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operations-manual-creator

業務システムの操作手順書を構造化して作成するスキル。STEPフォーマット (Specific/Target/Expected/Proceed)による手順記述、ANSI Z535準拠の 注意・警告分類、トラブルシューティングガイドを含む包括的な操作マニュアルを 生成する。

Use when creating operations manuals, standard operating procedures (SOP), user guides, or system operation guides. Triggers: "operations manual", "操作マニュアル", "手順書作成", "SOP", "操作手順", "standard operating procedure", "ユーザーガイド", "作業手順書", "運用マニュアル"

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Files included (7)

  • SKILL.md11.3 KB
  • assets/operations_manual_template_en.md9.5 KB
  • assets/operations_manual_template_ja.md10.1 KB
  • assets/procedure_template.md6.6 KB
  • references/caution_note_classification.md12.0 KB
  • references/procedure_writing_guide.md12.8 KB
  • references/troubleshooting_guide.md15.3 KB

SKILL.md (original)

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Operations Manual Creator(操作マニュアル作成)

Overview

This skill creates structured, professional operations manuals for business systems. It follows the STEP format (Specific/Target/Expected/Proceed) for procedure writing, ANSI Z535-inspired caution/warning classification, and includes comprehensive troubleshooting guides.

The skill produces complete, ready-to-use operations manuals in both Japanese and English, suitable for enterprise environments.

When to Use

  • 業務システムの操作マニュアルを作成する
  • 標準作業手順書(SOP)を作成する
  • システム運用マニュアルを作成する
  • ユーザーガイドを作成する
  • 作業手順書を作成する

Prerequisites

  • System Access: Access to the target system for accurate UI/workflow documentation
  • Subject Matter Experts: Availability of SMEs who understand the business processes
  • Existing Documentation (if any): Current procedures, training materials, or process flows to reference
  • Terminology Glossary: Approved terminology list for the target system (if available)
  • Screenshot Capability: Ability to capture screenshots for the final manual (placeholders are inserted during drafting)

Output

This skill generates Markdown files containing complete operations manuals or SOPs:

  • Full Operations Manual: Comprehensive document using assets/operations_manual_template_ja.md or assets/operations_manual_template_en.md
  • Individual Procedures: Per-operation documents using assets/procedure_template.md
  • Troubleshooting Guide: Symptom-Cause-Resolution tables and decision trees

All outputs include screenshot placeholders ([Screenshot: {description}]) to be replaced with actual images during finalization.

Workflows

Workflow 1: Scope and Audience Definition(スコープ・対象者定義)

Purpose: Establish the boundaries and target audience for the manual.

  1. Ask the user to clarify:
    • What system is being documented?
    • What operations need to be covered?
    • Who is the target audience?
  2. Determine skill level of the audience:
    • Beginner: New users, include every click and screenshot placeholder
    • Intermediate: Regular users, focus on complex operations
    • Advanced: Power users/admins, focus on edge cases and configuration
  3. Define document scope:
    • Full manual (all operations for the system)
    • Specific procedures (selected operations only)
    • Quick-start guide (essential operations for onboarding)
  4. Identify prerequisites:
    • Access rights and permissions required
    • Required software and versions
    • Prior knowledge or training required
    • Related documents to reference

Workflow 2: Operations Inventory(操作一覧の棚卸し)

Purpose: Create a comprehensive list of all operations to document.

  1. List all operations to be documented
  2. Categorize each operation by:
    • Frequency: Daily / Weekly / Monthly / Quarterly / Ad-hoc
    • Role: Administrator / Operator / General User / Approver
    • Dependency: Which operations must be completed first
  3. Assign operation IDs using the format: OP-001, OP-002, OP-003...
  4. Create an operation dependency map:
    • Identify prerequisite operations (e.g., OP-001 must be done before OP-003)
    • Note parallel operations that can be done independently
  5. Estimate time for each operation (in minutes)
  6. Output the operations inventory table:
OP-IDOperation NameCategoryFrequencyTarget RoleEst. TimePrerequisites
OP-001............... min-

Workflow 3: Procedure Writing(手順記述)

Purpose: Write detailed step-by-step procedures using the STEP format.

Load references/procedure_writing_guide.md for detailed STEP format guidance.

For each operation (OP-ID), use assets/procedure_template.md as the structure:

  1. Write each step using the STEP format:
    • Specific: What exactly to do (use precise action verbs: click, type, select, check, drag)
    • Target: Which UI element (button name, field label, menu path like Menu > Submenu > Item)
    • Expected: What should happen after this step (screen change, message display, data update)
    • Proceed: How to confirm success and transition to the next step
  2. Use step numbering conventions:
    • Main steps: 1, 2, 3...
    • Sub-steps: 1.1, 1.2, 1.3...
    • Conditional branches: 1a (if condition A), 1b (if condition B)
  3. Include screenshot placeholders where needed: [Screenshot: {description}]
  4. Add verification checkpoints at critical points in the procedure

Workflow 4: Caution/Warning Notes(注意・警告の付与)

Purpose: Add appropriate safety and caution labels to procedures.

Load references/caution_note_classification.md for ANSI Z535-inspired classification rules.

