Sean Hower wrote:

> I've been playng around with the idea of using flowcharts instead
> of numbered steps in documentation.
> 
> It seems like it would make complicated procedures, with multiple
> options, easier to follow. The drawback, of course, is that it's
> not a tool people would be familiar with--except in certain circles.
> I guess my general idea is to move away from relying on words--
> similar to model instructions. Radical, I know, but it would be an
> experiment worth trying I think.
> 
> Any thoughts for general discussion?

Here are my thoughts, Sean... No particular order, just listed as they came to 
me:

1.  It's not just that people aren't familiar with flowcharts; many people 
simply can't follow them at all... And of those who CAN follow them, only a few 
can LEARN from them.  The rest just laboriously pick their way through the 
flowchart without any understanding of the big picture that it represents, and 
are as likely as not to get lost halfway through and forget where they were in 
the procedure.

2.  Numbered steps can be typed up and emailed, or easily read over the phone.  
It's hard to communicate the structure of a flowchart without either 
translating it into a list of numbered steps or finding a way to send the 
picture.

3.  A flowchart's thin lines and tiny arrowheads are likely to be obliterated 
the first time it's faxed anywhere.  

4.  People with poor vision may not be able to see the arrowheads anyway.  
Blind people can't use flowcharts at all.

5.  If I have a list of numbered steps, I can call Tech Support and 
unambiguously tell them, "I'm on Step 5."  If I only have a flowchart, I'm 
forced to say things like, "I'm at the 'Is the computer still on fire?' box. 
No, the third one.  Wait, are you reading top-to-bottom, or left-to-right?  Oh. 
 Ok, it's the second one, then."

6.  Similarly, it's hard for you to write about a flowchart, so you won't 
easily be able to explain in a companion paragraph anything about specific 
steps in the flowchart.

7.  Words can convey SO much more than flowcharts... With words, you can 
explain WHY the reader's doing something; flowcharts generally can't even 
explain WHAT to do in any sort of detail, since everything has to fit in those 
little boxes.

8.  The text in your flowchart might not be visible to computer search engines, 
so Google won't find it if you publish your document on the web, and readers 
might not even be able to use the search tools in their PDF readers or help 
systems or whatever to find it.

9.  If you DO decide to draw flowcharts, keep the structure rigorously 
consistent and as simple as possible, e.g.: flow is always downward and to the 
right, lines between boxes always have arrowheads, decision boxes always have 
"YES" to the right and "NO" down, etc.  Use as few shapes as possible -- 
rectangles for actions, diamonds for decisions, circles for subprocedures (if 
you need them), and maybe ovals for "START" and "END" -- and work REALLY hard 
to arrange things so that lines never cross and so that every flowchart fits on 
a single page or screen.

Oh, and before all that...

0.  Have your readers already complained that it's difficult to follow your 
complicated procedures?  If not, maybe numbered steps are fine.  If they HAVE 
complained, have they suggested flowcharts as the solution?  Have you asked 
them for other ideas?

-Andrew

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