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.
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.
Understanding Response Types Used for Creating Round Tasks
A well-thought-out and structured round plan gives context for your operators and helps them to complete their work quickly, correctly, and efficiently.
Number
Number response type is used to capture numerical data, such as pressure, temperature, or other measurable values. You can configure the response type to view the historical data of unit and range values and enter decimal and negative values when filling tasks that have a number response type.
Add Formulas to fields
Formula in Number response type is used to automatically calculate values based on inputs from other fields. This is particularly useful for maintenance metrics like efficiency, operational performance, or usage calculations.

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.
- 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.
  - Understanding Response Types Used for Creating Round Tasks
    A well-thought-out and structured round plan gives context for your operators and helps them to complete their work quickly, correctly, and efficiently.
    - Scan
      Scan response type helps to scan and inspect the correct asset, which minimizes human error when capturing information and saves time with accurate and quick data entry.
    - Geo Location
      Geo Location response type is used to add equipment or asset location, which ensures the operator or technician is physically at the right location for the equipment inspection, preventing remote or incorrect inspections.
    - Instructions
      Instructions response type is used to provide detailed instructions or guidelines to the operator or technician, ensuring they follow safety protocols before performing the task.
    - Text Answer
      Text Answer response type is used to provide a detailed response if any malfunctions are observed. Text answers are used when a simple "yes" or "no" response isn’t sufficient.
    - Number
      Number response type is used to capture numerical data, such as pressure, temperature, or other measurable values. You can configure the response type to view the historical data of unit and range values and enter decimal and negative values when filling tasks that have a number response type.
      - Number with the Unit of Measurement
        Unit option in Number response type is used to ensure the recorded value falls within an acceptable threshold. If the value is outside the range, an alert can be raised.
      - Number Range and Exceptions
        Range option in the Number response type is used to add a number range of a particular action or item. If the response is outside a specified range, this feature triggers a popup message to alert the operator or technician of a potential issue.
      - Add Formulas to fields
        Formula in Number response type is used to automatically calculate values based on inputs from other fields. This is particularly useful for maintenance metrics like efficiency, operational performance, or usage calculations.
    - Read Only Field
      Read Only field response type is used in asset maintenance checks or inspections to display important information and prevent accidental changes to critical data. This response type is disabled for editing.
    - Hyperlink
      Hyperlink response type is use to link to external documents, such as user manuals or safety sheets.
    - Slider
      Slider response type is used to select a value from a continuous range for equipment performance parameters.
    - Date Range
      Date Range response type is used to add date range of particular action or item.
    - Date and Time
      Date and Time response type is used to set future service dates or deadlines.
    - Checkbox
      Checkbox response type is used to check off tasks as they are completed.
    - Attachment
      Attachment response type is used to upload files, such as photos or PDFs, to provide additional context.
    - Multiple Choice
      Multiple Choice is used to select predefined conditions for the equipment quickly.
    - Global Picklist
      Global Picklist response type provides standardized lists that can be reused across different forms, ensuring consistent data entry such as, a list of manufacturers or equipment types.
    - Signature
      Signature response type is used for authentication and to confirm task completion.
    - Conditional Logic
      Conditional logic in mRounds allows you to create dynamic tasks that adjust based on operator or technician responses.
  - Creating a Round Plan and Publish
    Create round plans with multiple maintenance tasks, schedule, and publish them to efficiently manage asset maintenance.
  - Configure Round Plan Details PDF
    Configure the PDF on the left side pane to customize what information appears in the PDF reports generated from completed round plans such as attributes present in the Header, Subject, Summary Page, Footer, and Body Content sections. This ensures that the right data, such as task details, equipment status, and operator actions, are clearly presented in the final report.
  - Scheduling and Assigning Round Plans
    The Schedule Round Plans feature in the mRounds web app allows supervisors to automate the execution of maintenance rounds by scheduling them at specific intervals. Scheduling ensures that critical equipment checks and maintenance tasks occur regularly, reducing the risk of missed inspections and equipment failure.
  - Creating Ad-Hoc Rounds
    Ad-hoc tasks in mRounds allow supervisors to address urgent or unplanned maintenance activities that are not part of the regular round plans. These tasks can be created on the fly to handle issues that require immediate attention, such as equipment failures or safety concerns. Once created, ad-hoc tasks can be assigned to available operators, ensuring quick resolution of critical problems.
  - Creating Round Plans from Templates
    Creating round templates in mRounds helps supervisors and operators maintain standardized, reusable inspection or maintenance routines. By defining a round template, you can create consistent processes that can be applied across different assets, locations, and plants. These templates simplify the process of creating new round plans and ensure that any changes made to a template automatically reflect in all associated plans, reducing redundancy and human error.
- 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.

Add Formulas to fields

Formula in Number response type is used to automatically calculate values based on inputs from other fields. This is particularly useful for maintenance metrics like efficiency, operational performance, or usage calculations.

For example, a formula calculates the valve efficiency by dividing the valve output by the input, using previously recorded values such as flow rate and pressure.

To add a formula to field:

Enter a task or question as Calculate Valve Efficiency.
Select the Number value from the Responses drop-down.
Select the Required check box if the value is required.
Select the Unit. For example, meter (m), centimeter (cm), liter (l), Celsius (^oC), and so on. For more information, see Number with the Unit of Measurement.
Select the History check box and add readings.
Click the Formula link.
In the Add Formula editor, add calculations and click Save.
Figure 1. Add Formula

The configured formula is applied to the respective field and the calculated values are updated dynamically.
In this editor, you can,
- View the list of tasks or questions and use them to add formulas.
- Click the Operator tab to select simple mathematical operations such as Addition, Subtraction, Multiplication, Division, Exponentiation, and so on.
- Click Adv to see the advanced options such as π, e, x y, √, & %.
- Click the Functions tab to select complex mathematical functions such as RoundUp, RoundDown, and so on.
  Figure 2. Add complex formula
- Use the previous readings (history) of the field in the formula and make the field read-only by selecting Read-only on the top right.