Checklists and Questions

About Checklists and Questions

For successful implementation of a change, a comprehensive checklist must be created, which includes but is not limited to the following aspects of the change:

  • Prerequisites that must be fulfilled before the implementation of change. For example, if the change involves replacing an equipment model, the impacted personnel in the organization must be trained on the new equipment.
  • Factors that will be affected by the change (i.e., people, processes, assets, and data).

  • Factors that may affect the safety of a plant. For example, requirements for an effective emergency response.

In MOC, you can group Questions together to form a Checklist. For a Change Project, you can configure many types of Checklists and use them at different phases of the project. For example, you can create a Checklist for change planning, a Checklist for change implementation, and a checklist for change communication.

Access a Checklist

Before You Begin

As needed, modify the MI_MOC_ANS_OPT System Code table, which contains a list of values that populates the Answer box in the Question workspace.

Procedure

  1. Access the MoC Admin page.
  2. In the left pane, select Checklists.
    A list of available Checklists appears.
  3. In the Checklist ID column, select the link for the Checklist that you want to access.
    The datasheet for the selected Checklist appears, displaying the Definition and Checklist Items sections.

    The following information appears in these sections:

    • Definition: Contains the datasheet for the Checklist. This tab is selected by default.

      Note: As needed, in the Definition section, you can modify the values in the available fields, and then select to save your changes.

    • Checklist Items: Contains the list of Questions that are associated with the Checklist.

      Note: As needed, you can add or unlink Questions from the Checklist.
      Note: The changes made to Checklists in the administrative settings for MOC will not affect the Change Projects that have used the Checklists prior to modification.

Create a Checklist

Before You Begin

Procedure

  1. Access the MoC Admin page.
  2. In the left pane, select Checklists.
    A list of available Checklists appears.
  3. In the upper-left corner of the workspace, select .
    The Definition section appears in the workspace, displaying a blank datasheet for Checklist.
  4. As needed, enter values in the available fields.
  5. In the upper-right corner of the Checklists workspace, select .
    The Checklist is saved.
  6. In the workspace, select Checklist Items.
    The Checklist Items section appears, displaying a list of Questions associated with the Checklist.
  7. In the upper-left corner of the section, select .
    The Select questions to add window appears, displaying a list of Questions that are available in the database.
  8. For each Question that you want to add to the Checklist, next to the row containing the Question, select the check box.
  9. In the lower-right corner of the window, select Link.
    The Checklist is created and the Questions are added to the Checklist.

Add Questions to a Checklist

Before You Begin

About This Task

This topic describes how to add Questions to an existing Checklist.

Procedure

  1. Access the Checklist to which you want to add Questions.
  2. In the Checklists workspace, select Checklist Items.
    The Checklist Items section appears, displaying a grid containing Question and Exception Triggered columns.
  3. In the upper-left corner of the section, select .
    The Select questions to add window appears, displaying a list of Questions that are available in the database.
  4. For each Question that you want to add to the checklist, in the row containing the Question, select the check box.
  5. In the lower-right corner of the window, select Link.
    The Questions are added to the Checklist.

Delete a Checklist

Procedure

  1. Access the MoC Admin page.
  2. In the left pane, select Checklists.
    The Checklists workspace appears, displaying a list of Checklists that are available in the database.
  3. In the row for each Checklist that you want to delete, select the check box.
    In the upper-right corner of the workspace, the button is enabled.
  4. Select .
    The Delete MOC Checklist dialog box appears, asking you to confirm that you want to delete the selected Checklist.
    Note: Deleting Checklists in the administrative settings for MOC will not affect the Change Projects that have used the Checklists prior to deletion.
  5. Select OK.
    The selected Checklist is deleted and the updated list of Checklists appears in the workspace.