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User Manual Template (ISO/IEC/IEEE 26514)

Full user manual per ISO/IEC/IEEE 26514 – conventions, notices, concepts, task procedures, reference, errors, accessibility

文档与支持完整ISO/IEC/IEEE 26514:2022usermanual

使用方法: Use for a product manual that ships with a release or must pass review. Fill audience and conventions first, then write section 6 as verb-titled tasks with expected results. The main pitfall is mixing concepts, steps and reference on one page.

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User Manual: [Product name] [version]

Complete user manual for a software product or service. The structure follows the information-for-users content described in ISO/IEC/IEEE 26514:2022: identification, conventions, safety notices, concepts, task-oriented procedures, reference, troubleshooting and navigation aids. Replace every [bracketed] value and every row marked Example.

Document control

FieldValue
Document ID[UM-PRODUCT-001]
Product and version[Product name] [2.4]
Manual version[0.1]
Status[Draft / In review / Approved / Superseded]
Owner[@docs-owner]
Approvers[@product-owner], [@support-lead]
Classification[Public / Customer confidential / Internal]
Last updatedYYYY-MM-DD
Delivery formats[Web help / PDF / In-app help / Printed]

Approvals

RoleNameDecisionDate
Product owner[@name][Approved / Rejected / Approved with comments]YYYY-MM-DD
Technical reviewer[@name][Decision]YYYY-MM-DD
Support lead[@name][Decision]YYYY-MM-DD
Accessibility reviewer[@name][Decision]YYYY-MM-DD

Revision history

VersionDateAuthorProduct versionChange summary
0.1YYYY-MM-DD[@name][2.4]Initial draft for review
1.0YYYY-MM-DD[@name][2.4]Example: Approved for release; added 5.6 bulk export
1.1YYYY-MM-DD[@name][2.5]Example: Updated 6.3 shortcuts; new error E-4012 in 8

Contents

1. About this manual

1.1 Identification

This manual describes [Product name] version [2.4], released YYYY-MM-DD, for [web browsers / Windows / macOS / Android / iOS]. It applies to the [Standard / Professional / Enterprise] edition. Features available only in some editions are marked with the edition name in the heading.

1.2 Intended audience

This manual is for [end users such as account managers and analysts] who use [Product name] to [main goal, for example "prepare and share monthly sales reports"]. It assumes you can use a web browser and know [domain knowledge, for example "basic spreadsheet terms"]. Installation is covered in the [Installation Guide] and administration in the [Administrator Guide].

1.3 How this manual is organised

If you want toRead
Understand what the product does3 Product overview, 4 Concepts
Use the product for the first time5 Getting started
Complete a specific job6 Tasks
Look up a setting, field or shortcut7 Reference
Fix a problem or understand an error8 Troubleshooting, 9 Error messages

1.4 Conventions

ConventionMeaningExample
BoldNames of UI elements you click or selectSelect Save
MonospaceText you type, file names, codeType Q3-report
ItalicNew term defined in the glossaryA workspace holds projects
> Menu pathSequence of menu selectionsFile > Export > PDF
[Edition] tagFeature limited to an edition[Enterprise]
NoteHelpful information that is easy to missNote: Drafts are kept 30 days.
CautionRisk of losing data or workCaution: Deleting a workspace cannot be undone.
WarningRisk of harm to people or of a security breachWarning: Do not share your recovery key.

Sections omitted from this edition of the manual and the reason: [none / "2.2 Physical safety omitted: software-only product"].

2. Safety and important notices

2.1 Data and security notices

Signal wordHazardConsequenceHow to avoid it
CautionExample: Permanent deletion of a workspaceAll projects and files in it are lostExport the workspace before deleting it (6.5)
WarningExample: Sharing a public linkAnyone with the link can view the documentUse Restricted sharing for confidential content
Warning[Hazard][Consequence][Avoidance action]

2.2 Physical and health notices

[If the product has hardware, describe electrical, thermal or ergonomic hazards here. For software products, describe relevant health notices such as photosensitive content warnings, or state "Not applicable".]

2.3 Legal notices

[Trademark statements, licence summary and a pointer to the full licence terms. This section records the notices; it is a format, not legal advice.]

3. Product overview

3.1 Purpose

[Product name] helps [audience] to [primary job] by [key mechanism]. Typical uses are [use 1], [use 2] and [use 3]. It is not intended for [out-of-scope use, for example "storing payment card data"].

3.2 Main components

The diagram below shows how the main parts relate.

ComponentWhat it does for you
Example: WorkspaceGroups the projects of one team and controls who can see them
Example: DashboardShows recent documents and tasks assigned to you
[Component][User-facing purpose]

3.3 What is new in this version

  • [New capability, with a link to the task that uses it]
  • [Changed behaviour users will notice]
  • [Removed feature and its replacement]

4. Concepts

4.1 Key objects

ConceptExplanationRelated tasks
Example: DraftA document only you can see until you publish it6.2
Example: VersionA saved snapshot you can compare with or restore6.4
[Concept][Plain-language explanation][Task numbers]

4.2 Document life cycle

A document moves through the states below. Only owners and editors can change the state.

4.3 Roles and what they can do

ActionViewerEditorOwner
View documentsYesYesYes
Edit and commentNoYesYes
Share and change permissionsNoNoYes
DeleteNoNoYes

5. Getting started

5.1 Before you begin

You need:

  • [An account created by your administrator, or self sign-up at the URL]
  • [A supported browser or device; see 7.4]
  • [Any data or files you want to import]

5.2 Sign in for the first time

  1. Open [https://app.example.com] in a supported browser. The sign-in page appears.
  2. Enter your work email address and select Continue. A verification code is sent to your email.
  3. Enter the six-digit code and select Verify. The Welcome screen opens.
  4. Choose your language and time zone, then select Finish. Result: Your dashboard opens and shows the sample project.

