Commit f76cb49c authored by Nick Gaskill's avatar Nick Gaskill

Merge branch 'docs-remove-dupe-feature-process' into 'master'

Removed feature process section from page

See merge request gitlab-org/gitlab!30400
parents 2f1db3c5 7864464f
# Documentation process # Documentation process
The process for creating and maintaining GitLab product documentation depends on whether the The process for creating and maintaining GitLab product documentation allows
documentation is associated with: anyone to contribute a merge request or create an issue for GitLab's
documentation.
- [A new feature or feature enhancement](#for-a-product-change). NOTE: **Note:**
Documentation updates relating to new features or feature enhancements must
Delivered for a specific milestone and associated with specific code changes. This documentation use the [feature workflow process](https://about.gitlab.com/handbook/engineering/ux/technical-writing/workflow/#for-a-product-change) described in the GitLab Handbook.
has the highest priority.
- [Changes outside a specific milestone](#for-all-other-documentation). ## Who updates the docs?
It is usually not associated with a specific code change and has a lower priority. *Anyone* can contribute! You can create a merge request for documentation when:
Documentation is not usually required when a "backstage feature" is added or changed, and does not - You find errors or other room for improvement in existing documentation.
directly affect the way that any user or administrator interacts with GitLab. - You have an idea for all-new documentation that would help a GitLab user or administrator to
accomplish their work with GitLab.
## Documentation labels ## Documentation labels
...@@ -32,372 +33,17 @@ The following are also added by members of the Technical Writing team: ...@@ -32,372 +33,17 @@ The following are also added by members of the Technical Writing team:
`docs::` prefix. For example, `~docs::improvement`. `docs::` prefix. For example, `~docs::improvement`.
- The `~Technical Writing` [team label](../contributing/issue_workflow.md#team-labels). - The `~Technical Writing` [team label](../contributing/issue_workflow.md#team-labels).
## For a product change
This documentation is required for any new or changed feature and is:
- Created or updated as part of feature development, almost always in the same merge request as the
feature code. Including documentation in the same merge request as the code eliminates the
possibility that code and documentation get out of sync.
- Required with the delivery of a feature for a specific milestone as part of GitLab's
[definition of done](../contributing/merge_request_workflow.md#definition-of-done).
- Often linked from the release post.
### Roles and responsibilities
Documentation for specific milestones involves the:
- Developer of a feature or enhancement.
- Product Manager for the group delivering the new feature or feature enhancement.
- Technical Writer assigned to the group.
Each role is described below.
#### Developers
Developers are the primary author of documentation for a feature or feature enhancement. They are
responsible for:
- Developing initial content required for a feature.
- Liaising with their Product Manager to understand what documentation must be delivered, and when.
- Requesting technical reviews from other developers within their group.
- Requesting documentation reviews from the Technical Writer
[assigned to the DevOps stage group](https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments)
that is delivering the new feature or feature enhancements.
TIP: **Tip:**
Community Contributors can ask for additional help from GitLab team members.
##### Authoring
Because the documentation is an essential part of the product, if a ~feature issue also contains the
~documentation label, you must ship the new or updated documentation with the code of the feature.
Technical Writers are happy to help, as requested and planned on an issue-by-issue basis.
For feature issues requiring documentation, follow the process below unless otherwise agreed with
the Product Manager and Technical Writer for a given issue:
- Include any new and edited documentation, either in:
- The merge request introducing the code.
- A separate merge request raised around the same time.
- Use the [documentation requirements](#documentation-requirements) developed by the Product Manager
in the issue and discuss any further documentation plans or ideas as needed.
If the new or changed documentation requires extensive collaboration or conversation, a
separate, linked issue can be used for the planning process.
- Use the [Documentation guidelines](index.md), as well as other resources linked from there,
including:
- Documentation [Structure and template](structure.md) page.
- [Style Guide](styleguide.md).
- [Markdown Guide](https://about.gitlab.com/handbook/engineering/ux/technical-writing/markdown-guide/).
- Contact the Technical Writer for the relevant [DevOps stage](https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments)
in your issue or merge request, or within `#docs` on GitLab Slack, if you:
- Need any help to choose the correct place for documentation.
- Want to discuss a documentation idea or outline.
- Want to request any other help.
