Quote 0
      • thanksajdotcomT
        thanksajdotcom
        last edited by

        It depends on the purpose of the documentation. Are you writing an SOP for the department? Then it needs to be in a how-to format, and explicitly written. Is it noting work you've done on an issue? Then a log format is ideal for that. The question of how to document much be preceded by what is the purpose of said documentation?

        1 Reply Last reply Reply Quote 0
        • Minion QueenM
          Minion Queen
          last edited by

          Documentation should be geared towards someone who is at least an L2 (so no every little step for someone who has no clue) but enough information to get a person that has some clue to where they need to go.

          • all log on information for every machine (if not standardized)

          • List of known recurring issues and basic info on fixes.

          • Depending on how you do ticketing a link to the tickets regarding recurring issues (the ticket should have your notes of how you fixed it).

          thanksajdotcomT coliverC 2 Replies Last reply Reply Quote 1
          • thanksajdotcomT
            thanksajdotcom @Minion Queen
            last edited by

            @Minion-Queen said:

            Documentation should be geared towards someone who is at least an L2 (so no every little step for someone who has no clue) but enough information to get a person that has some clue to where they need to go.

            • all log on information for every machine (if not standardized)

            • List of known recurring issues and basic info on fixes.

            • Depending on how you do ticketing a link to the tickets regarding recurring issues (the ticket should have your notes of how you fixed it).

            Again, this depends on the purpose. While I agree that if you are making documentation for the IT department and them exclusively, this is spot on. But if management wants documentation written up that could be followed by an entry-level L1, then it changes the game.

            1 Reply Last reply Reply Quote 0
            • Minion QueenM
              Minion Queen
              last edited by

              Remember this is for a single business and Not an MSP. We operate VERY differently on that level when we have a team of L1-Engineering. In a business you would be hiring someone who has some experience and is hired to work in your environment.

              thanksajdotcomT 1 Reply Last reply Reply Quote 0
              • thanksajdotcomT
                thanksajdotcom @Minion Queen
                last edited by

                @Minion-Queen said:

                Remember this is for a single business and Not an MSP. We operate VERY differently on that level when we have a team of L1-Engineering. In a business you would be hiring someone who has some experience and is hired to work in your environment.

                True. I don't disagree. However, it would still rest on the purpose for the documentation. IT documenting for IT? Go with Danielle's suggestion. Otherwise, you'd have to look at the criteria.

                coliverC 1 Reply Last reply Reply Quote 0
                • coliverC
                  coliver @thanksajdotcom
                  last edited by

                  @thanksaj said:

                  @Minion-Queen said:

                  Remember this is for a single business and Not an MSP. We operate VERY differently on that level when we have a team of L1-Engineering. In a business you would be hiring someone who has some experience and is hired to work in your environment.

                  True. I don't disagree. However, it would still rest on the purpose for the documentation. IT documenting for IT? Go with Danielle's suggestion. Otherwise, you'd have to look at the criteria.

                  For most organizations all IT related documentation will be geared toward IT. You will have some other reports and info for management/employees but that really isn't what I'm referring to. This is more if you were hired to take over someone else's position how in-depth (and meticulous) would you expect the documentation to be?

                  thanksajdotcomT 1 Reply Last reply Reply Quote 0
                  • coliverC
                    coliver @Minion Queen
                    last edited by

                    @Minion-Queen said:

                    Documentation should be geared towards someone who is at least an L2 (so no every little step for someone who has no clue) but enough information to get a person that has some clue to where they need to go.

                    • all log on information for every machine (if not standardized)

                    • List of known recurring issues and basic info on fixes.

                    • Depending on how you do ticketing a link to the tickets regarding recurring issues (the ticket should have your notes of how you fixed it).

                    That is helpful. I tend to write in how-tos because it s easier for me to think that way but I can see where someone at the higher level would prefer a log of what was done where.

                    1 Reply Last reply Reply Quote 0
                    • thanksajdotcomT
                      thanksajdotcom @coliver
                      last edited by

                      @coliver said:

                      @thanksaj said:

                      @Minion-Queen said:

                      Remember this is for a single business and Not an MSP. We operate VERY differently on that level when we have a team of L1-Engineering. In a business you would be hiring someone who has some experience and is hired to work in your environment.

                      True. I don't disagree. However, it would still rest on the purpose for the documentation. IT documenting for IT? Go with Danielle's suggestion. Otherwise, you'd have to look at the criteria.

                      For most organizations all IT related documentation will be geared toward IT. You will have some other reports and info for management/employees but that really isn't what I'm referring to. This is more if you were hired to take over someone else's position how in-depth (and meticulous) would you expect the documentation to be?

                      In that case, I agree with Danielle. Unless it's something to do with proprietary software or some weird issue you deal with on your network that isn't normal, L2 and up. Assume someone can figure out or just know the L1 stuff.

                      1 Reply Last reply Reply Quote 0
                      • nadnerBN
                        nadnerB @coliver
                        last edited by

                        @coliver said:

                        Two main questions for the community.

                        What do you put into your documentation? Saying everything is a bit unrealistic although that would be the ideal, there has to be a cut off point where you assume most IT people have that base knowledge and thus doesn't need to be recorded

                        How do you write your documentation? I mean more along the lines of format, a log, how-to, etc?

                        I'm having an issue of what do I write up, I don't think I've really done anything special so it is difficult for me to continue with documentation when everything seems to be fairly (very) straight forward. I generally do all my write ups as how-to's, which makes them easy to work with and easy to pass along to someone who may not have the same technical acumen as I do.

