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Creating Management of Change Documents

There are two ways to create a Management of Change document in ChangePilot: Standard Creation and Guided Creation. Both methods help you document changes to processes, equipment, or operations.

Standard MOC Creation

The standard method lets you fill out the form directly. Best for when you know exactly what you need to document.

Step-by-Step Guide:

  1. 1Click "New Change" button on the MOCs page
  2. 2Fill out the required fields:
    • Title: Brief description of the change
    • Description: Detailed explanation of what's changing
    • Reason for Change: Why this change is needed
    • Change Type: Process, Equipment, Personnel, Administrative, or Other
    • Affected Systems: What systems or processes are affected (optional)
  3. 3Select the Risk Level and Priority
  4. 4Click "Create MOC" to submit
Tip:

Be as detailed as possible in your description. The more information you provide, the better departments can understand and review the change.

Guided MOC Creation

Guided Creation is an interactive process where follow-up questions help you think through all aspects of the change. Best for complex changes or when you want to ensure completeness.

How It Works:

  1. 1Click "New Change" then select "Create New Change (Guided)"
  2. 2Fill out the initial form with basic information
  3. 3Submit the form — your input is analyzed automatically
  4. 4Follow-up questions help clarify:
    • What's different from current process?
    • Potential impacts and risks?
    • Implementation details?
  5. 5Answer the questions — more may appear based on your answers
  6. 6When enough information is gathered, review and submit your MOC
Benefits of Guided Creation:
  • Ensures you don't miss important details
  • Helps you think through all aspects of the change
  • Shows a completeness score as you answer questions
  • Learns from your answers to ask better follow-up questions

Note: Guided Creation requires an LLM provider to be configured (recommended: Google Gemini free tier). If you see "LLM not available," ask your administrator to visit Admin Settings. You can still use standard creation without the guided experience.

What Happens After You Submit?

  1. 1
    MOC Number Assigned: Your MOC gets a unique number (e.g., MOC-2024-0001)
  2. 2
    Workflow Initialized: The system creates review steps for all relevant departments
  3. 3
    Status Changes to "In Review": All departments can now review simultaneously
  4. 4
    Departments Review: Each department provides input, concerns, and a decision
  5. 5
    Final Status: Once all departments review, the MOC is approved, rejected, or needs revision

Best Practices

Do This

  • • Be specific and detailed in descriptions
  • • Explain what's changing and why
  • • List all affected systems or processes
  • • Use clear, professional language
  • • Answer follow-up questions thoroughly

Avoid This

  • • Vague or incomplete descriptions
  • • Missing reason for change
  • • Leaving fields empty (if required)
  • • Rushing through the process
  • • Ignoring follow-up questions
Next: Learn about reviewing MOCs →