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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.
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.
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.
Create a Round Template
Create a round template with sections and tasks.

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.
  - 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.
    - Create a Round Template
      Create a round template with sections and tasks.
    - Create Templates from Existing Templates
      You can quickly create a new template by copying details from an existing template.
    - Edit Round Templates
      As a Supervisor, you can edit round templates to meet the new requirements of asset inspection. As part of editing a round template, you can change the name of the round, description, and asset details for which you want to create a round plan. You can also edit, drag drop, copy, and delete pages, sections, and tasks.
    - Archive Round Templates
      Archive round templates when they are no longer required for asset maintenance. You can also restore archived templates or delete them.
- 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.

Create a Round Template

Create a round template with sections and tasks.

To create a round template:

Expand Operator Rounds and select the Templates section on the left-side pane.

The Templates screen with the list of round templates is displayed.
Click the Create New button on the right side.

In the Template Details screen, fill in the following details.

Table 1. Fill Template Details
Field	Description
Template Name	Enter a name of the template. For example, Asset Maintenance Template.
Template Description	Add a short description about the template.
Plant	Select a relevant plant from the drop-down.
Unit	Select a relevant unit from the drop-down.
Tags	Add relevant tags.

Figure 1. Templates Details Screen

Click the Save & Next button.
In the Select Locations/Assets window, select locations or assets and click Add.

The selected location and assets hierarchy is displayed on the left side.

Figure 2. Tag Tasks and Assets Screen
In the Tag Tasks and Assets screen, select the location or asset on the left side, add pages, multiple sections, and tasks with response types and conditional logic for the location or asset. For more information, see Creating a Round Plan and Publish.

Note: To add locations and assets from the left side pane, click the Add Locations/Assets icon.
Click Preview to view the template preview.

Figure 3. Template Preview
Click Mark Ready to save the template.
In the Round Plans that will reflect Template changes window, select a round plan if the round is already created using the template to reflect the changes and click Done.
The round template is created successfully and is displayed in the Templates screen with Ready status. If you leave the creation in the middle without submitting the template, then it is displayed with the Draft status.