Home
Working with Master Data
Use the Master Configuration module to add, modify, activate / deactivate Plants, Shifts, Location, Assets, Unit of Measurement, and Global Response Set 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.
Create Location Master data
Create asset location data which can be used while creating rounds or inspections or you can download already created data from SAP through synchronization.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to mRounds
This chapter provides an overview of the mRounds application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Execute Round Tasks with mRounds Mobile App
The chapter discusses the mRounds mobile application, outlining its features which include executing operator rounds, creating ad-hoc maintenance checks, adding shift logs, managing issues, and actions.
Create, Assign, & Monitor Rounds Tasks with mRounds Web App
This chapter outlines the features of the web application, including creating and scheduling round plans, generating reports, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Working with Master Data
Use the Master Configuration module to add, modify, activate / deactivate Plants, Shifts, Location, Assets, Unit of Measurement, and Global Response Set 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.
- Create Plant Master Data
  You can create plant master data which can be used for creating inspections and rounds by supervisors.
- Create Shift Master data
  You can create shift master data to define shifts for plants so that you can schedule the work execution for each shift accordingly.
- Create Location Master data
  Create asset location data which can be used while creating rounds or inspections or you can download already created data from SAP through synchronization.
  - Modify Location Master Data
  - Bulk upload Location Master data
    When you want to create many locations, you can bulk upload the master data for location by uploading an excel sheet with the location details. The name of the excel sheet must be Bulk Upload - Location Template.xlsx.
  - Deactivate Location Master Data
- Create Asset Master data
  Create asset master data that can be used for creating rounds or inspections or you can export the already created data from SAP by synching.
- Create Unit of Measurement Master data
  You can add Unit of Measurement (UOM) for the operator to capture readable responses for various measurements/readings in forms. You need to define, create a symbol, and describe the unit of measurement.
- Create Global Response Set data
  You can add a Global Response Set for the technician or operator to capture different types of responses for various questions or tasks in forms and round plans. For example, if the Response Set is created for Country, then the responses are all the countries that can be selected from the drop-down.
Onboarding 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.
Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Create Location Master data

Create asset location data which can be used while creating rounds or inspections or you can download already created data from SAP through synchronization.

To create or add a location data:

Click the Master Configuration module on the left side pane and click Locations.

Figure 1. Locations Screen
Click Create New and select Add Manually.

Or

Click Sync from SAP to manually sync and export already created data from SAP server.

Or

The data synchronization can automatically occurs based on the configured schedule.
Note: There should not be any existing master data to sync the data.

Figure 2. Add Location Details
In the Create Location window, enter location details like Name, Location Id, Model, Description, Plant, and Parent.

Note: If the Location ID already exists, an error message “Location ID <> already exists” is displayed. Use another ID.
Select the Mark this location as Unit to assign users, round plans, and shift handovers at unit level.
Click Create.

The new location is created successfully.

Note: You can download the location template using More icon (next to Create New) > Download Template.