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Create a Work Instruction | centrexIT Knowledge Center
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CentrexIT — Create a Work Instruction

KB00015924
Kellee Blair Work Instruction 1 min
Publishedv2

Purpose:

Section titled “Purpose:”

The purpose of this work instruction (WI) is to detail the steps and best practices to follow to create a well-structured WI by using the work instructure template.

Scope:

Section titled “Scope:”

Work instructions refer to documented guidelines that clarify how to perform assignments and tasks. They provide clear and precise steps to carry out a single instruction. The scope of this article affects all areas of the organization and should be followed by all employees during the creation of new WIs WI’s should be written in an easy to follow format.

Responsibility:

Section titled “Responsibility:”

The work instruction should be created by the user or SME that is closest to the task. It is the responsibility of the designated users of the WI to follow it, and it is the responsibility of the leadership and management teams to ensure the process is followed.

Completion Criteria:

Section titled “Completion Criteria:”

The completion criteria of this WI is the publication of an approved WI that can be easily accessed and used during the completion of a single task.

Records:

Section titled “Records:”

There are no additional records or artifacts associated with this template.

Steps:

Section titled “Steps:”
  1. Open “Knowledge - Halo” and click on “All CIT Articles” from the upper left corner.
  2. Click the “create from template - Halo” icon in the upper right corner.
  3. Select “work instruction” template from the list and fill it out and include the following information:

  • Title - the title should include a verb and a few words to describe what work is being done. (see attachment for a list of verbs associated with job responsibilities)

  • Ex: Create a Work Instruction (do not include how-to in the title)

  • Summary - the summary should be a simple, one-sentence description of the work that is being done.

  • Reference the header of this WI for examples of each section.

  • Purpose - the purpose statement describes in more detail as to why the WI is needed. It further describes the summary in greater detail.

  • Scope - the scope statement should include the roles, departments, or areas that are affected by this WI along with all inclusions and any exclusions.

  • Responsibility - the responsibility defines the role(s) who should be following the WI. Use the dropdown to select from the list of roles. IF the WI is to be followed by ALL employees, select the owner of the outcome and define ALL in the scope.

  • Completeness - the completeness/success area is used to define what DONE looks like. You need to capture what happens at the end of the WI, and what the WI needs to achieve.

  • Create a relationship back to the related core process, process (if it exists), or procedure (if it exists) by clicking the “Add Knowledge” icon.

  • Create a relationship related to work if another WI must be completed before or after this WI by clicking the “Add Knowledge” icon.

  • Note - Please ask the core process owner or a member of the CI/QA committee for the correct relationships, if needed.

  • NOTE: Each slot on the template must be filled out prior to clicking “OK”. If not, your WI template will not be created and you will lose your data. If you do not have all of your data ready at the time of template creation, just add something to the slot.

  1. Once the template has been filled out, and there is data in each slot, click “OK” to generate the new WI article header.
  2. Open “Knowledge - Halo” and click on “My KB Articles” at the top of the page and select “My Unfinished Articles” and open the WI to be completed.
  3. When ready to add the content and the task steps, click the “Edit KB article” icon in the upper right corner.
  4. Once the editor opens, begin to add the content and the steps.
  • Best practice tip - SAVE OFTEN!
  1. Before placing the status into “Review”, check the following:

  • Company is centrexIT.

  • Core process has been selected.

  • Department has been selected, or ALL.

  • Category is Work Instruction. (no subcategory)

  • Owner is correct if owner is not author.

  1. Click the rendered view icon before submitting the WI for review to see if the article is formatted correctly.
  • Make changes, in needed.
  1. Once article is ready to be reviewed, change the status from “Draft” to “Review”, click save and exit.

Process References:

Section titled “Process References:”
  1. Create a relationship back to related process.
  2. Create a relationship back to related procedure (SOP).
  3. Link to form, template, or checklist used to complete the steps.