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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 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.
Configure an Issue

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.
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.
- 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.
  - Configure an Issue
  - Create an Issue
    You can create an issue for an equipment malfunction during rounds from the web application, ensuring that tasks are efficiently delegated and tracked to completion.
  - Track Ongoing Issues
    The Issues tab displays all the issues reported by the Operators during task execution. You can check the status of ongoing issues.
  - Update and Close an Issue
    When the operator has resolved the issue, you can review and close the issue.
- 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.
- Create 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.

Configure an Issue

The Issue Configuration feature allows you to tailor issue capture to your plant’s specific needs while ensuring seamless integration with SAP for notification creation across locations.

Administrators can define:

Custom fields to capture plant-specific data
Default values to standardize entries
Help texts to guide end users
Auto-fill conditions to speed up data entry and reduce errors.

This ensures accurate, consistent, and efficient issue reporting across your operations.

To configure an issue:

Click the Observations section on the left-side pane.
Click the Issues tab.
Click Configure Issue.
In the General section, customize, Issue Title, Description, Photos, Priority, Category fields.

Configure an Issue
In the More Details section, adjust Plant, Unit, Location, Asset, Assignee, Due Date and Time, New Custom Field and Status fields.

Add additional fields by clicking Add Field.

Create new sections by clicking Add Section.
Add or remove columns except for mandatory fields like Title, Unit (if enabled), Location/Asset, Priority, Status, Due Date, Assigned To.
- New fields added during configuration appear as selection criteria in column configuration.
- Default configuration applies to newly created plants. You need to modify configurations to meet specific business needs.
- You can Copy configurations from one plant to another.
- When modifying one plant's configuration, you will be prompted to apply changes to all plants.
Click Save & Publish.

The right side of the screen displays a mobile preview of the "Create Issue" form, allowing you to verify the layout and functionality before publishing.