Setup MOC PSSR Step

The MOC PSSR Step provides a method to verify that critical change considerations have been verified complete prior to start-up. In some jurisdictions, this step is required. Features:

Can be accomplished by combining one or more step forms.

Standard Step

PSSR Checklist Step

PSSR Certification Step

PSSR Yes/No/NA Step

Each step or sub-step can be assigned to a specific work group such as Engineering, Operations, Environmental, etc.

OVERVIEW

Setup MOC PSSR Step

Click To Launch MOC Workflow Setup Screen

Launch Workflow Setup

Setup MOC PSSR Step

MOC PSSR Step PSSR Certification Parent Form

Step Group

Step Question/Task

Setup MOC PSSR Step

PSSR Certification Parent Form

Setup MOC PSSR Step

PSSR Certification Parent Form

Used a parent form only.

Used in conjunction with sub-step tasks.

Can reference or link to MOC PSSR compliance record.

Setup MOC PSSR Step

Step CertificationStep Answer (User Configurable)

PSSR Checklist Form

Select Checklist Form

Select Checklist Record

PSSR Question

Setup MOC PSSR Step

Example PSSR Checklist

Setup MOC PSSR Step

When To Use A PSSR Checklist

When the tasks are all completed by the same person.

Or are supervised by the same person taking responsibility for the step.

When each checklist task does not have to be tracked.

Setup MOC PSSR Step

PSSR Yes/No/NA Form PSSR Question

Answer Options Step Certification

Setup MOC PSSR Step

When To Use A PSSR Yes/No/NA Form

When the tasks are completed by different people.

When it requires a Yes/No/NA answer.

When each tasks requires certification.

When each checklist task does have to be tracked.

Setup MOC PSSR Step

Documents Tracked

Document Not Updated

PSSR Step – Document Status

Setup MOC PSSR Step

When To Use A PSSR Document Status Form

When the documents are required to be verified complete.

When the task is assigned to a specific person and tracked.

When a Document impact form is used.

Setup MOC PSSR Step

PSSR Training Step – Training Status

Person Trained

Person Not Trained

Send Custom Email

Setup MOC PSSR Step

When To Use A PSSR Training Status Form

When Training is required to be verified complete.

When the task is assigned to a specific person and tracked.

When a Training impact form is used.

Setup MOC PSSR Step

PSSR with Standard Step Form PSSR Action Task

Text Answer

Setup MOC PSSR Step

When To Use A PSSR Standard Step Form

When a certification is not required. (Not Regulatory)

When it requires a Text answer.

When each checklist task does have to be tracked.

Setup MOC PSSR 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

You Must Be The Assigned To Person

Assigned To Person Closes Step By Clicking the Red Button

STEP RULES

Setup MOC PSSR 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

Setup MOC PSSR Step

END OF CBT TRAINING