1. 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.

2. Launch Workflow Setup
Click To Launch MOC Workflow Setup Screen

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

4. PSSR Certification Parent Form

5. 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.

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

7. Example PSSR Checklist

8. 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.

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

10. 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.

11. PSSR Step – Document Status
Document Not Updated
Documents Tracked

12. 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.

13. PSSR Training Step – Training Status
Send Custom
Person Trained
Person Not Trained

14. 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.

15. PSSR Action Task
PSSR with Standard Step Form
Text Answer

16. 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.

17. 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

18. BUTTONS
Next Parent Step
Previous Parent Step
Next Sub-Step
Previous Sub-Step
Start Step
Stop Step
Exit Step
Save Information
Send
Link Document

19. END OF CBT TRAINING