Flexible Assignments and Approvals: Supporting the Way Facilities Really Work

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.
Supporting the Way Facilities Really Work

MOC execution isn’t just about assigning tasks—it’s about aligning responsibilities with the structure of the organization. In practice, this means tasks may need to be assigned to departments, roles, or individuals. Likewise, documents and actions often require tailored approval paths that reflect how business is done in the facility.

One Size Doesn’t Fit All

A common limitation in many MOC systems is the assumption that every task must be assigned to a named individual. While this might work in simple scenarios, it falls short in dynamic environments where flexibility is essential. In real operations:

  • Some tasks are best assigned to a department (e.g., “Electrical Engineering”) so anyone in that group can pick it up and execute.
  • Others must go to a specific role, like “Area 1 Manager,” ensuring that the current person in that position is responsible—regardless of who is occupying the role at the time.
  • And of course, some tasks must go to a specific individual, especially when expertise or accountability is clear.

Best practice MOC platforms should allow all three assignment types—group, role, and individual—to co-exist in the same workflow. This ensures clarity, flexibility, and continuity, even as team structures or personnel change.

Approval Workflows: Serial, Parallel, and Everything In Between

Review and approval workflows are just as critical—and equally varied. For example:

  • A new drawing may need to be reviewed in parallel by representatives from Safety, Engineering, and Operations before it moves forward.
  • A procedural change might need to be approved in a strict sequence, starting with the Unit Supervisor, then progressing to the Plant Manager, and finally to Compliance.

These rules aren’t static—they change based on the type of MOC, the asset involved, or even the location. The MOC platform must allow users to configure these rules without requiring complex coding or administrative intervention.

Best Practice: Support Business Rules, Not Just Workflow Steps

Supporting real-world review and assignment logic is not just a technical capability—it’s a reflection of operational maturity. A modern MOC platform must enable:

  • Assignment to roles, groups, or individuals
  • Workflow patterns that match internal business rules
  • Drag-and-drop configuration without custom programming
  • Transparent routing logic with audit-ready tracking

FACILEX® MOC: Built for Real Organizational Dynamics

FACILEX® MOC supports these productivity and compliance advantages by providing full flexibility in how tasks and approvals are assigned and routed. Whether you’re delegating to a team, assigning by role, or directing tasks to individuals, FACILEX® ensures the process is clear, efficient, and aligned with how your facility truly operates. Add to that the ability to configure parallel and serial reviews without needing IT support, and you have a platform designed to keep projects moving—no matter how your people, roles, or rules evolve.

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