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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 ERP Notification for an asset
Create a notification for an equipment or functional location while executing round tasks. The Notification triggers in the backend ERP system with a notification number.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
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 mobile application and how to use the 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 mRounds Web Application
  mRounds web application is organized into six sections. They are:
- Overview of Dashboard
  The Round Plans dashboard provides just-in-time or historical data in graphical format, which helps supervisors to monitor or have a better visibility of rounds and identify anomalies or deviations during the rounds execution.
- How to create, schedule and assign round plans
  Round Planner creates round plans with multiple tasks for asset maintenance checks and publish them. The published round plans are 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 in the Plans tab in the Scheduler section.
- How to view issues and actions
  View all issues and actions in the Observations section. These issues and actions are created by the Operators in the mRounds application while executing tasks.
- How to create ERP Notification for an asset
  Create a notification for an 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 when needed. Or you can permanently delete round plans when they are no longer required for asset inspection.
- 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.

How to create ERP Notification for an asset

Create a notification for an equipment or functional location while executing round tasks. The Notification triggers in the backend ERP system with a notification number.

For example, while conducting maintenance checks, if you observe that the bearings in a pump are not working as expected, you can create an issue to notify this to the supervisor. The supervisor can convert this issue into a notification and then the notification number displays in the backend ERP system.

To create a notification for an asset:

Click the Observations section on the left-side pane.
Click the Issues tab.
Click the More icon > Show Details of the selected issue.

or

Double-click the issue to open.

The log history window is displayed.

Figure 1. Create a Notification
Click the Create button in the ERP Notification field.
The notification is created in the backend with the notification number.