- If you are working on documentation in a separate merge request, ensure the documentation is
merged as close as possible to the code merge.
- A policy for documenting [feature-flagged](../feature_flags/index.md) issues is forthcoming and you
are welcome to join the [discussion](https://gitlab.com/gitlab-org/gitlab/issues/26347).
##### Reviews and merging
Reviewers help ensure:
- Accuracy.
- Clarity.
- Completeness.
- Adherence to:
- [Documentation requirements](#documentation-requirements) in the issue.
- [Documentation guidelines](index.md).
- [Style guide](styleguide.md).
Prior to merging, documentation changes committed by the developer must be reviewed by:
- The code reviewer for the merge request. This is known as a technical review.
- Optionally, others involved in the work such as other developers or the Product Manager.
- The Technical Writer for the DevOps stage group, except in exceptional circumstances where a
[post-merge review](#post-merge-reviews) can be requested.
- A maintainer of the project.
#### Product Managers
Product Managers are responsible for the [documentation requirements](#documentation-requirements)
for a feature or feature enhancement. They can also:
- Liaise with the Technical Writer for discussion and collaboration.
- Review documentation themselves.
For issues requiring any new or updated documentation, the Product Manager must:
- Add the ~documentation label.
- Confirm or add the [documentation requirements](#documentation-requirements).
- Ensure the issue contains:
- Any new or updated feature name.
- Overview, description, and use cases when applicable (as required by the
[documentation structure and template](structure.md)).
Everyone is encouraged to draft the documentation requirements in the issue. However, a Product
Manager will:
- When the issue is assigned a release milestone, review and update the Documentation details.
- By the kickoff, finalize the documentation details.
#### Technical Writers
Technical Writers are responsible for:
- Participating in issues discussions and reviewing MRs for the upcoming milestone.
- Reviewing documentation requirements in issues when called upon.
- Answering questions, and helping and providing advice throughout the authoring and editing
process.
- Reviewing all significant new and updated documentation content, whether before merge or after it
is merged.
- Assisting the developer and Product Manager with feature documentation delivery.
##### Planning
The Technical Writer:
- Reviews their group's `~feature` issues that are part of the next milestone to get a sense of the
scope of content likely to be authored.
- Recommends the `~documentation` label on issues from that list which don't have it but should, or
inquires with the PM to determine if documentation is truly required.
- For `~direction` issues from that list, reads the full issue and reviews its Documentation
requirements section. Addresses any recommendations or questions with the PMs and others
collaborating on the issue in order to refine or expand the Documentation requirements.
##### Collaboration
By default, the developer will work on documentation changes independently, but
the developer, Product Manager, or Technical Writer can propose a broader collaboration for
any given issue.
Additionally, Technical Writers are available for questions at any time.
##### Review
Technical Writers:
- Provide non-blocking reviews of all documentation changes, before or after the change is merged.
- Confirm that the documentation is:
- Clear.
- Grammatically correct.
- Discoverable.
- Navigable.
- Ensures that the documentation avoids:
- Redundancy.
- Bad file locations.
- Typos.
- Broken links.
The Technical Writer will review the documentation to check that the developer and
code reviewer have ensured:
- Clarity.
- Appropriate location, making sure the documentation is in the correct directories (often
reflecting how the product is structured) and has the correct name.
- Syntax, typos, and broken links.
- Improvements to the content.
- Accordance with the:
- [Documentation Style Guide](styleguide.md).
- [Structure and Template](structure.md) doc.
### When documentation is required
Documentation [is required](../contributing/merge_request_workflow.md#definition-of-done) for a
milestone when:
- A new or enhanced feature is shipped that impacts the user or administrator experience.
- There are changes to the UI or API.
- A process, workflow, or previously documented feature is changed.
- A feature is deprecated or removed.
NOTE: **Note:**
Documentation refactoring unrelated to a feature change is covered in the
[other process](#for-all-other-documentation), so that time-sensitive documentation updates are
prioritized.
### Documentation requirements
Requirements for the documentation of a feature should be included as part of the
issue for planning that feature in a **Documentation** section within the issue description. Issues
created using the [**Feature Proposal** template](https://gitlab.com/gitlab-org/gitlab/raw/master/.gitlab/issue_templates/Feature%20proposal.md)
have this section by default.
