Collaboration

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 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.