Manage all versions of a SOP

Learning Outcome

After completing this unit, you will be able to:

1. Find other versions of your SOP
2. View which Version of SOP is published
3. Unpublish a SOP Version
4. Delete a Version of a SOP

Having multiple versions of a SOP can be a very resourceful tool in any organisation. Having multiple versions, enables to optimize your SOPs without deleting previous work.

1. In the traCXio app, select SOPs on the top horizontal menu.
   
   
2. Select the SOP you wish to duplicate.
   
   
3. On the top right-hand corner of your SOP, Select the grey box that reads SOP Version + the Version number.
   
   
4. Click on Manage All and Select the SOP you wish to open.
   
   
5. You will be able to view which Version of the SOP has been Published and the Drafts.
   Note: You can only publish one SOP Version at a time.
   
   
6. If you wish to Unpublish a SOP:
   
   
   • • Identify which SOP Version to unpublish.
     • Select the Unpublish button.
     • You will see an Unpublished label next to the SOP Version.
       Note: Ensure you Publish another Version of the SOP to be able to create actions and tasks from it.
       
       
7. To delete a Version: Select Delete.
   
   
   • • A new window will appear asking: “Are you sure? Do you really want to delete this SOP Action permanently?”
     • To confirm, select Yes, Delete.
     • To cancel your action, select Cancel.
     • Your action is successful when the Status Bar is green and read SOP Version Deleted Successfully.