5.3 Tour of the main screen

AreaLocationUse it to
Example: Navigation barLeft edgeMove between Dashboard, Projects and Settings
Example: ToolbarTop of the editorFormat text, insert tables, share
[Area][Location][Purpose]

6. Tasks

6.1 Create a project

Create a project to group the documents for one piece of work.

Before you start: You need the Editor or Owner role in the workspace.

  1. In the navigation bar, select Projects.
  2. Select New project. The New project dialog opens.
  3. In Name, type a name of up to 80 characters, for example Q3 sales review.
  4. Optional: in Template, choose a starting template.
  5. Select Create. Result: The project opens and appears in the Projects list.

Related: 6.2 Add a document, 4.3 Roles.

6.2 Add a document

  1. Open the project.
  2. Select New document and choose Blank or Import file.
  3. If you import, select a .docx, .md or .csv file of up to 25 MB. A progress bar shows the import; large files take up to a minute.
  4. Edit the title at the top of the page. Result: The document is saved automatically every few seconds. The status line shows Saved.

6.3 Share a document

Warning: A public link gives access to anyone who has it. Use Restricted for confidential content.

  1. Open the document and select Share.
  2. Enter the email addresses of the people to invite.
  3. Choose a role: Viewer or Editor.
  4. Select Send invitation. Result: Invited people receive an email and the document shows their initials in the Share panel.

6.4 Restore an earlier version

  1. Open the document and select More > Version history.
  2. Select a version from the list to preview it.
  3. Select Restore this version, then confirm. Result: The restored content becomes the current version. The version you replaced stays in the history.

6.5 [Task title starting with a verb]

[One sentence on why a user does this task.]

  1. [Action]
  2. [Action] Result: [What the user sees.]

7. Reference

7.1 Screens and UI elements

ScreenElementTypeDescription
Example: EditorShareButtonOpens the Share panel (6.3)
Example: EditorStatus lineTextShows Saved, Saving or Offline
[Screen][Element][Button / Field / Menu][What it does]

7.2 Settings

SettingLocationValuesDefaultEffect
Example: ThemeSettings > AppearanceLight, Dark, SystemSystemColour scheme of the interface
Example: Autosave intervalSettings > Editor2 to 60 seconds5 secondsHow often changes are saved
[Setting][Path][Allowed values][Default][Effect]

7.3 Keyboard shortcuts

ActionWindows / LinuxmacOS
Save nowCtrl+SCmd+S
BoldCtrl+BCmd+B
FindCtrl+FCmd+F
Open command paletteCtrl+Shift+PCmd+Shift+P
[Action][Keys][Keys]

7.4 System requirements and limits

ItemRequirement or limit
Browsers[Current and previous major version of Chrome, Edge, Firefox, Safari]
Maximum file size for import[25 MB]
Maximum documents per project[5,000]
[Item][Value]

8. Troubleshooting

SymptomLikely causeWhat to do
Example: Status line shows OfflineNetwork connection lostCheck your connection; changes are kept locally and sync when you reconnect
Example: Import stops at 99%File exceeds 25 MB or uses an unsupported formatSplit the file or save it as .docx and try again
Example: Invited user did not receive emailMessage filtered as spamAsk them to check spam, or copy the link from Share > Copy link
[Symptom][Cause][Action]

9. Error messages

CodeMessage as displayedMeaningWhat to do
E-1001Example: "Session expired. Sign in again."You were inactive for more than 12 hoursSign in again; unsaved changes are restored
E-2004Example: "You do not have permission to edit this document."Your role is ViewerAsk the owner for the Editor role
E-4012Example: "File type not supported."Import accepts .docx, .md, .csv onlyConvert the file and import again
[E-nnnn][Exact text][Meaning][Action]

10. Accessibility

[Product name] is designed to meet [WCAG 2.2 level AA]. Conformance was last evaluated on YYYY-MM-DD; see the [accessibility statement link].

FeatureHow to use it
Keyboard navigationEvery function is reachable with Tab, Shift+Tab, Enter and arrow keys
Screen reader supportTested with [NVDA 2024.x on Windows, VoiceOver on macOS]
Text resizingZoom to 200% without loss of content
Reduced motionFollows the operating system setting
High contrastSettings > Appearance > High contrast

Known limitations: [for example "charts in the analytics view have no text alternative yet; use Export > CSV for the data"]. To request this manual in another format, contact [[email protected]].

11. Glossary and index

11.1 Glossary

TermDefinition
Example: WorkspaceThe top-level container for a team's projects and members
Example: OwnerThe role that can share, change permissions and delete
[Term][Definition]

11.2 Index guidance

Build the index from task headings (verbs) and glossary terms (nouns). Include the words users actually search for, such as synonyms from support tickets ("delete" and "remove"), and point each entry to one section number. For web help, the search box replaces the printed index but still needs the synonym list.

Index entrySee section
Example: Export, PDF6.5
Example: Permissions, see Roles4.3
[Entry][Section]

12. Getting help

ChannelUse it forResponse time
In-app help (? icon)Searching this manualImmediate
[[email protected]]Problems not solved by section 8[1 business day]
[Community forum URL]Questions and tips from other users[Community]

When you contact support, include your product version (Help > About), the error code, the time it happened and the steps that led to it.

Standard and licence note

Structure aligned with ISO/IEC/IEEE 26514:2022, Systems and software engineering: Design and development of information for users, for the content and organisation of user documentation (identification, conventions, notices, concepts, procedures, reference, troubleshooting and navigation aids). This template is original text written for this collection and reproduces no text from the standard; obtain the standard from ISO, IEC or IEEE for its normative requirements. Template licence: MIT.

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