Anyone can add these details, but the Product Manager who assigns the issue to a specific release
milestone will ensure these details are present and finalized by the time of that milestone's kickoff.
Developers, Technical Writers, and others may help further refine this plan at any time on request.
The following details should be included:
- What concepts and procedures should the documentation guide and enable the user to understand or
accomplish?
- To this end, what new page(s) are needed, if any? What pages or subsections need updates?
Consider changes and additions to user, admin, and API documentation.
- For any guide or instruction set, should it help address a single use case, or be flexible to
address a certain range of use cases?
- Do we need to update a previously recommended workflow? Should we link the new feature from
various relevant locations? Consider all ways documentation should be affected.
- Are there any key terms or task descriptions that should be included so that the documentation is
found in relevant searches?
- Include suggested titles of any pages or subsection headings, if applicable.
- List any documentation that should be cross-linked, if applicable.
### Including docs with code
Currently, the Technical Writing team strongly encourages including documentation in
the same merge request as the code that it relates to, but this is not strictly mandatory.
It's still common for documentation to be added in an MR separate from the feature MR.
Engineering teams may elect to adopt a workflow where it is **mandatory** that docs
are included in the code MR, as part of their [definition of done](../contributing/merge_request_workflow.md#definition-of-done).
When a team adopts this workflow, that team's engineers must include their docs in the **same**
MR as their feature code, at all times.
#### Downsides of separate docs MRs
A workflow that has documentation separated into its own MR has many downsides.
If the documentation merges **before** the feature:
- GitLab.com users might try to use the feature before it's released, driving support tickets.
- If the feature is delayed, the documentation might not be pulled/reverted in time and could be
accidentally included in the self-managed package for that release.
If the documentation merges **after** the feature:
- The feature might be included in the self-managed package, but without any documentation
if the docs MR misses the cutoff.
- A feature might show up in the GitLab.com UI before any documentation exists for it.
Users surprised by this feature will search for documentation and won't find it, possibly driving
support tickets.
Having two separate MRs means:
- Two different people might be responsible for merging one feature, which is not workable
with an asynchronous work style. The feature might merge while the technical writer is asleep,
creating a potentially lengthy delay between the two merges.
- If the docs MR is assigned to the same maintainer as responsible for the feature
code MR, they will have to review and juggle two MRs instead of dealing with just one.
Documentation quality might be lower, because:
- Having docs in a separate MR will mean far fewer people will see and verify them,
increasing the likelihood that issues will be missed.
- In a "split" workflow, engineers might only create the documentation MR once the
feature MR is ready, or almost ready. This gives the technical writer little time
to learn about the feature in order to do a good review. It also increases pressure
on them to review and merge faster than desired, letting problems slip in due to haste.
#### Benefits of always including docs with code
Including docs with code (and doing it early in the development process) has many benefits:
- There are no timing issues connected to releases:
- If a feature slips to the next release, the documentation slips too.
- If the feature *just* makes it into a release, the docs *just* make it in too.
- If a feature makes it to GitLab.com early, the documentation will be ready for
our early adopters.
- Only a single person will be responsible for merging the feature (the code maintainer).
- The technical writer will have more time to gain an understanding of the feature
and will be better able to verify the content of the docs in the Review App or GDK.
They will also be able to offer advice for improving the UI text or offer additional use cases.
- The documentation will have increased visibility:
- Everyone involved in the merge request will see the docs. This could include product
managers, multiple engineers with deep domain knowledge, as well as the code reviewers
and maintainer. They will be more likely to catch issues with examples, as well
as background or concepts that the technical writer may not be aware of.
- Increasing visibility of the documentation also has the side effect of improving
*other* engineers' documentation. By reviewing each other's MRs, each engineer's
own documentation skills will improve.
- Thinking about the documentation early can help engineers generate better examples,
as they will need to think about what examples a user will want, and will need to
make sure the code they write implements that example properly.
#### Docs with code as a workflow
In order to have docs included with code as a mandatory workflow, some changes might
need to happen to a team's current workflow:
- The engineers must strive to include the docs early in the development process,
to give ample time for review, not just from the technical writer, but also the
code reviewer and maintainer.
