Pre-Approval

About the Pre-Approval Stage

Any MOC created by a user through an MOC pre-approval desktop shortcut will be submitted to a mandatory Pre-Approval stage. Once an MOC is submitted through a pre-approval desktop shortcut, the Pre-Approvers designated for the shortcut are assigned a pre-approval task to their Frontline desktop MOC tab and notified by e-mail.

Below are the guidelines for MOC's in the Pre-Approval stage.

  • A minimum of one Pre-Approvers must approve an MOC request for it to be considered approved (default setting on pre-approval form). If the pre-approval form has Require all Pre-Approvers to Approve selected, then all Pre-Approvers must approve the MOC request.
  • Any MOC request that is disapproved will be moved to the voided folder and the user who submitted the MOC request is notified by e-mail.
  • Any pre-approver can select an MOC originator. The MOC originator selected by the last pre-approver is selected as the originator for the MOC and will by notified by e-mail. The MOC will be in the MOC > In Process folder in the New stage for the originator to review and edit, if necessary.
  • A power user can add additional pre-approvers following those who have already pre-approved the MOC.
  • A pre-approver can track the status of the MOCs pre-approved by them through the MOC Participation link from the Frontline desktop Quick Links section.
  • Users submitting MOC requests can track the status of the MOC through the MOCs Submitted link from the Frontline desktop Quick Links section.
  • Any MOC that has been pre-approved stores the original pre-approval request in the pre-approvers tab and is not editable.
  • The MOC summary will display the pre-approval details.

How to Pre-Approve an MOC

The instructions below provide detailed steps on how to pre-approve an MOC.

Step

Action

1

Select the MOC title under the MOC tab from the Frontline desktop.

Result: The task details are shown along with the View MOC Summary and Take Action links. The list of other pre-approvers and their actions will also be visible, if any.

2

Select View MOC Summary and review the summary carefully before approving or disapproving the MOC.

Result: The MOC summary page is displayed. The summary will include all information from the MOC details tab, all participants and any actions taken.

3

Select Close to exit the MOC Summary.

4

Select Take Action to pre-approve or disapprove the MOC request.

5

Answer the follow questions to help approve or disapprove the MOC:

  1. Is this a Replacement-in-Kind?
  2. MOC not needed for other reasons?

Note: If 'Yes' is selected for either of the above questions, the MOC will be disapproved and a reason for disapproval is required in the Comments field. If 'No' is selected for either of the above questions, the MOC will be approved and comments are optional.

6

Review and change the originator, if necessary. To change the originator, clear the current name and begin to type the new originator's last name. Then select the ellipses to select the originator from the displayed list.

Note: The default originator is displayed based on the settings of the Pre-Approval from. The originator selected must have the permissions of MOC User or MOC Power User to edit the MOC.

7

Enter any comments in the Comments field to guide the originator about the MOC request and select OK.

8

Select the Frontline desktop link.

Result: The MOC is no longer listed under the MOC tab. If this was the only MOC task assigned to the user, the MOC tab will no longer be displayed on the Frontline desktop.