Create a New Version of a SOP

Learning Outcome

After completing this unit, you will be able to: 

1. Edit the Content of a SOP
2. Save SOP as a New Version

Editing the content of your SOP highlights the ever-changing nature of the standards and the natural evolution of a Standard Operating Procedure. Having an easy-to-use editing functionality facilitates the natural evolution of operations, promotes improvement within the business and encourages further employee accountability.

1. Open the traCXio website, and log in using your credentials.
   
   
2. Select SOPs from the top horizontal navigation menu. 
   
   
3. Select the SOP you wish to Edit. On the top right-hand corner, Select Edit (Refer to images 92 and 93).
   
   
4. To Save your changes, Select the Save button on the top right-hand corner. You will be prompted with two options:
   
   
   • • Save as Current Version: the content you edited will be saved in the existing version (Refer to image 94)
     • Save as New Version: the content you edited will be saved as a New Version, including previous version content. (Refer to images 94 and 95)
       Note: When you Save your SOP as a New Version, it will be named SOP Version 2/3/4…
       
       
5. Your action is successful when the Status Bar will be green and read SOP Version Created Successfully. (Refer to image 95)