Publish a Service Blueprint

Learning Outcome

After completing this unit, you will be able to:

1. Understand what Publishing a Service Blueprint means
2. How to Publish a Service Blueprint
3. Distinguishing between Published and Draft

Publishing a Service Blueprint (SBP) turns a CX Strategy document into a 24/7 Management tool. It is a very useful functionality of traCXio, as it enables tasks to be scheduled from the SBP. A SBP can be one of three statuses:

• Published
• Inactive
• Draft
  
  

1. In the traCXio app, select Service Blueprints on the top horizontal menu.
   
   
2. Select the SBP you wish to publish.
   Note: Unpublished SBPs will have a yellow tag reading Draft.
   All Published SBPs will have a green tag reading Published.
   A Published SBP can also become Inactive.
   
   
3. On the top right-hand side horizontal menu of your SBP, Select the 2nd option that reads SBP Version… (1,2,3).
   
   
4. From the drop-down menu, click on Manage all.
   
   
5. Select which Version of the SBP you wish to Publish and click on Publish.
   
   
6. You have Published your SBP when you will read in green, next to the title of your SBP: Published.
   
   
7. Once your SBP has been Published, it will allow you to schedule tasks for CX Check ins.