MOC Forms

About Forms

Administrators can create on-line forms or checklists and attach to evaluation and implementation requirements (tasks). Forms can be designed to match any paper or electronic forms that you may be currently using to complete such MOC tasks. Examples include MOC screening form, preliminary hazard analysis, risk/benefit analysis, determination of significance of change and Pre-Startup Safety Review (PSSR) checklists. Properly designed checklists make it convenient for the assignees (evaluators and implementers) to complete the assigned requirements. It also ensures that no part of the task is overlooked. You can create as many forms as necessary, and attach each form to one or more requirements.

The form attached to a requirement can be filled out on-line by the assignee during the evaluation and implementation stages of an MOC. It can also be partially or fully filled out by the MOC originator prior to these stages. Completed forms remain attached to the

MOCs for record keeping, and can be retrieved along with the MOC, or via system-wide reports. The Settings > Forms screen allows you to view, create or edit forms in your division.

The Layout button on this screen opens the form designer in its own window. The form can contain one or more of these field types: Label, Line, Text Box, Text Area, Radio Buttons, Check Boxes, Drop-Down Menu and Tree (Form Trees). The text box and text area fields allow users to enter data of their choice, whereas the field types radio buttons, check boxes and drop-down menu require users to select from the field options provided. A tree allow drilling down and selecting pre-defined text. The Layout window allows you to add, organize and control fields and their properties (such as field and its label position, label style, data type allowed, data format, making field mandatory, default field entry and any field-specific help).

The Action Items tab of a form allows you to enter action items that can be attached to selected field options in the Layout window. Such pre-defined action items can be attached to field types check boxes, drop-down menus and radio buttons, so if one of these options is selected, the attached action item is automatically added to the MOC. Here is an example of an automatic action item: Your form contains a mandatory question, "Does the change alter or conflict with an existing standard operating procedure, manufacturing procedure, or safe work practice?", created using radio buttons field type. The field options (radio buttons) are Yes and No. If the user selects Yes radio button option, the form can automatically add an action item to update the affected document and assign it to a selected person.

Any form also has an Action Items button added automatically to its header on the upper right when included in an MOC via its requirement. This button allows creating and assigning action items manually from the form. You can thus have a combination of automatic and manual action items created when users complete the form. All action items created from an MOC requirement form are assigned to people via their Frontline desktop's Action Items tab, and are tracked along with the MOC. An MOC cannot be started up until all critical action items are complete. MOC action items are managed by the Frontline EHS suite's Action Tracking** module.

A form can also be designed to automatically select a profile during the evaluation stage. This can be achieved by associating a profile to either a radio button or drop-down answer choices to a question in the form, and attach it to an evaluation requirement. An evaluation requirement can also be completed by originator while creating the MOC.

Only MOC power users can see and configure forms.

Note: A form can also be completed by the person submitting an MOC request using a pre-approval from the Frontline desktop shortcut, as discussed above. Please contact your MOC administrator or Frontline Data Solutions if you want this custom feature set up for your instance of the MOC module.

Managing MOC Forms

How to Create an MOC Form

The steps below (1-5) provide detailed instructions on how to configure MOC forms.

Step 1 - Create the Form Details

Step	Action
1	Navigate to Settings > Forms in the MOC module menu. Result:The forms for the organization level granted display.
2	Select New on the toolbar. Result: The Form Information form displays with all available fields to complete
3	Enter the Title for the MOC form.
4	Description, Header and Footer are optional fields that can be used to further describe the MOC form. Enter a description, if necessary Note: Header and footer are displayed on the MOC Summary. The header is left-aligned while the footer is center-aligned. The description of the MOC form does not impact the description of the MOC.
5	Select Save. Results: The form details have be created and the form layout can not be created.

