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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.
Pointers for creating an effective round plan

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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
    - Read Only Field
      Read Only field response type is used in asset maintenance checks or inspections to display important information and prevent accidental changes to critical data. This response type is disabled to edit. For example, Temperature threshold on a boiler unit.
    - Text Answer
      Text Answer questions are a great way to capture answers or responses to open-ended questions, such as comments or descriptions of observations. Capture text responses, either in short answer form or long answer form (paragraph) for more details.
    - Scan
      Scan response type helps to minimize human error when capturing information and save time with accurate and quick data entry. Add questions to your templates and let users scan bar-codes/QR codes using scanners when answering inspection questions.
    - Hyperlink
      Hyperlink response type helps to add links to refer to additional information of an asset.
    - Signature
      Signature response type is used to add the signature of the responsible person who is performing certain inspections or tasks. For example, a technician or an operator.
    - Slider
      Slider response type is used to add values range. For example, readings range, price range, measurement range, etc. You can configure the response type to see the historical data of range values.
    - Date Range
      Date Range response type is used to add date range of particular action or item. For example, inspection date range.
    - Instructions
      Instructions response type is used to provide instructions to the technicians or operators to ensure that equipment is properly maintained, and operated, while also promoting safety and preventing damage to the equipment. For example, Safety instructions may be provided to ensure that inspections are performed safely and that personnel are protected from hazards.
    - Number
      Number response type is used to add numbering inputs. For example, readings, measurements, etc. You can configure the response type to see the historical data of unit and range values and enter decimal and negative values when filling tasks that have a number response type.
    - Date and Time
      Date and Time response type is used to add date and time. For example, inspection or maintenance date and time.
    - Checkbox
      Checkbox response type is used to add a list of items. For example, checklist, list of tasks or actions, etc.
    - Attachment
      Attachment response type is used to add photos for better visibility of an equipment with proofs.
    - Geo Location
      Geo Location response type is used to add equipment or asset location.
    - Multiple Choice
      Multiple Choice response type presents predetermined options, allows you to select a response without the need for open-ended input.
    - Global Picklist
      Global Picklist response type presents drop-down options, allowing you to select a response from the drop-down.
    - Conditional Logic
      Conditional logic changes how your online form behaves based on specific user actions. It allows you to dynamically customize the form experience based on your respondents’ answers.
  - Create a round plan and publish
    Create round plans with multiple maintenance tasks, schedule, and publish them for asset maintenance.
  - 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

Pointers for creating an effective round plan

A well-thought-out and structured round plan gives context for your operators and helps them to complete their work quickly, correctly, and efficiently. Design your round plan task comprehensively to:

Capture all the required information about the assets.
Make it simpler to do maintenance checks in an orderly manner.
Enhance the field user experience.

Follow the below pointers to create an effective round plan:

Pages and Sections

Sections are groups of tasks bunched together and pages may be either one or a group of sections. This logical organization of tasks helps you to complete maintenance checks quickly.

Structure round plans using the following hierarchy:

Pages
Add pages to navigate quickly to the next page in the mobile application.
Sections
Add sections inside each page to group relevant tasks together.
Tasks
Add tasks with logical questions under each section with different response types along with required conditional logic.
Standard Response Types
Standard response types are predefined formats that helps capture asset inspection data consistently and efficiently. Standard Response Types are categorized into Responses and Picklist.
The application supports the following Standard Response Types: