OVERVIEW The MOC PSSR Step provides a method to verify that critical change considerations have been verified complete prior to start-up. In some jurisdictions, this step is required. Features: Can be accomplished by combining one or more step forms. Standard Step PSSR Checklist Step PSSR Certification Step PSSR Yes/No/NA Step Each step or sub-step can be assigned to a specific work group such as Engineering, Operations, Environmental, etc.

Launch Workflow Setup Click To Launch MOC Workflow Setup Screen

MOC PSSR Step PSSR Certification Parent Form Step Group Step Question/Task

PSSR Certification Parent Form

PSSR Certification Parent Form Used a parent form only. Used in conjunction with sub-step tasks. Can reference or link to MOC PSSR compliance record.

PSSR Checklist Form PSSR Question Select Checklist Record Select Checklist Form Step Answer (User Configurable) Step Certification

Example PSSR Checklist

When To Use A PSSR 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.

PSSR Question PSSR Yes/No/NA Form Answer Options Step Certification

When To Use A PSSR Yes/No/NA Form When the tasks are completed by different people. When it requires a Yes/No/NA answer. When each tasks requires certification. When each checklist task does have to be tracked.

PSSR Step – Document Status Document Not Updated Documents Tracked

When To Use A PSSR Document Status Form When the documents are required to be verified complete. When the task is assigned to a specific person and tracked. When a Document impact form is used.

PSSR Training Step – Training Status Send Custom Email Person Trained Person Not Trained

When To Use A PSSR Training Status Form When Training is required to be verified complete. When the task is assigned to a specific person and tracked. When a Training impact form is used.

PSSR Action Task PSSR with Standard Step Form Text Answer

When To Use A PSSR Standard Step Form When a certification is not required. (Not Regulatory) When it requires a Text answer. When each checklist task does have to be tracked.

STEP RULES 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

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

END OF CBT TRAINING