setup moc design review step the moc design review step provides a method to verify that critical...

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Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some jurisdictions, this step is required. Features: Can be used as a primary (parent) step or sub- step (child). When used as a parent step, sub-steps can be specific design review questions or one or more checklist forms. When used a child step, it is used with a checklist form. Answers can be a standard step, Yes/No/NA step or checklist step with attached record of completion. Each step can be assigned to a specific work group such as Engineering, Operations, Environmental, etc. OVERVIEW

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Page 1: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some jurisdictions, this step is required. Features:

Can be used as a primary (parent) step or sub-step (child).

When used as a parent step, sub-steps can be specific design review questions or one or more checklist forms.

When used a child step, it is used with a checklist form.

Answers can be a standard step, Yes/No/NA step or checklist step with attached record of completion.

Each step can be assigned to a specific work group such as Engineering, Operations, Environmental, etc.

OVERVIEW

Page 2: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Click To Launch MOC Workflow Setup Screen

Launch Workflow Setup

Page 3: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

MOC Design Review Step Design Review Checklist Form

Step Group

Step Question/Task

Page 4: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Setup MOC Design Review Step

Click Design Review Step

Page 5: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Step CertificationStep Answer (User Configurable)

Design Review Checklist Form

Select Checklist Form

Select Checklist Record

Design Review Question

Page 6: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Example Design Review Checklist

Page 7: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

When To Use A Design Review Checklist

When the tasks are all completed by the same person.

Or are supervised by the same person taking responsibility for the step.

When each checklist task does not have to be tracked.

Page 8: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Design Review Yes/No/NA Form Design Review Question

Answer Options Step Certification

Page 9: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

When To Use A Design Review Yes/No/NA Form

When the tasks are completed by different people.

When it requires a Yes/No/NA answer.

When each checklist task does have to be tracked.

Page 10: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Design Review with Standard Step Form Design Review Action

Text Answer

Page 11: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

When To Use A Design Review Standard Step Form

When the tasks are completed by different people.

When it requires a Text answer.

When each checklist task does have to be tracked.

Page 12: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

Step Disabled without Target Start and End Dates Entered

Cannot Start Step Unless Previous Steps Have Been Completed

Assigned To Person Must Start Step By Clicking the Green Button

You Must Be The Assigned To Person

Assigned To Person Closes Step By Clicking the Red Button

STEP RULES

Page 13: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

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

Page 14: Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some

Setup MOC Design Review Step

END OF CBT TRAINING