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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.
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.
Create a Round Plan and Publish
Create round plans with multiple maintenance tasks, schedule, and publish them to efficiently manage asset maintenance.
Create Round Plans from Existing Ones
You can copy an existing or similar round plan and make minor changes to create a new round plan quickly.

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 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.
- 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.
  - 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.
  - Create a Round Plan and Publish
    Create round plans with multiple maintenance tasks, schedule, and publish them to efficiently manage asset maintenance.
    - Example of Round Plan Creation
      Learn how to create a round plan by following a detailed example.
    - Import Sections and Tasks from Template
      While creating a new round plan, you can import sections and tasks from an existing template to quickly build the plan and save hours of your time.
    - Create Round Plans from Existing Ones
      You can copy an existing or similar round plan and make minor changes to create a new round plan quickly.
    - Modify Round Plans
      Modifying round plans allows you to update the tasks, schedules, or assigned operators in response to changing priorities or new information.
    - Create an Ad-Hoc Round
      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.
    - 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.
  - Review and Approve Round Plans
    Supervisors review and approve newly created or edited round plans to ensure quality control, adherence to standards, and prevent errors before publishing.
  - Schedule 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. This ensures that critical equipment checks and maintenance tasks occur regularly, reducing the risk of missed inspections or equipment failures.
  - Create and Manage Round 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.
- 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.

Create Round Plans from Existing Ones

You can copy an existing or similar round plan and make minor changes to create a new round plan quickly.

To copy an existing round plan and create a new one:

Click the Round Plans section on the left-side pane.

The Round Plans screen with the list of draft and published round plans is displayed.
Click the More icon > Copy for the selected round plan.

The copied round plan is displayed in the list with draft status.

Figure 1. Copied Round
Click on the copied round plan to view the details on the right-side window and click Edit Plan.

Or

Double-click the round to open the edit screen.
Update or modify the tasks and other details as required and publish. For information, see Modify Round Plans.