MOC Workflow and Rules

MOC Manager is a user configurable workflow processor designed to structure the change process in accordance with your company’s business rules and guidelines. Features:

User Configurable Workflows.

Sends Emails Automatically.

Over 15 workflow building block steps.

Notification and Reports For Management.

Notification For Supervisors and Subject Matter Experts.

Attached Documents at Any Step.

Graphical Charting and Statistics

Overview

MOC Workflow and Rules

MOC Workflow Editor

MOC Main Menu View Existing MOCs

Create MOC

MOC Workflow and Rules

Setup Workflow Click to Save

Add Parent Step

Add Sub-Step

Select Step Type

Select Working Group

Task Description

MOC Workflow and Rules

Workflows

Unlimited Parent Steps

Unlimited Child or Sub-Steps.

Unlimited Workflows.

Add New Workflow ID from Main Menu.

New Workflows Inherit From Default.

Delete and/or Add Steps as Necessary.

Select Working Group. Default Working Group is MOC Team.

MOC Workflow and Rules

Workflow Building Blocks

Standard Step

Approval Step

Email Notice Step

Impact Documents Step

Impact Drawings Step

Impact Training Step

Yes/No/NA Certification Step

Step With Attached Checklists

Release Step

Close MOC Step

Document Status Step

Training Status Step

Email Notice Response Tracking

Task Assignment Step

Design Review With Checklist

PSSR Certification Step

MOC Workflow and Rules

Create MOCClick To Create

Text Box If No Assets Registered.

MOC Workflow and Rules

MOC Search

MOC Example

MOC Workflow and Rules

Sample Workflow Step – Task Assignment

Target Dates

Stop Step

Start Step

Assigned ToTask Status

Save Settings

Task Link

MOC Workflow and Rules

Sample Workflow Step – Impact Notice

Screen Navigation

Import Document

Stop Step

Send Notice

Start Step

Notice Text

MOC Workflow and Rules

Parent Steps Are Processed in Sequence.

Sub-Step Can Be Processed in Parallel.

Steps Marked As “Not Applicable” Are Skipped.

A Parent Step Cannot Be Closed Until Sub-Steps Are Complete.

Next Parent Step Cannot Start Until the Previous Parent Step is Complete.

The MOC Cannot Be Closed with Steps Incomplete.

A Step Cannot Be Started Until it is Assigned and Has Target Start and End Dates.

Only the Assigned To and MOC Lead Can Activate Steps.

Step is Started By Clicking the Green Button.

Step is Ended by Clicking the Red Button.

Click Check Button To Save Changes.

Workflow Rules

MOC Workflow and Rules

BUTTONS

Next Parent Step

Previous Parent Step

Next Sub-Step

Previous Sub-Step

Start Step

Stop Step

Exit Step

Save Information

Send Email

Link Document

MOC Workflow and Rules

END OF CBT TRAINING