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Management of Changes

Management of Change

Authorized users can create new change records (MOC) by pressing the "Add a new change" button. Other users can create and submit a proposal. The proposal can be quickly translated into a change.

A change (MOC) contains a list of standard tasks that implement the flow:

  • consultancy >> approval >> implementation >> closure.


  • The author (promoter) can add or modify actions (tasks) based on the characteristics of the change. A checklist is available to guide you through the process of adding or removing actions. Tasks are collected in groups according to a succession of steps.
  • The promoter selects the "Start Process" command:
  • Users assigned to tasks receive an email notifying them of the new MOC
  • The MOC moves from the “Draft” state to the “Open” state.
  • The user to whom an action is assigned must perform it and then fill in the comment by pressing the "Edit" button next to the Task. The task will wait until "NO" appears in the "Completed" column.
  • After all tasks of a step are completed, the MOC will move on to the task of the next step. If the next step is an "Approve" activity, the MOC Approver must "Approve" or "Reject" the MOC, based on comments left by other users and their own professional judgment.
  • By selecting the "Reject" option, the MOC is closed and given the "Rejected" status.
  • By selecting the "Approved" option, the MOC moves to the next phase, usually "Implementation"
  • In case of both "rejection" and "approval" of the MOC an email is sent to specific users.
  • One of the last tasks is "Closing". The user in charge must record whether the objectives have been achieved and comment on it.
  • Once all tasks are completed, the MOC is completed and the status changes to "Completed".

2/17/2024
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