Perform the Management of Change Assessment using eAuditor
Management of Change (MOC) refers to a systematic approach used by organizations to manage and control changes in processes, equipment, personnel, or other critical aspects of operations. The goal is to ensure that changes do not negatively impact safety, health, environmental performance, or compliance with regulations.
Performing a Management of Change (MOC) Assessment using eAuditor ensures a thorough, efficient, and transparent process for evaluating, approving, and implementing changes across your organization. Whether you are modifying processes, introducing new equipment, or changing personnel or policies, eAuditor provides a structured framework to assess potential risks and ensure that all necessary controls are in place to maintain safety, health, and compliance.
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Setting Up the MOC Assessment in eAuditor
Before conducting an Management of Change assessment, eAuditor enables you to create customized checklists specifically tailored to your organization’s needs and the types of changes being made.
- Customizable Checklists:
You can design or modify your checklists to cover various aspects of the change, making sure staff do not overlook any area. Typical areas covered include:- Change Description: Define the scope of the change clearly, including modifications to existing equipment, processes, personnel responsibilities, or the introduction of new materials.
- Risk Assessment: Evaluate potential hazards the change might introduce. For example, does the introduction of a new chemical increase health risks, or does a new piece of equipment pose mechanical failure risks?
- Impact Analysis: Assess the operational, safety, regulatory, and environmental impacts of the change.
- Compliance Check: Ensure the change aligns with all relevant industry standards, laws, and internal policies, such as OSHA regulations, ISO standards, or environmental guidelines.
- Stakeholder Approval Workflow:
eAuditor allows you to define workflows for approval. Key stakeholders, such as safety officers, engineers, and regulatory specialists, can review the assessment and provide their feedback or approval. This step documents the process thoroughly and involves all necessary parties in the decision-making process. - Assign Roles and Responsibilities:
You can assign specific individuals to perform tasks or take actions throughout the Management of Change process. This helps to ensure accountability and clarity throughout the entire change process, from risk assessment to final implementation.
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Conducting the MOC Assessment on-site
When carrying out the MOC assessment, eAuditor supports real-time, mobile data capture, making it convenient to assess and document potential risks directly from the field.
- On-Site Data Collection:
- eAuditor’s mobile app enables inspectors to conduct assessments on-site with ease. Whether they are reviewing changes in machinery, processes, materials, or employee roles, the app provides a clear and intuitive interface for data entry.
- Photographic Evidence: Inspectors can capture photos and annotate them directly in the checklist. For example, a new piece of machinery can be photographed to highlight any safety features or concerns, or environmental risks can be captured in situ to provide evidence of hazards.
- Risk Assessment Scoring: Inspectors can evaluate risks using pre-defined scales, such as low, medium, or high risk. This ensures that each risk is quantified, making it easier to prioritize actions and identify areas that require immediate attention.
- Dynamic Questions Based on Changes:
eAuditor can include conditional logic in the checklist. This means that only relevant questions will be asked based on the type of change. For instance, if a chemical is being introduced, the checklist will prompt questions about its safe handling, storage, and necessary PPE. If the change involves a process modification, it will check for process flow compatibility, potential disruptions, and impact on safety. - Hazard Identification:
The system helps identify and document hazards that may arise due to the change. For instance, if new equipment is introduced, the system will check for mechanical risks, ergonomic issues, or electrical hazards. If a procedural change is being made, the system will verify that all safety procedures are adjusted accordingly.
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Managing and Tracking Corrective Actions
After identifying risks or non-compliance during the MOC assessment, eAuditor ensures that corrective actions are immediately created, assigned, and tracked until completion.
- Create and Assign Corrective Actions:
- When an inspector identifies a hazard or non-compliance, they can use eAuditor to create corrective actions directly within the inspection workflow.For instance, if the introduction of new equipment poses a mechanical hazard, you could create an action to perform additional safety checks or modify the design.
- You can assign each corrective action to a specific individual, set deadlines for completion, and track progress.
- Set Action Deadlines and Prioritize Risks:
Prioritize corrective actions based on the severity of the identified risk. This allows you to mark high-risk issues such as those affecting employee safety or regulatory compliance as urgent, ensuring prompt resolution. - Monitor and Track the Status of Actions:
eAuditor provides an Actions Dashboard where users can view all corrective actions in real time. It allows you to track the status of each item, set reminders for overdue tasks, and ensure actions are completed on time. Real-time tracking helps address all issues promptly and resolve critical concerns before implementing the change.
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Post-Implementation Review and Evaluation
Once the change has been made, a post-implementation review ensures that the change has been effectively carried out and that no new risks have been introduced. eAuditor facilitates this step by ensuring all the actions and controls from the MOC assessment are properly implemented.
- Review Change Effectiveness:
After implementing the change, conduct a follow-up inspection to assess whether it has achieved the expected outcomes. For instance, if the change involved new equipment, the review would ensure the equipment operates as expected, without introducing safety issues. - Track Performance Over Time:
eAuditor enables long-term tracking of any issues that may arise after the change is implemented. The system allows for the collection of ongoing feedback to monitor the success of the change and identify any areas where further adjustments may be needed. - Adjust Policies and Procedures:
If new hazards or risks are identified post-implementation, update the relevant safety procedures or operational guidelines in real time within eAuditor, ensuring all stakeholders have access to the latest information.
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Reporting and Continuous Improvement
At the end of the assessment, eAuditor provides detailed, data-driven reports that are easy to share with stakeholders.
- Automated Reporting:
eAuditor generates customizable, professional reports that summarize the MOC assessment, risk analysis, and corrective actions. These reports can be exported in various formats (PDF, Excel) and include relevant data such as:- A list of identified risks and hazards
- Corrective actions with assigned deadlines and responsibilities
- Photos and evidence supporting findings
- Compliance and approval status from key stakeholders
- Data Analytics and Trends:
eAuditor’s analytics feature allows you to identify trends over time. By analyzing data from multiple MOC assessments, organizations can uncover recurring issues, identify high-risk areas, and focus their improvement efforts on them. This analysis supports continuous improvement by ensuring the MOC process becomes more efficient with each implementation.
Summary
Performing a Management of Change (MOC) Assessment using eAuditor enhances an organization’s ability to manage and control changes effectively. The platform helps streamline the process of identifying risks, assigning corrective actions, ensuring compliance, and improving operational safety. Through real-time mobile inspections, automated reporting, and powerful analytics, eAuditor ensures that changes are implemented safely, efficiently, and in full compliance with regulatory standards. The ability to track and manage corrective actions, along with the post-implementation review process, guarantees that all changes are sustainable and do not introduce new risks. This makes the MOC process smoother, more transparent, and aligned with industry best practices.