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Create and Monitor Rounds 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.
About the Web Application Screens
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.
Monitor in Real-Time and Share Reports
The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including into rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
Custom Dashboard
The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seetopics/mrounds_dashboard_create_widget.html.

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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 and Monitor Rounds 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.
- About the Web Application Screens
  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.
  - Log in to the Web Application
    This section provides guidance on logging into the web application.
  - Monitor in Real-Time and Share Reports
    The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including into rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
    - Custom Dashboard
      The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seetopics/mrounds_dashboard_create_widget.html.
      - Create Custom Widgets
        Widgets offer a dynamic way to visualize key data through charts, tables, and more. They help monitor task progress, track equipment status, and highlight critical issues in real-time, enabling better decision-making and proactive maintenance.
      - Create and Share Transactions and Rounds Reports
        Learn how to configure custom data parameters for generating insightful reports. Supervisors can track key metrics like task completion rates, equipment performance, and issues raised during maintenance rounds. These reports can be displayed in widgets for easy monitoring.
    - View Compliance Reports
      The Compliance Dashboard tracks adherence to company policies, regulatory requirements, and standard operating procedures. It provides insights into completed vs. overdue inspections, safety checks, and audit compliance, ensuring that teams meet required standards..
    - View Exceptions Reports
      The Exceptions Dashboard helps users quickly identify and address issues that deviate from expected workflows or performance standards. It highlights critical exceptions, such as overdue work orders, missed deadlines, pending approvals, or equipment failures, ensuring that potential problems are addressed before they escalate.
    - Share the Data in Dashboard as PDF Reports
      You can download the custom, compliance, and exceptions dashboards along with the widget reports data in the PDF format and share the data with stakeholders.
    - Share a Round Plan
      The Share a Round Plan feature allows users to download and share reports on Submitted, Overdue, or In-Progress rounds.
- Create, Review and Schedule a Round Plan
  The Create a Round Plan feature in mRounds allows supervisors to set up detailed maintenance checklists for inspections, known as round plans, that operators use during their rounds.
- View Round Plans and Submitted Rounds
  View and manage round plans to monitor maintenance activities effectively. This feature allows you to track the completion status of rounds, identify issues flagged by operators, and ensure all tasks are completed as planned.
- Create and Manage Issues
  Effective issue management is vital for maintaining optimal equipment performance and minimizing 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.
- Create and Manage Actions
  Creating actions helps you and operators address issues identified during inspections or rounds. These actions serve as follow-up tasks, ensuring critical issues receive prompt attention and are systematically tracked to resolution. This process aids in maintaining equipment performance and minimizing downtime, contributing to smoother operations.
- Creating ERP Notification for an Asset
  Create a notification for an equipment to escalate issues that require further action within the organization’s enterprise resource planning (ERP) system while executing round tasks.
- Generate Shift Handover Report
  This section provides guidance on generating, handing over, and accepting shift handover reports.
- Locate Rounds, Issues, and Actions
  In fast-paced operations, efficiently locating and managing rounds, issues, and actions is crucial for maintaining workflows and accountability. mRounds offers powerful Search and Filter tools that help Operators and Supervisors quickly find relevant rounds, issues, or actions based on various criteria. These criteria can include status, priority, date, or assigned personnel.
- Archive, Restore, and Delete Round Plans
  The Archive, Restore, and Delete features provide a streamlined way to manage the lifecycle of round plans. Archiving completed or inactive plans keeps the active workspace clear, while the Restore feature allows you to bring back any archived plan when needed. These tools ensure that important plans remain accessible and organized.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
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.

Custom Dashboard

The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, seeCreate Custom Widgets.

To view the Custom Dashboard:

Expand the Operator Rounds module and click Custom Dashboard on the left-side pane.

The Custom Dashboard screen is displayed with different types of widgets.

Figure 1. Custom Dashboard

In this screen, you can,

Filter reports based on Today, Yesterday, Last Week, Last Month, Last 3 Months, Last 6 Months, Custom, Plant, or Shift.
Click the Undo or Redo icons to undo or redo the actions that you have performed.
Click Create Widget to create a widget. For more information, see Create Custom Widgets.