Management of Change (MOC) Form Template
A management of change form for instrumentation and control changes such as new instruments, range or set point changes, logic modifications and bypasses. It covers the description, risk rating, required reviews, approvals and close out actions.
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- How to Use sheet with steps
- Template sheet, blank and ready
- Example sheet, filled in
- 10 built in formulas
- A4 portrait print setup
- Works in Excel, Google Sheets and LibreOffice
Preview of the Filled Example
This is the Example sheet from the download, so you can see exactly how the completed management of change (moc) form looks.
Reviews and documents
| No | Check item | Status | Remarks |
|---|---|---|---|
| 1 | P&IDs and loop drawings updated | OK | |
| 2 | Instrument index and data sheets updated | OK | |
| 3 | Alarm and trip list updated | OK | |
| 4 | DCS / PLC / SIS program backed up before and after change | OK | |
| 5 | Hazard review (HAZOP or what if) completed where required | OK | What if review held |
| 6 | SIL calculation reviewed if a SIF is affected | OK | |
| 7 | Operating procedures updated and operators trained | Not OK | Operator briefing planned |
| 8 | Pre start up safety review completed | NA | |
| 9 | Spare parts and maintenance plan updated | NA |
Actions
| No | Action | Owner | Due | Status | Remarks |
|---|---|---|---|---|---|
| 1 | Change SIS set points and update C&E | C&I | 20 Oct 2026 | Closed | |
| 2 | Update alarm and trip list | C&I | 20 Oct 2026 | Closed | |
| 3 | Brief all shifts on new trip value | Operations | 25 Oct 2026 | Open |
About the Management of Change (MOC) Form
Many process incidents trace back to small, uncontrolled changes: a set point raised, a trip bypassed, a transmitter replaced with a different range. Management of change makes sure every change is reviewed, documented, communicated and closed out. This form keeps an instrument MOC on one page.
How to fill in this template
- Describe the change, the reason and the tags affected; choose the type and whether it is temporary.
- Rate severity and likelihood from 1 to 5; the risk score and level are calculated.
- Mark each review item OK when done, Not OK if still required, or NA.
- List the implementation and close out actions with owners and due dates.
- The MOC status stays Open until every action is closed; also clear every Not OK review item before close out.
What the formulas do
- Risk score = severity × likelihood.
- Risk level: HIGH 15 and above, MEDIUM 8 to 14, LOW below 8 (adjust to your risk matrix).
- MOC status = Open while any action is Open; close review items before closing the MOC.
Related tools
Frequently Asked Questions
What is management of change (MOC)?
A formal process to review, approve, implement and document changes to plant equipment, software, procedures or set points, so risks are controlled.
Does replacing an instrument need an MOC?
Not for a like for like replacement. A different type, range, material or function is a change and needs an MOC.
Why track temporary changes?
Temporary bypasses and overrides are a common cause of incidents when they are forgotten. A temporary MOC has an end date and is reviewed until removed.
Learn more on the blog
Instrumentation and control standards
A practical guide on instrumentationblog.in that explains the procedure behind this template and how engineers apply it on real plants.
Read Full Article