--- description: Learn the process of shipping documentation for GitLab. --- # Documentation process at GitLab At GitLab, developers contribute new or updated documentation along with their code, but product managers and technical writers also have essential roles in the process. - **Product Managers** (PMs): in the issue for all new and updated features, PMs include specific documentation requirements for the developer, and, for new features, they also include feature descriptions and use cases. They can bring in a technical writer for discussion or help, and can be called upon themselves as a doc reviewer. - **Developers**: author documentation and merge it by the feature freeze, leaving time for a doc review performed by the cross-functional team's assigned technical writer. - **Technical Writers**: review PM requirements in issues, help developers with any questions throughout the authoring/editing process, and review all new and updated docs content before it's merged. Any of the above roles, or others in the GitLab community, can author documentation improvements that are not associated with a new/changed feature, and must also typically assign such changes to a technical writer for review. ## When documentation is required Documentation must be delivered whenever: - A new feature is shipped - There are changes to the UI or API - A process, workflow, or previously documented feature is changed - A feature is deprecated or removed Documentation is not required when a feature is changed on the backend only and does not directly affect the way that any user or administrator would interact with GitLab. NOTE: **Note:** When refactoring documentation, it should be submitted in its own MR. **Do not** join new features' MRs with those refactoring existing docs, as they might have different priorities. NOTE: **Note:** [Smaller MRs are better](https://gitlab.com/gitlab-com/blog-posts/issues/185#note_4401010)! Do not mix subjects (e.g. multiple unrelated pages), and ship the smallest MR possible. ## Documenting a new or changed feature To follow a consistent workflow every month, documentation changes involve the Product Managers, the developer who shipped the feature, and the Technical Writing team. Each role is described below. ### 1. Product Manager's role The Product Manager (PM) should add to the feature issue: - Feature name, overview/description, and use cases, for the [documentation blurb](structure.md#documentation-blurb) - The documentation requirements for the developer working on the docs - What new page, new subsection of an existing page, or other update to an existing page/subsection is needed. - Just one page/section/update or multiple (perhaps there's an end user and admin change needing docs, or we need to update a previously recommended workflow, or we want to link the new feature from various places; consider and mention all ways documentation should be affected - Suggested title of any page or subsection, if applicable - Label the issue with `Documentation`, `Deliverable`, `docs:P1`, and assign the correct milestone ### 2. Developer's role As a developer, or as a community contributor, you should ship the documentation with the feature; the documentation is an essential part of the product. New and edited docs should be shipped along with the MR introducing the code. However, if the new or changed doc requires extensive collaboration or conversation, a separate, linked issue and MR can be used. For guidance, see the documentation [Structure](structure.md) guide, [Style Guide](styleguide.md), the [main page](index.md) of this section, and additional writing tips in the [Technical Writing handbook section](https://about.gitlab.com/handbook/product/technical-writing/). If you need any help to choose the correct place for a doc, discuss a documentation idea or outline, or request any other help, ping a Technical Writer on your issue, MR, or on Slack in `#docs`. The docs must be shipped **by the feature freeze date**, otherwise the feature cannot be included with the release. In rare exceptions with the approval of the PM, dev, and technical writer, documentation can be merged through the 14th of the month if the [following process](#documentation-shipped-late) is followed. Documentation changes commited by the developer should be reviewed by: * a technical writer (for clarity, structure, and confirming requirements are met) * optionally: by the PM (for accuracy and to ensure it's consistent with the vision for how the product will be used). Any party can raise the item to the PM for review at any point: the dev, the technical writer, or the PM, who can request this at the outset. #### Including documentation in the feature MR (typical) The developer should add to the feature MR changes to the documentation, typically containing the following for new features: - The [name, description, and use cases](structure.md#documentation-blurb): copy these from the feature issue where were provided or reviewed by the product manager. - Instructions: write how to use the feature, step