Work Instruction Templates

Maintain high-quality standards across your operations. Utilize digital work instruction templates to drive efficiency and ensure accuracy.

What is a Work Instruction Template?

A work instruction template, also known as a job instruction template, is a tool used to demonstrate specific, sequential, and detailed information on who, what, when, and how a certain task is going to be performed. It provides guidance that is ideal for newly hired employees to quickly get involved in the workforce and production backup. Also, it helps reduce the likelihood of risks and errors when executing work processes, ensuring standardized operations.

What is the Purpose of a Work Instruction Template?

A work instruction template is essential to businesses in various industries, providing a clear roadmap for achieving specific tasks and projects. It serves as a comprehensive guide to the team in performing certain tasks including the step-by-step processes, project requirements, tools, materials to be used, and other policies that will help them perform their task accurately. It also helps boost employee efficiency and productivity, among its other benefits:

Error Reduction

One of the core objectives of a work instruction template is to reduce errors and improve the accuracy of task execution. By clearly defining each step, along with relevant safety precautions and quality standards, these templates help employees avoid mistakes in doing their jobs and produce reliable outcomes.

Training and Onboarding

Work instruction templates offer a comprehensive guide that simplifies the learning process, enabling newcomers to quickly grasp the necessary procedures and carry out tasks effectively. This is especially helpful in industries with complex or safety-sensitive processes, including construction, food manufacturing, and oil and gas production.

Regulatory Compliance

In sectors subject to regulatory oversight, such as healthcare, manufacturing, and aerospace, work instruction templates aid in achieving and demonstrating compliance. They document the procedures and safety measures required by regulators, ensuring that an organization follows established standards.

Knowledge Retention and Transfer

Work instruction templates help capture the expertise of experienced employees, making it available for future reference. This knowledge transfer is vital for preserving best practices and ensuring operational continuity, even when experienced employees leave the organization.

How to Write a Work Instruction Using a Template

Writing work instructions is crucial as it’s one of the foundations of a project. The person who will create work instructions should be well-informed, trained, and oriented about the subject matter. This is because a work instruction should be easy to comprehend, clear, and precise for every team member or stakeholder who will read and understand it as their reference.

To guide you, follow these steps to write work instructions using a template:

1. Provide general information.

Gather all the necessary information prior to constructing the work instruction, including the high-level procedures, policies, and task dependencies. Note that it’s important to provide the context of the project or task assigned. Also, give an overview of the purpose of the job and identify the project or task owners.

2. Present a step-by-step procedure.

State clear and simple details of the project on how it should be done. It should be easy to understand and can be followed immediately to ensure that every action is carried out by the task owners. It should also include the materials, references, or visuals to support the work instructions, as needed.

3. Validate the task.

Work instructions should be written by Subject-Matter Experts (SMEs) to ensure that every detail of the instruction is accurate and within the scope of work. Utilize the template’s sections to accurately document each detail.

4. Keep it simple.

Work instructions should be user-friendly and formatted for easy reading. It should be in sequential order and refrain from using complex words such as jargon (unless highly necessary), acronyms, and technical terms that can’t be understood by the intended user. Make sure to use appropriate language and keep the work instructions short and concise.

5. Test the instructions.

Let a colleague follow the steps. Identify if there’s any confusion or unclear instructions that would lead to improper processing of the task. Doing this would help to immediately correct the work instruction template prior to dissemination to the task owners.

6. Keep it documented.

Record the work instructions on a template and distribute the exported templates as reports or reference documents to task owners. Ensure they read and validate it prior to task execution. Also, review the work instructions regularly and update them if necessary. Lastly, save it so that anyone who may need it can access it.

Work Instruction Template Examples

Whether you’re seeking to create or improve your own work instruction templates, achieve your objectives with greater efficiency and precision using this work instruction template example as a valuable reference point:

 

FAQs About Work Instruction Templates

Work instruction templates are often a component of Standard Operating Procedures (SOPs). SOPs provide a broader framework for how an organization operates, while work instructions offer specific guidance for individual tasks within those procedures.

Work instruction templates are an invaluable tool for documenting and improving complex or multistep processes. They promote consistency, accuracy, and the retention of critical knowledge, making them an essential resource in a variety of industries where intricate procedures are part of everyday operations.

Work instructions created using templates help address non-conformance concerns, standardize processes, and ensure documentation control. This then helps organizations establish and maintain Quality Management Systems (QMS) in compliance with International Organization for Standardization (ISO) standards, among others.

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Jona Tarlengco
Article by

Jona Tarlengco

SafetyCulture Content Specialist
Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her years of experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.

