About Site Filtering in MOC

Site filtering in MOC is achieved by specifying a site on the datasheet of the Change Project and that site assignment is applied to all the related records. Users must have privileges for the relevant site to access records for the specified site. Users can be assigned to one or many sites. They will be able to see only the records that are assigned to their site(s) or those that are global records.

Site filtering is enabled for the following families:

MI MOC Change Project: When you create a Change Project, you can assign it to any site. After you save the changes, you cannot modify the site of the Change Project. You can link assets to a Change Project only if the asset is a Global record or a record that belongs to the same site as that of the Change Project. Also, you can associate only Global records or records that belong to the same site as that of the Change Project, as changed elements to the project.
MI MOC Checklist: When you create a Checklist, you can assign it to any site. After you save the changes, you cannot modify the site for the Checklist. You can add a Checklist to a Change Project, only if the Checklist belongs to the same site as that of the Change Project. If you associate a Change Project with a copy of the Checklist whose site is set to Global, then the copy of the Checklist and all the records associated with it will inherit the site of the Change Project.
MI MOC Checklist Question: When you create a Question, you can assign it to any site. The Answer Options that you create in a Question will inherit the site of the Question. You can add a Question to a Checklist only if the site assigned to the Question and the Checklist are the same.
MI MOC Exception: When you create an Exception, you can assign it to any site. After you save the changes, you cannot modify the site for the Exception. You can associate an Answer Option in a Question with an Exception only if the site assigned to the Exception and to the Question are the same.
Operations Task: The tasks created for Exceptions associated with the Change Project will inherit the site from the associated Change Project.

Example

Consider an organization that has three sites, Site X, Site Y, and Site Z and contains the following records:

Change Project 1: Assigned to Site X
Change Project 2: Assigned to Site Y
Change Project 3: Assigned to Site Z
Checklist 1: Assigned to Site X
Checklist 2: Assigned to Site Y
Checklist 3: Assigned to Global

Scenario 1: User assigned to only Site X

When this user accesses the MOC Overview page, the user will be able to see the records that are assigned to Site X and Global:

Change Project 1: Assigned to Site X
Checklist 1: Assigned to Site X
Checklist 3: Assigned to Global

To Change Project 1, the user can add Checklists that belong to Site X and Global.

Suppose that the user adds Checklist 3 to Change Project 1, then Checklist 3_1 is created as a copy of Checklist 3 and associated with Change Project 1. The site assigned to Checklist 3_1 will be Site X. The copies of Questions and Exceptions created will also be assigned to Site X. The tasks that the user creates for Change Project 1 will also belong to Site X.

Scenario 2: User assigned to both Site X and Site Y

When this user accesses the MOC Overview page, the user will be able to see the records that are assigned to Site X, Site Y, and Global:

Change Project 1: Assigned to Site X
Change Project 2: Assigned to Site Y
Checklist 1: Assigned to Site X
Checklist 2: Assigned to Site Y
Checklist 3: Assigned to Global

The user will also be able to access and manage the Checklists, Exceptions, and tasks associated with Change Project 1 and Change Project 2.

The user can add only Checklist 1 and Checklist 3 to Change Project 1 since the project belongs to Site X. Similarly, the user can add only Checklist 2 and Checklist 3 to Change Project 2, which belongs to Site Y.

Scenario 3: Super User

When this user accesses the MOC Overview page, the user will be able to view the records that are assigned to any of the sites:

Change Project 1: Assigned to Site X
Change Project 2: Assigned to Site Y
Change Project 3: Assigned to Site Z
Checklist 1: Assigned to Site X
Checklist 2: Assigned to Site Y
Checklist 3: Assigned to Global

The user will also be able to access and manage the Checklists, Exceptions, and tasks associated with Change Project 1, Change Project 2, and Change Project 3.