MOC Permissions

About MOC Permissions

Permissions enable select users additional access (e.g. administration, settings, or reporting) to the MOC module in Frontline.  

The majority of users will not need to be granted MOC module permissions to complete their portion of the workflow. User accounts without additional permissions can complete the following from their Frontline desktop under the appropriate tabs:

  • Create events through predefined MOC shortcuts
  • Complete any assigned MOC task
  • Sign-off on MOC send notice notifications

Permissions for the MOC module are classified into two categories, Module Permissions and Organization (Company, Division and Account) Permissions. The MOC module permissions alone will not provide users with any additional access than a user account without permissions. The MOC module and organizational permissions must be used in conjunction to provide users with the appropriate level of access. Upon granting MOC User or MOC Power User permissions, the system automatically grants MOC Admin and MOC Report permissions for the user’s default division.

Note: All permission are maintain through the LMS module and a user must have LMS Admin permission at the company or division level  to grant, update, or delete / inactivate a user's permissions.

The MOC Module Permissions include:

  • MOC User – This is the lowest level of MOC module permissions and should be reserved for users needing limited access to MOC In Process, Completed, and Voided folders per organizational unit (as low as account level). This permits access to equipment and routes in MOC > Settings menu when granted to the division or company level. It also gives users the ability to control various aspects of their own in process events/ action items as originators or team leaders.
  • MOC Power User – This is the highest level of MOC module permissions and should be reserved for advanced users responsible for the overall MOC administration in a division or company.  This permission grants all access given by MOC User permissions along with full access to elements in MOC > Settings. It also gives user to make updates or changes to any originators MOCs.
  • MOC Personal Agent – Does not grant access to the MOC module menu. An MOC Personal Agent is someone who can complete a desktop assigned MOC task on behalf of another person. This permission allows an MOC role player  to create a personal agent to complete all of their MOC desktop tasks in their absence.  MOC Personal Agent permission can be granted to anyone with a basic user account with or without the MOC User or MOC Power User permissions.

The Organization Level Permissions include:

  • MOC Admin – Granted at organization (company, division, or account) level for MOC Module access MOC > Events, MOC > Action Items, and MOC > Settings. This permission is automatically granted at division level when MOC User or MOC Power User permission is granted.
  • MOC Report – Granted at organization (company, division, or account)  level for MOC Module access to MOC > Reports. This permission is automatically granted at division level when MOC User or MOC Power User permission is granted.

Use MOC Permissions

Below are examples of how to use the MOC module and MOC organizational permissions together to grant users different levels of access.

MOC User

MOC Module Permission + Organization Permission

Grants access to...

MOC User

+

 MOC Admin access in a company, division, or account

Access the MOC in the In Process, Completed and Voided folders.

Create new MOCs as originators.

As originators and implementation managers, control various aspects of their own in process MOCs such as:

Start Collaboration, Start Approval, Close-Out.

Edit or update MOCs.

Enter progress for and complete a requirement on behalf of an implementer for MOCs they are originators for.

Void and resubmit an MOC for which they are originators for.

Access to the equipment and route settings in the MOC > Settings menu (Company and Division level ONLY)

MOC User

+

MOC Report access in a company or division

Access the MOC reports for organization level in the MOC > Reports menu.

 

MOC Power User

MOC Module Permission + Organization Permission

Grants access to...

 

MOC Power User

+

 MOC Admin access in a company or division

 

Access the MOCs in the In Process, Completed, and Voided folders.

Create new MOCs as originators.

Control various aspects of any originator's MOCs.

Access to configure all elements in MOC > Settings menu.

MOC Power User

+

MOC Report access in a company or division

Access the MOC reports for organization level in the MOC > Reports menu.

 

MOC Personal Agent

MOC Module Permission + Organization Permission

Grants access to...

 

MOC Personal Agent

 

 

Does not need to be combined with any other MOC module or MOC organization permission to enable functionality.

Create personal agent to complete any MOC tasks during absence.

 

 

Manage MOC Permissions

The instructions below provide detailed steps on how to grant and delete / inactivate MOC permission for a user. Remember, all permissions are maintained through the LMS module and only user's must have LMS Admin permission at the company or division level  to grant or delete / inactivate another user's permissions.

How to Grant User's MOC Permission to Their Default Division Level

Follow the steps provided below to grant a user's an MOC permission. Remember, all permission are automatically granted to the user's default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the MOC permissions

Result: User's Details form will populate on the Details tab.

3

Select the Permissions tab to add an MOC permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

Note: By default all users are granted LEARNER, ViewCompanyLibraries and ViewPublicLibraries.

4

Select New on the toolbar.

Result: The Permission Details form will change to a list of available permissions to be granted to the user.

5

Select the checkbox next to the permission that is be to granted to the user.

6

Select Save to add the permissions to the user's permission list.

Result: The selected permissions will appear in the permission list on the right side of the screen with status of active.

Note: All permission are automatically granted to the users default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

 

How to Grant User's MOC Permission to Any Organization Level

Follow the steps provided below to grant a user's an MOC permission at the different levels within the organization hierarchy.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the MOC permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the Permissions tab to add an MOC permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

Note: By default all users are granted LEARNER, ViewCompanyLibraries and ViewPublicLibraries.

4

Select New on the toolbar.

Result: The Permission Details form will change to a list of available permissions to be granted to the user.

5

Select the checkbox next to the permission that is be to granted to the user. Then select save to add the permissions to the user's permission list.

6

Select Save to add the permissions to the user's permission list.

Result: The selected permissions will appear in the permission list on the right side of the screen with status of active.

Note: All permission are automatically granted to the users default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

7

Navigate to the organization level tab that the MOC permission needs to be granted at (Company, Division, or Account tabs) for the selected person.

Result: The existing accounts, divisions, or companies for the selected user person are shown.

Note: If there is more than one of these items, there will be only one set as the default under the default column.

8

From the list of accounts, divisions, or companies displayed, select the name of the organizational level to grant access to for the selected user.

Result: The Person Company, Division, or Account form will display with the user's information for that particular organization level.

9

Select MOC Admin and/or MOC Report checkboxes.

10

Select Update on the toolbar to update the organization level with the changes made.

Result: The selected users MOC permissions for the organization level chosen will be updated with the modifications that were made.

 

How to Delete a User's MOC Permission

Follow the steps provided below to delete a user's an MOC permission.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the MOC permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the Permissions tab to add an MOC permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

4

Select the permission to be deleted from the Permission list.

Result: The Permission Details form will display the selected permission.

5

Select Delete on the toolbar.

Result: A pop-up dialog box will appear asking for confirmation that the selected permission is to be deleted.

6

Select okay in the pop-up dialog confirmation box to delete the permission.

Result: Permission will be removed from the user's permission list.

 

How to Delete a User's MOC Permission at Any Organization Level

Follow the steps provided below to delete a user's an MOC permission.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the MOC permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the organization level tab that the MOC permission needs to be deleted from (Company, Division, or Account tabs) for the selected person.

Result: The existing accounts, divisions, or companies for the selected user person are shown.

Note: If there is more than one of these items, there will be only one set as the default under the default column.

4

From the list of accounts, divisions, or companies displayed, select the name of the organizational level to grant access to for the selected user.

Result: The Person Company, Division, or Account form will display with the user's information for that particular organization level.

5

Deselect MOC Admin and/or MOC Report checkboxes.

6

Select Update on the toolbar to delete the MOC permissions from organization level.

Result: The selected users MOC permissions for the organization level chosen will be deleted.

Note: Select List view to view the MOC permissions columns display No for the account, division or company MOC permission was deleted from.