--- title: Collaboration description: MOC Collaboration Stage --- [Skip to content](https://help.fldata.com/kb/moc-collaboration#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 Stages](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-stages) # Collaboration ## The Collaboration stage is an optional stage that allows subject matter experts, Approvers, and other stakeholders to review the MOC online, ask questions, and share comments with the Originator and fellow Collaborators in real time. ### **Key Features** **Collaborators** - Any Collaborator can invite additional Collaborators to join the review and discussion. - Originators or Power Users can add or remove a Collaborator — but only if that Collaborator has not yet added comments. - Once a Collaborator begins collaborating, they cannot be removed and must finish their task. **Reopening a Collaboration Task** - Originators or Power Users can reopen a Collaboration task for any Collaborator who has already finished. - Explanatory comments are required when reopening a task — these are immediately emailed to the returning Collaborator and the MOC is placed back on their Frontline Desktop for additional comments. **Due Dates** - If "Days to Collaborate" is enforced, each Collaborator's task will show a due date, calculated as: > **Days to Collaborate + Date Assigned = Due Date** - Tasks are automatically completed on the due date, even if some Collaborators have not finished. - If due dates are enforced after the Collaboration stage has already started, due dates are still calculated based on the original date the task was assigned. - If the due date has already passed, the Collaboration task will be closed out automatically by the next day. **Comments & Attachments** - All communications are date/time stamped and stored in the order entered. - Collaborators cannot edit previous comments or attachments — only new ones can be added. **Tracking Collaboration** Collaborators can monitor the status of all MOCs they're involved in via the **MOC Participation** link in the Quick Links section of their Frontline Desktop. --- ### **How to Start the Collaboration Stage** 1. Go to **MOC \> In Process \> \[organization level\]** in the MOC module menu. 2. Click **Start Collaboration** on the MOC workflow diagram. 3. The MOC will appear on each Collaborator's desktop as an assigned task. > **Tip:** To notify Collaborators right away, click **Send Immediate E-mails**. Otherwise, they'll receive notification through the nightly batch email. > **Note:** The Start Collaboration task is also assigned to the Originator and will appear on their desktop as well. When starting Collaboration, you'll be prompted to add the Originator as a Collaborator if desired. --- ### **How to Add a Collaborator to an MOC** Collaborators can be added to an MOC at any point during the Collaboration stage, either from the MOC Summary or directly from the Collaboration tab. **From the MOC Summary:** 1. From your **Frontline Desktop**, select the MOC title under the **MOC tab**. 2. Click **View MOC Summary**. 3. Click **Add Collaborator**. 4. Enter search criteria and click **Search**. To see all available users, leave the search field blank and click **Search**. 5. Select the Collaborator(s) from the list and click **Save**. The selected Collaborators will receive a Collaborate task on their Frontline Desktop and be notified via the nightly batch email. To notify them immediately, click **Send Immediate E-mails** after saving. **From the Collaboration Tab:** 1. Go to **MOC \> In Process \> \[organization level\]** in the MOC module menu and select the MOC. 2. Click the **Collaboration** tab. 3. Click **New** in the toolbar. 4. Select the Collaborator type (Individual or Job) and enter search criteria, then click **Search**. 5. Check the box next to the person or job you want to add. 6. Enter an **Order of Collaboration** for the new Collaborator. 7. Enter **Days to Collaborate** if a due date is needed. 8. Click **Save**. > **Note:** Collaborators can only be removed if they have not yet added any comments. Once a Collaborator begins collaborating, they cannot be removed and must finish their task. If a Collaborator has already finished and needs to be brought back into the discussion, use the reopen functionality described in the Key Features section above. > > [![10a-add-collaborator](https://help.fldata.com/hs-fs/hubfs/KB/Thumbnails/10a-add-collaborator.jpg?width=670&height=377&name=10a-add-collaborator.jpg)](https://help.fldata.com/hubfs/KB/Videos/How%20to%20Add%20MOC%20Collaborators%20to%20an%20MOC.mp4?hsLang=en) --- ### **How to Complete a Collaboration Task** 1. From your **Frontline Desktop**, select the MOC title under the **MOC tab**. 2. Click **View MOC Summary** and review it carefully. Select any attachment links to view relevant information. 3. To add additional Collaborators: - While viewing the MOC Summary, click **Add Collaborator** and enter search criteria, then click **Search**. - Select the Collaborator(s) from the list and click **Save**. They will receive a Collaborate task on their Frontline Desktop. 4. Click **Close** to exit the MOC Summary. 5. Click **Take Action** to begin collaborating. The Collaborator action form will appear, allowing you to add comments and review attachments from other Collaborators. 6. To add an attachment, click **Choose File**, browse to the file, and click **Save**. 7. To receive email notifications from other Collaborators after finishing your task, check the **Send me e-mail notifications about new comments** checkbox. 8. Choose one of the following options: - **Close without Saving Changes** – Closes the form without saving any comments or attachments. - **Save and Keep Collaborating** – Saves your comments and/or attachments but keeps the MOC on your Frontline Desktop for further collaboration. - **Finish Collaborating** – Saves your comments and/or attachments and removes the MOC from your Frontline Desktop. 9. Click the **Frontline Desktop** icon to return to your desktop. Once your task is completed, the MOC will be removed from your MOC tab. If it was your only assigned MOC task, the MOC tab will no longer appear on your Frontline Desktop. 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