Apply the following classification:

LevelColorUse When
DANGERRedRisk of irreversible data destruction, account termination
WARNINGOrangeChanges affecting all users, bulk operations, permission changes
CAUTIONYellowRisk of unexpected results, unsaved data loss, long-running processes
NOTEBlueHelpful tips, best practices, access requirements

Rules:

  • Place notes BEFORE the step they relate to (never after)
  • Include the consequence description (what happens if the warning is ignored)
  • Use Markdown callout syntax for visual formatting

Workflow 5: Troubleshooting Guide Creation(トラブルシューティング)

Purpose: Create comprehensive troubleshooting resources.

Load references/troubleshooting_guide.md for troubleshooting methodology.

  1. Create a Symptom-Cause-Resolution table for common issues:
#SymptomProbable CauseResolutionRelated OP
T-001.........OP-xxx
  1. Create decision trees for complex troubleshooting scenarios
  2. Define escalation procedure:
    • L1 (Self-service): User can resolve with the manual
    • L2 (Helpdesk): Contact information and expected response time
    • L3 (Engineering): Critical issues requiring developer intervention
  3. Specify information to collect before escalation:
    • Error message (exact text or screenshot)
    • Timestamp of occurrence
    • User ID and role
    • Steps taken before the error
    • Browser/device information

Workflow 6: Manual Assembly and Review(組み立て・レビュー)

Purpose: Assemble all components into a complete manual and perform quality review.

  1. Select the appropriate template:
    • Japanese: assets/operations_manual_template_ja.md
    • English: assets/operations_manual_template_en.md
  2. Assemble all procedures into the template structure
  3. Generate table of contents with page/section references
  4. Run the Quality Checklist:
    • All operations in inventory have corresponding procedures
    • All steps follow STEP format consistently
    • Screenshot placeholders are included for UI-dependent steps
    • Caution/Warning notes are placed BEFORE relevant steps
    • Troubleshooting covers common error scenarios
    • Prerequisites are clearly stated for each operation
    • Terminology is consistent throughout the document
    • All cross-references (OP-IDs, section numbers) are valid
    • Contact information and escalation paths are complete
    • Version information and revision history are up to date

Resources

FilePurposeWhen to Load
references/procedure_writing_guide.mdSTEP format detailed explanation, step numbering, screenshot guidelines, good/bad examplesWorkflow 3: Procedure Writing
references/caution_note_classification.mdANSI Z535-inspired classification for software documentation, decision flowchartWorkflow 4: Caution/Warning Notes
references/troubleshooting_guide.mdSymptom-Cause-Resolution format, decision trees, escalation procedures, common error patternsWorkflow 5: Troubleshooting Guide
assets/operations_manual_template_ja.mdComplete Japanese operations manual template (12 sections)Workflow 6: Manual Assembly (Japanese)
assets/operations_manual_template_en.mdComplete English operations manual template (12 sections)Workflow 6: Manual Assembly (English)
assets/procedure_template.mdIndividual procedure template for each OP-ID with STEP format tableWorkflow 3: Procedure Writing

Best Practices

Do's

  • 1ステップ=1アクション。複合操作は分解する
  • UI要素は正確な名称(「保存」ではなく「画面右上の青い『保存』ボタン」)で指定する
  • 注意・警告は該当ステップの前に配置する
  • スクリーンショットプレースホルダーを必ず入れる(後から実画像を差し替え)
  • 検証チェックポイントを各手順の最後に設ける

Don'ts

  • 「適宜」「適切に」「必要に応じて」などの曖昧表現を使わない
  • WARNING/CAUTIONの過剰使用を避ける(重要度が薄れる)
  • 暗黙知を前提とした手順を書かない(「いつもの方法で」は禁止)
  • トラブルシューティングを省略しない

Examples

例1: 在庫管理システム操作マニュアル

User: 在庫管理システムの操作マニュアルを作成してください。
      対象者: 倉庫スタッフ(ITリテラシー低め)

Claude:
1. [Workflow 1] スコープ定義 → 対象: 入荷/出荷/棚卸、スキルレベル: 初級
2. [Workflow 2] 操作棚卸し → OP-001(入荷登録), OP-002(出荷処理), OP-003(棚卸し), ...
3. [Workflow 3] STEP形式で各手順を記述(スクリーンショットプレースホルダー付き)
4. [Workflow 4] WARNING: 出荷確定後の取消不可、CAUTION: 棚卸し中のデータ変更禁止
5. [Workflow 5] トラブルシューティング: バーコード読取エラー、在庫不一致 等
6. [Workflow 6] operations_manual_template_ja.md で組み立て

例2: SaaS管理画面のSOP

User: CRM管理画面のユーザー管理SOPを作ってください。

Claude:
1. [Workflow 1] スコープ: ユーザー追加/変更/削除/権限設定、対象: IT管理者
2. [Workflow 2] OP-001(新規ユーザー追加), OP-002(権限変更), OP-003(アカウント無効化)
3. [Workflow 3] STEP形式: 各アクションの具体的操作手順
4. [Workflow 4] WARNING: 管理者権限の付与は要承認、NOTE: パスワードポリシー
5. [Workflow 6] procedure_template.md で個別手順として出力

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