How do I build a Plan of Action & Milestones using the POA&M module?
The POA&M consists of a group of Corrective Action Plans (CAP), so you actually build CAPs in the POA&M module. CAPs can be built in one of two ways:
- Direct from the POA&M page using the Create Corrective Action button:
- Using the Add to POA&M workflow from the Control Status page:
See our POA&M Tutorial for a demonstration of how these methods can be used to build a CAP and populate the POA&M.
How do I delete a Corrective Action Plan (CAP)?
In the POA&M page, click the three vertical dot icon on the CAP you wish to delete, and select Delete Correction Action:
In the pop up, Click OK to confirm the deletion:
Deleting a CAP does not affect the status of a Non-compliant Organization Action (OA), unless that OA was associated with another CAP that is in "Complete" status. In this case, the OA status will be changed to "Compliant".
How do I add Organization Actions to an existing CAP?
In the POA&M page, click the three vertical dot icon on the CAP you wish to delete, and select Modify Correction Actions:
In the pop up, click the drop down arrow to bring up a list of Non-compliant Organization Actions. You can check the box next to an Organization Action to select it for inclusion in the CAP:
Alternatively, you can start typing a control number in the Organization Actions field, and corresponding Non-compliant Organization Actions will be listed. Check the box next to the listed Organization Action(s) to select it / them for inclusion:
Once you selected the Organization Action(s), click OK to add it / them to the CAP.
How do I create a Gantt Chart using the POA&M module?
By ensuring all CAP Action Steps have a realistic Start Date and Estimated Completion Date, you can simply click the View Gantt Chart button:
And Totem™ will auto-populate a Gantt Chart, which can be used to manage the CAP sequencing and overall POA&M execution:
