Transcript Setup MOC PSSR Step - downloadlibrary.hcisoftware.biz is under

Setup MOC PSSR Step
OVERVIEW
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.
Setup MOC PSSR Step
Launch Workflow Setup
Click To Launch MOC Workflow Setup Screen
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
PSSR Checklist Form
PSSR Question
Select Checklist Record
Select Checklist Form
Step Answer (User Configurable)
Step Certification
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
Answer Options
PSSR Question
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
PSSR Step – Document Status
Document Not Updated
Documents Tracked
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
Send Custom Email
Person Trained
Person Not Trained
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
Text Answer
PSSR Action Task
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 RULES
 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
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