Every MOC record is guided by a Workflow. This workflow manages the creation, approval and completion of change orders. These workflows can be configured in the What is a User Application
You can export or import MOC steps or MOC category steps as per the need while creating a new MOC record.
Exporting MOC categories
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Navigate to Export Wizard Manager.
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Select New and select MOC category from the dropdown.
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You can view the steps and add the steps needed for a particular MOC Category.
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You can view the exported fields in the Export Log.
Importing MOC Categories
To import MOC categories in to MOC record follow these steps:
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Prepare the worksheet to import.
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Navigate to the Imports Manager, select MOC Categories and click Imports.
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Click Choose File and select the worksheet from step1.
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Click Finish.
You can view the imported data in the MOC categories Manager.
Using Custom properties in MOC
This feature allows you to add customized information to your MOC datasheet.
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Using the icon, navigate to MOC manager.
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Select an MOC record and click Edit.
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Select the Custom tab and fill in the details against the required field names. Click Save.
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On the MOC manager, click on the icon to check if the added field information is visible.