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Create Rounds and Assign Round Tasks
This section provides information on how to create rounds for asset maintenance checks and assign them to operators.
How to create, schedule and assign round plans
Supervisors can create round plans with multiple tasks for asset maintenance checks and publish them. The published round plans can be assigned to operators depending on their availability.
Create a round plan and Publish
Create round plans for asset maintenance and publish them. Only the published rounds can be scheduled and assigned to operators.
Edit round plans and tasks
As a supervisor, you can edit round plans to meet the new requirements of asset maintenance. As part of editing a round plan, you can change the name of the round plan, description, edit and delete pages. You can also edit, drag drop, copy, and delete sections, and questions. The supervisor must re-publish the rounds plan to the cloud after editing.

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Preface
Understand audience, know related documents and products and conventions followed in this document.
What is the mRounds application?
mRounds helps supervisors to create operator rounds and helps operators execute round tasks, record asset data, and submit scheduled rounds with Supervisors.
Use mRounds to Execute Round Tasks
This section provides the overview of the mRounds application and how to use the mRounds application to inspect assets and record data of the findings.
Create Rounds and Assign Round Tasks
This section provides information on how to create rounds for asset maintenance checks and assign them to operators.
- How to log into Web Application
  Open the application using the URL and login with your User ID and Password.
- Overview of the Operator Rounds Web Application
  Operator Rounds Web Application's features are organized under four sections. They are:
- How to create, schedule and assign round plans
  Supervisors can create round plans with multiple tasks for asset maintenance checks and publish them. The published round plans can be assigned to operators depending on their availability.
  - Pointers for creating an effective round plan
  - Create a round plan and Publish
    Create round plans for asset maintenance and publish them. Only the published rounds can be scheduled and assigned to operators.
    - Example of Round Plan Creation
      Learn how to create a round plan through an example.
    - Create round plans from existing round plans
      You can copy an existing round plan (duplicate) and create a new round plan instantly.
    - Edit round plans and tasks
      As a supervisor, you can edit round plans to meet the new requirements of asset maintenance. As part of editing a round plan, you can change the name of the round plan, description, edit and delete pages. You can also edit, drag drop, copy, and delete sections, and questions. The supervisor must re-publish the rounds plan to the cloud after editing.
  - Schedule round plans and assign them to operators
    You can schedule rounds by dates or by frequency like daily, weekly, bi-weekly, monthly and assign them to operators.
- How to view status of rounds
  Round Planners or Supervisors can closely monitor the rounds’ progress by viewing the scheduled round plans.
- How to view round plans and plan details
  View round plans list and round plan details from the Plans tab in the Scheduler section
- How to view issues and actions
  View all open issues and actions in the Observations dashboard. These issues and actions are created by the Operators in the mRounds application while executing tasks.
- How to create ERP Notification for an asset
  You can create Notification for equipment or functional location while executing round tasks. The Notification triggers in the backend ERP system with a notification number.
- How to archive, restore, and delete round plans
  As a supervisor, you can archive inactive round plans and restore them plans when needed. You can permanently delete round plans when they are no longer required for asset maintenance.
- How to search & filter rounds, Issues, and Actions
  Search and filters are powerful options for finding information quickly, easily, and accurately. They help you to get the information you need quickly and effortlessly.
How to add Master Data
Use the Master Configuration module to add master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
How to onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
How to onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Edit round plans and tasks

As a supervisor, you can edit round plans to meet the new requirements of asset maintenance. As part of editing a round plan, you can change the name of the round plan, description, edit and delete pages. You can also edit, drag drop, copy, and delete sections, and questions. The supervisor must re-publish the rounds plan to the cloud after editing.

To edit a round plan:

Click the My Plans section on the right-side pane.

My Plans screen with the list of draft and published round plans is displayed.
Click the More icon > Edit adjacent to the round plan.

Figure 1. Edit Rounds
Update the round plan details as required.
Click Publish to re-publish the round.

Note: You can save an edited round plan as a template and use it to create new round plans quickly.