Difference between revisions of "Documenting Things/Meeting Notes for 2016-12-12"

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Thanks to Martin Edmonds for moderating this month.
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{{:Documenting Things}}
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:Event notice: https://www.meetup.com/NetSquared-Kitchener-Waterloo/events/234260323/
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==== Meeting Notes ====
:Meeting notes: https://www.meetup.com/NetSquared-Kitchener-Waterloo/messages/boards/thread/50337067
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(Notes by Martin Edmonds)
  
== Documenting Things ==
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===== Best Practices =====
 +
* Create documentation for users: “How To” & “FAQ” documents on Wiki so it can be self-serve or you can pass on links when users ask questions
 +
* Consider formats for defining requirements:
 +
** Consider: security, auditor controls, speed, backups, file permissions
 +
** Ask client where data coming from
 +
* Weigh balance between: need for documentation versus the effort that it requires to develop
 +
* Don’t document same info in multiple places or it is more work to maintain
 +
** Get data into a structured format that data can be entered once and it will ripple through to every relevant place
 +
* Too much documentation may never be used; Keep it simple with what is most important
 +
* Know your audience
 +
* Videos have advantages, but you can’t scan through or search to find what you want
 +
** Short instructional video on a specific topics can be helpful
 +
* Consider security: are multiple levels of access required to documentation
 +
* Consider paper versus electronic forms of documentation
 +
* Think about what someone would need and how they would find it, if you are not around to show them.
 +
* Keep it in a standard place. Don’t keep documentation on your personal computer or account, because other people won’t be able to find it.
 +
* Keep in a place where you can give access to someone else but is not accessible to people who should not get it
 +
* Include examples in the documentation
 +
* Include why you did something (not just what you did)
 +
* How do we make sure that it is done
 +
** Make it easy to document
 +
** Allocate more time to do documentation
 +
** Set aside time at the end of each day to update documentation based on what you worked on that day
 +
** Document as you do it
  
Many non-profit organizations are involved in government-regulated services such as health care, employment acquisition and training. Other activities require adherence to other laws, such as building codes. How do you keep track of all the regulations that you need to follow?
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===== What to Document =====
 +
* Enough to get a person started (in case person with knowledge is no longer available)
 +
* Overview of where documentation is. (big picture view)
 +
* Explanation of what is done on repeated basis at certain times (eg. Holiday posting done each year)
 +
* Document characteristics of users. For example: user expectations, knowledge, tendencies, tolerance for flaws, etc.
  
=== Points raised: ===
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===== Tools =====
* Must consider retention and retention periods of email and other documents (almost any document can be considered a legal document)
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* Word processor is not ideal since the documentation should be structured so that it can be queried
* In addition to govt regulations, must consider industry practices & standards
+
* Wiki: forces you to think of structure; easy to create new links to new pages; good for collaborative authoring; manages revisions;
* Following of the Ont. Non-Profit Corporations Act (ONCA
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** A wiki is not as simple to use as a word processor, but non-programmers can update document using wiki
* Maintenance of email lists:
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** Using a wiki may discourage some people from commenting because of learning curve
** use double opt-in
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** Requires a good editor
** using email lists only for stated purpose
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** Can preview documentation through wiki
** offer mechanism for requesting to be removed
+
** Wiki is not great for multiple security levels of access to documentation
* On website for incorporated organization (In Europe, but not yet in North America)
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* Tools to consider
** need to specify if cookies will be saved
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** OneNote
** need to specify physical address (required in Europe)
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** “Remarkable” use on a tablet for taking notes at a meeting
* Considered a member of a non-profit (in some cases, even attending an event can constitute you as a member)
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** Data Base: such as Access
* Adherence to Copyrights laws when photocopying
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** Cloud based: Eg. Google Keep, Google Docs
* What responsibilities does organization have when providing internet access to public
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** Sharepoint
* Audits from organizations that grant non-profit status or organizations that provide grants
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* Video and screen capture: eg. SnagIt or Jing or
* Software audits (Eg Microsoft ensuring license adherence)
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* Tools that come with Windows: “Recording Steps” or “Snipping Tool”
* Need to be very careful about mailing lists and keeping them up to date to prevent mails to the wrong person
+
* Word processor or spreadsheet are very easy to use, That is what people know how to use. Those are not ideal, but any documentation is better than no documentation
 
+
* Ticket system which will capture what you did to resolve issue
 
+
* For documenting Network: “Lan Sweeper” or “nmap”
How do you store compliance documents such as sign-offs, NDAs, and contacts? What do you use for secure document storage and transmission?
 
