Create a SOP (Administrator, Department Lead)

Learning Outcome

After completing this unit, you will be able to: 

1. Create a SOP
2. Add Detail to a SOP
3. Add Content to a SOP Blank Card
4. Change layout between Tile view and List view
5. Delete a SOP

1. Open the traCXio website, and log in using your credentials.
   
   
2. Select SOPs from the top horizontal navigation menu. (Refer to Image 75)
   
   
   
3. On the top right-hand corner of the SOP page, you can choose two ways of viewing your SOPs:
   
   
   • • For a Tile View, Select the four small blue squares.
     • Select the three-dot/three-line option.
       
       
4. On the top right-hand corner of the screen, Select Create New. You will be directed to an editor dashboard to commence the process of generating a SOP. (Refer to images 76 and 77)
   
   
5. To add a Title, Category and Sub-Category, Select Add a SOP detail in the top left corner. A new window will pop up. (Refer to images 78 and 79)
   
   
6. Enter the SOP Name in the Title Box. (Refer to image 80)
   
   
7. Select an SOP Category from the drop-down menu. (Refer to image 80)
   Note: To add a new Category and/or Subcategory to the SOPs, you must create it beforehand. To do this, go to your Settings > SOP Categories > Add Category. 
   
   
8. Select an SOP Sub-Category from the drop-down menu. (Refer to image 81)
   
   
9. To Save your changes, Click on Save at the bottom right of the screen. (Refer to images 82 and 83)
   
   
10. Add Content to the SOP Blank Card. On the top horizontal menu of the SOP Card, you will see a wide array of Editing Options to customise the layout of your document. Hover over each icon to see its functionality:
    
    
    • • Left arrow / Right Arrow: to cancel action, restore action
      • Choose Headings: each heading will appear on the left side of the screen
      • Subscript / Superscript
      • Underline / Bold / Strikethrough / Italic
      • Insert a link
      • Bulleted List
      • Highlighter / Font Colour / Font Size / Font Family
      • Text Alignment / Decrease Indent / Increase Indent
      • Horizontal Line / Page Break
      • Insert Image / Insert Image via URL
      • Block Quote / Highlight /
      • Insert Table / Insert Media / Find & Replace

     

11. To Save your changes, Select Save at the top right-hand corner of the screen.
    
    
12.  Select Save Current Version to finalise your changes.
    
    
13. Your action is successful when the status bar is green and read SOP Created Successfully. Your SOP will be displayed on the My SOPs page. (Refer to images 84 and 85)

     

14. To Delete a SOP, Identify which SOP you wish to delete.
    
    
    • • On the top right of the SOP Box, Select the red Bin Icon.
      • A new window will appear asking “Are you sure? Do you really want to delete this SOP Permanently?"
      • To confirm, Select Yes, Delete.
      • To cancel, Select Cancel.
      • Your action is successful when the Status Bar will be green and read SOP Deleted Successfully.