User Manual

TaskRox Help & User Manual

Select a topic from navigation to view one module at a time.

Topic: MOC

MOC

Management of Change — formal workflow for scope, design, and process changes.

Raising a MOC

Click New MOC. Fill in: - Title - Description of the proposed change - Category — Scope / Design / Process / Safety / Environmental - Priority — Critical / High / Medium / Low - Initiator

A unique MOC number is generated.

MOC workflow stages

Draft → Under Review → Approved / Rejected → Implementation → Verification → Closed

Each stage has specific actions:

StageWho actsWhat happens
DraftInitiatorComplete MOC details
Under ReviewApproversReview and approve/reject in sequence
ApprovedPM / AdminAssign implementation actions
ImplementationAction ownersComplete assigned tasks
VerificationVerifierConfirm change implemented correctly
ClosedPM / AdminClose out MOC

MOC components

Each MOC has these sub-records:

  • Action items — implementation tasks with assignees and due dates
  • Approvals — sequential approval chain (configured via MOC templates)
  • Briefings — record of who was informed about the change
  • Verification items — checklist confirming the change was correctly implemented

MOC templates

Configure reusable approval chains and verification checklists under the Templates button on the MOC register.

Templates define: - Approval chain (ordered list of approvers with roles) - Verification checklist items (pre-populated for each new MOC)