MOC Change Project

Management of Change: MoC Change Project

This workflow describes the process for creating Change Projects, adding Checklists, creating and managing Exceptions and Tasks, executing Tasks, and implementing the project.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.
Create Change ProjectCreate TeamAdd ChecklistsEnter Checklist ResponsesCreate Tasks for ExceptionsManage Performance RecommendationsExecute or Complete TasksImplement ProjectMoC Administration

Create Change Project

Persona: Analyst

Create a Change Project to store the details of the Change Project, such as the change type, duration, purpose, scope, and the owner of the project. If the project is a temporary project, you must specify the date until which the change is valid.

Create Team

Persona: Analyst

Create a multi-disciplinary team that will perform various tasks in the Change Project.

Add Checklists

Persona: Analyst

Based on the type of project and the project scope, add one or more Checklists to the Change Project. You can select from the Checklists that you created in the MoC Administration workflow. Copies of the selected Checklists are created and associated with the Change Project.

Enter Checklist Responses

Persona: Analyst

For each Checklist that you added to the Change Project, respond to the Questions in the Checklist. If the Answer Option that you selected is configured to create an Exception, an Exception is automatically created and associated with the Change Project.

Create Tasks for Exceptions

Persona: Analyst

For each Exception created for the Change Project, create one or more Tasks.

Manage Performance Recommendations

Persona: Analyst

As needed, create General Recommendations for Exceptions to provide additional suggestions for effectively managing the change.

Go to the Action Management: Manage Recommended Actions Workflow.

Implement Project

Persona: Analyst

Analyze the summary of the Change Project to verify the percentage of Exceptions that are closed and the percentage of Tasks that are in the Completed state. When all Exceptions are closed, use state management to finalize the project.

Execute or Complete Tasks

Persona: Analyst

Record the progress of Tasks using the state management. For all completed Tasks, change the state of the Task to Complete. When all Tasks associated with an Exception are completed, modify the status of the Exception to Complete.