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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.
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.
Locating Rounds, Issues, and Actions
Search and filters are powerful functionalities to find relevant rounds, issues, or actions quickly, easily, and accurately. They help you to get the information you need quickly and effortlessly.
Search Round, Issues, and Actions
You can search for created, published (scheduled and unscheduled), archived round plans, issues, and actions from their respective screens.

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.
- 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.
  - Locating Rounds, Issues, and Actions
    Search and filters are powerful functionalities to find relevant rounds, issues, or actions quickly, easily, and accurately. They help you to get the information you need quickly and effortlessly.
    - Search Round, Issues, and Actions
      You can search for created, published (scheduled and unscheduled), archived round plans, issues, and actions from their respective screens.
    - Filter Rounds, Issues, and Actions
      You can use filter functionality to efficiently locate specific rounds, issues, and actions within the system.
  - Archiving, Restoring, and Deleting Round Plans
    Supervisors can archive inactive round plans for future use, restore them when needed, or permanently delete them when no longer required.
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.

Search Round, Issues, and Actions

You can search for created, published (scheduled and unscheduled), archived round plans, issues, and actions from their respective screens.

Navigate to the respective screens and enter the round, issue, or action name. The process is the same for searching any item.

To search round plans, issues, and actions:

Click the Round Plans section on the left-side pane.
Click Scheduler for published plan, click Archived for archived plans and Observations to search issues and actions.
Enter the name of the round, issue, or action in the Search field.

Figure 1. Search
Select the round, issue, or action from the list to view details on the right side.