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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 round plans from templates

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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.
  - 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.
  - Create round plans from templates
    - Create a round template
      Create a round template with sections and tasks.
    - Import Tasks from template
      You can import sections and tasks from the template to create a round plan quickly.
    - Create templates from existing templates
      You can copy details of an existing template and create a new template instantly.
    - Edit round templates
      As a Supervisor, you can edit round templates to meet the new requirements of asset inspection. As part of editing a round template, you can change the name of the round, description, asset details for which you want to create a round plan. You can also edit, drag drop, copy, and delete pages, sections, and tasks.
    - Archive round templates
      Archive round templates when they are no longer required for asset maintenance. You can also restore archived templates or delete them.
  - 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

Create round plans from templates

Use of template saves time, increases consistency, and eliminates errors while creating round plans.

Create a round template with multiple sections and tasks. You can import sections and tasks to create a round plan quickly. When you make changes to sections or tasks in the template, the changes automatically get reflected in all the round plans that use the template. You can also copy, edit, and archive templates.

Templates have the following status:

Draft: The template is created, but it is not complete yet. You can edit and save the templates unlimited times till you publish them.
Ready: The template is created and published, and it is ready to use to create a round plan.