After you complete all of the steps above, save the document, send it out to your teams, and store it where anyone who may need the instructions can access it.Ī visual work instruction offers the same capabilities as a basic work instruction template, but it also provides an easier way to view the instructions described in the document. Determine if there is any confusion, or if the instructions are unclear or lead to the wrong end goal. Give the document to a coworker or colleague and have them follow the steps. Simplify the steps if there is confusion, and rewrite or reword steps when necessary to ensure consistency. Reread the document and make sure everything makes sense. Check that the instructions are sequential, steps are bolded to stand out, and the instructions include numbered or bulleted lists for each step. Once all of the steps are written, ensure that the instructions are user-friendly. Consult subject matter experts (SMEs) and key stakeholders to make sure that each step within the instructions is accurate and current.įormat for easy reading. Include all components needed to complete the job, such as materials, references, and images or visuals that support the written steps. Break down each step into smaller, easy-to-follow directions to ensure that every action is clear and understandable for whomever reads it.
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Include a brief overview regarding the purpose of the job that’s described in the instructions.ĭescribe how to do the job. Give context to the project, identify owners of the project, and clearly document the task or job at hand. To take the guesswork out of writing a work instruction, follow these easy-to-follow steps:
Writing a comprehensive, clear, and educational work instruction can be a daunting task because it requires thorough attention to detail and immense knowledge about the given task or process. Gain approval on the purchase of an item or a change in a system process Track purchases and describe all of their key components, such as quantity, unit price, and shipping dates Maintain accurate and precise information across all departmentsĭescribe how to perform specific tasks within a larger process, with more detail and greater clarityĪid in training new employees or reminding current employees of processesĭefine all parts of a process or task, such as responsibilities, requirements, tools, and other important informationĮstablish a consistent method for all processes, from IT to HR to engineering Provide necessary content so users don’t need to seek out explanatory information on their own A work instruction can help you do the following:ĭocument the correct way to perform all activities, from high-level to low-levelĮnsure that all parties abide by standards, regulations, and operation policies By breaking down the complex procedures and workflows of a process into detailed step-by-step instructions, the work instruction streamlines work processes, increases communication and decision making, and illuminates the job for anyone who follows the document.Īdditionally, a work instruction provides many more benefits to your company when it is applied.
It provides simple instructions not only on projects and processes, but also on a plethora of policies and procedures in such areas as security, human resources, and engineering systems.Ī work instruction reduces the potential for risk or errors when executing a process, therefore boosting business efficiency and increasing accuracy. No-code required.Ī work instruction, also known as a job instruction, an operations instruction, or a visual work instruction, is vital to your business process because it presents specific, sequential, and detailed information on how to perform a certain task. WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.
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