How-To add POA&M entries and generate POA&M reports
The IT Audit Machine comes with the capability to track POA&M milestones and generate POA&M reports for your organization. Adding entries and generating reports is as simple as following these steps.
If you do not see the Plan of Action and Milestones (POA&M) form, contact your administrator to make sure it is added and configured.
Users
Adding POA&M entries
Navigate to the My Forms interface and locate the Plan of Action and Milestones (POA&M) form. Expand the form and click on the View icon.
You may be prompted whether to Edit the latest version or Create a new entry. Select the option to Create a new entry.
Input the data for the POA&M entry. Once you are satisfied with your entry, click the Submit button to save your entry. This will save the entry and generate a POA&M based on the current entries.
Continue entering your POA&M entries until you have completed the entries you desire to enter.
Editing POA&M entries
POA&M Entries are edited like any other Form. The easiest way to do that is to use the Entries icon located above the POA&M form. Select the Plan of Action and Milestones (POA&M) form to expand it and click on the Entries icon.
This will display the existing entries for the form.
Click on the entry you wish to edit and click the Edit Entry Data button to pull up the form populated with the data for that entry. Make the desired edits and Submit the form to save the changes.
Viewing POA&M Reports
POA&M Reports are generated every time an entry is submitted. To view the latest report, select the report associated with the most recently updated entry. Click on the link to download a zip file containing the report.
The report is also available from the Entry Detail page for any entry.
You can also see a copy of each POA&M reports the user generated in your My Documents
Administrators
Adding POA&M entries
POA&M entries added by an Admin will be separate from entries added by users and will create a separate POA&M report
As an Administrator, you may not add entries for the POA&M associated with a particular entity. Instead, entries created by an Administrator will become a separate POA&M.
Navigate to the Form Manager interface and locate the Plan of Action and Milestones (POA&M) form. Expand the form and click on the View icon.
Input the data for the POA&M entry. Once you are satisfied with your entry, click the Submit button to save your entry. This will save the entry and generate a POA&M based on the current entries.
Continue entering your POA&M entries until you have completed the entries you desire to enter.
Editing POA&M entries
POA&M Entries are edited like any other Form. As an Administrator, you are able to edit your own entries as well as the entries created by users. This allows an Administrator to facilitate the updating of an existing POA&M.
The easiest way to edit a POA&M is to use the Entries icon located above the POA&M form. Select the Plan of Action and Milestones (POA&M) form to expand it and click on the Entries icon.
This will display the Admin view of the existing entries for the form.
Click on the entry you wish to edit and click the Edit Entry Data button to pull up the form populated with the data for that entry. Make the desired edits and Submit the form to save the changes.
Viewing POA&M Reports
POA&M Reports are generated every time an entry is submitted. To view the latest report, select the report associated with the most recently updated entry. Click on the link to download a zip file containing the report.
The report is also available from the Entry Detail page for any entry.
As you can see, the IT Audit Machine makes generating POA&M reports easy by doing all of the heavy lifting for you.
Enjoy the power of Continuum GRC.