Management of Change (MOC) Concepts

TrainingMine Management of Change (MOC)

Overview

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TrainingMine MOC

Basic Concepts

Any MOC is processed through a sequence of stages:

Pre-Approve* Originate Collaborate* Approve Implement Start-up Close-out (Complete)

Above workflow and process at each stage is explained next.

*Optional Stage

Copyright Frontline Data Solutions

MANAGEMENT OF CHANGE (MOC) PROCESS WORKFLOW


COLLABORATE

DISAPPROVED

DISAPPROVED

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

NOTIFY PEOPLE IMPLEMENT

APPROVE

NEW MOC

OR

COMMENTS

• Required tasks such as hazard reviews are primarily completed in Implementation, but some may be completed prior to Approvals • Tasks designated “Critical” must be completed prior to Start-up • Dashed items are optional or may not always occur

TrainingMine MOC

Stage – Pre-Approve

First workflow stage that begins with submittal of an MOC by a person logging in and filling in a simple MOC or change request form

Pre-Approvers designated for this form are sent e-mails; they log in and approve or disapprove the MOC

If approved, they select an Originator who scopes out and oversees the MOC through rest of the workflow


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Originate

In this stage, Originator processes the pre-approved MOC request, or creates a new MOC by filling in a form (if Pre-Approval is not used)

Enter or update MOC title, technical basis, HES impact, MOC type (permanent or temporary), and MOC Profile (an important feature that auto assigns Collaborators, Approvers, Requirements and Implementers, depending on type or severity of change)


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Collaborate

Collaborators are SMEs and/or final MOC approvers who discuss MOC and provide comments

Originator revises MOC on-line, for real-time review by Collaborators

Submits it for final approval Collaboration stage is optional and can

be skipped for simple MOCs, or when MOC scope has been previously discussed and agreed to


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Approve

One or more Approvers (names or positions) approve, disapprove or hold MOC (approval pending)

Disapproval or hold comments e-mailed to Originator

Disapproved MOC is placed in Voided folder for later retrieval

Approvers can be in any order, and can be pre-defined for a given type of MOC via a “Profile”


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Implement

Very important stage that tracks MOC implementation, to the detail desired

Tracked using standard pre-defined tasks (“Requirements”) such as hazards review, Engg/Const, PSSR, documentation updates, training and awareness sign-offs

Requirements can be critical or non-critical, attached to checklists, can be completed prior to approvals, and assigned to people in any order

Can be pre-defined for a given type of MOC via a “Profile”


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Start-up

Final review by an experienced “Implementation Manager” before giving permission to start up or “start using the change”

Reviews to ensure all Pre-Approvers, Collaborators, Approvers and Implementers comments are satisfactorily addressed, necessary change-related training completed, and remaining incomplete non-critical Implementation tasks are inconsequential


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Stage – Close-out

All remaining non-critical Implementation Requirements and action items must be completed at this stage

Receive awareness sign-offs from people absent prior to start-up

MOC, along with completed Implementation checklists, moved to Completed folder for future review and retrieval


COLLABORATE

ORIGINATE

PRE-APPROVE

CLOSE-OUT

START-UP

IMPLEMENT

APPROVE

TrainingMine MOC

Workflow Participants

Whenever an MOC task is assigned (such as Pre-Approve, Collaborate, Approve, Implement, Start-up or Close-out), person assigned gets an e-mail

Log-in to review the assigned task and follow instructions to complete assigned task

Upon completion, task is removed from assigned work area (MOC tab)

Process repeats when new MOC task assigned Follow e-mail reminders about incomplete tasks

and workflow status updates on completed tasks Copyright Frontline Data Solutions

TrainingMine MOC

Workflow Attributes

Workflow participants can be any number and any order (series/parallel or any combination)

Pre-Approvers and Approvers can be job titles Implementation can be broken down into as many

tasks as required, each task aided by a checklist Notification of affected people is a mandatory task Start-up allowed after “Critical” tasks completed Profiles pre-define implementation tasks and key

workflow participants for a given type of MOC; simplifies creating new MOCs Copyright Frontline Data Solutions

TrainingMine MOC

Administrators

People granted administrative and/or reporting access to an MOC organization level can: Create a new MOC Review and edit In-Process MOCs in the permitted

organization level Configure MOC elements such as Requirements,

Profiles and Templates (checklists) Create reports to track MOCs Control access permissions of other users


TrainingMine MOC

Summary of Key Features

Create custom forms and checklists to manage hazards reviews and PSSR

Track MOC action items using Action Tracking module Seamless notification of affected people “Profiles” categorize MOC types and workflows Link MOCs to equipment and attachments Store and resubmit disapproved MOCs Easily retrieve all MOC data and notes Customizable template-based reports Automatic e-mail notification on MOC tasks


Technology

Management of Change (MOC) Concepts