Learning Outcomes
After completing this unit, you will be able to:
- Create Actions from a SOP
- Add a Description to an Action
- Add a Department to an Action
- Edit/Delete Actions from a SOP
- Edit/Delete Description, Department, Title of a SOP
Extracting Actions from your SOP is a key functionality of traCXio. Adding Actions to your SOP, makes your Administrative Operational Document, a Complex Actionable CX Management tool.
Create Actions
- Open the traCXio website, and log in using your credentials.
- Select SOPs from the top horizontal navigation menu.
- Select the SOP you wish to Edit. On the top right-hand corner, Select Edit.
- From the Description box, Highlight the content you wish to create an action from.
Note: Content selected needs to be greater than 30 characters. - Click on Create Action on the top right-hand corner of the screen. (Refer to image 96)
- A new window will pop up, with the Description box pre-filled with your selection. (Refer to image 97).
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- Add a Title to the Title Box.
- Select the Department you wish the action to be assigned to. (Refer to image 97)
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- To finalise your changes, Select Save at the bottom right of the screen, and the action is created successfully. (Refer to image 98)
- Your action is successful when the Status Bar is green and read SOP Action Created Successfully. (Refer to Image 99)
- Your newly added action will appear on the right-hand side of the screen. (Refer to Image 99)
Edit/Delete Actions
- Open the traCXio website, and log in using your credentials.
- Select SOPs from the top horizontal navigation menu.
- Select the SOP you wish to Edit. On the top right-hand corner, Select Edit.
- On the right vertical menu, under Actions, identify the Action you wish to edit.
- Select the three-dot button. (Refer to Image 100) From the drop-down menu select:
- Edit:
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- You can Edit the Title, Description Box and Department. (Refer to Image 101)
- To Save your changes, Select Save at the bottom right of the window. (Refer to Image 102)
- To cancel your action, select Cancel.
- You will see your changes appear on the screen.
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- Or Delete: (Refer to Image 103)
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- A new window will appear asking: “Are you sure? Do you really want to delete this SOP Action permanently?”
- To confirm, select Yes, Delete. (Refer to Image 103)
- To cancel your action, select Cancel.
- Your action will be removed from the right vertical menu.
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