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Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions, this step is required. Features: Impact groups could be operations, maintenance, contractors, etc. Creates Training Program for this specific MOC Can be used anywhere in a MOC process Can be used with CBT to track results Can send custom emails for different groups Can be used as a primary (parent) step or sub- step (child) Tracks updated training records for impacted people Can Be Assigned To A Specific Work Group Such As MOC TRAINING STEP
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Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Mar 27, 2015

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Ian Price
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Page 1: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions, this step is required. Features:

Impact groups could be operations, maintenance, contractors, etc.

Creates Training Program for this specific MOC

Can be used anywhere in a MOC process

Can be used with CBT to track results

Can send custom emails for different groups

Can be used as a primary (parent) step or sub-step (child)

Tracks updated training records for impacted people

Can Be Assigned To A Specific Work Group Such As Trainers

MOC TRAINING STEP

Page 2: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Click To Launch MOC Workflow Setup Screen

Launch Workflow Setup

Page 3: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Setup MOC Training Step

Add Training Step to Workflow

Page 4: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Setup MOC Training Step

Click Impact Training Step

Page 5: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Impact Training Step – Create Program and Select Groups

Select Groups Impacted

Groups

Use Existing Program

Save, Add or Delete

Create New Program

Page 6: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Impact Training Step – Training Material

Training MaterialSelect Training Material From Library

Select Program

Select Group

Link Document

Page 7: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Impact Training Step - Notices

Enter Email Text

Select Groups

Click to Send Email

Refresh Screen

Enter Email Subject Text

Page 8: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Impact Training Step – Training Status

Person Trained

Person Not Trained

Send Custom Email

Page 9: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Impact Training Step – Training Status

Step Notes (6000 Char Max)

Page 10: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

Step Disabled without Target Start and End Dates Entered

Cannot Start Step Unless Previous Steps Have Been Completed

Assigned To Person Must Start Step By Clicking the Green Button

Notice Text Cannot Be Null

You Must Be The Assigned To Person

All Training Should Be Complete Before Step Closes

Assigned To Person Closes Step By Clicking the Red Button

STEP RULES

Page 11: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

BUTTONS

Next Parent Step

Previous Parent Step

Next Sub-Step

Previous Sub-Step

Start Step

Stop Step

Exit Step

Save Information

Send Email

Link Document

Page 12: Setup MOC Training Step The MOC Training Step provides a method to document that people have been trained in what has changed by the MOC. In some jurisdictions,

Setup MOC Training Step

END OF CBT TRAINING