Digital Work Instruction (DWI) template — copy and adapt

Use this compact template as a starting point. Keep each DWI focused on a single repeatable task. Paste into your digital platform and replace placeholder text.

Title

[Task name — concise and searchable]

Purpose

[One sentence describing why the task exists and when to use this DWI]

Scope

[Who performs this? Where and when does it apply?]

Owner and review

Owner: [Name or role]  |  Last reviewed: [YYYY-MM-DD]  |  Next review: [YYYY-MM-DD]

Safety / When to escalate

[Short bullets: any immediate escalation triggers or contraindications]

Materials & equipment

• [Item 1 — include minimum acceptable alternatives]
• [Item 2]

Steps (one action per line)

1. [Step 1 — action, short. Add timing if needed — e.g., 'within 15 minutes']
2. [Step 2 — include any decision checks]
3. [Step 3 — include acceptance criteria: how you know the step succeeded]

Decision flow

[If X, then Y — include links to related DWIs if the process branches]

Supporting resources

• [Link to training video]
• [Link to equipment manual]

Revision history

• [YYYY-MM-DD] — [role] — [short note: what changed]

Example (non-clinical wording)

Title: Specimen labeling and transport — clinic to lab

1. Collect specimen and confirm patient identifiers per label policy.
2. Place specimen in approved container; check lid is sealed (visual: no hairline crack).
3. Attach printed label with two identifiers; verify against chart (acceptance: name and DOB match).
4. Place in transport bio-bag; log pickup time on transport log.
5. If label or container is damaged, stop and notify supervisor before transport.

Copy and adapt this structure; focus on clarity, predictable naming, and a simple revision history so staff trust the content.