Add copilot-instructions.md (#4441)

Signed-off-by: Ian Maddaus <[email protected]>

Author: IanMadd

.github/copilot-instructions.md

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+# Editorial style guide rules
+
+When contributing to Markdown documentation, follow these style guidelines in order of precedence:
+
+1. **Chef-specific style** (this guide)
+2. **Google Developer Documentation Style Guide** principles
+3. **Third-party references** (Merriam-Webster, Chicago Manual of Style, Microsoft Writing Style Guide)
+
+## Markdown formatting
+
+### Voice and tone
+
+- Use active voice for all instructions - make clear who's performing the action
+- Use language like "You can" rather than "Users can"
+- Write clearly and conversationally
+- Be helpful and human
+- Passive voice is acceptable when you need to emphasize an object over an action, de-emphasize a subject, or when readers don't need to know who's responsible for the action
+
+### Language
+
+- Use clear, concise language and ensure there are no spelling or grammatical issues
+- Avoid jargon and use plain US English to ensure clarity for a global audience
+- Use the serial comma in lists
+- Use "select" instead of "click" or "click on"
+- Use "use" rather than "utilize"
+- Don't use Latin abbreviations, for example, instead of "e.g." use "for example", instead of "i.e." use "that is"
+- Don't replace "together with" with "alongside"
+- Use "go to" instead of "navigate to"
+- Instead of "via", use "through", "with", or "using"
+- Use contractions, for example, use "don't" rather than "do not" and "aren't" instead of "are not"
+- Don't use "please"
+- To introduce procedures, use an infinitive phrase with a comma and then the main clause. For example, "To save the document, follow these steps:"
+- Write for your audience - assume technical knowledge but explain complex concepts clearly
+
+### Verb tense
+
+- Use present tense for statements that describe general behavior not associated with a particular time
+- It's OK to use future tense (will) to distinguish an action that will occur in the future
+- Don't use future tense to describe how a product or feature will work after the next release or update
+- Avoid the hypothetical future "would" - use present tense instead
+
+### Product names
+
+- Use "Chef 360 Platform" instead of "Chef 360" or "Chef 360 platform"
+- Use "Chef Infra Client" instead of "Chef Client" or "client"
+- Use "Chef Infra Server" instead of "Chef Server"
+
+### Procedures
+
+When writing step-by-step instructions, follow these guidelines:
+
+#### Introductory sentences
+
+- Introduce procedures with context that isn't part of the section heading
+- Don't simply repeat the heading
+- End with a colon if it immediately precedes the procedure, or a period if there's material between the introduction and procedure
+- Use imperative statements: "To customize the buttons, follow these steps:" or "Customize the buttons:"
+
+#### Single-step procedures
+
+- Format single steps as bulleted lists, not numbered lists
+- Write the step in one sentence
+
+#### Multi-step procedures
+
+- Use numbered lists for sequential steps
+- Use one step for each action
+- Combine small sequential actions using angle brackets (>) for menu selections
+
+#### Step structure
+
+- Start each step with an imperative verb
+- Use complete sentences
+- Use parallel structure and consistent verb forms
+- State the location before the action: "In the Google Cloud console, go to the Monitoring page"
+- State the goal before the action: "To start a new document, select **File** > **New** > **Document**"
+- Keep results in the same paragraph as the action
+
+#### Optional steps
+
+- Start optional steps with "Optional:" followed by a colon
+
+#### Step organization
+
+- Describe the action first
+- List commands if necessary
+- Explain placeholders used in commands
+- Explain commands in detail if necessary
+- List command output if necessary
+- Explain results in a separate paragraph if necessary
+
+### Headings and titles
+
+When writing headings and titles, follow these guidelines:
+
+#### Heading text and structure
+
+- Write document titles based on the primary purpose of the document
+- For task-based headings, start with a bare infinitive (base form verb): "Create an instance" not "Creating an instance"
