--- title: MOC Summary description: MOC Summary Screen Help --- [Skip to content](https://help.fldata.com/kb/moc-summary#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 Basics](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-basics) # MOC Summary ## The MOC Summary provides a complete, at-a-glance view of an MOC and its entire lifecycle, from creation through close-out. It displays all MOC details, stage statuses, requirements, action items, attachments, and role player activity in a single scrollable page, making it the go-to reference for tracking the progress of any MOC. ### **How to Access the MOC Summary** The MOC Summary can be accessed from two places: **From the MOC Details screen:** Click **View Summary** in the toolbar at the top of any MOC in the In Process folder. **From an assigned task:** When completing an assigned MOC task from your Frontline Desktop, click **View MOC Summary** before taking action to review the full context of the MOC before making a decision. --- ### **What's on the MOC Summary** #### **MOC Workflow Progress Bar** At the top of the summary, a visual workflow diagram shows all stages of the MOC lifecycle and highlights the current active stage. Completed stages are indicated with a checkmark, and each stage displays key information such as start dates, number of requirements, and approval counts at a glance. This makes it easy to see exactly where an MOC is in its lifecycle without opening each stage individually. Stages displayed include: - [Pre-Approval](https://help.fldata.com/kb/moc-pre-approval-1?hsLang=en) - [New](https://help.fldata.com/kb/moc-new-stage?hsLang=en) - [Evaluation](https://help.fldata.com/kb/moc-evaluation?hsLang=en) - [Collaboration](https://help.fldata.com/kb/moc-collaboration?hsLang=en) - [Approval](https://help.fldata.com/kb/moc-approval?hsLang=en) - [Implementation](https://help.fldata.com/kb/moc-implementation?hsLang=en) - [Startup](https://help.fldata.com/kb/moc-startup?hsLang=en) - [Close Out](https://help.fldata.com/kb/moc-close-out?hsLang=en) #### **MOC Information** The top section of the summary displays the core MOC details entered at creation, including: - **Title** and **MOC Number** - **Priority** (including expiration date if Temporary or Exploratory) - **MOC Type** (PSM or Non-PSM) - **Current Stage** - **Originator** and **Implementation Manager** - **Approval Start Date** and **Expected Completion Date** - **Company**, **Division**, and **Account** - **Profile**, **Tag**, **Estimated Cost**, and **Cost Comments** - **AFE or Work Order Number** #### **General** Displays the descriptive fields entered when the MOC was created: - **Description of Change** – A summary of what is changing. - **Technical Basis for Change** – The technical justification for the change. - **How Change Will Be Implemented** – The plan for carrying out the change. - **Environmental and Safety Impact** – Any identified environmental or safety considerations. - **Equipment Affected** – Equipment involved in or impacted by the change. - **Associated MOC** – Any related MOC linked to this change. #### **Attachments** Lists all documents attached to the MOC, organized by the stage in which they were uploaded. Each entry shows the **File Name**, **Upload Date**, and the name of the person who uploaded it. This provides a complete document trail across the entire MOC lifecycle, making it easy to locate supporting materials from any stage. #### **Pre-Approval** Displays the original Pre-Approval request submitted before the MOC was created, including: - **Submitted By** – The person who submitted the original Pre-Approval request. - **Date Submitted** – The date and time the request was submitted. - A table showing each **Pre-Approver** with their **Order**, **Status**, **Action**, **Action By**, **Action Date**, and **Comments**. An **Original Request** button appears in the upper right corner of the section, allowing anyone reviewing the summary to view the original Pre-Approval form that was submitted. This is useful for comparing the original request against the final MOC details. > **Note:** The Pre-Approval section only appears on MOCs that were created through a Pre-Approval shortcut. MOCs created directly from the In Process folder will not have this section. #### **Evaluation** Displays all Evaluation requirements associated with the MOC in a table showing: - **Requirement** name — clickable to view the attached form or document. - **Evaluator** assigned to the requirement. - **Order**, **Status**, and **Action taken**. - **Action By**, **Action Date**, **Due Date**, and **Comments**. A checkmark on the left side of the section header indicates the Evaluation stage is fully complete. Requirements shown in blue are clickable and will open the attached form or linked document for review. #### **Collaboration** Displays all Collaborators and their participation in the review in a table showing: - **Collaborator** name. - **Order**, **Status**, and **Action**. - **Action By**, **Date**, and **Comments**. A **View All Comments** button appears in the upper right corner of the section, opening a consolidated view of all comments and attachments left by Collaborators during the Collaboration stage. This is particularly useful for reviewers who need to see the full discussion that took place before Approval without having to navigate into each individual Collaborator's task. A checkmark on the left side of the section header indicates the Collaboration stage is fully complete. #### **Approval** Displays all Approvers and their decisions in a table showing: - **Approver** name. - **Order**, **Status**, and **Action taken** (Approve, Disapprove, Pending, or Return to Collaboration). - **Action By**, **Date**, and **Comments**. If an Approver added comments when taking action — such as a reason for disapproval or a note when returning to Collaboration — those comments are visible here, providing