Explore more templates

Construction Site Work Instruction Template
This construction site work instruction template is used to confirm the verbal instructions of clients about the materials, size, or color variation prior to the submission of designs. It is also used to confirm the instructions to subcontractors prior to the revised work order. Below is a filled out example of a work instruction template for construction: Site Instruction Instruction Number: CON-001 Project Name: Residential Building Construction Location: Lot 25, Oakwood Avenue, Main City Date Issued: [DD/MM/YYYY] Issued By: [Site Manager Name] Issued To: [Team Name/Contractor Name] Instruction Type: Task-Based Work Instruction Details of Instruction Task Description: Laying and Compacting Concrete for Foundation. Key Requirements Preparation: Inspect the site to ensure formwork is properly installed and secure. Verify the concrete mix complies with the project specifications. Ensure all tools and equipment (shovels, screed, trowels, vibrating tools) are available and in working condition. Confirm all personnel have the necessary PPE: gloves, boots, helmets, and safety vests. Pouring the Concrete: Begin pouring concrete into the prepared formwork. Work systematically from one end to the other to ensure even distribution. Levelling and Compacting: Use a rake or shovel to spread the concrete evenly across the formwork. Level the concrete using a screed to achieve a smooth surface. Compact the concrete using a vibrating tool to remove air pockets and ensure structural integrity. Finishing: Smooth the surface using a trowel for a clean finish. Apply curing compounds if specified in the project requirements. Post-Work Inspection: Inspect the completed work to ensure it meets project standards. Ensure no debris or tools are left in the work area. Authorisations and Approvals Approved By: [Site Manager Name] Signed By: [Signature of Site Manager or Supervisor] Date Approved: [DD/MM/YYYY] Attachments Concrete mix specifications Worksite layout Photos of finished foundation for reference Safety Considerations Ensure all personnel wear appropriate PPE at all times. Maintain a clear worksite to avoid trip hazards. Monitor weather conditions to ensure no rain during pouring and initial curing phases. Emergency contacts and first aid kits must be accessible on site. Acknowledgment by Team Leader or Contractor Name: [Name of Team Leader/Contractor] Signature: [Signature] Date: [DD/MM/YYYY]
Manufacturing Work Instruction Template
A manufacturing work instruction template helps project owners outline the framework and instructions for a specific task. It helps identify the scope of work, schedules, and step-by-step processes to finish a certain project. Manufacturing Work InstructionInstruction Number: MFG-001 Process Name: CNC Machine Operation for Component XYZ Department: Production Prepared By: [Name of Author] Date Prepared: [DD/MM/YYYY] Reviewed By: [Reviewer Name] Date Reviewed: [DD/MM/YYYY] Approved By: [Approver Name] Date Approved: [DD/MM/YYYY] Purpose To provide a detailed procedure for operating the CNC machine safely and accurately to produce Component XYZ. Scope This work instruction applies to all CNC operators in the production department handling Component XYZ fabrication. Responsibilities CNC operators must follow the steps outlined in this document. Supervisors are responsible for ensuring adherence to the work instruction and providing support for any issues. Tools, Materials, and Equipment CNC machine Job sheet with specifications PPE: Safety goggles, gloves, and protective footwear Raw material for Component XYZ Procedure 1. Preparation 1.1. Inspect the CNC machine for visible damage or obstructions. 1.2. Ensure the machine workspace is clean and free from debris. 1.3. Wear appropriate PPE, including safety goggles, gloves, and protective footwear. 2. Programming the Machine 2.1. Power on the CNC machine and access the control panel. 2.2. Enter the job specifications based on the provided job sheet. 2.3. Double-check the input data for accuracy, including dimensions, tolerances, and tool paths. 3. Operating the Machine 3.1. Load the raw material securely into the machine clamp. 3.2. Start the machine and monitor its operation. 3.3. Stop the machine immediately if any irregularities, unusual noises, or errors occur. 4. Post-Operation 4.1. Turn off the machine and safely remove the finished product. 4.2. Inspect the product for defects, accuracy, and adherence to specifications. 4.3. Record the operation in the logbook, including time, operator name, and any issues encountered. Quality and Safety Checks Verify that the finished product meets all dimensions and tolerances specified in the job sheet. Check that the machine is functioning properly before and after operation. Follow lockout/tagout procedures if the machine requires maintenance. Hazards and Safety Controls Hazard: Rotating machine parts may cause injury. Control: Always wear safety goggles and gloves. Keep hands away from moving parts. Hazard: Sharp edges on finished products. Control: Handle products with care and use gloves to prevent cuts. Hazard: Noise from machine operation. Control: Wear ear protection if required. Closing Procedure Clean the machine and work area after use. Return tools and materials to their designated storage locations. Power down the CNC machine and ensure it is left in a safe state. Attachments CNC job sheet for Component XYZ Machine setup guide with photos Approval and Acknowledgment Prepared By: [Name] Reviewed By: [Name] Approved By: [Name] Acknowledgment by Operator Name: [Operator Name] Signature: [Operator Signature] Date: [DD/MM/YYYY]
SOP Template
This guide template can be used as a basis when creating a simple and easy-to-use SOP template. This contains sample categories and information as examples to illustrate how you can build your own SOP templates based on your business needs.