Priorities

About Priorities

Priorities help organize events and action items for prioritizing, tracking, reporting, and overall MOC management. The default priorities automatically added to the MOC module are high, medium, and low. The priority of any MOC is prominently displayed on the Frontline desktop, allowing MOC role players (collaborators, approvers, and implementers) to prioritize tasks. MOC Power User's at the division level are able to view, create, and edit priorities using the Settings > Priorities section.

A priority system could consist of the default priorities, a numbering system 1-10 or any priority system the company is already using. Priority systems are set at the division level..

Note: A priority cannot be deleted if it is being used by an MOC. It is recommended to inactivate priorities that should no longer be available for users to select.

Manage Priorities

The instructions below provide detailed steps on how to create, update and delete / inactivate priorities. Remember, only user's with MOC Power User permission can create, update or delete / inactivate priorities.

How to Create a Priority

Follow the steps provided below to create a new priority for a division.

Step

Action

1

Navigate to Settings > Priorities in the MOC module menu.

Result: The priorities already available in the system will display.

Note: The ability to view priorities in divisions outside of a users default division is determined by organization permissions.

2

Select    from the toolbar.

Result: Priority Information form will display all available fields to complete.

3

Enter the name of the priority in the Priority field.

Example: 1, 2, 3 or High, Medium, Low.

4

Description is an optional field that can be used to further describe the priority. Enter a description, if necessary.

5

Ensure Company, and Division are correct.

Note: Priorities are created and saved at the division level.

6

Ensure Active is checked, making the new priority available for use once completed.

7

Modify the Active and Inactive dates, if necessary.

Result: Effective the active date the priority will be available to for users to select. Effective the inactive date the priority will  be unavailable for users to select.

8

Select    on the toolbar.

Result: The new priority has been added to the list and is available for users to select.

 

How to Update a Priority

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

Step

Action

1

Navigate to Settings > Priorities in the MOC  module menu.

Result: The priorities already available in the system will display.

Note: The ability to view priorities in divisions outside of a users default division is determined by organization permissions.

2

Select the Priority that needs to be updated.

Result: The Priority Information form will display all the available fields to modify.

3

Modify the fields that need to be changed.

4

Select    on the toolbar to update the priority with the modifications that were made on the Priority Information form.

Result: The priority will be updated with the modifications that were made.

 

How to Delete or Inactivate a Priority

Follow the steps provided below to delete or inactivate priorities. Remember, a priority cannot be deleted if it is being used by an event or action item. It is recommended to inactivate priorities that should no longer be available for users to select.

Step

Action

1

Navigate to Settings > Priorities in the MOC module menu.

Result: The priorities already available in the system will display.

Note: The ability to view priorities in divisions outside of a users default division is determined by organization permissions.

2

Select the Priority that needs to be deleted or inactivated.

Result: The Priority Information form will appear with available fields to modify.

3

If the priority has not been used in an MOC, it is possible to delete the priority.

To delete a priority, select    on the toolbar. Then select    when asked "Are you sure you want to delete?" from the pop up message.

Result: Priority has been deleted from the list of available priorities for the division.

4

If the priority has been used in an event or action item, the priority can be inactivated to remove it from the list of available priorities for users to select.

To inactivate a priority, uncheck Active from the Priority Information form. Then select    on the toolbar to update the priority with the change in active status.

Result: The priority will not be visible in the priority drop down list for users to select when creating events or action items.

Note: All MOCs created with the priority before the inactive status will retain the priority.