# Work instruction: [Title, the task as verb + object, e.g. Void an unpaid invoice in the ERP]

_Replace every text in [brackets] and delete these hints. A work instruction describes one task at one workstation precisely enough that a trained person can do it without asking._

| Field | Value |
| --- | --- |
| Document ID | [e.g. WI-001] |
| Version | [1.0] |
| Effective date | [date] |
| Next review | [date, within 12 months] |
| Area / workstation | [department, workstation or system] |
| Owner | [name, role: keeps this instruction correct] |
| Parent SOP | [ID and title of the SOP or procedure this task belongs to] |

## 1. Purpose and scope

| | |
| --- | --- |
| Purpose | [One sentence: what the task produces and what goes wrong without it.] |
| Use when | [The trigger: the event, order or ticket that starts the task] |
| Not for | [The nearest case that works differently, and where it is written] |
| Who does it | [Role, e.g. accounts payable clerk, after training] |

## 2. Safety and data protection

> **!** [What must be in place before step 1, e.g. protective equipment, four-eyes approval, no customer data in screenshots]
>
> **!** [What cannot be undone, and at which step]

## 3. Prerequisites and tools

- [Access, role or permission, e.g. the Finance role in the ERP]
- [Documents or data needed before step 1, e.g. the invoice number from the ticket]
- [Tool, device or material]

## 4. Steps

| No. | Action | Screenshot / image | Result / check |
| --- | --- | --- | --- |
| 1 | [Verb + exact label in bold, e.g. In the menu, click **Invoices**.] | [Screenshot, clicked element marked] | [What you see next] |
| 2 | [ ] | [ ] | [ ] |
| 3 | [ ] | [ ] | [ ] |
| 4 | [ ] | [ ] | [ ] |
| 5 | [ ] | [ ] | [ ] |

## 5. Expected result

[How you know the task is done correctly: the message, status or document that shows it. What to record afterwards.]

## 6. Problems and deviations

| If this happens | Then |
| --- | --- |
| [Error message or symptom] | [Stop, what to do or whom to ask] |

## 7. Related documents

- [Forms, checklists, other work instructions, with IDs]

## 8. Revision history

| Version | Date | Change | By |
| --- | --- | --- | --- |
| [1.0] | [date] | [First version] | [name] |

## 9. Approval

| | Name, role | Date | Signature |
| --- | --- | --- | --- |
| Written | [ ] | [ ] | |
| Reviewed | [ ] | [ ] | |
| Approved | [ ] | [ ] | |