1. Setup MOC Design Review Step The MOC Design Review Step provides a method to verify that critical design considerations are included in the MOC. In some jurisdictions, this step is required. Features: Can be used as a primary (parent) step or sub-step (child). When used as a parent step, sub-steps can be specific design review questions or one or more checklist forms. When used a child step, it is used with a checklist form. Answers can be a standard step, Yes/No/NA step or checklist step with attached record of completion. Each step can be assigned to a specific work group such as Engineering, Operations, Environmental, etc. OVERVIEW

2. Setup MOC Design Review Step Click To Launch MOC Workflow Setup Screen Launch Workflow Setup

3. Setup MOC Design Review Step MOC Design Review StepDesign Review Checklist Form Step Group Step Question/Task

4. Setup MOC Design Review Step Click Design Review Step

5. Setup MOC Design Review Step Step CertificationStep Answer (User Configurable) Design Review Checklist Form Select Checklist Form Select Checklist Record Design Review Question

6. Setup MOC Design Review Step Example Design Review Checklist

7. Setup MOC Design Review Step When To Use A Design Review 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.

8. Setup MOC Design Review Step Design Review Yes/No/NA Form Design Review Question Answer OptionsStep Certification

9. Setup MOC Design Review Step When To Use A Design Review Yes/No/NA Form When the tasks are completed by different people. When it requires a Yes/No/NA answer. When each checklist task does have to be tracked.

10. Setup MOC Design Review Step Design Review with Standard Step Form Design Review Action Text Answer

11. Setup MOC Design Review Step When To Use A Design Review Standard Step Form When the tasks are completed by different people. When it requires a Text answer. When each checklist task does have to be tracked.

12. Setup MOC Design Review 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 You Must Be The Assigned To Person Assigned To Person Closes Step By Clicking the Red Button STEP RULES

13. Setup MOC Design Review 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

14. Setup MOC Design Review Step END OF CBT TRAINING