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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
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.
Create a round plan and publish
Create round plans with multiple maintenance tasks, schedule, and publish them for asset maintenance.
Create round plans from existing round plans
You can copy an existing round plan (duplicate) and create a new round plan instantly.

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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 mobile application and how to use the application to inspect & execute rounds 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 seven sections. They are:
- Overview of Dashboard
  The Round Plans dashboard provides real-time or historical data, which includes rounds summary and issues & actions reports in a graphical format. These reports help supervisors monitor rounds and identify anomalies or deviations during 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.
  - Pointers for creating an effective round plan
  - Create a round plan and publish
    Create round plans with multiple maintenance tasks, schedule, and publish them for asset maintenance.
    - Configure and comprehend PDF preview details
      Configure the PDF by selecting required elements or attributes present in the Header, Subject, Summary Page, Footer, and Body Content sections on the left side pane.
    - 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 round planner, you can edit round plans to meet the new requirements of asset maintenance. You can change the name of the round plan, description, edit and delete pages. You can also edit, drag drop, copy, and delete sections & questions.
  - Schedule round plans and assign them to operators
    You can schedule rounds at header or task level by dates or by frequency like daily, weekly, bi-weekly, monthly and assign them to operators based on their availability during shifts and slots. Only the published rounds can be scheduled and assigned 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 in the Plans tab in the Scheduler section.
- How to create Ad-Hoc rounds
  Generate and schedule an Ad-hoc round from Published or Scheduled round plans from the web app for emergency situations.
- How to generate Shift Handover Report
  The Outgoing Shift Supervisor generates the shift handover report and handovers it to the Incoming Shift Supervisor.
- 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. You will receive an email alert when an issue/action is created, assigned, and closed. This helps you avoid any potential delays. You can click the link in the email and directly navigate to the Observations module and view the issues/actions.
- 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 export Round Submissions Data

Create round plans from existing round plans

You can copy an existing round plan (duplicate) and create a new round plan instantly.

To copy an existing round plan and create a new round plan:

Click the Round Plans section on the left-side pane.

The Round Plans screen with the list of draft and published round plans is displayed.
Click the More icon > Copy for the selected round plan.

The copied round plan is displayed in the list with draft status.

Figure 1. Copied Round
Click on the copied round plan to view the details on the right-side window and click Edit Plan.

Or

Double-click the round to open the edit screen.
Update or modify the tasks and other details as required and publish. For information, see Edit round plans and tasks.