WORK INSTRUCTION TEMPLATE
Free from Kenomont - kenomont.com/resources/process-templates

A work instruction covers ONE task, step by step, so someone new can do it right the first time.
The SOP says what happens and who does it; the work instruction says exactly how.

Task name:
Belongs to SOP (number and title):
Who does this task (role):
System or tool used:
How long it should take:
Version:            Date:           Written by:

BEFORE YOU START
You will need:
Check first:

STEPS
One action per step. Use the exact screen, button and field names people see.

| #  | Do this | Where (screen, field or button) | You should see | Screenshot or photo |
|----|---------|---------------------------------|----------------|---------------------|
| 1  |         |                                 |                |                     |
| 2  |         |                                 |                |                     |
| 3  |         |                                 |                |                     |
| 4  |         |                                 |                |                     |
| 5  |         |                                 |                |                     |
| 6  |         |                                 |                |                     |
| 7  |         |                                 |                |                     |
| 8  |         |                                 |                |                     |

CHECK YOUR WORK
Before you finish, confirm:
[ ]
[ ]
[ ]

IF SOMETHING GOES WRONG
| Problem you see | What to do | Who to ask |
|-----------------|------------|------------|
|                 |            |            |
|                 |            |            |

COMMON MISTAKES
-
-

CHANGE HISTORY
| Version | Date | What changed | Changed by |
|---------|------|--------------|------------|
| 1.0     |      | First issue  |            |