Create a Round Plan and Publish

Create round plans with multiple maintenance tasks, schedule, and publish them to efficiently manage asset maintenance.

To create a round plan:

  1. Expand the Operator Rounds module and click Round Plans on the left-side pane.
  2. In the Round Plans screen, click Create New and select Create Manually on the right side.

    Or

    Click More icon > select Download Excel Template.

    Fill the details in the template.

    Click Create New, select Upload Excel, select excel files, and click Upload.

    The round plans are uploaded, and you can see them in the Round Plans screen with Draft status.

    Open the round plan.

    The Plan Details screen is displayed.

    Figure 1. Fill Plan Details


  3. In the Plan Details screen, fill the following details:
    Table 1. Plan Details Screen Fields
    Field Description
    Plan Name Enter a name to identify the plan. For example, Control Valve Maintenance.
    Plan Description Add a short description. For example, Inspect and maintain control valves to ensure operational safety and prevent leaks.
    Plant Select a plant from the drop-down.
    Unit Select a unit (functional location) from the drop-down.
    Tags Add relevant tags.
    Notes and Attachments

    Attach relevant documents such as the Safety Guidelines for handling control valves.

    You can view additional notes and attachments such as safety instructions or manuals on the mobile application in offline mode and refer to them while executing the rounds in areas with poor or no network connectivity.
    Zone Select one or more zones from the list to execute the round within the selected zone by operator.
    Additional Details Add additional details or fields.
    • Click Add.
    • Enter Label and Value.
    Note:
    You can add additional fields to provide situation-specific information that can be referenced by the operator in the mobile application. You can configure the label and values for these attributes, with a maximum of 25 characters for the label and 40 characters for the value. You can update and delete the field values at any time, even after round plans are created and scheduled.
  4. Click Save & Next.
  5. In the Select Locations window, select locations and click Next.
    Figure 2. Select Locations


  6. In the Select Assets window, select assets and click Add.
    Figure 3. Select Assets


    The selected location and assets hierarchy is displayed on the left side.

    Figure 4. Location and Asset Hierarchy


  7. In the Route and Tasks screen, select the location or asset on the left side, create a round plan with multiple sections, add tasks and response types for the selected location or asset:
    • To add locations and assets from the left side pane click the Add Locations/Assets icon. You can drag and drop locations/assets to either hierarchy or a flat list. Locations and Assets hierarchy appears as a route plan.
    • To view the locations and assets either in hierarchy or flat list mode, click .
    • To see the locations and assets as a route plan, click .
    • To view locations and assets hierarchy, click the More icon and select Show Hierarchy. You can also copy and delete the locations and assets.
    • To add a page, click the Add Page button.
    • To add task, click the Task button inside the section. When you click the button, the screen displays the following options,
      • Type Task: Enter the task in the text box.
      • Responses: Select the relevant response type from the drop-down. For information about each response type, see Understanding Response Types Used for Creating Round Tasks.
      • Add Logic: Click Add Logic to create a logical question along with actions. This logical question is more likely of multiple-choice responses like Yes or No. For more information, see Conditional Logic.
      • Required: Select the check box to make the question mandatory to fill.
      • History: Select the check box to see the last five transactions. This option is available only for Number and Slider response types.
      • Additional Details: Click Add to add additional details for the task. In the Additional Details window, add Tags, and Attributes (Labels and Values).
        Note:
        Additional details provide situation-specific information that can be referenced by the operator. You can configure the label (up to 25 characters) and values (up to 40 characters) for these attributes.

        For multiple-choice and pick-list response types, you can mark specific values as exceptions to highlight abnormal conditions.

        Example: Consider a task to assess the condition of a motor using a pick-list response:

        • Condition of Motor:

          • ✅ Normal

          • ⚠️ Abnormal (marked as an exception)

      When generating task exception reports, the system will flag responses marked as exceptions, allowing planners to quickly identify issues and take necessary actions.

      Figure 5. Respose Type Exceptions
    • You can import sections and tasks from the template to create a round plan quickly. For more information, see Import Sections and Tasks from Template.
  8. Click the Preview button to see the round plan preview.
    Figure 6. Round Plan Preview


    You can see the preview of the round plan in the mobile application on the right side.

  9. Click Next to view the preview in PDF format that generates once the round plan is filled and submitted by the Operator from the mobile application.
    Figure 7. Round Plan PDF Format


    In the PDF Setup screen, you can configure the PDF as needed. For more information, see Configure Round Plan Details PDF.

  10. Click Send for Approval.
  11. Review the details and click Approve & Publish.
  12. Add comments and click Comment and Approve.

    Or

    Click Reject if you find any issues.

    The round plan is approved and published, and you can view the published round in the Round Plans screen with Published status and in the Scheduler screen with Schedule option.