setup moc training step the moc training step provides a method to document that people have been...
TRANSCRIPT
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
Setup MOC Training Step
Click To Launch MOC Workflow Setup Screen
Launch Workflow Setup
Setup MOC Training Step
Setup MOC Training Step
Add Training Step to Workflow
Setup MOC Training Step
Setup MOC Training Step
Click Impact Training Step
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
Setup MOC Training Step
Impact Training Step – Training Material
Training MaterialSelect Training Material From Library
Select Program
Select Group
Link Document
Setup MOC Training Step
Impact Training Step - Notices
Enter Email Text
Select Groups
Click to Send Email
Refresh Screen
Enter Email Subject Text
Setup MOC Training Step
Impact Training Step – Training Status
Person Trained
Person Not Trained
Send Custom Email
Setup MOC Training Step
Impact Training Step – Training Status
Step Notes (6000 Char Max)
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
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
Setup MOC Training Step
END OF CBT TRAINING