by step, with no gaps. - [Crosslink for discoverability](structure.md#discoverability): link with internal docs and external resources (if applicable). - Index: link the new doc or the new heading from the higher-level index for [discoverability](#discoverability). - [Screenshots](styleguide.md#images): when necessary, add screenshots for: - Illustrating a step of the process. - Indicating the location of a navigation menu. - Label the MR with `Documentation`, `Deliverable`, `docs-P1`, and assign the correct milestone. - Assign the PM for review. - When done, mention the team's technical writer in the MR asking for review (or `@gl\-docsteam` if you are not sure who that is). - **Due date**: feature freeze date and time. #### Including documentation in a separate MR If the docs aren't being shipped within the feature MR, but are still being shipped on time (by the feature freeze): - Create a new issue with the Documentation template and mention "docs" or "documentation" in the title, plus the feature name. - Label the issue with: `Documentation`, `Deliverable`, `docs-P1`, ``. (product label == CI/CD, Pages, etc). - Add the milestone matching that of the feature issue. - Create a new MR for shipping the docs changes and follow the same process [described above](#including-documentation-in-the-feautre-mr-typical). - Use the MR description template named "Documentation". - Add the same labels and milestone as you did for the issue. - Assign the technical writer for review. - When done, mention the team's technical writer in the MR asking for review (or `@gl\-docsteam` if you are not sure who that is). - **Due date**: feature freeze date and time. #### Shipping documentation after the freeze (rare) Typically, if the documentation is not ready, this will block the feature for the current GitLab release. Shipping documentation after the freeze is rare and requires approval of the PM, technical writer, and dev. Every effort should be made to avoid this, as it risks a poor user experience and affects the whole feature workflow, along with other teams' priorities (PMs, tech writers, release managers, release post reviewers). If the aforementioned approval is given: 1. Use the instructions above for [Documentation shipped in a separate MR](#including-documentation-in-a-separate-mr) and, in addition to the usual labels and correct milestone, include the labels `Pick into X.Y` on the MR (where X.Y is the GitLab version) and `missed-deliverable` in the issue and the MR. 2. Obtain a review, as usual. 3. Ensure that the MR is merged by the 14th of the month. ### 3. Technical Writer's role **Planning** - Once an issue contains a Documentation label and the current milestone, a technical writer reviews the Product Manager's documentation requirements - Once the documentation requirements are approved, the technical writer can work with the developer to discuss any documentation questions and plans/outlines, if needed. **Review** - Every documentation change beyond minor corrections requires a Technical Writer review. This should apply to docs for every new or changed feature. The technical writer will ensure that the doc is clear, grammatically correct, and discoverable, while avoiding redundancy, bad file locations, typos, broken links, etc. The technical writer must review the documentation for: - Clarity - Relevance (make sure the content is appropriate given the impact of the feature) - Location (make sure the doc is in the correct dir and has the correct name) - Syntax, typos, and broken links - Improvements to the content - Accordance to the [docs style guide](styleguide.md) ## Other documentation Updates For documentation improvements not associated with the release of a new/updated feature or with the other cases listed under [When documentation is required](#when-documentation-is-required): 1. Create a new issue **if** one does not already exist **and** the change is substantial and needs discussion with `@gl\-docsteam` or others before beginning work. Use the Documentation template and mention "docs" or "documentation" in the title, plus the feature name. Label the issue with `Documentation` and a relevant ``. 1. Ping `@gl\-docsteam` or the technical writer assigned to the relevant product area if you have questions or want a review of your plans. 1. Create a new MR for the docs changes and use the template named "Documentation". 1. Add the same labels and milestone as you did for the issue. 1. Unless this is a minor fix (like an updated sentence or link), when ready, mention the team's technical writer in the MR asking for a review (or `@gl\-docsteam` if you are not sure who that is). Docs updates that frequently require technical writer review or collaboration include: - Changing documentation file locations - Rewrting or significantly editing existing documentation - Creating new documentation files When the MR only contains corrections to the content (typos, grammar, broken links, etc), it can be merged without review, although requests to perform a review are always welcome.