Home
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.
Understanding the mRounds Web Application
The mRounds web application consists of modules such as Round Plans dashboard for monitoring rounds, Reports for insights on task compliance and team performance, Scheduler for scheduling and assigning round plans, Observations for tracking issues and follow-ups, Archived for managing archived plans, Templates for creating round templates, and Shift Handover for generating shift reports.
View Comprehensive Rounds Compliance & Exception Reports
The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including into rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
Custom Dashboard
The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seetopics/mrounds_dashboard_create_widget.html.

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.
- Understanding the mRounds Web Application
  The mRounds web application consists of modules such as Round Plans dashboard for monitoring rounds, Reports for insights on task compliance and team performance, Scheduler for scheduling and assigning round plans, Observations for tracking issues and follow-ups, Archived for managing archived plans, Templates for creating round templates, and Shift Handover for generating shift reports.
  - Log into the Web Application
    This section provides guidance on logging into the web application.
  - View Comprehensive Rounds Compliance & Exception Reports
    The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including into rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
    - Compliance Dashboard
      The Compliance Dashboard provides a detailed summary of an operator’s findings during their rounds and verifies adherence to established operational procedures. This report ensures that the operator has completed the rounds as expected, following the predefined schedule and tasks. It also confirms that no significant exceptions or anomalies were encountered during the execution.
    - Exceptions Dashboard
      The Exceptions Dashboard summarizes any deviations from standard procedures or unexpected findings encountered during rounds execution. It highlights anomalies or exceptions that require attention, ensuring they are addressed promptly. For example, faulty equipment, identified safety hazards, deviations from process protocols, or missing data points during monitoring. This report serves as a critical tool for identifying and managing issues that could impact operational efficiency, safety, or compliance.
    - Custom Dashboard
      The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seetopics/mrounds_dashboard_create_widget.html.
    - Configure Custom Widgets & Personalize Dashboard
      Configure Widgets feature allows supervisors to personalize their dashboard by choosing to view specific data through widgets. Supervisors can set data parameters to determine the data they want to view in each widget. This helps supervisors find the information that is most relevant to their needs.
- Generating and Accepting Shift Handover Report
  This section provides guidance on generating, handing over, and accepting shift handover reports.
- Creating and Scheduling Round Plans
  The Create a Round Plan feature in mRounds allows supervisors to set up detailed maintenance checklists, known as "round plans," that operators use during their rounds.
- Viewing Round Plans and Plan Details
  Monitor round execution by viewing the status of rounds and accessing round plans and plan details.
- Reviewing and Approving Round Plans
  Supervisors review and approve newly created or edited round plans to ensure quality control, adherence to standards, and prevent errors before publishing.
- Managing Issues: From Creation to Resolution
  Efficient issue management is crucial for maintaining equipment performance and ensuring minimal downtime. Supervisors in mRounds can create new issues based on operator feedback, track the progress of ongoing issues, and ensure tasks are completed and closed after resolution. This topic will guide you through the entire process, from issue creation to closure.
- Managing Actions: From Creation to Resolution
  Actions are designed to track issues that require further attention, such as repairs or maintenance activities. By creating actions, users can ensure that critical problems are not overlooked and are followed up systematically.
- Creating ERP Notification for an asset
  Create a notification for an equipment to escalate issue that require further action within the organization’s enterprise resource planning (ERP) system while executing round tasks.
- Managing Rounds Lifecycle
  This section covers topics such as Archive, Restore, and Delete Round Plans, as well as Search & Filter functionality for Rounds, Issues, and Actions.
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.
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.

Custom Dashboard

The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seeCreate Interactive Reports in Custom Widgets.

To view the Custom Dashboard:

Expand the Operator Rounds module and click Custom Dashboard on the left-side pane.

The Custom Dashboard screen is displayed with different types of widgets.

Figure 1. Custom Dashboard

In this screen, you can,

Filter reports based on Today, Yesterday, Last Week, Last Month, Last 3 Months, Last 6 Months, Custom, Plant, or Shift.
Click the Undo or Redo icons to undo or redo the actions that you have performed.
Click the Mail icon and select Send Email to share the dashboard via Email.
Note: You can select Configure Email Schedule to configure the email scheduling details.
Click the PDF icon to download the dashboard along with the widget reports in the PDF format.
Click the Download icon on the report widget to save the report in image format.
Click Create Widget to create a widget. For more information, see Create Interactive Reports in Custom Widgets.