| 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.
- Ask the user to clarify:
- What system is being documented?
- What operations need to be covered?
- Who is the target audience?
- 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
- Define document scope:
- Full manual (all operations for the system)
- Specific procedures (selected operations only)
- Quick-start guide (essential operations for onboarding)
- 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.
- List all operations to be documented
- Categorize each operation by:
- Frequency: Daily / Weekly / Monthly / Quarterly / Ad-hoc
- Role: Administrator / Operator / General User / Approver
- Dependency: Which operations must be completed first
- Assign operation IDs using the format:
OP-001, OP-002, OP-003...
- 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
- Estimate time for each operation (in minutes)
- Output the operations inventory table:
| OP-ID | Operation Name | Category | Frequency | Target Role | Est. Time | Prerequisites |
|---|
| 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:
- 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
- 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)
- Include screenshot placeholders where needed:
[Screenshot: {description}]
- 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:
| Level | Color | Use When |
|---|
| DANGER | Red | Risk of irreversible data destruction, account termination |
| WARNING | Orange | Changes affecting all users, bulk operations, permission changes |
| CAUTION | Yellow | Risk of unexpected results, unsaved data loss, long-running processes |
| NOTE | Blue | Helpful 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.
- Create a Symptom-Cause-Resolution table for common issues:
| # | Symptom | Probable Cause | Resolution | Related OP |
|---|
| T-001 | ... | ... | ... | OP-xxx |
- Create decision trees for complex troubleshooting scenarios
- 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
- 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.
- Select the appropriate template:
- Japanese:
assets/operations_manual_template_ja.md
- English:
assets/operations_manual_template_en.md
- Assemble all procedures into the template structure
- Generate table of contents with page/section references
- Run the Quality Checklist:
Resources
| File | Purpose | When to Load |
|---|
references/procedure_writing_guide.md | STEP format detailed explanation, step numbering, screenshot guidelines, good/bad examples | Workflow 3: Procedure Writing |
references/caution_note_classification.md | ANSI Z535-inspired classification for software documentation, decision flowchart | Workflow 4: Caution/Warning Notes |
references/troubleshooting_guide.md | Symptom-Cause-Resolution format, decision trees, escalation procedures, common error patterns | Workflow 5: Troubleshooting Guide |
assets/operations_manual_template_ja.md | Complete Japanese operations manual template (12 sections) | Workflow 6: Manual Assembly (Japanese) |
assets/operations_manual_template_en.md | Complete English operations manual template (12 sections) | Workflow 6: Manual Assembly (English) |
assets/procedure_template.md | Individual procedure template for each OP-ID with STEP format table | Workflow 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