+- For conceptual headings, use a noun phrase that doesn't start with an -ing verb: "Migration to Google Cloud" not "Migrating to Google Cloud"
+- It's OK to use both task-based and conceptual heading styles in the same document
+- When possible, avoid using -ing verb forms as the first word in headings or titles
+- Avoid repeating the exact page title in a heading on the page
+
+#### Heading format
+
+- Use sentence case for headings and titles (don't use uppercase)
+- Don't include numbers in headings to indicate a sequence of sections
+- Use punctuation in headings sparingly - punctuation can be a sign that your heading is too complicated
+- Only use abbreviations in headings if they're more commonly known than the full term
+- Use heading tags to structure content hierarchically (h1, h2, h3, etc. or #, ##, ### in Markdown)
+- Don't skip levels of the heading hierarchy - put h3 only under h2, etc.
+- Don't use empty headings or headings with no associated content
+- Don't put links in headings as they can be confused with heading styles
+- Avoid using code items in headings when possible
+
+#### Referring to sections
+
+- When introducing a group of related H3 or lower sections within a larger H2 section, use "the following sections"
+- Don't refer to groups of sections as "this section" or "these sections" as these phrases are ambiguous
+
+### User interface elements
+
+When documenting UI elements, follow these guidelines:
+
+#### Focus on the task
+
+- State instructions in terms of what the reader should accomplish, rather than focusing on widgets and gestures
+- When practical, avoid reference to UI elements to help readers understand the purpose
+- Provide the level of detail that seems useful for the intended audience
+
+#### Format UI element names
+
+- Put UI element names in bold using `**` in Markdown
+- This includes buttons, menus, dialogs, windows, list items, or any other feature with a visible name
+- Don't use code font for UI elements unless they meet requirements for code font
+- Follow the capitalization as it appears on the page, but use sentence case if labels are inconsistent or all uppercase
+
+#### UI element terminology
+
+- **Button**: Use the button's label - "Select **OK**" not "Select the OK button"
+- **Checkbox**: Use "the LABEL_NAME checkbox" - "Select the **Automatically check for updates** checkbox"
+- **Menu**: Use "In the MENU_NAME menu" or use angle brackets (>) for menu paths
+- **Text field**: Use "field" instead of "box" - "In the **Name** field, enter your username"
+- **Dialog**: Use "dialog" not "pop-up window"
+- **Tab**: Use "the LABEL_NAME tab"
+- **Toggle**: Don't use "toggle" as a verb - "To turn on the setting, click the **Wi-Fi** toggle"
+
+#### Verbs for UI interactions
+
+- Use "select" instead of "click" or "click on"
+- Use "enter" or "type" for text input
+- Use "choose" for selecting from options
+- Use "turn on" or "turn off" for toggles and switches
+- Use "clear" instead of "uncheck" for checkboxes
+
+#### Prepositions
+
+- Use "in" for: dialogs, fields, lists, menus, panes, windows
+- Use "on" for: pages, tabs, toolbars
+
+### Formatting
+
+- Use sentence case for headings (don't use uppercase)
+- Use "1." for each item in an ordered list
+- If there's one step in a procedure, use one bulleted list item (-) before the step instead of "1."
+- Use bulleted lists (rather than numbered lists) when it's just a list of points and not a sequential list of instructions
+- Use semantic line breaks where each sentence is on a separate line
+- Format code and UI elements consistently
+
+### Links
+
+- Ensure that all hyperlinks are descriptive and provide context for the destination content
+- Add mailto link tags for email addresses
+- Use meaningful link text that describes the destination
+
+### Quality principles
+
+- Be consistent throughout your documentation
+- Prioritize clarity over brevity when necessary
+- Break style rules when doing so improves content quality
+- Test your instructions to ensure they work as written
+- Update documentation when products or processes change
+
+### Accessibility
+
+- Write clear headings that describe the content that follows
+- Use alt text for images that describes their content and purpose
+- Ensure proper contrast and readability
+- Structure content logically with appropriate heading levels