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User Guide for mRounds
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  2. 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.

  3. 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.

  • 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.

    • 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.

      • Approve Round Plan to Publish

        This section allows supervisors to view pending round plans approval requests assigned to them and track the status of their own submitted requests.

      • Create a Custom Workflow

        This section allows you to create and configure custom approval workflows to address specific business needs.

      • View Approval Logs

        This section allows you to track the approval comprehensive audit trail of all activities within the system to ensure transparency and compliance.

    • 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.

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.

This topic contains the following sub topics:
  • Approve Round Plan to Publish
  • Create a Custom Workflow
  • View Approval Logs
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