Create an Action from a SOP

Learning Outcomes

After completing this unit, you will be able to: 

1. Create Actions from a SOP
2. Add a Description to an Action
3. Add a Department to an Action
4. Edit/Delete Actions from a SOP
5. 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

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.
   
   
4. From the Description box, Highlight the content you wish to create an action from.
   Note: Content selected needs to be greater than 30 characters.
   
   
5. Click on Create Action on the top right-hand corner of the screen. (Refer to image 96)
   
   
6. A new window will pop up, with the Description box pre-filled with your selection. (Refer to image 97).
   
   
   • • Add a Title to the Title Box.
     • Select the Department you wish the action to be assigned to. (Refer to image 97)
       
       
7. To finalise your changes, Select Save at the bottom right of the screen, and the action is created successfully. (Refer to image 98)
   
   
8. Your action is successful when the Status Bar is green and read SOP Action Created Successfully. (Refer to Image 99)
   
   
9. Your newly added action will appear on the right-hand side of the screen. (Refer to Image 99)

Edit/Delete Actions

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.
   
   
4. On the right vertical menu, under Actions, identify the Action you wish to edit.
   
   
5. Select the three-dot button. (Refer to Image 100) From the drop-down menu select:
   
   
6. Edit:
   
   
   • • 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.
       
       
7. Or Delete: (Refer to Image 103)
   
   
   • • 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.