Step # 7 – Enter Task and Activity Details
Now we’ll enter the tasks and activities that make up the job.
Press the “Step 5 of 5 -Tasks/activities” tab. See # 1 in image 6.
Now you’ll see a list of the tasks in step order.
Press the “+ Add New Task Step” button to add a task. See # 2 in image 6.
From the “Type” button select when this task is carried out; before starting the operating procedure, during the operation or after completion. See # 1 in image 7 below. The actions will group correctly.
Enter the step’s order in process. You can use decimals such as 1, 1:1, 1:2 etc. See # 2 in image 7.
Enter a concise but comprehensive description of the task. See # 3 in image 7.
Enter any Personal Protective Equipment (PPE) the task requires Separated each PPE with a comma. See #4 in image 7.
You can upload an image, video, PowerPoint or almost any digital file to help clarify the task. See # 5 image 7.
Continue adding all the required steps by using the Save and New button.
Once you’re happy with all the steps, press “Save” to be taken back to the safety procedure, see image # 8 image 7.
Go over the steps once again.
- Are all the steps in place?
- Can everyone understand the terminology?
- Is all the Personal Protective Equipment listed?
Press “Save” again to be taken back to the procedure records page.
Once you’ve written the procedure, let your advisors check it.
It’s a good idea to test the operating procedure on someone who’s never done it before. For the most part, anyone with prior knowledge will be relying on their understanding of the job rather than the procedure, thus defeating the purpose.
Address any issues found in the “check up” process and make the necessary changes.