- Reviewers and maintainers must also review the docs during code reviews, to make
sure the described processes match the expected use of the feature, and that examples
are correct. They do *not* need to worry about style, grammar, and so on.
- The technical writer must be assigned the MR directly and not only pinged. Thanks
to the ability to have [multiple assignees for any MR](../../user/project/merge_requests/getting_started.md#multiple-assignees-starter),
this can be done at any time, but must be before the code maintainer review. It's
common to have both the docs and code reviews happening at the same time, with the
author, reviewer and technical writer discussing the docs together.
- When the docs are ready, the technical writer will click **Approve** and usually
will no longer be involved in the MR. If the feature changes during code review and
the docs are updated, the technical writer must be reassigned the MR to verify the
update.
- Maintainers are allowed to merge features with the docs "as-is", even if the technical
writer has not given final approval yet. The **docs reviews must not be blockers**. Therefore
it's important to get the docs included and assigned to the technical writers early.
If the feature is merged before final docs approval, the maintainer must create
a [post-merge follow-up issue](#post-merge-reviews), and assign it to both the engineer
and technical writer.
Maintainers are allowed to merge features with the docs "as-is" even if the
technical writer has not given final approval yet but the merge request has
all other required approvals.
You can visualize the parallel workflow for code and docs reviews as:
```mermaid
graph TD
A("Feature MR Created (Engineer)") --> |Assign| B("Code Review (reviewer)")
B --> |"Approve / Reassign"| C("Code Review (maintainer)")
C --> |Approve| F("Merge (maintainer)")
A --> D("Docs Added (Engineer)")
D --> |Assign| E("Docs Review (Tech Writer)")
E --> |Approve| F
```
For complex features split over multiple merge requests:
- If a merge request is implementing components for a future feature, but the components
are not accessible to users yet, then no documentation should be included.
- If a merge request will expose a feature to users in any way, such as an enabled
UI element, an API endpoint, or anything similar, then that MR **must** have docs.
Note that this may mean multiple docs additions could happen in the buildup to the
implementation of a single large feature, for example API docs and feature usage docs.
- If it's unclear which engineer should add the feature documentation into their
MR, the engineering manager should decide during planning, and tie the documentation
to the last MR that must be merged before a feature is considered released.
This is often, but not always, a frontend MR.
## For all other documentation
Documentation changes that are not associated with the release of a new or updated feature Documentation changes that are not associated with the release of a new or updated feature
do not take the `~feature` label, but still need the `~documentation` label. do not take the `~feature` label, but still need the `~documentation` label.
They may include: They may include:
- Documentation created or updated to improve accuracy, completeness, ease of use, or any reason - Documentation created or updated to improve accuracy, completeness, ease of use, or any reason
other than a [feature change](#for-a-product-change). other than a [feature change](https://about.gitlab.com/handbook/engineering/ux/technical-writing/workflow/#for-a-product-change).
- Addressing gaps in existing documentation, or making improvements to existing documentation. - Addressing gaps in existing documentation, or making improvements to existing documentation.
- Work on special projects related to the documentation. - Work on special projects related to the documentation.
TIP: **Tip:** ## How to update the docs
Anyone can contribute a merge request or create an issue for GitLab's documentation.
### Who updates the docs
Anyone can contribute! You can create a merge request for documentation when:
- You find errors or other room for improvement in existing documentation.
- You have an idea for all-new documentation that would help a GitLab user or administrator to
accomplish their work with GitLab.
### How to update the docs
To update GitLab documentation: To update GitLab documentation:
...@@ -464,7 +110,7 @@ The process involves the following: ...@@ -464,7 +110,7 @@ The process involves the following:
The process is reflected in the **Documentation** The process is reflected in the **Documentation**
[merge request template](https://gitlab.com/gitlab-org/gitlab/blob/master/.gitlab/merge_request_templates/Documentation.md). [merge request template](https://gitlab.com/gitlab-org/gitlab/blob/master/.gitlab/merge_request_templates/Documentation.md).
### Other ways to help ## Other ways to help
If you have ideas for further documentation resources please If you have ideas for further documentation resources please
[create an issue](https://gitlab.com/gitlab-org/gitlab/issues/new?issuable_template=Documentation) [create an issue](https://gitlab.com/gitlab-org/gitlab/issues/new?issuable_template=Documentation)
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