Hi,
I’m work in a position where I have to train individuals in the organization, and write step-actions for completing tasks.
How do you communicate how to perform simple tasks to individuals who know nothing about the application?
For example – tell me in ‘lay’ terms how to format an excel 07 spreadsheet (auto-width, 45-degree angle headers, set up formulas, conditional formatting, insert and manipulate charts and graphs, sort and filter data)
I have an instruction sheet on how to perform a daily task, and here’s an excerpt that always confuses people but I can’t figure out how to simplify it:
1. click the “Select All” button in the top left-hand corner of the spreadsheet (the space between column header “A” and line number “1”)
2. Click “Sort & Filter” –> “Custom Sort”
3. Click “Add Level” twice
4. Sort data as such:
“Sort By” = Department
“Then By” = Biling Provider
“Then By” = Service Date
Click “OK”
5. At the “Home” tab, click “Format” –> “Row Height” and enter 185 as the row height. Click “OK”
6. Click “Wrap Text” button
7. Click “Borders” button and select “All Borders.”
8. Highlight row 1 and format row 1 as such:
Justification = Center
Font = 14
Style = Bold
9. Open the “Alignment” menu and change text orientation to 45 degrees; click “OK”
I have tried to simplify this, but just can’t seem to get the right words in to communicate it effectively. Can someone please help? Thanks