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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, and managing issues and actions.
Execute Rounds and Record Asset Data
This section explains how to use the mRounds mobile application for inspecting assets and recording data.
Share PDF Report with Stakeholders
Before sharing the report, review the document to ensure that information is accurately captured.

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, and 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.
- Execute Rounds and Record Asset Data
  This section explains how to use the mRounds mobile application for inspecting assets and recording data.
  - Execute Rounds with mRounds Mobile App
    As an operator, your role is to execute rounds that have been pre-configured by supervisors. These rounds include various response types that you need to be familiar with to capture asset data accurately. Each response type serves a specific purpose, from scanning the asset to verifying your location with geo-location, to capturing photographic evidence of equipment conditions. Conditional logic ensures that if any data you enter falls outside acceptable limits, follow-up actions or alerts are automatically triggered.
  - Generate Submitted Rounds in PDF Format
    You can generate and share submitted rounds as PDFs, providing stakeholders with details on completed tasks, asset conditions, and unresolved issues.
  - Share PDF Report with Stakeholders
    Before sharing the report, review the document to ensure that information is accurately captured.
- 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 provide a critical record of all activities and events that occur during your shift. These detailed records document actions taken, issues encountered, and task status, creating an essential information bridge between you, your team members, and supervisors. Shift logs help you:
- 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.

Share PDF Report with Stakeholders

Before sharing the report, review the document to ensure that information is accurately captured.

To share a report in PDF format with stakeholders:

In the PDF View tab, tap the Share icon.

Figure 1. View Round in PDF Format
Choose the method to share the document. You can choose Email, WhatsApp, or other messaging platforms.
Choose the email option.
Enter the recipient's email address or select it from contacts.
Add your comments in the email body, if any.
Tap Send.
Tap the Download icon to download the PDF document.

You can configure the PDF in the web application as needed. For more information, see Configure Round Plan Details PDF.