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Procedures

Procedures are division-specific MOC guidelines that originators can reference when creating new MOCs.

Below are the guidelines for Procedures

  • MOC Power or Super User's at the division level are able to view, create, and edit procedures using the Settings > Procedures section.
  •  The ability to view procedures in divisions outside of a user's default division is determined by organization permissions.
  • Procedures are set up as links to existing documents the company's internal network.
  • The document can be in the following formats: Microsoft Office, PDF, or HTML file.
  • There is no limit to the number of procedures that can be created, and separate procedures can even be created for each MOC shortcut.
  • The procedures button the new MOC screen allows users to view all the procedures created for their division.

How to Create a Procedure

Follow the steps provided below to create a new procedure for a division. Procedures are only created and saved at the division level.

  1. Navigate to Settings > Procedures in the MOC module menu. The procedures already available in the system will display.
  2. Select New on the toolbar.
  3. Enter the Title of the procedure in the Title field.
  4. Description is an optional field that can be used to further describe the procedure.
  5. To add the procedure document, select Choose File then navigate to the file and select Open.
  6. Ensure Company, and Division are correct.
  7. Ensure Active is checked, making the new priority available for use once completed.
  8. Modify the Active and Inactive dates, if necessary. 
  9. Select Save on the toolbar. The new procedure has been added to the list and is available for users to view.

Effective the active date the procedure will be available to for users to view. Effective the inactive date the procedure will be unavailable for users to view.

How to manage an existing Procedure

Follow the steps provided below to update an existing procedure for a division.

  1. Navigate to Settings > Procedures in the MOC module menu. The procedures already available in the system will display.
  2. Select the Procedure that needs to be updated.
  3. Modify the fields that need to be changed. To inactivate a procedure, uncheck Active from the Procedure Information form.
  4. Select Update on the toolbar to update the procedure with the modifications that were made on the Procedure Information form.
  5. *To delete a procedure, select Delete on the toolbar.
  6. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.