1. Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions, this step is required. Features: Impact groups could be operations, maintenance, contractors, etc. Creates Training Program for this specific MOC Can be used anywhere in a MOC process Can be used with CBT to track results Can send custom emails for different groups Can be used as a primary (parent) step or sub-step (child) Tracks updated training records for impacted people Can Be Assigned To A Specific Work Group Such As Trainers MOC TRAINING STEP

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

3. Setup MOC Training Step Add Training Step to Workflow

4. Setup MOC Training Step Click Impact Training Step

5. Setup MOC Training Step Impact Training Step – Create Program and Select Groups Select Groups Impacted Groups Use Existing Program Save, Add or Delete Create New Program

6. Setup MOC Training Step Impact Training Step – Training Material Training MaterialSelect Training Material From Library Select Program Select Group Link Document

7. Setup MOC Training Step Impact Training Step - Notices Enter Email Text Select Groups Click to Send Email Refresh Screen Enter Email Subject Text

8. Setup MOC Training Step Impact Training Step – Training Status Person Trained Person Not Trained Send Custom Email

9. Setup MOC Training Step Impact Training Step – Training Status Step Notes (6000 Char Max)

10. Setup MOC Training 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 Notice Text Cannot Be Null You Must Be The Assigned To Person All Training Should Be Complete Before Step Closes Assigned To Person Closes Step By Clicking the Red Button STEP RULES

11. Setup MOC Training 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

12. Setup MOC Training Step END OF CBT TRAINING