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User Guide for mRounds
  1. Home
  2. 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.

  3. Executing Rounds and Recording Asset Data

    This section explains how to use the mRounds mobile application for inspecting assets and recording data.

  • 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.

    • Logging into the Mobile Application

      This section provides guidance on logging into the mRounds mobile application, including configuring a passcode and enabling Touch ID & Face ID.

    • Accessing Rounds in Offline Mode

      mRounds mobile application is designed to work seamlessly even under low or no internet connectivity.

    • Understanding Home Screen Navigation

      The Home Screen of the mRounds mobile application is your central hub for managing your tasks, accessing round information, and staying updated on any critical issues. From here, you can see the rounds assigned to you, access completed and pending rounds, and manage your work schedule.

    • Executing Rounds and Recording Asset Data

      This section explains how to use the mRounds mobile application for inspecting assets and recording data.

      • Acknowledge the Shift Handover Report

        Before you begin Round Tasks execution, review and acknowledge the shift handover report, summarizing the tasks completed, outstanding tasks, and any unresolved issues as part of the process. For more information about Shift Handover Report, see topics/mrounds_shift_handover_report.html.

      • Self-assign Open / Unassigned rounds

        If no rounds are assigned to you, you can self-assign unassigned rounds from the Open Rounds tab.

      • Execute Rounds with mRounds Mobile App

        As an operator, your role is to execute rounds that have been pre-configured by supervisors. These rounds include various response types that you need to be familiar with to capture asset data accurately. Each response type serves a specific purpose, from scanning the asset to verifying your location with geo-location, to capturing photographic evidence of equipment conditions. Conditional logic ensures that if any data you enter falls outside acceptable limits, follow-up actions or alerts are automatically triggered.

      • Prepare Shift Handover Report

        Prepare shift handover report by adding notes, attachments, and other relevant information pertaining to the rounds or tasks completed during the shift.

      • Generate Submitted Rounds in PDF Format

        You can generate, view, download, and share submitted rounds in PDF format to easily share critical observations related to the round data with stakeholders. This feature ensures that all relevant information about completed tasks, asset conditions, and unresolved issues is easily accessible and ready for distribution.

    • Creating Ad-Hoc Rounds

      Creating ad hoc rounds allows operators to initiate unplanned inspections or tasks without needing a pre-configured round from the supervisor. This feature is particularly useful for urgent maintenance tasks, unexpected issues, or quick checkups that are not part of the scheduled rounds.

    • Managing Issues: From Creation to Resolution

      Effective issue management is critical for maintaining operational efficiency and ensuring that equipment issues are addressed promptly. You can create, update and resolve issues for anomalies identified during rounds to ensure proper tracking and resolution.

    • Managing Actions: From Creation to Closure

      Managing actions is crucial for addressing critical tasks identified during rounds. Create an action to follow up on an issue that is marked resolved and close it once you review and gather the required information.

    • Loggin Shift Activities: Recording and Tracking Critical Operations

      Shift logs are essential for maintaining a clear record of critical operations and events that occur during a shift. These logs provide a detailed account of actions taken, problems encountered, and the status of ongoing tasks. Logging shift activities allows operators to maintain a clear view of operations, ensuring that information is passed on accurately during shift handovers and that any issues or concerns are documented for resolution.

    • Locating Rounds, Issues, and Actions

      Search and filters help you to find the relevant rounds, issues, and actions quickly based on criteria such as status, priority, date, or assigned personnel. These tools allow you to streamline task management, ensuring nothing is overlooked or delayed.

    • Managing Your Profile: Customizing and Updating User Settings

      The User Profile in mRounds allows you to manage personal and account-related information, set preferences for notifications, and update important operational details like Plant, Unit, Position, and Shift. This module guides you through accessing and customizing your profile settings to enhance your experience and ensure your information is up to date for optimal performance.

  • 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.

  • 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.

Executing Rounds and Recording Asset Data

This section explains how to use the mRounds mobile application for inspecting assets and recording data.

This section has the following topics:

  • Acknowledge the Shift Handover Report
  • Execute Rounds with mRounds Mobile App
  • Self-assign Open / Unassigned rounds
  • Unassign Assigned rounds
  • Unassign In Progress rounds
  • Generate Submitted Rounds in PDF Format
  • Creating Ad-Hoc Rounds
  • Loggin Shift Activities: Recording and Tracking Critical Operations
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