Overview 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

MOC Main Menu View Existing MOCs Create MOC MOC Workflow Editor

Setup Workflow Click to Save Add Parent Step Add Sub-Step Select Step Type Select Working Group Task Description

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.

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

Create MOC Click To Create Text Box If No Assets Registered.

MOC Search MOC Example

Save Settings Sample Workflow Step – Task Assignment Stop Step Start Step Task Link Task Status Assigned To Target Dates

Sample Workflow Step – Impact Notice Import Document Screen Navigation Stop Step Start Step Send Notice Notice Text

Workflow 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.

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