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User Guide for mRounds
  1. Home
  2. 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.

  3. Self Assign and Unassign Rounds

    This section explains how to self-assign rounds, unassign rounds, and create ad-hoc rounds.

  • 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.

    • Log in to the Mobile Application

      This section provides guidance on logging in to the mRounds mobile application, including configuring a passcode and enabling Touch ID & Face ID.

    • About the Mobile Application Screens

      The mRounds application consists of five screens, each designed to help you efficiently manage rounds, execute rounds, create issues and actions, and update user preferences. Below is a detailed overview of each screen.

    • Review and Accept the Shift Handover Report

      Before you begin Round Tasks execution, review and acknowledge the shift handover report, summarizing the tasks completed, outstanding tasks, and any unresolved issues as part of the process. For more information about the Shift Handover Report, see topics/mrounds_shift_handover_report.html.

    • Access Rounds in Offline Mode

      mRounds mobile application is designed to work seamlessly even under low or no internet connectivity.

    • Self Assign and Unassign Rounds

      This section explains how to self-assign rounds, unassign rounds, and create ad-hoc rounds.

      • Assign Open / Unassigned Rounds to Yourself

        If no rounds are assigned to you, you can self-assign open or unassigned rounds.

      • Create Ad-Hoc Rounds

        Creating ad hoc rounds allows you to initiate unplanned inspections or tasks without needing a pre-configured round from the supervisor. This feature is particularly useful for urgent maintenance tasks, unexpected issues, or quick checkups that are not part of the scheduled rounds.

      • Unassign Assigned Rounds

        You can remove an assigned round to free it up for reassignment, allowing for flexibility in scheduling maintenance adjustments.

      • Unassign In Progress Rounds

        If unable to work on assigned rounds, you have the option to un-assign them, allowing other operators to take over and complete the rounds.

    • Execute Rounds and Record Asset Data

      This section explains how to use the mRounds mobile application for inspecting assets and recording data.

    • Create and Manage Issues

      Effective issue management is critical for maintaining operational efficiency and ensuring that equipment issues are addressed promptly. You can create, assign, resolve and close issues for anomalies identified during rounds to ensure proper tracking and resolution.

    • Create and Manage Actions

      Managing actions is crucial for addressing critical tasks identified during rounds. Create an action to follow up on an issue that is marked resolved and close it once you review and gather the required information.

    • Log Shift Activities

      Shift logs are essential for recording key activities and events that occur during a shift. They document actions taken, issues encountered, and the status of tasks, keeping both you and your supervisors informed about ongoing operations.

    • Find and Manage Rounds, Issues, and Actions

      Search and filters help you to find the relevant rounds, issues, and actions quickly based on criteria such as status, priority, date, or assigned personnel. These tools allow you to streamline task management, ensuring nothing is overlooked or delayed.

    • Customize User Settings

      The User Profile allows you to manage personal and account-related information, reset the application to change domains, manually re-sync data with cache clearing, and update key operational details such as plant, unit, position, and shift. Customizing profile ensures information is up-to-date and tailored to enhance user experience.

  • 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 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.

Self Assign and Unassign Rounds

This section explains how to self-assign rounds, unassign rounds, and create ad-hoc rounds.

This section has the following topics:
  • Assign Open / Unassigned Rounds to Yourself
  • Create Ad-Hoc Rounds
  • Unassign Assigned Rounds
  • Unassign In Progress Rounds
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