Step 2 - Create the Form Layout

Step	Action
1	Select Layout on the toolbar. Results: The form designer is opened with the form title.
2	The left side of the form designer contains the four sections listed and described below for authors to use when making forms. Add Section - A section is a vertical partition or column in the form that allows authors to group fields vertically in the layout window. Section are not visible when users are completing the actual form. For a new form, Section 1 is created by default and can contain only one column of fields arrange vertically. An author can add up to 4 sections by using the Add Section tool at the top or bottom of the form and above or below the section selected. The width of a section can be adjusted by dragging the blue dual-line handle on the upper right corner of the section header. To create a form with multiple sections in row, adjust the width of the sections to a size that will enable them to be all in the same row. Sections can be dragged from anywhere on the form to any open space, as long as its width is smaller than the open space. Add Separator - Separators allow authors to create horizontal partitions on a form. Each partition can have a different number of sections above and below it. Without a separator, a section will wrap automatically to fill any open space above, if is width is smaller than the open space. A separator can be inserted at the top or bottom of the form and above or below the section selected. Add Field - A form is can be created using or more of the field types listed and described below. Authors can drag and drop each field type into a section on the form to determine the layout of the form. To view or change the field properties of an existing field, right-click on the field and select Edit. Label - Can be used for title, numbered list, bulleted list, explanation text or embedded picture. Line - A solid, dashed or hidden (blank space) horizontal line can be used between fields. Text Box - Can be populated with up to one line of alphanumeric text, a number, date, time value or an active user name. The data type allowed for the text box is enforced when a user completes the form. Text boxes allowing only a date value will display a calendar when user is populating field. Text boxes allowing only a time value must be filled with time in military hours formatted as HH:MM:SS. Text boxes configured for active user name will display a list of potential user to populate the field as the user is typing the name of the desired user. Text Area - Allows users to enter up to 20 lines of text up to 100 characters wide. Radio Buttons - Allows users to only check one of the options displayed. Check Boxes - Allows users to check one or more of the options displayed. Drop-Down Menu - Allows users to select one value from a list of drop-down field options. Tree (Form Trees) - A custom-designed decision tree that can guide users to a correct selection by sequentially (hierarchically) reviewing displayed nodes (could be answers to questions) and selecting the most appropriate node (answer). Common properties of all field types:The field height of any of the above field types can be adjusted from the default value shown. This is useful when you want to horizontally align fields of different types in adjacent sections. This property also allows authors to insert empty space between fields by placing a blank line of specific field height. Common properties of all data field types (text box, text area, radio buttons, checkboxes, and drop-down menu): Label position can be at top, left or right of the field value. Label can be blank. This is useful in cases to create a form with a common label at the top (just like a table column with a header name). The width of a label can be adjusted by dragging the blue dual-line handle (\|\|) at the end of the label. This is useful to align a series of field value boxes vertically for a professional appearance. To see the current width of a label, drag the dual-line handle slightly then click on edit and view the value in the Field Width field. Use this value for the field widths of labels to align them. When label widths are identical, the adjacent data fields on the right are automatically aligned. Any of these fields can have a default text or value. For radio buttons, checkboxes and drop-down menu fields, defaults are selected in the field options section at the bottom. Any of these fields can be made a Required field. A required field is marked with a red asterisk, and data entry or option selection is mandatory for such fields. Any field can be made a reportable field. When checked, the data in this field can be reported via form fields report. By default, the report field name for such a field is same as the field label and can be changed if desired. Any field can have a Help Message to provide instructions to users about completing the field. A help icon is shown next to any field containing a help message, and the message is displayed when hovering over the icon. Common properties of fields that have field options (radio buttons, checkboxes, and drop-down menu): The order in which field options are displayed can be changed for user convenience. To reorder a field option, select it (by clicking anywhere in the grey area) and drag it to the correct order position. Automatic action items: If you pre-defined action items, you can attach these field options. To do this, go to field options section at the bottom of the field properties form and find the field option (option text) to which a pre-defined action item is to be attached. Select the action item from the action item drop-down list next to the field option text. Now, whenever a user selects this particular field option, an action item form will immediately be displayed, allowing the suer to enter any additional necessary details and assign the action item. For radio buttons and check boxes only: Field options can be arranged horizontally (default) or in up to five vertical columns. This is useful in cases where there are a lot of field options. For radio buttons and check boxes only: Field options can have an attached Comment text box. This allows user to enter optional qualifying comments when selecting a particular option. For radio buttons and drop-down menus only: When Associate MOC Profiles with Field Options is checked, a profile can be selected for each field option. Action - A tool menu that allows authors to edit, duplicate, delete sections or fields. The Preview option allows the author to preview the form as a user who is completing the form would.
3	After the form fields have been added to create the form design, close the form designer.
4	Select Preview to view the form.

Step 3 - Add Action Items

Step	Action
1	Select the Action Items tab. Result: The existing action items, if any, for the MOC form are displayed.
2	Select New on the toolbar. Result: The Action Item Details form displays with all available fields to complete
3	Enter the Title for the action item.
4	Description, Implementation Steps, Priority, Risk Ranking, Classification, Assigned To, Verifier, Supervisor, Order, Day to Complete, and Estimated Cost optional fields that can be used to further describe the action item. Enter a data for these fields, if necessary. Note: The Form field displays only if there are any action item forms created in the same category as the MOC. If displayed, select a form and the form displays to the implementer as a link on the action item completion window.
5	Enter the first few letters of the Assigned To person's last name and click the ellipses button next to the assigned to field. Double click on the name from the selection list. If left blank, it must be completed by the person filling in the form field to which the action item is attached
6	Enter a Verifier to have the action item verified after it has been completed by the assigned person. To select a verifier, enter the first few letters of the desired person's name and select the ellipses button next to the field then double click on the name of the person from the populated list. Note: If a verifier has been added to the action item, the Days to Verify field becomes available. Enter the number of days for verification of the action item by the verifier, if desired. The verifier due date is calculated by the date the action item is sent to verification plus the number of days to verify.
7	Enter the assignee's Supervisor, if desired. Note: If the assignee has a supervisor assigned to them in the system, the field will auto-populate with their supervisor.
8	Select Save. Results: The action items have are added to the MOC form.