UNDERSTAND THE CONCEPT
A useful instruction identifies the equipment and task scope, required competence, applicable prerequisites and the evidence needed for completion. It should reference approved technical and safety procedures rather than relying on informal knowledge of the equipment.
Write for the person carrying out the work and test readability with experienced users. Separate observations from acceptance decisions, and provide a clear way to record exceptions. Technical content needs competent review; a polished template is not validation of the procedure.
Questions to take back to your team
- Is equipment applicability explicit?
- Has a competent reviewer approved the technical content?
- Can the worker record an unexpected condition without inventing an answer?
Further reading
Explore the primary references below. Requirements and applicability depend on your organization and jurisdiction.
