--- title: Pre-Approval  description: Pre-Approval Settings MOC --- [Skip to content](https://help.fldata.com/kb/moc-pre-approval#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) # Pre-Approval ## Pre-Approval shortcuts allow users to submit an MOC request for review before a full MOC is created. This saves time and effort, and If the concept is rejected during Pre-Approval, the originator doesn't need to develop the full MOC scope. Any MOC created through a Pre-Approval shortcut automatically goes through the Pre-Approval stage before entering the standard MOC workflow. ### **Key Features** **Access & Configuration** - Only MOC Power Users and Super Users can create and configure Pre-Approval shortcuts. - Multiple Pre-Approval shortcuts can be created to address different workflows or organizational areas. - Anyone with a Frontline Desktop shortcut to a Pre-Approval form can submit an MOC request. **Pre-Approvers** - Each Pre-Approval has one or more designated Pre-Approvers, who can be individuals or job roles arranged in sequential or parallel order. - If a Pre-Approver is assigned by job role, all people holding that job receive an email notification and any one of them can complete the Pre-Approval task. - The **Require all Pre-Approvers to Approve** option can be enabled to require unanimous approval before the MOC request is considered approved. - If disapproved, the MOC is immediately voided and moved to the **MOC \> Voided** folder. **Submission Requirements** - If you want the person submitting the MOC request to complete a custom form or checklist, an MOC Administrator can configure a **Submission Requirement** within MOC Settings. - Submission Requirements are only available when a Profile is selected that includes requirements in the Evaluation stage. - The requirement selected must be an Evaluation requirement with an order of 1. - The completed form is saved with the MOC as long as the form is part of the selected profile via its implementation requirement. **Profile & Originator** - A Profile can optionally be selected for the Pre-Approval form to guide Pre-Approvers and the Originator. The Originator can also select or change the profile later when processing the MOC. - A default Originator can be designated for any MOCs submitted through the shortcut. **Pre-Approval Records** - Once Pre-Approved, the original Pre-Approval request is stored in the **Pre-Approvers** tab of the MOC and is not editable. - The MOC Summary also displays the Pre-Approval details near the top of the page. If an MOC did not go through Pre-Approval, this area will be blank. > **Tip:** If you have many Ref Codes and want to minimize the number of shortcuts on users' desktops, consider using a generic Ref Code and instructing Originators to update it to the correct Ref Code when they begin processing the approved request. > **Note:** If no order is entered for Pre-Approvers, they will default to parallel order. --- ### **How to Create a Pre-Approval Shortcut** #### Step 1: Create the Pre-Approval 1. Go to **Settings \> Pre-Approval** in the MOC module menu. 2. Click **New** in the toolbar. 3. Enter a **Title**, **Description**, and **Ref Code**. Use a recognizable title with a clear description so users know which shortcut to use. 4. If users need to complete an additional form during submission, select a **Profile** that contains the relevant Evaluation requirement, then choose the requirement from the **Submission Requirement** dropdown. 5. Select an optional **Profile** for this Pre-Approval form to assist Pre-Approvers and the Originator. 6. Check **Require all Pre-Approvers to Approve** if unanimous approval is required. 7. Optionally select a **Default Originator** — enter a few characters of their last name, click the ellipses, and select the person. 8. Click **Save**. The new Pre-Approval is added to the list. #### Step 2: Add Pre-Approvers 1. Click the **Pre-Approvers** tab. 2. Click **New** in the toolbar. 3. To add by job title, click **Jobs**. Enter the first few characters of the person's name or job title and click **Search**. To see all people and jobs in your division, leave the search field blank and click **Search**. 4. Select the person or job from the list and enter an **Order**. > **Note:** Clicking the job title hyperlink will show you who is currently assigned to that job. 5. Click **Save**. 6. Click **Reorder** if you need to reorder multiple Pre-Approvers simultaneously. #### Step 3: Add Desktop Shortcuts 1. Click the **People with Desktop Shortcut** tab. 2. Click **New** in the toolbar. 3. Search for users by name or by account: - To search by account, select an account and click **Search**. - To search by name, enter any part of the person's name and click **Search**. 4. Select the users whose Frontline Desktops should display this Pre-Approval shortcut. 5. Click **Save**. 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