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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.
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. You can also add a buffer period to a round execution time. Only the approved and published rounds can be scheduled and assigned to operators.
Schedule round plans by date and assign
Schedule a round plan at header level by date to execute on particular dates.

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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 & 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.
  - 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. You can also add a buffer period to a round execution time. Only the approved and published rounds can be scheduled and assigned to operators.
    - Schedule round plans by frequency and assign
      Schedule round plans at header level to repeat every week, month or even a year.
    - Schedule round plans by date and assign
      Schedule a round plan at header level by date to execute on particular dates.
    - Modify a schedule
      Modify schedules of a round to meet the changing asset maintenance needs.
    - Schedule rounds at task level
      Schedule Round Plans based on individual task frequencies.
  - Create round plans from templates
  - How to review and approve Round Plans
    Supervisors review and approve the newly created or edited rounds before publishing to ensure quality control, adherence to standards, and prevent potential errors.
- 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 and sync Master Data

Schedule round plans by date and assign

Schedule a round plan at header level by date to execute on particular dates.

To schedule rounds by date:

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

Or

Click the More icon adjacent to the round plan that you want to schedule and select Schedule > Header Level.
In the Scheduling screen, choose the By Date radio button.

Figure 1. Schedule Rounds by Date
Select the date from the calendar.
In the Shifts drop-down, select the relevant shift.
Select slots for the selected shift.
Select the Allow Buffer Time check box to add buffer time for round execution.
1. Select and enter the buffer time to planned start time.
2. Select and enter the buffer time to planned end time.
For example, if the round shift is 8 hours and you specify a 30-minute buffer time then the user can submit the round after the end time i.e., 8:30 hours.
Enter the Round Duration time.
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.
In the Rounds Generation drop-down, select the number of days you like to generate rounds at a time in advance.
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.