Here are four steps to help you organize, define, simplify and improve your quality system. These steps apply whether you are developing a new system or just going through the process of review and revision.
Break your system down into logical departments/locations. This makes locating information, easy and it avoids complicating a function with requirements outside of their responsibility.
Create a standard set of abbreviations for departments.
Create an organizational chart for each department.
Identify job titles on documentation (never names).
Define Responsibilities and Authorities for Personnel:
Determine the management-level personnel responsible to “own” the documentation for their department or area of responsibility.
Define the responsibilities and authorities for each function listed on the department’s organizational chart.
Review each responsibility and determine if it lends itself to a work instruction.
Use the responsibilities and authorities document as a mechanism for driving your training program.
Do not repeatedly identify “responsibility” boilerplate information on every document.
Simplify Work Instructions:
Be sure there is only one sentence per action verb.
Stay away from writing paragraphs (nobody will read it, and it does not allow for easy reference).
Focus the writing on “how” things are done.
Do not describe “why” things are done. “Why” detail is best to be left for the training process.
Work instructions are not written to the level of detail that could help someone off the street. They are the guiding instructions to facilitate the training process that are made available for reference.
Do not write interdepartmental work instructions. No one should write what another department or area outside of their responsibility should be doing. Those responsible for the work must be the ones involved with the definition of the instructions.
Before you create a new document, ask yourself “can we modify our existing documentation?”
Improve Control:
Avoid duplication – documents that reside in multiple locations increase the possibility of confusion and are difficult to control.
Do not require a signature or initials on work instructions. Approval can be shown by identifying the owner of the documentation as the person authorized to make changes.
Make documentation available electronically. Have the “Table of Contents” for the particular department on the desktop and “hyperlink” to each procedure from this table of contents.
Make the electronic version the “controlled” copy. Everything printed is considered to be uncontrolled (and identified as such in the footer).
Starting on Thursday August 8, 2024, PM will begin “gating” its premium content, asking all new website users to provide some information about themselves — name, title, employer, email address — before they are provided free access to the content.
We are doing this because the ways PM’s audience finds and accesses our content is changing. Google’s search algorithms, increasingly, make it difficult to connect PM’s content with the people who might make use of it. On top of that, generative AI like ChatGPT is serving up PM content to internet users without attributing that content to PM.
As a result, it has become increasingly important for PM evolve its audience development strategy and learn as much as possible about who is accessing our content, what content they are accessing and how they are accessing it.
With this audience development strategy, we hope to do two things:
First, we will be better able to deliver directly to our audience the editorial content that aligns with the machining materials, processes and technologies that interest them.
Second, we will be better able to connect the materials, equipment and services our advertisers supply with the audience that is most interested in them.
PM plays a distinctive role and has earned a place of esteem within the focused and specialized industry it serves. Large developments in the media landscape are forcing us to change the way we communicate with our audience. We are confident that our audience values the role PM plays in their professional lives and will join us in this effort to stay connected to them.
We thank you for your continued interest in and support of PM and welcome any questions you might have about the brand’s new content gating strategy.
