Procedures

About Procedures

Procedures are division specific MOC guidelines that originators can reference when creating new MOCs using the MOC module menu or through the Frontline desktop MOC shortcut. This is an optional element, therefore it does not have to be configured to use the MOC module. As experience with the MOC module develops there and there is a need for certain guidelines to maintain consistency, the procedures can then be added.  MOC Power User's at the division level are able to view, create, and edit procedures using the Settings > Procedures section.

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 amount 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.

Manage Procedures

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

How to Create a Procedure

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

Step

Action

1

Navigate to Settings > Procedures in the MOC module menu.

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

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

2

Select   on the toolbar.

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

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. Enter a description, if necessary.

5

To add the procedure document, select Choose File then navigate to the file and select Open.

Result: Document has been linked to procedure and the file path will be displayed in the URL field.

6

Ensure Company, and Division are correct.

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

7

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

8

Modify the Active and Inactive dates, if necessary.

Result: 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.

9

Select    on the toolbar.

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

 

How to Update a Procedure

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

Step

Action

1

Navigate to Settings > Procedures in the MOC module menu.

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

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

2

Select the Procedure that needs to be updated.

Result: The Procedure 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 procedure with the modifications that were made on the Procedure Information form.

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

 

How to Delete or Inactivate a Procedure

Follow the steps provided below to delete or inactivate procedures.

Step

Action

1

Navigate to Settings > Procedures in the MOC module menu.

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

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

2

Select the Procedure that needs to be deleted or inactivated.

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

3

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

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

4

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

Result: Procedure will not be visible in the category drop down list for users to view when creating MOCs.