--- title: Evaluation Requirements description: MOC Evaluation Requirements --- [Skip to content](https://help.fldata.com/kb/evaluation-requirements#main-content) English Show submenu for translations [Customer portal](https://help.fldata.com/tickets-view?hsLang=en) ![fldata-logo.png\]](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?height=50&name=fldata-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.fldata.com/tickets-view) - Go to fldata.com Go to fldata.com How can we help you? - There are no suggestions because the search field is empty. 1. [Frontline Data Solutions EHS Knowledge Base](https://help.fldata.com/kb?hsLang=en) 2. [Management of Change (MOC)](https://help.fldata.com/kb/management-of-change-moc?hsLang=en) 3. [MOC Settings](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-settings) # Evaluation Requirements ## Evaluation requirements are tasks completed before an MOC is can start approval. They help the originator decide whether to move forward with the MOC, void it, or adjust its scope based on a risk/benefit analysis. A well-designed evaluation checklist can also help originators select the right profile and give approvers the information they need to make a sound approval decision. ### Key Features **Management** - Only MOC Power Users and Super Users can create and configure evaluation requirements. You'll find them under **Settings \> Requirements \> Evaluation.** **Scope** - Requirements can apply to a specific division or across your entire company. - To make a requirement company-wide, leave the Division field blank. **Attachments** - You can attach an S**mart form or checklist**, or link to a **network document via URL** — but not both at the same time. **Mandatory vs. Recommended** - Within a [profile](https://help.fldata.com/kb/moc-profiles?hsLang=en), requirements can be set as **mandatory** or **recommended**. - For high-risk areas of a process, consider making certain evaluation requirements mandatory in those profiles. **Assignment** - Requirements can be assigned to an **individual** or a [**job role**](https://help.fldata.com/kb/lms-create-and-maintain-jobs?hsLang=en). - Assignees can transfer their task to another person if needed. - You can set a **default Evaluator** — useful when the same person always handles specific evaluation tasks for certain MOC categories. - The MOC originator can also be set as the default Evaluator. **Verification** - A verifier can be added. Once a task is completed, it moves to the verifier's desktop for review. The verifier can complete/approve or transfer the task to a new individual or back to the original evaluator. **Due Dates** - Set a due date by entering a number in the **Days to Complete** field under **MOC \> In Process \> Evaluation**. - The due date is automatically calculated when the task is assigned: > **Days to Complete + Date Assigned = Due Date** - Administrators can set default **Days to Complete** values in MOC profiles. **Action Items** - Every requirement includes an [**Action Items**](https://help.fldata.com/kb/act-work-on-an-action-item?hsLang=en) button, which lets you create and assign follow-up action items directly from the requirement. --- ### How to Create an Evaluation Requirement 1. Go to **Settings \> Requirements \> Evaluation** and click **New** in the toolbar. 2. Enter a **Title** for the requirement. 3. Add an optional **Description** to provide more detail. 4. **Attach a form or document** (optional — choose one, not both): - *Form:* Select from the drop-down and click **View** to confirm it's correct. - *Document:* Click **Choose File**, browse for your file, and select **Open**. After saving, a **View** link will appear so you can verify it. 5. - *Can be completed after creating the MOC* – The task can be closed once the MOC is submitted. - *Must remain open until MOC is closed out* – The task stays active on the assignee's desktop until the full MOC is closed.**If you wish the requirment to create a new MOC**, check the **Create MOC** box and choose how the task should work: 6. Check **Require Attachment** if the assignee must upload a file before completing the task. - Only one attachment is allowed when marking a task Complete. However, assignees can add additional attachments by saving progress multiple times (up to the limit per entry). 7. **Set the Evaluator** (optional): - *Originator* – Select "Originator" from the Evaluator Type drop-down. - *Specific person or job role* – Select "Individual" or "Job," search for the person or role, and click **OK**. To narrow to a specific user within a job, click the group icon to see a list of assigned users. 8. Confirm the **Company** and **Division** are correct. - *Division-specific:* Select the appropriate Division. - *Company-wide:* Leave the Division field blank. This is typically used for standardized requirements across all divisions. In this case, it's recommended to leave the Evaluator field blank until the requirement is added to a division-specific profile. 9. Click **Save**. The requirement is now available for use. > **Tip:** If you haven't created the form you want to attach yet, save the requirement without one, build the form, then come back and edit the requirement to attach it. > > [![8a-evaluation-requirement](https://help.fldata.com/hs-fs/hubfs/KB/Thumbnails/8a-evaluation-requirement.jpg?width=670&height=377&name=8a-evaluation-requirement.jpg)](https://help.fldata.com/hubfs/KB/Videos/How%20to%20Create%20an%20MOC%20Evaluation%20Requirement.mp4?hsLang=en) - [Management of Change (MOC)](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#main-content) - [MOC Basics](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-basics) - [MOC Settings](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-settings) - [MOC Stages](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-stages) - [Learning Management System (LMS)](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#main-content) - [LMS People](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-people) - [LMS Author](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-author) - [LMS Curriculum](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-curriculum) - [LMS Classes](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-classes) - [LMS Settings](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-settings) - [Events & Action Items (ACT)](https://help.fldata.com/kb/events-action-items-act?hsLang=en#main-content) - [Event Stages and Tasks](https://help.fldata.com/kb/events-action-items-act?hsLang=en#event-stages-and-tasks) - [Action Items](https://help.fldata.com/kb/events-action-items-act?hsLang=en#action-items) - [ACT Settings](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-settings) - [ACT Basics](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-basics) - [Contractor Safety Management (CSM)](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#main-content) - [CSM EHS Owners](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-ehs-owners) - [CSM Contractors](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractors) - [CSM Contractor Administrators](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractor-administrators) - [Reporting](https://help.fldata.com/kb/reporting?hsLang=en) - [Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#main-content) - [LMS Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#lms-dashboards) - [MOC Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#moc-dashboards) - [Action Item Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#action-item-dashboards) - [Event Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#event-dashboards) - [Mobile App](https://help.fldata.com/kb/mobile-app?hsLang=en#main-content) - [App Overview](https://help.fldata.com/kb/mobile-app?hsLang=en#app-overview) - [Mobile App Offline](https://help.fldata.com/kb/mobile-app?hsLang=en#mobile-app-offline) - [Technical Services](https://help.fldata.com/kb/technical-services?hsLang=en#main-content) - [Frontline Services](https://help.fldata.com/kb/technical-services?hsLang=en#frontline-services) - [General](https://help.fldata.com/kb/technical-services?hsLang=en#general) [![Chill listening crop-3](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?width=110&height=24&name=fldata-logo.png "Chill listening crop-3")](https://fldata.com) fldata.com Help Center Copyright © 2026, Frontline Data Solutions