a full audit trail of the approval decision process. #### **Implementation** Displays all Implementation requirements in a table showing: - **Requirement** name — clickable to view the attached form or document. - **Implementer** assigned to the requirement. - **Order**, **Type** (Critical or Non-Critical), **Status**, and **Action**. - **Action By**, **Action Date**, **Due Date**, and **Comments**. Requirements marked as **Critical** must be completed before the MOC can move to the Startup stage. Requirements marked as **Non-Critical** must be completed before the MOC can be fully closed out. The Type column makes it easy to identify which items are blocking startup versus which are blocking final close-out. #### **Action Items** Displays all action items associated with the MOC in a table showing: - **Action Item** name and the **Requirement** it is linked to. - **Assigned To**, **Due in Stage**, and **Status**. - **Action**, **Action By**, **Action Date**, **Due Date**, and **Comments**. Action items can be linked to a specific requirement or created independently. The **Due in Stage** column indicates which MOC stage the action item must be completed by before the MOC can proceed. Completed action items are marked accordingly, giving a clear view of outstanding follow-up work. #### **Start Up** Displays the Implementation Manager responsible for approving startup along with their **Status** and **Action Date**. The Startup section only becomes active once all Critical implementation requirements have been completed. Until that point, the Implementation Manager will not see the Startup task on their desktop. #### **Close Out** Displays the Originator responsible for closing out the MOC along with the **Status** and **Completed Date**. The Close Out section becomes available once all non-critical implementation requirements and action items have been completed and all Send Notice sign-offs are received. A status of **New** indicates the MOC has not yet been closed out. #### **MOC Notes** A free-text section where any role player can add notes to the MOC at any time throughout its lifecycle. Notes are date and time stamped and attributed to the person who added them. Click **Add Note** in the upper right corner of the section to add a new note. Notes are useful for capturing context, decisions, or communications that don't belong in a specific requirement or action item. --- ### **Toolbar Options** From the MOC Summary, the following actions are available in the top right corner of the page: - **Show All Forms** – Displays all Smart Forms attached to the MOC's requirements in a single view, useful for reviewing all completed checklists at once. - **Print** – Opens a print-friendly version of the MOC Summary, which can be saved as a PDF or printed for physical records. - **Share** – Generates a shareable link to the MOC Summary that can be sent to stakeholders who need to review the MOC but may not have direct access to the system. - [Management of Change (MOC)](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#main-content) - [MOC Basics](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-basics) - [MOC Settings](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-settings) - [MOC Stages](https://help.fldata.com/kb/management-of-change-moc?hsLang=en#moc-stages) - [Learning Management System (LMS)](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#main-content) - [LMS People](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-people) - [LMS Author](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-author) - [LMS Curriculum](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-curriculum) - [LMS Classes](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-classes) - [LMS Settings](https://help.fldata.com/kb/learning-management-system-lms?hsLang=en#lms-settings) - [Events & Action Items (ACT)](https://help.fldata.com/kb/events-action-items-act?hsLang=en#main-content) - [Event Stages and Tasks](https://help.fldata.com/kb/events-action-items-act?hsLang=en#event-stages-and-tasks) - [Action Items](https://help.fldata.com/kb/events-action-items-act?hsLang=en#action-items) - [ACT Settings](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-settings) - [ACT Basics](https://help.fldata.com/kb/events-action-items-act?hsLang=en#act-basics) - [Contractor Safety Management (CSM)](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#main-content) - [CSM EHS Owners](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-ehs-owners) - [CSM Contractors](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractors) - [CSM Contractor Administrators](https://help.fldata.com/kb/contractor-safety-management-csm?hsLang=en#csm-contractor-administrators) - [Reporting](https://help.fldata.com/kb/reporting?hsLang=en) - [Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#main-content) - [LMS Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#lms-dashboards) - [MOC Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#moc-dashboards) - [Action Item Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#action-item-dashboards) - [Event Dashboards](https://help.fldata.com/kb/dashboards?hsLang=en#event-dashboards) - [Mobile App](https://help.fldata.com/kb/mobile-app?hsLang=en#main-content) - [App Overview](https://help.fldata.com/kb/mobile-app?hsLang=en#app-overview) - [Mobile App Offline](https://help.fldata.com/kb/mobile-app?hsLang=en#mobile-app-offline) - [Technical Services](https://help.fldata.com/kb/technical-services?hsLang=en#main-content) - [Frontline Services](https://help.fldata.com/kb/technical-services?hsLang=en#frontline-services) - [General](https://help.fldata.com/kb/technical-services?hsLang=en#general) [![Chill listening crop-3](https://help.fldata.com/hs-fs/hubfs/fldata-logo.png?width=110&height=24&name=fldata-logo.png "Chill listening crop-3")](https://fldata.com) fldata.com Help Center Copyright © 2026, Frontline Data Solutions