1. 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 s 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

2. MOC Main Menu
View Existing MOCs
Create MOC
MOC Workflow Editor

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

4. 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.

5. Workflow Building Blocks
Standard Step
Approval Step
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
Notice Response Tracking
Task Assignment Step
Design Review With Checklist
PSSR Certification Step

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

7. MOC Search
MOC Example

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

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

10. 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.

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

12. END OF CBT TRAINING