Write a procedure manual




















As an AAFP member, you'll have access to an expansive collection of valuable resources that will help you along your medical journey—whether you're a student, a family medicine resident, or a practicing family physician. A new report on COVID vaccines from the Kaiser Family Foundation emphasizes the challenges family physicians and other health care professionals are facing as they try to combat misinformation and increase vaccine confidence. Its purpose is to ensure consistency while striving for quality.

The procedure manual may be used to:. The procedure manual should be written at a level that everyone in the laboratory can understand. All testing personnel should be required to read the entire procedure manual. An annual review would benefit the lab personnel and could be included as part of the overall quality assurance program.

Include a general policies section addressing lab-specific issues, such as:. All labs must have a written procedure manual for the performance of all tests performed in the lab.

The manual must be readily available and followed by laboratory personnel. Textbooks may be used in addition to the procedure manual. All procedures must be approved, signed, and dated by the laboratory director. Procedures must be re-approved, signed and dated if the director of the laboratory changes; each change must be approved, signed, and dated by the current laboratory director. The laboratory must maintain a copy of each procedure with the dates of initial use and discontinuance, retaining records for two years after the procedure has been discontinued.

This is usually one or two paragraphs long. In your introduction, you may describe who should follow the procedure and when. You may also include information about why the procedure is important and how it can help your team members.

Below the introduction, create a list of any resources or materials an individual will need to complete the task. For example, if you're writing a procedure for a painting company, your materials may include paint, paintbrush, roller and protective gear.

The resource list tells professionals what they need to gather before they follow the instructions. You may also provide digital information or additional resources in this section. For example, if team members need a password or digital access code, you may remind them here. You can also provide a link to an instructional video or external resources if team members have further questions. Under the resources, you can begin writing the steps and instructions. You may collaborate with the professionals who complete the tasks to help you determine these steps.

Consider beginning with a general list of steps. You can move the steps around and add detailed instructions after. Visual elements, such as graphs, charts and diagrams, can help explain complicated information. Consider adding visual elements to complex steps. For example, you may include pictures with labeled arrows to show team members more information about a procedure.

After drafting your steps and instructions, consider reviewing and revising the writing. Try to make your writing as simple and actionable as possible. You can use positive action words and short sentences to help you write clear instructions. Related: 11 Writing Strategies for Effective Communication. You may conduct a procedure test, which involves an individual reading the instructions and completing them, to help you make adjustments. Depending on the task, you may complete the procedure or ask a team member to.

This can help you refine the steps' order and also identify any gaps where you can add a step to keep the procedure clear. After testing your procedure, consider gaining feedback from several sources.

First, you can ask professionals who regularly complete the task for their input. They may make suggestions or add instructional information. Then, you may ask a team member who doesn't perform that task regularly for their advice. They may ask questions or identify sections that could use more clarity. You can use the feedback you received to make adjustments.

This can help you refine the procedure and improve accuracy. Get someone unfamiliar with the procedures to follow them from the draft. Revise the draft. Clarify, add, delete and rearrange steps until the procedures can be followed by anyone reading the manual. Publish the manual. Include a table of contents so readers can quickly locate procedures. Add a glossary defining any terminology that's uncommon or specific to your industry. Don't use elegant word variation to liven up the writing.

Intuit Inc. Accordingly, the information provided should not be relied upon as a substitute for independent research. Readers should verify statements before relying on them. Intuit does not endorse or approve these products and services, or the opinions of these corporations or organizations or individuals.

Intuit accepts no responsibility for the accuracy, legality, or content on these sites. Terms and conditions, features, support, pricing, and service options subject to change without notice. Explore Products. QuickBooks Blog. QuickBooks Blog Accounting. Start Your Business. Run Your Business. Grow Your Business. Free Tools. Creating a manual eliminates confusion. Training: A manual serves as your primary tool to train new employees, and to cross train workers on tasks.

For example assume that the accountant who is responsible for reconciling the bank account goes on vacation. Her backup can refer to the procedures manual to reconcile the account accurately. For example, if company growth requires your staff to triple the number of invoices they generate each month, your procedure manual will tell you how long it takes to produce each invoice.

You can use that number to hire the staff you need to manage business growth. Save time, increase profits: Perhaps most important, maintaining a procedures manual requires you to continually evaluate your business processes and find ways to operate more productively. Using the invoice example, you may find a way to save time when you process invoices or locate a software application that allows you to work faster.

These efforts can make you more efficient, thus, increasing your profits as you grow.



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