The profile view of a Plan of Action & Milestones (POAM) and Corrective and Preventive Actions (CAPA) represents a summary view. It is not comprehensive in that it does not show all of the data related to the selected POAM/CAPA, but it does provide access to the most commonly used information related to the POAM/CAPA. The profile view also provides easy access to related data for the POAM/CAPA. Most information for the POAM/CAPA can be accessed by clicking on the profile icon (located to the left of the page title), and then choosing an appropriate ‘related item’ from the menu.

Once created and saved, a Finding / Observation goes through an Assignment, a Resolution, and a Closure phase. Depending on the type of evaluation that led to the Finding / Observation, a Plan of Action & Milestones (POAM) may be required as well as Corrective and Preventive Actions (CAPA) as part of the Resolution phase.

A POAM provides proposed corrective actions, process improvements, and schedules to address a nonconformance or deficiency and its root cause(s). The documentation also serves as a record of completed corrective actions and to verify problems are resolved.

Each Milestone within a POAM can be assigned to a different user to track their progress. The assigned users receive emails alerting them to the new assignment. They can access the item via their Tasks grid and work towards completing their Milestones, which eventually completes the POAM. The POAM Progress is calculated from the average progress values of all assigned Milestones. Milestones can be added to the Milestones grid via the “New Milestone” button.

Note: At least one Milestone must be created to affect the Progress value of the POAM.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Milestones Grid Form

Description

The Query Milestones Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

1. Milestone Name: This field filters for the name of the Milestone.
2. Synopsis: This field filters for specific text in the synopsis of the Plan of Action for the Milestone.
3. POC: This field filters for the point of contact (POC) for the Milestone.
4. Target Date___to___: This field filters for the date that the Milestone is targeted to be complete.