* LotusNotes used to route a document and get sign-offs along the way
 
* Block chain systems (discuss further in future meeting)
 
* Electronic forms on secure file server or encrypted device
 
* Encrypted data.
 
** TrueCrypt
 
*** There are some known vulnerabilities in the Windows version.
 
*** Veracrypt is a fork of TrueCrypt).  
 
** Luks container
 
** Offsite (using send command)
 
** ZFS (a file system)
 
* Indicate on top of email who is the intended audience of email. Legal disclaimer on the footer telling you not to read an email if it does not pertain to you.
 
* Encrypted email systems eg. Enigmail (a thunderbird plug-in)
 
* Online service to encrypt mail eg. Proton Mail, and Tutanota
 
* Signal, Telegraph, and WhatsApp for encrypting instant messages
 
 
 
=== Potential topics for future meetings ===
 
* Block chain systems
 
** Book: London Review of Books had two stories by the same author Andrew O’Hagen
 
** Ethereum (a programming environment built on top of Block Chain)
 
* Accessibility rules
 
* Document storage formats (ODS, etc.) could be combined with document management systems
 
  
 
[[Category:NPSA]]
 
[[Category:NPSA]]
[[Category:Events]]
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[[Category:KWNPSA Meeting Notes]]

Latest revision as of 19:04, 12 October 2017

Documenting Things

Date
Monday, 12 December 2016
Event Announcement
https://www.meetup.com/NetSquared-Kitchener-Waterloo/events/234260323/

Much of our September meeting revolved around documentation. How do we ensure it gets written when there are so many other priorities? How is it maintained so it does not go out of date? How do we index it so that it is easy to find the information we need when we need it? What tools have we found most helpful in creating and maintaining documentation? What things are important to document, and what things can be skipped? As always, bring your experiences and questions.



Meeting Notes

(Notes by Martin Edmonds)

Best Practices
  • Create documentation for users: “How To” & “FAQ” documents on Wiki so it can be self-serve or you can pass on links when users ask questions
  • Consider formats for defining requirements:
    • Consider: security, auditor controls, speed, backups, file permissions
    • Ask client where data coming from
  • Weigh balance between: need for documentation versus the effort that it requires to develop
  • Don’t document same info in multiple places or it is more work to maintain
    • Get data into a structured format that data can be entered once and it will ripple through to every relevant place
  • Too much documentation may never be used; Keep it simple with what is most important
  • Know your audience
  • Videos have advantages, but you can’t scan through or search to find what you want
    • Short instructional video on a specific topics can be helpful
  • Consider security: are multiple levels of access required to documentation
  • Consider paper versus electronic forms of documentation
  • Think about what someone would need and how they would find it, if you are not around to show them.
  • Keep it in a standard place. Don’t keep documentation on your personal computer or account, because other people won’t be able to find it.
  • Keep in a place where you can give access to someone else but is not accessible to people who should not get it
  • Include examples in the documentation
  • Include why you did something (not just what you did)
  • How do we make sure that it is done
    • Make it easy to document
    • Allocate more time to do documentation
    • Set aside time at the end of each day to update documentation based on what you worked on that day
    • Document as you do it
What to Document
  • Enough to get a person started (in case person with knowledge is no longer available)
  • Overview of where documentation is. (big picture view)
  • Explanation of what is done on repeated basis at certain times (eg. Holiday posting done each year)
  • Document characteristics of users. For example: user expectations, knowledge, tendencies, tolerance for flaws, etc.
Tools
  • Word processor is not ideal since the documentation should be structured so that it can be queried
  • Wiki: forces you to think of structure; easy to create new links to new pages; good for collaborative authoring; manages revisions;
    • A wiki is not as simple to use as a word processor, but non-programmers can update document using wiki
    • Using a wiki may discourage some people from commenting because of learning curve
    • Requires a good editor
    • Can preview documentation through wiki
    • Wiki is not great for multiple security levels of access to documentation
  • Tools to consider
    • OneNote
    • “Remarkable” use on a tablet for taking notes at a meeting
    • Data Base: such as Access
    • Cloud based: Eg. Google Keep, Google Docs
    • Sharepoint
  • Video and screen capture: eg. SnagIt or Jing or
  • Tools that come with Windows: “Recording Steps” or “Snipping Tool”
  • Word processor or spreadsheet are very easy to use, That is what people know how to use. Those are not ideal, but any documentation is better than no documentation
  • Ticket system which will capture what you did to resolve issue
  • For documenting Network: “Lan Sweeper” or “nmap”