MOC DOCUMENT STEP The MOC Document Step provides a method to verify that impacted documents have been identified and updated by the MOC. In some jurisdictions, this step is required. Features: Impact documents could be procedures, MSDS, P&IDs, etc. Identifies specific impacted documents for the MOC Can be used to determine impact and update status Can be used in conjunction with other DMS Can be used as a primary (parent) step or sub-step (child) Tracks updated documents/records Can Be Assigned To A Specific Work Group Such As Document Controllers or Project Information Managers

Launch Workflow Setup Click To Launch MOC Workflow Setup Screen

Setup MOC Document Step Add Document Step to Workflow

Setup MOC Document Step Click Impact Document Step

Impact Document Step – Identify Documents Documents Sorted By Type Document Library Impacted Documents

Setup MOC Document Status Step Add Document Status Step

Impact Document Step – Document Status Document Not Updated Documents 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Must Start Step By Clicking the Green Button You Must Be The Assigned To Person All Documents Should Be Updated or Superseded Before Step Closes Assigned To Person Closes Step By Clicking the Red Button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