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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.
Executing Rounds and Recording Asset Data
This section explains how to use the mRounds mobile application for inspecting assets and recording data.
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.

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.

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.

To generate, view, share and download the submitted rounds in PDF format:

In the Rounds screen, tap on the Submitted Rounds section.
In the Submitted Rounds screen, open the submitted round.
In the Round Details screen, tap Show Round.

Note: Tap the More icon on the top right corner to download the PDF or share the PDF.
In the Form View tab, select each asset to view the submitted round details in Form format.
Tap the PDF View tab.
A message "PDF Generated Successfully" appears, and you can view the submitted round details in PDF format.
Figure 1. View Round in PDF Format
Click the Share icon to share the PDF document with others.
Click the Download icon to download the PDF document.

You can configure the PDF in the web application as needed. For more information, see Configure Round Plan Details PDF.