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Sending Emails from an MOC

The Send Email feature allows users to send immediate email notifications to selected recipients regarding a Management of Change (MOC). Emails can include a link to the MOC summary and an optional PDF attachment.

How to Open the Send Email Page

You can access the Send Email page from the following locations:

  • From the MOC Summary page:
    • Select Share
    • Then select Share to Email
  • From the MOC Details page:
    • Select Send Emails

Selecting Recipients

Users can select email recipients based on MOC roles or workflow task assignments.

MOC Roles

The following roles are available for selection:

  • Originator – Displays the assigned Originator (Individual or Job)
  • Implementation Manager – Displays the assigned Implementation Manager (Individual or Job)

If a Job is selected, the job name can be selected to view users assigned to that job.