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C H A P T E R 1 4

User Help and Assistants

Explain when or why the user would do the action described in the original tag.

Help tag: Creates folder on player.

Expanded tag: Creates folders to help you organize music on the player.

If the main tag is an explanation or a definition that helps supplement instructions in the interface, you’re less likely to need an expanded tag.

Carbon developers should see Inside Mac OS X: Providing Help Tags in Carbon, available on the Mac OS X developer documentation website, for implementation information.

Setup Assistants

For products with complex setup procedures, a setup assistant, a small application that guides users through the setup options, can be helpful.

You can open a setup assistant automatically when appropriate—when the system detects a new hardware device or the first time the user opens your application, for example. Ideally, the user should use the assistant only once. Store the assistant in your application’s Utilities folder.

For an icon, use the setup assistant icon with an application badge superimposed in the lower-right corner, as shown in Figure 14-2.

Figure 14-2 The icon for AirPort Setup Assistant

Setup Assistants

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Figure 14-3 shows the layout for a sample setup assistant window. Notice that the text is flush left within the inset area, and controls are indented.

Figure 14-3 A typical setup assistant pane

Keep the following guidelines in mind when designing a setup assistant:

While the assistant is active, display only the application menu, containing About and Quit items, and the Edit menu, containing standard items to assist users in entering text. Don’t provide a Help menu (or a help button); the setup assistant is help.

Provide Go Back and Continue buttons for navigation.

The assistant window title bar should contain a dimmed close button, an available minimize button, and a dimmed zoom button.

Title the first pane “Introduction.” This pane should explain the purpose of subsequent panes.

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Title the last pane “Conclusion.” This pane should tell users what changes were made to their system and how to modify these settings. This pane should have a default Done button and a dimmed Go Back button.

In most cases, it’s best to ask only one question per pane.

Provide relevant feedback when appropriate. If needed, you can display a progress bar to the left of the Go Back button (the left edge aligned with the text box).

Don’t fill the entire screen; users should be able to access other parts of their system while the assistant is open.

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