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Monitor in Real-Time and Share Reports
The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
Share Dashboard Data as PDF Reports
You can download the custom, compliance, and exceptions dashboards along with the widget reports data in the PDF format and share the data with stakeholders.

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.
Log in to the Web Application
This section provides guidance on logging into the web application.
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.
Review Accept Shift Handover Report
As the Incoming Supervisor, you must review and accept the shift handover report generated by the Outgoing Supervisor to take ownership of the outstanding tasks and issues, and review notes, observations, and attachments, facilitating effective communication and knowledge transfer during shift changes.
Monitor in Real-Time and Share Reports
The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
- Custom Dashboard
  The Custom Dashboard provides a comprehensive overview of operator rounds and asset health, enabling real-time monitoring and analysis. Users can customize their experience by configuring widgets on the dashboard to display the most relevant data for their tasks. This flexibility allows for improved task monitoring and more efficient data analysis. Additionally, widgets can be easily downloaded or exported in PDF and Excel formats, or shared via email, streamlining collaboration and reporting. For more information, see topics/dashboard_create_widget.html.
- Create Transactions Reports
- Compliance Reports
  The Compliance Dashboard tracks adherence to company policies, regulatory requirements, and standard operating procedures. It provides insights into completed vs. overdue inspections, safety checks, and audit compliance, ensuring that teams meet required standards..
- Monitor Anomalies Using the Exceptions Dashboard
  The Exceptions Dashboard helps you quickly identify and respond to issues that fall outside normal workflows or performance standards. It provides a real-time view of anomalies so you can take timely action before problems escalate.
- Operator Productivity Dashboard
  The Operator Productivity Dashboard gives supervisors a clear, real-time view of how individual operators and user groups are performing. It tracks key metrics such as round compliance, issue reporting, and follow-up actions—making it easier to identify trends, spot gaps, and recognize top performers.
- Share Dashboard Data as PDF Reports
  You can download the custom, compliance, and exceptions dashboards along with the widget reports data in the PDF format and share the data with stakeholders.
- Share Round Plans
  The Share a Round Plan feature allows users to download and share reports on Submitted, Overdue, or In-Progress rounds.
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.
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 Round Templates
Creating round templates in mRounds helps supervisors and operators maintain standardized, reusable inspection or maintenance routines. By defining a round template, you can create consistent processes that can be applied across different assets, locations, and plants. These templates simplify the process of creating new round plans and ensure that any changes made to a template automatically reflect in all associated plans, reducing redundancy and human error.

Share Dashboard Data as PDF Reports

You can download the custom, compliance, and exceptions dashboards along with the widget reports data in the PDF format and share the data with stakeholders.

To download and share the reports:

Navigate to Operator Rounds > Compliance Dashboard / Exceptions Dashboard / Custom Dashboard.
Click the PDF icon to download the report in the PDF format.
Click the Email icon, enter the mail id, and click Send Email to share the report through mail.

Note:
You can use Configure Email Schedule to set up email scheduling details and migrate previously created data to support the new dashboards.
Click the Download icon on the report widget to download the individual report in the image format.