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Policy- Procedure Work Instruction

Policy- Procedure Work Instruction

Templates
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Policy – [eg: Our organisation will serve and focus on the following customer segments]

This policy will apply [ eg : whenever we decide to undertake any marketing or develop new business in any way].  Keep in mind that a policy is basically a decision made at an executive level e.g. board or owner of business

  • [eg : Businesses needing regular interstate large freight services] [eg: These businesses will be targeted in newspaper, internet and email marketing]. The only exceptions to this are [eg : when the business is a multi national which has special pricing rules that make it unprofitable]
  • [eg : Businesses needing refrigerated transport systems] [eg: These businesses will be targeted in newspaper, internet and email marketing]. The only exceptions to this are [eg : when the business is moving small quantities making it unprofitable]
  • [eg : add more] [eg: more info]. The only exceptions to this are [eg : your exceptions to this rule]

Procedure

Action by:

Action
[Sales manager]
  1. [eg : Sends this]
  2. [eg : Receives this]
  3. [eg : Assigns that]
[Salesperson]
  1. [eg : Emails this]
  2. [eg : Obtains this]
  3. [eg : Gives that]
[Bookkeeper]
  1. [eg : completes invoice as per task entitled “Invoicing”]

Work instructions

This set of work instructions will show the reader how to [<<type>>]

What you will need before you begin

Need

Notes

Time
  • [eg: You will need at least 60 mins to complete this]

Tools and Equipment
  • [eg: Software/Computer/5 inch wrench]
  • ..other

Parts
  • [eg: replacement xxx]
  • [eg: washers]

Support people
  • [eg: at least 2 people are needed to complete this work and ensure safety]

Paperwork and authority
  • [eg: authority from owner to enter site]
  • [eg: safety risk assessment form]

Other
  • [eg: we need]

Steps

Step name

Instructions/Diagrams

1

 [eg: conduct site/work area safety risk assessment] [eg : Do this and that and while doing this step make sure that you..]

2

 [eg: turn off power] [eg : Do this and that and while doing this step make sure that you..]

3

4

5

6

(add or delete rows as needed)

Safety hazards

Any safety hazards to be aware of – delete this section if not needed

  • [eg: if pump is located in a confined space then make sure ventilation gear is worn]
  • [eg: older pumps have been known to shatter causing potential eye damage]

Tips

Any tips learnt from previous experiences that should be passed on – delete this section if not needed

  • [eg: replace valve when motor is warm as the seal fits better]
  • [eg: more tips]

Traps

Any traps to avoid learnt from previous experiences that should be passed on – delete this section if not needed

  • [eg: this type of pump has been know to block after an new valve has been replaced]
  • [eg: more traps]

Effective Date

Relevant Department

Approved by

[]

[eg Marketing]

[eg: John Smith]