                        Three things that are vital: Words, Pictures and Arrows.
                        Hopefully all three relate to what you are supposed to be writing about. 😄

                        JoyJ 1 Reply Last reply Reply Quote 0
                        • JoyJ
                          Joy @nadnerB
                          last edited by

                          @nadnerB said:

                          How do you write your documentation? I mean more along the lines of format, a log, how-to, etc?

                          I'm having an issue of what do I write up, I don't think I've really done anything special so it is difficult for me to continue with documentation when everything seems to be fairly (very) straight forward. I generally do all my write ups as how-to's, which makes them easy to work with and easy to pass along to someone who may not have the same technical acumen as I do.

                          Three things that are vital: Words, Pictures and Arrows.
                          Hopefully all three relate to what you are supposed to be writing about. 😄

                          hahaha @nadnerB Sir, That's what i did before 🙂

                          1 Reply Last reply Reply Quote 0
                          • C
                            Carnival Boy
                            last edited by

                            Anyone use video instead of documentation? I thought about doing it, and even got a microphone to use. So if I'm doing a task that I want to document, I just record it as I do it. Then if someone wants to do that task in the future, they can watch me doing it. At the moment, I'm a little self-concious talking into the microphone.

                            For written documentation, I find the Windows Snipping tool to be brilliant. I snip bits of my screen into a Word doc. I love the highlighter pen feature of Snipping tool.

                            For users a lot of the time now I'll tell them I'll send them instructions on how to do something, rather than telling them how to do it over the phone or showing them in person. Then I'll document it (with pictures) and e-mail it to them. That way, if another user has the same question (or the same user has forgotten what I already told them), I can just forward the e-mail to them. Over time I've built up quite a decent library of user instructions this way, which I need to get around to putting onto Sharepoint for users to self-serve.

                            coliverC 1 Reply Last reply Reply Quote 0
                            • coliverC
                              coliver @Carnival Boy
                              last edited by

                              @Carnival-Boy said:

                              Anyone use video instead of documentation? I thought about doing it, and even got a microphone to use. So if I'm doing a task that I want to document, I just record it as I do it. Then if someone wants to do that task in the future, they can watch me doing it. At the moment, I'm a little self-concious talking into the microphone.

                              For written documentation, I find the Windows Snipping tool to be brilliant. I snip bits of my screen into a Word doc. I love the highlighter pen feature of Snipping tool.

                              Love the Windows Snipping tool, I've actually started using an FOSS utility called Greenshot to grab a lot of my screenshots. Just feels a lot more precise then the snipping tool.

                              For users a lot of the time now I'll tell them I'll send them instructions on how to do something, rather than telling them how to do it over the phone or showing them in person. Then I'll document it (with pictures) and e-mail it to them. That way, if another user has the same question (or the same user has forgotten what I already told them), I can just forward the e-mail to them. Over time I've built up quite a decent library of user instructions this way, which I need to get around to putting onto Sharepoint for users to self-serve.

                              This is a great idea, I should really start doing this.

                              thanksajdotcomT 1 Reply Last reply Reply Quote 0
                              • thanksajdotcomT
                                thanksajdotcom @coliver
                                last edited by

                                @coliver said:

                                @Carnival-Boy said:

                                Anyone use video instead of documentation? I thought about doing it, and even got a microphone to use. So if I'm doing a task that I want to document, I just record it as I do it. Then if someone wants to do that task in the future, they can watch me doing it. At the moment, I'm a little self-concious talking into the microphone.

                                For written documentation, I find the Windows Snipping tool to be brilliant. I snip bits of my screen into a Word doc. I love the highlighter pen feature of Snipping tool.

                                Love the Windows Snipping tool, I've actually started using an FOSS utility called Greenshot to grab a lot of my screenshots. Just feels a lot more precise then the snipping tool.

                                For users a lot of the time now I'll tell them I'll send them instructions on how to do something, rather than telling them how to do it over the phone or showing them in person. Then I'll document it (with pictures) and e-mail it to them. That way, if another user has the same question (or the same user has forgotten what I already told them), I can just forward the e-mail to them. Over time I've built up quite a decent library of user instructions this way, which I need to get around to putting onto Sharepoint for users to self-serve.

                                This is a great idea, I should really start doing this.

                                Greenshot is AWESOME! I heard about it at my last job and tried it out. OMG! LOVE IT!

                                1 Reply Last reply Reply Quote 0
                                • thanksajdotcomT
                                  thanksajdotcom
                                  last edited by

                                  Installing Greenshot now on my PC at the new job!

                                  1 Reply Last reply Reply Quote 0
                                  • T
                                    technobabble
                                    last edited by

                                    I use Awesome screenshot : capture & annotate for Google Chrome browser and the snipping tool.

                                    coliverC thanksajdotcomT 2 Replies Last reply Reply Quote 0
                                    • coliverC
                                      coliver @technobabble
                                      last edited by

                                      @technobabble said:

                                      I use Awesome screenshot : capture & annotate for Google Chrome browser and the snipping tool.

                                      Never heard of that, I will look into it now.

                                      1 Reply Last reply Reply Quote 0
                                      • thanksajdotcomT
                                        thanksajdotcom @technobabble
                                        last edited by

                                        @technobabble said:

                                        I use Awesome screenshot : capture & annotate for Google Chrome browser and the snipping tool.

                                        Sounds cool.

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                                        • coliverC
                                          coliver
                                          last edited by

                                          The next question I have is, who reviews your documentation? Do you send it your boss for review? Or just put it in [place] and assume it will be good when the time comes? I use the latter simply because we don't have any SOP for documentation here.

                                          1 Reply Last reply Reply Quote 0
                                          • Minion QueenM
                                            Minion Queen
                                            last edited by

                                            Here since I am also the person that can get stuck working on something that I haven't seen before I do the review. I would just go through it step by step next time you have to do that item and make sure your documentation makes sense and you didn't miss anything.

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