Evaluation

Key Features

Evaluation requirements can be assigned to individuals or job roles in a sequential or simultaneous order with optional due dates. When the Originator starts the Evaluation stage, the MOC appears on each Evaluator's Frontline Desktop under the MOC tab as an Evaluate task. Evaluation results can be reviewed with Collaborators and changes can be made to the MOC scope prior to Approval.

Requirements

• Evaluation requirements can be assigned to an individual or a job role.
• If assigned to a job role, any person holding that job can work on the requirement.
• Job-assigned requirements cannot be transferred to another user.
• Individual-assigned requirements can be transferred to another person — all transfers are recorded in the requirement history, viewable via the History link.

Forms & Attachments

• Smart Forms can be built using the built-in form designer and attached to requirements.
• If a form is attached, the Evaluator must complete all required fields before the requirement can be closed out.
• Evaluators can attach documents at any time as evidence of progress or for reference.
• Any deficiencies discovered while completing a form can be documented as critical (pre-startup) or non-critical (post-startup) action items.
• Users with Report permissions can run reports on completed forms.

Action Column Status

• Complete Now – The requirement is ready to be worked on.
• Pending – The requirement is either assigned to someone else or blocked by a higher-priority task.

Verification

• If a requirement has a verifier, the Evaluator can only transfer it to the verifier upon completion — not to any other individual.
• The verifier can then close out the requirement or send it back to the Evaluator for additional work.

Tracking & Overrides

• Evaluators can track the status of all MOCs they're working on via the MOC Participation link in the Quick Links section of their Frontline Desktop.
• The Originator or a Power User can reassign any incomplete requirement to a different Evaluator or verifier, or complete a requirement on someone's behalf.

How to Start the Evaluation Stage

1. Go to MOC > In Process > [organization level] in the MOC module menu.
2. Click Start Evaluation on the MOC workflow diagram.
3. The MOC will appear on each Evaluator's desktop as an assigned task.

Tip: To notify Evaluators right away, click Send Immediate E-mails. Otherwise, they'll receive notification through the nightly batch email.

Note: The Start Evaluation task is also assigned to the Originator and will appear on their desktop as well.

How to Complete an Evaluation Requirement

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 or requirement links to view information relevant to your task.
3. Click Close to exit the summary.
4. Click Complete Now to begin working on the requirement.
5. The Requirement Completion form will appear, showing requirement details and any instructions from the originator.
6. If a Smart Form (checklist) is attached:
   • Click the form link and complete all required fields (marked with a red asterisk).
   • If any field triggers a pre-defined action item, fill in the details needed to assign it.
7. If a network document is attached:
   • Follow the instructions provided.
   • If needed, print the document, complete the required fields, then upload the finished version by clicking Choose File.
8. To save your progress without completing the requirement, select Enter Progress. The requirement will remain on your desktop and all prior progress can be reviewed via the History link.
9. Once finished, enter any optional comments in the Comments field and click OK.
10. The MOC moves to the next Evaluator. If there are no additional evaluation requirements pending, the Originator will receive an email to review the evaluation results.
11. Click the Frontline Desktop icon to return to your desktop.

Note: If the requirement has a Require Attachment setting enabled, you must upload an attachment before you can complete the task.

Once your requirement 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.