Visual Work Instructions [Template]

      [DELETE AFTER READING: Here is a generic template that you can use to outline and share an Operational Manual using Scribe. You can learn more about Scribe here and see how to duplicate and use this template here.]

      Make sure to use a standardized naming format for your work instructions to keep things organized.

      Description:

      Created by: Name. Date: X/X/20XX

      Add specific details about the:

      • Who

      • What

      • When

      • Why

      Objective:

      Answer two questions:

      1. What is the goal of task?

      2. What larger company effort ndoes this task tie to?

      Prerequisites

      Does this connect to another task? Is it part of a larger process? If so, make sure to organize them together or properly label each document so it's easy for everyone to find.

      Expected Results

      What's supposed to happen? Insert images as needed. Here's how:

      How to Add an Image to Scribe Pages

      Steps

      With Scribe Pages you have two options for how to create your visual instructions:

      1. Create a numbered list and insert images (see instructions above) Be clear and specific about each step.

      2. Use the Scribe extension to walk through your digital process and create a Scribe. Scribe will automatically document your steps, including annotated screenshots. Here's how:

      Task 1: <Name>

      Write a brief overview here.

      • Phase 1: <Name>

      Here is an example of a Scribe you could add to show how the work is done.

      • Phase 2: <Name>

      Here is a placeholder Scribe that you can replace with your own workflow.

      Click to replace with a Scribe

      Task 2: <Name>

      Write a brief overview here.

      • Phase 1: <Name>

      Click to replace with a Scribe

      Ready to get started with this template? Here's how.

      How to duplicate and use a Page Template