Tutorial: Getting Started Using EMSWeb
- START HERE Link
- Updates and Fixes
- Add a User Account
- Adding an Organization
- Create a Checklist Template
- Create a General Task (No Checklist or POAM)
- Create and Manage Equipment
- Create and Manage Locations, Practices, and Aspects
- Creating an O&T and Relating to a POAM
- Creating and Tracking a Finding
- Frequently Used Functions
- Manage Documents
- Perform a Document Query
Keywords
- None
Creating an O&T and Relating to a POAM
Creating an O&T and relating it to a POAM
Go to EMS > O&Ts to view the O&Ts grid.
Click on New O&T. Complete the Objective form. If you need help understanding the field requirements, click on Help with this page on the utility pane. Leave the progress at “0%.”
Click on Save Objective to save the new O&T and navigate to the O&T profile page.
Once in the O&T profile page, you can add documents or relate existing aspects or equipment to the O&T by clicking on the applicable links in the O&T profile icon.
To relate a POAM, click on Add POAM to access the POAM form.
Complete the form. If you need help understanding the field requirements, click on Help with this page on the utility pane.
Click on Save POAM to take you back to the O&T profile that now has a POAM section beneath the objective information.
At least one milestone must be created to affect the Progress value of the POAM. Click on New Milestone to access the milestone form, which is very similar to the POAM form. The Milestone POC is the person that is responsible for completing the milestone.
Click on Save Milestone to save the milestone and notify the Milestone POC (that individual will receive an email notification and be able to access the milestone via their Tasks grid). You can create additional milestones and assign them to different people. The POAM Progress is calculated from the average progress values of all assigned milestones.