Establishing consistency in engineering workflows starts with understanding the foundational elements. At Rand 3D, we break it down into 3 layers:
- Policy: Defines your organization’s objectives and guidelines
- Process: Outlines what needs to happen and who is responsible
- Procedure: Details how to perform each task, step by step
By separating these layers, your documentation becomes more focused and targeted, ensuring that specific objectives are met.
For Example:
- Policy: A PLM onboarding policy mandating “training completion” as a requirement
- Process: Learning requirement collection, curriculum design, training co‑ordination, and sign-off flow
- Procedure: Documentation that captures learning objectives, workflow steps, training setup, and learning material organization in the LMS (Learning Management System) for effective knowledge transfer.
Clearly documented processes streamline engineering workflows, foster collaboration, and ensure knowledge transfer within teams. And a structured approach keeps workflows consistent yet adaptable, enabling your organization to respond swiftly to changes.
Ready to start with your documentation efforts?
Documenting your workflows isn’t just about writing down steps—it’s about creating a structured system. Rand 3D can help you define the right structure and create documentation that is easy to maintain and apply across teams. Contact us to explore the best approach for your team.
