Technical documentation: Keep it simple

Written By: Beverly Spaulding
  • 3/28/2017
technical illustration software

Five tips to lessen confusion and keep things rolling for your field technicians

It’s imperative that product parts, technical illustrations or technical documents for your field technicians are presented in a way that’s easy for them to understand. This simplification is necessary to avoid a quick fall into disarray if just one widget is improperly labeled and installed due to bad documentation or unclear ones.

Here are some tips to help improve your technical documents, boost productivity, and lessen errors for your field technicians.

Tip No. 1: Don’t reinvent the wheel. Use illustrations directly from your CAD files to help keep the detail and clarity of the file intact.

Tip No. 2: Use linked files. Always keep an associative link to your CAD files. It’ll make it easier to track changes, keep the costs down, and minimize errors.

Tip No. 3: Take it step-by-step. Used sequenced steps to illustrate your various procedures. This helps walk your field technicians through each step – clearly and purposefully – ultimately lowering costly errors.

Tip No. 4: Use less text, more imagery. On average, readers process visuals 600,000 times faster than text. Your field technicians are no different. Provide them with more visuals and less text to get the work done quicker.

Tip No. 5: Use 3D technology. There’s too much to discuss in just one tip, but by creating advanced 3D graphics, you can show your field technicians – in easy to understand and visual ways – complex information, create animations that help visually describe complex service procedures, and even generate parts lists and call-outs directly from CAD metadata to produce dynamic parts lists.

Want even more tips? Download our infographic, “7 Steps to Better Technical Illustrations.” Share it with your creative team. Your field technicians will thank you.

3D technical illustrations


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About the Author

Beverly Spaulding

Beverly Spaulding is a Director of Demand Generation for PTC’s Service and Retail divisions. She is a Boston University alumni with a background in digital marketing, demand generation and B2B marketing. She has a curiosity for technology, data and the science behind marketing.