operations-manual-creator

name: operations-manual-creator description: > 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"

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:

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:

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:

2. Create decision trees for complex troubleshooting scenarios
3. 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
4. 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

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