Setup MOC Document Step

The MOC Document Step provides a method to verify that impacted documents have been identified and updated by the MOC. In some jurisdictions, this step is required. Features:

Impact documents could be procedures, MSDS, P&IDs, etc.

Identifies specific impacted documents for the MOC

Can be used to determine impact and update status

Can be used in conjunction with other DMS

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

Tracks updated documents/records

Can Be Assigned To A Specific Work Group Such As Document Controllers or Project Information Managers

MOC DOCUMENT STEP

Setup MOC Document Step

Click To Launch MOC Workflow Setup Screen

Launch Workflow Setup

Setup MOC Document Step

Setup MOC Document Step

Add Document Step to Workflow

Setup MOC Document Step

Setup MOC Document Step

Click Impact Document Step

Setup MOC Document Step

Impact Document Step – Identify Documents

Impacted DocumentsDocument Library

Documents Sorted By Type

Setup MOC Document Step

Setup MOC Document Status Step

Add Document Status Step

Setup MOC Document Step

Impact Document Step – Document Status

Documents Tracked

Document Not Updated

Setup MOC Document 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

All Documents Should Be Updated or Superseded Before Step Closes

Assigned To Person Closes Step By Clicking the Red Button

STEP RULES

Setup MOC Document 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

Setup MOC Document Step

END OF CBT TRAINING