A profile allows you to pre-define priority, MOC type, Implementation Manager, evaluation requirements, Collaborators, Approvers, implementation requirements, attachments, equipment and many other parameters for MOCs.
The profiles screen allows you to create or edit MOC profiles in your division. Only MOC Power and Super users can see and configure settings, including profiles.
When an originator creates an MOC, he can select a profile by its name, and the system will enter all the profile parameters into the MOC automatically. This speeds up the MOC creation process and helps maintain consistency for MOCs across accounts, divisions and/or companies.
Profiles thus serve as standardized MOC or workflow templates. Highly recommended.
How to Create a MOC Profile:
- Navigate to Settings > Profiles in the MOC module menu. The profiles already available in the system will display.
- Select New from the toolbar. The Profile Information form will display all available fields to complete.
- Select Ref Code to which the new profile will be attached.
- Enter the profile Title (mandatory), Priority, MOC Type and Implementation Manager.
- Although not common, you may also select enforce days to approve and/or enforce days to collaborate if the profile you are creating is for emergency MOCs.
- Select Save on the toolbar. The new profile has been added to the list and is available for users to select.
- Enter evaluation requirements, collaborators, Approvers, implementation requirements, attachments and equipment, if desired, by clicking on the appropriate tab on the top.
If you are planning to create a lot of profiles, it is recommended that you organize profiles by Ref Codes. If you leave it at _none_, this profile will be visible under all Ref Codes.
Instead of naming a specific implementation manager, you may check the box Originator as Implementation Manager. This is useful in cases where profile is designed for a low impact changes
- When adding an evaluation requirement to a profile, there are additional choices available:
- Do you want the requirement to be mandatory or recommended for the selected profile?
- A mandatory requirement cannot be deleted, whereas a recommended requirement can be deleted by the originator if not applicable for the selected MOC. Check appropriate boxes to enable this feature.
- Do you want originator to be the Evaluator for a requirement? A check box is provided for this. You can optionally select a designated Evaluator for the requirement.
- When adding collaborators and Approvers to a profile, you can designate one or more collaborators and Approvers as mandatory. Those designated mandatory cannot be deleted from MOC when such profile is selected by originator.
- When adding an implementation requirement to a profile, there are additional choices available:
- Do you want the requirement to be mandatory or recommended for the selected profile? A mandatory requirement cannot be deleted, whereas a recommended requirement can be deleted by the originator if not applicable for the selected MOC. Check appropriate boxes to enable this feature.
- Do you want originator to be the Implementer for a requirement? A check box is provided for this. You can optionally select a designated Implementer for the requirement.
- Do you want one or more requirements to be completed prior to submitting the MOC for Approval? Such requirements may be designed to allow you to evaluate risk, benefit or degree of change, such as MOC screening form, hazard analysis, degree and significance of change, etc.