Job Aids

Job aids are any tool that directs or guides a performance of work. They can be high tech, like the mobile Bridge Inspector Reference Manualopens in new window. app; low tech, like a document template; or no tech, like a reminder scribbled on a sticky note. What makes job aids so useful is that they are handy, easy to read, and focused. Job aids can feature graphics, tables, diagrams, and photographs to support workers with low literacy skills or non-native English readers. They can be used in a classroom setting, for on-the-job training, or as post-training reinforcements. Job aids can be created for all kinds of repetitive tasks, complex processes, unique situations, or changes in work routines.

Job aids help to decrease training or retraining time, reduce errors; boost productivity; and increase customer and employee satisfaction. One downside to job aids is that those designed for complex tasks or processes can be very long. Workers may need to scan a large poster or flip pages in a manual to find the section(s) they need to reference.

Common job aids include:

  • Information sources—Contain facts that are organized according to their natural structure or how they will be used. A phone directory or a list of error codes are examples of information sources.
  • Process prompts—Explain how and when to do something. Tend to be verb-oriented. Examples of process prompts include instruction sheets or flow charts.
  • Coaching guides—Provide suggestions, not directions on how to complete the work. Good for new, difficult, or ambiguous situations. Sometimes present different perspectives. This handbook is an example of a coaching guide.

Table 5 presents several job aids and when they may be useful.

Table 5: Job Aid Options
Job Aid Format Description Useful Situations

Checklist

Groups of items to remember or consider

A task with:

  • Steps that do not need to be completed in specific sequence
  • Inspection, observation, or planning components

Decision Table

Table that lists options for completing a task based on a set of conditions

A task with:

  • Several yes/no decisions to be made
  • Decisions that must be made in a specific order
  • A completion path guided by answers to the questions

Form or Worksheet

Directions that guide worker through the process and provide a place to record information

A task with:

  • Steps that must be completed in a specific sequence
  • A routine that involves calculations
  • Information that must be documented so it can be referenced later

Reference Source

Information required to complete the task

A task with:

  • Steps that do not need to be completed in specific sequence
  • A need for data not performance of a process or procedure

Step-by-step Instructions

Information and direction presented in a sequence

A task with:

  • Steps that must be completed in a specific sequence
  • A linear procedure that requires no decision making
  • Only one completion path to follow

Example

For his NHI “Instructor Development Course” training presentation on “Business Objects Basics: Building a Simple Query,” Ian Kiwan created a set of job aids using his PowerPoint slides. He combined images of the slides with his slide notes. Participants could see where to click on the software interface and what information they needed to enter to complete the task. Figure 34 displays one page of the job aid that guides participants through opening the Business Objects program.

Job Aid handout. Screenshot: Browser: https://fhwaapps.fhwa.dot.gov/fmis5p/
                                    Toolbar: File, Edit, View, Favorites, Tools, Help
                                    (logo) U.S. Department of Transportation Federal Highway Administration, FMIS Home, Contact, About (button) Exit
                                    Tabs: Projects, Fund Control, Current Bill, (highlighted) Reports, FUNI
                                    (logo) FMIS 5.0 Fiscal Management Information  System
                                    FMIS - Fiscal Management Information  System – Prod
                                    Beside screenshot: From the FMIS Launch Page, mouse over the “Reports” button

From the FMIS Launch Page, mouse over the “Reports” button

Job Aid handout. Screenshot: Browser: https://fhwaapps.fhwa.dot.gov/fmis5p/
                                    Toolbar: File, Edit, View, Favorites, Tools, Help
                                    (logo) U.S. Department of Transportation Federal Highway Administration, FMIS Home, Contact, About (button) Exit
                                    Tabs: Projects, Fund Control, Current Bill, (dropdown menu extended) Reports showing pre-published reports, standard reports, Standard Reports Status, NBI Structure Number Relocation Worksheet, (emphasized Business Objects Reports), FUNI
                                    (logo) FMIS 5.0 Fiscal Management Information  System
                                    FMIS - Fiscal Management Information  System – Prod
                                    Beside screenshot: Click the link labeled “Business Objects Reports”

Click the link labeled “Business Objects Reports”

Source: Kiwan (2019).

Figure 34: Excerpt from “Getting into Business Objects” job aid