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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.
Overview of the Operator Rounds Web Application
Operator Rounds Web Application's features are organized under four sections. They are:

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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.
- 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.

Overview of the Operator Rounds Web Application

Operator Rounds Web Application's features are organized under four sections. They are:

My Plans lists the round plans that are in the Draft and Published statuses. Displays total number of plans on the top right. You can sort round plans by Plan Name, Status, Last Published By, Last Published, and Created By. When you select a round plan, you can view the summary on the right side. You can Create and Search, Edit, Copy, and Archive round plans from this section.
Figure 1. My Plans Screen
Scheduler helps Supervisors/Round planners schedule and assign the published round plans to operators. This section has two tabs:
- Plans tab lists all the published rounds that are either scheduled or unscheduled. You can filter plans by selecting either All, or Scheduled, or Unscheduled buttons at the top of the list. The scheduled round plans allow you to show (view) details, modify schedule, and view rounds. You can also search published round plans in this tab.
- Rounds lists the scheduled rounds that are in Open, In-Progress, and Completed status. Rounds that were assigned to the operators and later unassigned are displayed with a partly open status. You can view rounds, round details, plan, and search for scheduled rounds.
Figure 2. Scheduler Screen
Observations helps Supervisors/Round planners monitor the status of issues and follow ups for the issues. You can view Open Issues and Open Actions, categorized by priority and status in a graphical format. This section is structured in two tabs:
- Open Issues tab lists all the issues reported by Operators while executing tasks. You can also Search issues.
- Open Actions tab lists all the follow-up actions raised by the Operators. You can also Search actions.
Figure 3. Observations Screen
Archived lists all archived rounds plans. It allows Supervisors/ Round planners to restore or permanently delete the archived round plans. The list can be sorted by Plant, Archived, and Last Published. You can search archived round plans and filter plans based on Status, Modified By, Authored By, and Plants.
Figure 4. Archived Screen