Typographical and Other Rules

What's covered?

This topic describes the typographical and other rules that will be followed by CedarOpenAccounts authors to ensure a consistent non-personalised appearance.

Line Spacing

Punctuating Lists

Italics

Capitalisation

Type Faces

Hyphenation

Key Names and Usage

Other Typographical Rules

Check Boxes

Radio Buttons

Line Spacing

Cedar style sheets (css) are designed so that manual line spacing will not normally be required before or after any headings or paragraphs. From time to time, appearance will dictate the need for a manual line space and this is at the author's discretion.

Please always preview the document if manual line spaces are added as the appearance is different in the WYSIWYG editor.

Punctuating Lists

The following table describes the rules that apply to bulleted and numbered lists.

Rule for...

Guideline

Introducing lists

Introduce the list with a sentence ending with a colon.

Capitalising list items

Begin each item with a capital letter

Ending entries with a full stop

End each entry with a full stop if all items:

  • Are complete sentences.

  • Are a mixture of fragments and sentences.

  • Complete the introductory sentence.

Not ending entries with a full stop

Do not end each entry with a full stop:

  • All items are short imperative sentences (three words or less).

  • All items are single words.

  • All entries are fragments that do not complete the introduction.

Italics

Text in italics rarely looks good on screen. For this reason its use is to be avoided as much as possible. It is accepted that occasionally its use cannot be avoided and this is left to the author's discretion.

Capitalisation

The following guidelines are taken from the Microsoft Manual of Style and are listed in this guide to avoid common problems.

Follow these general guidelines:

Capitalisation of Headings, Screen Titles and Field Names

Use Title Case for headings, screen titles and field names. Also use title case for "jargon" such as Standard Pricing.

Within this context, the following guidelines from the Microsoft Manual of Style are repeated to avoid common problems.

Type Faces

Most of the style sheet fonts are Verdana with Comic Sans bold used for Heading 4. In general, Verdana is to be used exclusively for all content. If other fonts are required, they must be part of the standard Microsoft Office installation to ensure that virtually all users will have the appropriate fonts installed.

Hyphenation

General Guidelines

Fowler's Modern English Usage indicates that hyphenation has no fixed rules and that its use is diminishing. Where the older form presents no problems of form or pronunciation, modern practice is to use a single compound word. For example, eardrum rather than ear-drum.

The following rules are taken from the Microsoft Manual of Style and are listed here to avoid common problems.

Prefixes and Hyphenation

In general, use the Microsoft Manual of Style guidelines for individual prefixes. The general rule is not to hyphenate words beginning with a prefix such as pre unless the result would be confusing or the prefix is followed by a proper noun.

This rule has not been applied consistently within the eFinancials software. Within other Cedar documentation, the decision has been to follow whatever has been used most frequently in eFinancials. The term "sub-ledger" will therefore be hyphenated and the opportunity to tidy up should be taken when editing any topic.

Key Names and Usage

Key Names

In general, spell key names as they appear in the following examples, whether the name appears in text or in a procedure.

BACKSPACE

CTRL

DELETE

ENTER

ESC

F1–F12

SHIFT

SPACEBAR [precede with the except in key combinations or key sequences]

TAB [use the and key except in key combinations or key sequences]

Key Names in Text

The following table describes guidelines for use of keys in text.

Guideline

Example

When telling a user to press a key

 

Use the and key the first time the key is referred to in a sequence.

Press the Y key.

Press the ENTER key.

Thereafter the and key can be omitted.

Press Y.

Press ENTER.

Use a plus sign, to indicate key combinations such as shortcut keys and access keys. There should not be any space between the key names and the plus sign.

ALT+TAB

In this example, the user would press and hold down ALT and then press TAB.

When telling a user to enter a key

 

Use bold lowercase italics, unless an uppercase letter is required.
(In written documentation the text would not be bold. On screen the italics without bold is not sufficiently differentiated, hence the variation)

Enter y

Other Typographical Rules

Abbreviations

Avoid abbreviations based on Latin. See the following examples.

Abbreviation

Use Instead

e.g.

For example

i.e.

That is

That / Which

These words are often commonly interposed.

Word

Usage

That

Introduces essential information, for example:

The pen that Cedar gave me is made of plastic.

The phrase "that Cedar gave me" is essential to knowing which pen is made of plastic.

Which

Introduces non-essential information, for example:

This pen, which Cedar gave me, is made of plastic.

The phrase "This pen" defines the pen that is being referred to. The fact that Cedar gave the pen is non-essential to the statement being made.

Usually a comma precedes "which". The Microsoft Grammar Check feature applies this rule correctly.

Check Boxes

Generally The Microsoft Style Guide provides common sense guidance. On the matter of check boxes though I think their decision could still confuse some users. Microsoft advise using the terms Select the check box and Clear the check box. I suspect some users might feel that each time you click the check box, you are selecting it. For that reason I prefer to use the terms Tick the check box and Clear the check box, they are beyond doubt.

Radio Buttons

In a similar way, I think the clearest instruction here is Click the required option.