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Even well planned MOC projects can run into delays when key participants become unexpectedly unavailable. Whether it’s due to vacation, illness, a leave of absence, or staff turnover, real-world disruptions to personnel are inevitable. When the individual responsible for a key MOC task becomes unavailable, the process doesn’t stop—but without the right system in place, progress can stall.

In the previous post we discussed the importance of automated task assignment recommendations. In this follow-up we take a closer look at the best practices for task assignments that include departments, roles or individuals. In addition, we examine the need to support complex business rules for task completion, review and approval.

In a previous post, we explored how asset-based MOC scoping—especially when supported by AI agents—can dramatically reduce omissions and improve efficiency. But identifying what’s changing is only part of the Scoping Phase. In this follow-up, we take a closer look at how the generated action items are assigned and why getting this right is essential for ensuring an MOC project transitions smoothly through to Close-Out.

As organizations look to streamline and strengthen their Management of Change (MOC) procedures, the role of AI is becoming increasingly compelling—particularly when it comes to evaluating risk during MOC initiation.
FACILEX® MOC supports the integration of AI services—such as Microsoft Copilot or custom GPT-based agents—so organizations can layer intelligence directly into the MOC procedure.

Empowering MOC initiators to assess and rank the risk of a proposed change up front enables organizations to make informed go/no-go decisions early in the process. This embedded functionality helps streamline workflows, improve compliance, and focus attention where it matters most. The FACILEX® MOC solution includes comprehensive risk ranking features.

When large capital projects, maintenance turnarounds, and day-to-day modifications all intersect with the Management of Change (MOC) process, clarity matters. Without it, you risk duplicate effort, missed responsibilities, or worse — gaps in safety assurance.
In this post we examine how MOC behaves in these different settings, and how engineering and operational leaders can design their MOC systems to respond intelligently to context.

Many PSM-covered facilities still struggle with incomplete or incorrect MOC scoping due to the complexities of human error, varying levels of experience, and the sheer diversity of possible change scenarios. The good news is that Asset-Based Scoping, when done right, dramatically reduces those errors. And with the emerging role of AI Agents, there is now a clear opportunity to push the boundaries even further.

As MOC processes grow more complex — and as regulatory and operational expectations increase — having an AI-powered assistant to help with data gathering, version control, and WIP tracking can be a major time-saver and risk reducer.
It won’t replace your expertise. It just gives you more bandwidth to focus on what matters: making the right decisions and keeping your facility safe.

When a Management of Change (MOC) is initiated, one of the first and most essential activities is collecting and assembling documents and data relevant to the change.
All too often, MOC-related documents are scattered across email threads, personal drives, or temporary folders with little oversight. The result is fragmentation — and fragmentation in process safety management is a recipe for failure. The FACILEX® MOC solution tackles this challenge head-on with a comprehensive WIP folder structure built into each MOC project.

Creating “one MOC process to rule them all” doesn’t mean forcing every site into an identical mold. It means enabling a common framework that respects local realities—and that requires the right platform. With FACILEX®, corporate leaders can confidently deploy a unified MOC strategy that adapts to every site, streamlines compliance, and provides enterprise-wide insight—all without custom code.

The use of AI agents in decision-support roles like RIK vs. MOC classification stands out as a low-risk, high-impact opportunity. With the right training data, rulesets, and human oversight, these agents can improve consistency, reduce overlooked risks, and free up expert bandwidth for higher-value work. FACILEX® supports AI-PSM.

When it comes to Process Safety Management (PSM), Management of Change (MOC) is one of the most critical elements for ensuring operational integrity, regulatory compliance, and workplace safety. At its core, MOC is a document management challenge—but one with significant implications for action tracking, accountability, and risk mitigation. FACILEX® MOC provides best in class features and functions read on.

Large capital projects often struggle with documentation that becomes siloed, with different contractors delivering pieces of the puzzle. Implementing a fully integrated electronic document management platform such as FACILEX® can provide a single coherent framework for all this data. A comprehensive historical and operational record for the entire lifecycle of the facility is invaluable for meeting commissioning targets and operational process safety.

Even with better intake logic, the goal to reduce the MOC backlog can only be achieved if the MOC procedure can be executed efficiently. That’s where Electronic Document Management (EDM) comes in. With EDM-based platforms like FACILEX®, organizations gain real-time visibility, clear accountability, and regulatory audit-readiness—while accelerating throughput of valid, high-quality MOC projects.

To meet both operational and compliance needs, Management of Change (MOC) business processes should be supported by systems that are purpose-built for robust Electronic Document Management (EDM). Pairing the transactional strengths of a CMMS with the information governance capabilities of an EDM based MOC platform such as FACILEX® provides the complete framework needed to manage change safely, responsibly, and transparently.

An MOC system should do more than enforce compliance—it should empower continuous improvement. That means giving your team the tools they need to evolve the process internally, without needing to call in a developer every time a form field needs tweaking. FACILEX® MOC provides the capability for a trained user to configure most aspects of the business process, forms, templates, checklists and reports.

By integrating these three critical elements, organizations can build a more resilient and proactive PSM program that protects workers, assets, and the environment. The key to success lies in ensuring that identified risks are not just documented but actively managed through a fully integrated platform such as the FACILEX® Process Safety Suite.

A Proof of Concept (PoC) is a valuable step in selecting an MOC solution, providing organizations with the confidence to invest in a system that aligns with their needs. The FACILEX® SaaS cloud can be easily leveraged to conduct a PoC. This approach is a practical and efficient way to make informed decisions before committing to a full deployment.

Discover how to navigate the complexity of the Management of Change (MOC) process with Gateway’s FACILEX® MOC solution. Out of the box MOC lifecycles, complete scoping checklists, assignment tracking and MOC project document management. Learn more!

Learn how OSHA’s Replacement in Kind (RIK) provision streamlines equipment substitutions without compromising safety or compliance. This blog explains RIK principles, benefits, and key assumptions, with insights from Dr. Rainer Hoff of Gateway Consulting Group, Inc.

Ensure safety in hazardous industries with Gateway’s FACILEX® MOC solutions, managing changes to processes, equipment, and operations with a structured, compliant approach to protect your team.

Learn how ‘Replacement in Kind’ (RIK) can be the ultimate cost-saving strategy in Management of Change (MOC). Discover how avoiding unnecessary MOC processes can lead to significant operational efficiency and savings.