A management of change (MOC) process ensures that changes to equipment, processes, procedures, or materials are evaluated for safety and compliance impact before implementation. MOC software automates this process from initial request through final closure, creating a complete audit trail at every step.
The 6-Step MOC Process
Every management of change follows a structured workflow. Here is how Ecesis software handles each step.
1 Submit Change Request
The MOC process begins when any employee identifies a change that needs formal review. Using Ecesis, they complete a change request form that captures the essential details.
- Description of the proposed change and the reason for it
- Affected equipment, processes, chemicals, or procedures
- Proposed timeline and implementation date
- Attached documents, drawings, or supporting materials
- Automatic classification of change type (temporary, permanent, emergency)
Configurable forms match your organization's terminology and requirements. Submissions can be made from desktop or the mobile app, even without internet connectivity.
2 Review Request
The designated MOC coordinator receives an automatic notification and reviews the submission for completeness. During this step the coordinator determines the scope of review required.
- Verify the request is complete and properly classified
- Determine which departments and subject matter experts need to be involved
- Identify applicable regulatory requirements (OSHA PSM, EPA RMP, or site-specific standards)
- Return incomplete requests to the initiator with comments
Automatic email and in-app notifications ensure requests are never lost. Configurable routing rules can assign the right coordinator based on change type, department, or site.
3 Risk Assessment
Subject matter experts evaluate the potential safety, environmental, and operational impacts of the proposed change. This is the most critical step in the MOC process.
- Evaluate hazards introduced or altered by the change
- Assess impact on operating procedures, safety systems, and emergency plans
- Review environmental compliance implications
- Identify required training for affected personnel
- Document mitigation measures for identified risks
Built-in risk assessment checklists and matrices are fully configurable. Custom questions can be added per change type, and all responses are captured in the permanent audit record.
4 Approval Workflow
After the risk assessment, the change request routes through the required approval chain. Ecesis supports multi-level, multi-department approval workflows.
- Configurable approval chains based on change type, risk level, or site
- Parallel or sequential approvals across departments (operations, safety, environmental, engineering)
- Approve, deny, or request modifications with documented rationale
- Automatic escalation for overdue approvals
- Complete audit trail of who approved, when, and any comments provided
Approvers can review and approve from any device, including the mobile app. Email notifications include a direct link to the pending approval, reducing delays.
5 Implement Change
Once approved, the change moves into implementation. Ecesis tracks each action item required to complete the change.
- Assign specific action items to responsible individuals with due dates
- Track completion status of each task in real time
- Manage required training for affected employees
- Update Standard Operating Procedures (SOPs) and P&IDs
- Document pre-startup safety reviews (PSSRs) where required
Action items integrate with the Ecesis action tracking module, providing centralized visibility across all open items from MOC, incidents, inspections, and audits.
6 Close MOC
The final step verifies that all aspects of the change have been properly completed and documented before formal closure.
- Verify all action items are completed
- Confirm affected personnel have been trained
- Ensure updated procedures and documents are in place
- Conduct post-implementation review if required
- Archive the complete MOC record with full audit trail
The system prevents premature closure by enforcing completion requirements. Closed MOCs remain fully searchable and reportable for regulatory audits and trend analysis.
Why Automate the MOC Process?
Ecesis Management of Change Software
MOC Software
Streamline change reviews and approvals
Compare MOC Software
Side-by-side evaluation guide
Compliance Obligations
Track regulatory requirements and deadlines
Incident Management
Report, investigate, and track incidents
Action Tracking
Centralized action item management
Training Management
Track employee training and competency
