MOC Summary

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:

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.