Procedures (manufacturing instructions)

A procedure is the ordered set of instructions an operator follows to make a product. It is the heart of a batch record — clear procedures make a run repeatable and auditable.

Build a procedure

1. Open the product’s master batch record.
2. Add steps in the order they must be performed.
3. Write each instruction as a single, unambiguous action (for example, “Mix at 60 RPM for 10 minutes”).
4. Add the data the operator must capture at that step — a measurement, a checkbox, or a sign-off.
5. Reorder steps by dragging until the sequence matches your real process.

Types of step content

Step element	Use it for
Instruction	The action to perform
Data entry	A reading the operator records (weight, temperature, pH)
Check / verification	A pass/fail quality gate during the run
Sign-off	Confirmation the step was performed by an authorized person

Keep one action per step. Combining several actions into one line makes it hard to record exactly what was done and when.

Tie steps to materials

Attach the components consumed at a step so operators issue the right material — and the right lot — at the right moment. This links the procedure to lot genealogy automatically.

Procedures defined on a master are templates. Editing the master changes future batches only; records already issued keep the procedure they were created with.

Next steps

Save your procedure into a master batch record so every run starts from the approved version.