Import Actions from a Standard Operating Procedure

Learning Outcome

After completing this unit, you will be able to:

1. Import Actions from a SOP

When adding an Action to a Service Blueprint you can choose between creating Actions for that SBP, or you can choose actions from a Standard Operating Procedure (SOP) document.

1. In the traCXio app, select Service Blueprints on the top horizontal menu.
   
   
2. To add an Action, select the Service Blueprint you wish to edit.
   
   
3. Click on the Card you wish to add an Action to.
   Note: Actions can only be added to the following cards:
   • Employee Front Action
   • Employee Back Action
   • Support System
     
     
4. At the bottom of the pop-up window, Select the blue icon reading Choose from SOP.
   
   
5. From the drop-down menu, Select which SOP you wish to extract Actions from. You can look for a particular SOP by using the Search Bar at the top of the window.
   Note: Only Published SOPs will be viewable in the Service Blueprint.
   
   
6. To confirm, Select Next.
   
   
7. A list of Actions will appear. Select the Action you wish to add.
   Note: You can only add one Action at a time. Ensure you have already created the Actions in the SOP prior to adding them to your Service Blueprint.
   
   
8. To confirm your selection, Select Save. To go back, Select Cancel.
   
   
9. You have successfully added your Action when the Status bar is green and reads Task Created Successfully.
   
   
10. Don’t forget to Save your changes again when you are brought back to the first pop window, by selecting Save at the bottom right of the screen.
    
    
11. Your action is successful when the Status Bar is green and reads Data Updated Successfully.