Priorities help organize events and action items for prioritizing, tracking, reporting, and overall MOC management.
Below are the guidelines for Priorities
- The default priorities automatically added to the MOC module are high, medium, and low.
- The priority of any MOC is prominently displayed on the Frontline Desktop, allowing MOC role players (collaborators, Approvers, and Implementers) to prioritize tasks.
- MOC Power User's at the division level are able to view, create, and edit priorities using the Settings > Priorities section.
- A priority system could consist of the default priorities, a numbering system 1-10 or any priority system the company is already using. Priority systems are set at the division level.
A priority cannot be deleted if it is being used by an MOC. It is recommended to inactivate priorities that should no longer be available for users to select.
How to Create a Priority
Follow the steps provided below to create a new priority for a division. Priorities are only created and saved at the division level.
- Navigate to Settings > Priorities in the MOC module menu. The priorities already available in the system will display.
- Select New from the toolbar.
- Enter the name of the priority in the Priority field.
- Description is an optional field that can be used to further describe the priority. Enter a description, if necessary.
- Ensure Company, and Division are correct.
- Ensure Active is checked, making the new priority available for use once completed.
- Modify the Active and Inactive dates, if necessary.
- Select Save on the toolbar. The new priority has been added to the list and is available for users to select.
The ability to view priorities in divisions outside of a user's default division is determined by organization permissions.
How to manage an existing Priority
Follow the steps provided below to update an existing priority for a division.
- Navigate to Settings > Priorities in the MOC module menu. The priorities already available in the system will display.
- Select the Priority that needs to be updated.
- Modify the fields that need to be changed. To inactivate a priority, uncheck Active from the Priority Information form.
- Select Update on the toolbar to update the priority with the modifications that were made on the Priority Information form.
- *To delete a priority, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop up message.
All MOCs created with the priority before the inactive status will retain the priority