Maximo Management of Change (MOC)

Challenges and Opportunities of Implementing an MOC Process

Summer 2014

Agenda

Introduction to Maximo MOC Application

MOC Program at ENMAX – continuing to evolve

Questions

ENMAX Corporation (ENMAX)

Vertically integrated utility: electricity, natural gas, renewable energy

Providing Albertans with electricity for over 100 years

More than 697,000 customer sites throughout Alberta

Wholly owned subsidiary of The City of Calgary

Core operations include: electricity generation, transmission and distribution

and sale of electricity, natural gas and renewable energy products to

residential and commercial customers in Alberta

Generation Assets: Wind, Natural Gas, District Energy

Management of Change (MOC)

MOC Application is part of the Maximo Oil and Gas

Industry Solution.

MOC is defined in OSHA 1910.119(l)(1)

“The employer shall establish and implement written procedures to manage changes (except for "replacements in kind") to process chemicals, technology, equipment, and procedures; and, changes to facilities that affect a covered process.”

For more information visit

http://www.canoshweb.org/All/Alberta

MOC Applicability in a Utility (Generation) Organization

MOC is required as part of Occupational Health and

Safety Regulations.

Any changes to the plants are evaluated, reviewed and

approved before making those physical changes.

The Maximo MOC application provides workflow, and

keeps an accurate audit trail of all changes.

MOC Process

All MOCs start their life as an MOC Request. MOC Requests are

created by any end user at the plant or within the engineering

department. They are a request to make some change in process or

equipment at the plant.

MOC Requests can be created directly in the system, or can be

generated from Work Orders, Incidents (PI&R), Problems (Investigation),

Improvements, Defects

The ability to create an MOC without an MOC Request has been

disabled.

MOC Requests are routed to plant manager and

Engineering for review and approval. Once

approved an MOC is automatically created

through workflow

All MOCs start out as MOC Requests

Configuration of MOC Request Application

Configuration was simple:

• Removed the fields not pertinent to ENMAX,

• Added a long description for Scope and Justification

• Renamed High Risk to be Emergency.

• Created a workflow which routes the MOCR to Plant Manager and

Engineering and then created MOC when they indicate this is a

valid MOCR.

MOCR Workflow

3 step process

• Send Engineering or Plant Manager

• Send to appropriate owner group

• Create MOC

Matrix of Applications for MOC

Operations Asset & Work

Management

Control of

Work

Investigation &

Improvement

Change

Management Compliance

Operator

Log

Operating

Policy

Permit

Planning

Not Using

Risk

Assessment

Operating

Procedures

Benefits

& Losses

Risk

Matrix

Improvements

Personnel

Certification

Tracking

Planned

Change

Defects

Regulatory

Compliance

Non –

Conformance

Management

Failure

Reporting

ENMAX Problem

Identification & Resolution

Investigations

Management

of

Change

Action

Tracking

Solutions

Currently

Using

Incidents Findings Hazards Enhancements

Work Flow Notifications

Work Flow Assignments

Work Flow Controls and Assignments

Service

Requests

Level 1

Root

Cause

Level 2

Probable

Cause

Level 3

Basic

Cause

Management of Change (MOC)

At ENMAX we have a procedure in place which governs the MOC Process

Management of Change (MOC)

We have also created detailed user guides (desktop guides) for

MOCR and MOC applications/processes.

MOC – Process Steps Stage Option

Evaluate MOC

Take Ownership as PM

Assign a different PM

Defer to a future date

Plan MOC Set up reviewers

Route for review

Review MOC Complete Review

Return for re-planning

Send to additional reviewers

Defer to a future date

Cancel MOC

Approve MOC Send for Authorization

Rework

Defer

Cancel

The MOC Process

is controlled by

Maximo Workflow

Users are Notified

of assignments via

email notifications.

New reviewers,

approvers, or

authorizers can be

added during the

process.

MOC Configuration and Challenges.

Only the correct user or their delegate can check off the reviewed, approved

or authorized check boxes.

Any user can add additional reviewers, approvers or authorizers.

Workflow will create new assignments on the fly and send to the newly added

reviewers, approvers or authorizers.

If a reviewer or authorizer or approver sends an MOC back for rework all previous

approvals/reviews/authorizations are removed so they need to be completed

again.

MOC Configuration and Challenges.

Removed fields not needed at ENMAX

No new fields added to application

MOC Reports

Custom reports developed

MOC Book – All information in the

same order as MOC Application

- like doing a screenshot of each TAB

MOC Aging Report – average number of

days in each status by site and priority.

MOC Team Workload – Details for each

member of a person group.

ENMAX MOC Dashboard Start Center

Favorite Applications – MOC related and PI&R

Report portlet

Resultsets Open MOCRs

New MOCs

MOCs Awaiting Approval

Approved MOCs

MOCs in Review

MOCs in Planning

MOCs in Progress

MOCs in Completion Review

MOCs with no log entries in the past week

ENMAX MOC Analytic Reports and Charts

MOC data lends itself to various analytic

methods.

Charts on start centers (Status tracking)

Resolution by site

Trend analytics using BIRT reports

Application Manager – cloned applications, override default field widths

Conditional formatting and signature options

No “Customization” required

Custom Reports MOC Ageing

Team Workload

MOC Book

Communication Templates Escalation notifications

Workflow assignments

ENMAX MOC Configuration/Customization Used

Maximo Solution Fit for ENMAX

The MOC Application was perfectly suited with very little configuration

required to allow ENMAX to adhere to OSHA regulatory requirements

and to create a culture of Engineering Change Management within our

organization.

Maximo Challenges of Implementing MOC

• Needed to be flexible, add reviewers/approvers/authorizers on the fly

• Difficult to instill a culture of change management. (who has the time

for this?)

• Difficult to ensure MOC work is moving along as it should (getting the right

priority).

The MOC procedures/process cannot be static, they need to adapt through

use and improve/streamline as necessary. Not all MOCs require the same level

of diligence/oversight.

Thank you!

If you would like further information please contact me.

Stephen Hume

Enterprise Asset Management Specialist

ENMAX Energy

shume@enmax.com

403 514-3099