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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.
Generate Shift Handover Report
This section provides guidance on generating, handing over, and accepting shift handover reports.
Overview of Shift Handover Reports
The Shift Handover Report ensures smooth and informed transitions between shifts. It is generated by the Outgoing Shift Supervisor or Operator and handed over to the Incoming Shift Supervisor or Operator, depending on the organization’s hierarchy.
Configure What Appears in the Report

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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.
- 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.
  - Overview of Shift Handover Reports
    The Shift Handover Report ensures smooth and informed transitions between shifts. It is generated by the Outgoing Shift Supervisor or Operator and handed over to the Incoming Shift Supervisor or Operator, depending on the organization’s hierarchy.
    - Configure What Appears in the Report
  - Generate and Handover Shift Handover Report
    As an Outgoing Supervisor, create a comprehensive shift handover report with notes, observations, attachments, and any other important information and hand it over to the Incoming Supervisor during shift change.
  - Create Shift Log Template
    Create shift log templates for different plants, units, and positions combinations with multiple sections, tasks, and response types. Any modifications made to the template are automatically reflected in the shift handover reports, which are using the template.
  - Manage Shift Handover Authorization
    Control the shift handover templates authorization through Data Permissions for a specified plant that helps reduce cognitive load, enhance user experience, and optimize operational efficiency.
  - Email Configuration for 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 What Appears in the Report

To show or hide specific sections in the Shift Handover Report:

Click the More icon on the top-right corner of the Shift Handover screen.
Select Handover Report Configuration.
Check or uncheck the sections you want to include or exclude.
Click Done to apply the changes.