Publish a SOP

Learning Outcome

After completing this unit, you will be able to:

1. Understand what Publishing a SOP means
2. How to Publish a SOP
3. Distinguishing between Published and Draft

Publishing a SOP turns a CX Strategy document into a 24/7 Management tool. It is a very useful functionality of traCXio, as it enables actions to be created from the SOP. A SOP can be one of three statuses:

• • Published
  • Inactive
  • Draft

1. In the traCXio app, select SOP on the top horizontal menu.
   
   
2. Select the SOP you wish to publish.
   Note: Unpublished SOPs will have a yellow tag reading Draft.
   All Published SOPs will have a green tag reading Published.
   A Published SOP can also become Inactive.
   
   
3. On the top right-hand side horizontal menu of your SOP, Select the 2nd option that reads SOP Version… (1,2,3).
   
   
4. From the drop-down menu, click on Manage All.
   
   
5. Select which Version of the SOP you wish to Publish and click on Publish.
   
   
6. You have Published your SOP when you will read in green, next to the title of your SOP: Published.
   
   
7. Once your SOP has been Published, it will allow you to create tasks for CX Check-ins.