Schedule round plans by frequency and assign

Schedule round plans at header level to repeat every week, month or even a year.

To schedule rounds by frequency:

  1. Expand the Operator Rounds module and click Scheduler on the left-side pane.
  2. In the Plans tab, click Schedule on the round plan and select Header Level.

    Or

    Click the More icon and select Schedule > Header Level for the selected round plan that you want to schedule.

    Figure 1. Schedule Rounds Screen


  3. In the Header screen, choose the By Frequency radio button.
    Figure 2. Schedule Rounds by Frequency
  4. Enter the number of days the rounds should repeat in the Repeat every <number> <day>, <week> or <month> field.
  5. Select when to end the inspection from Ends On <Date>, Ends After <number> Occurrences.
  6. In the Start Date field, select the start date.
  7. In the Shifts drop-down, select the relevant shift.
    Note: If you haven't selected any shift then the round is generated based on Frequency and it is valid for the entire day till 23:59 hours and becomes overdue if not submitted.
  8. Select slots for the selected shift.
    Note:

    If no shifts are assigned to a plant while creating a plant, the entire day, from 00:00 to 23:59 is considered as the default slot. A maximum of 24 slots with a minimum of one hour duration can be created in a day. Click the More icon and select Remove to delete the slot.

    For example, if you consider a plant with no shifts, 12 slots of two hours duration each can be created. If you consider a plant with 3 shifts, every shift can be divided into a maximum of 8 slots with a minimum of one hour duration each shift. Slot time can be adjusted. Ensure that it does not overlap with other slots. The slot start time and end time need no tot match with the end and start times of either the slot or shift.

  9. In the Assigned To field,

    Choose the Plant radio button to assign the scheduled round to a plant and select the name of the plant from the drop-down.

    Or

    Choose the User radio button to assign the scheduled round to an operator and select the name of the operator from the drop-down.

    Or

    Choose the Unit radio button to assign the scheduled round to a specific unit or functional location and select the unit the drop-down.

    Or

    Choose the Position radio button to assign the scheduled round to a specific position and select the name of the position from the drop-down.

    Or

    Choose the User Group radio button to assign the scheduled round to a specific user group and select the name of the user group from the drop-down.

  10. In the Rounds Generation drop-down, select the number of days you like to generate rounds at a time in advance.
    Note:

    For example, if a plant has 3 shifts, the round plan is scheduled daily for 3 shifts and 2 slots in each shift, and Rounds Generation is 1, then 6 rounds (1 round for every slot in every shift 2*3) are generated for today and 6 rounds are generated for tomorrow (total 12 rounds). If the round is not submitted before the end of the slot (if created for slot)/ shift (if created for shift), the round’s status is changed to overdue based on the timezone configured for the plant.

    Every Split Slot Start Time and End Time marks the round’s life-cycle and the mobile application's time zone should match the plant's time zone as created in the web application.

  11. Click Schedule.

    A message "Round has been scheduled successfully" appears. Click View Rounds to see round details or click Close to close the pop-up.