Home
Generate Shift Handover Report
This section provides guidance on generating, handing over, and accepting shift handover reports.

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.
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.
- 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
  The Email Configuration feature automatically sends shift handover reports in PDF format to designated recipients based on organizational hierarchy levels. You can configure distribution lists at the Plant level, Unit level, and Position level, with the flexibility to send to either user groups or individual users.
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.

Generate Shift Handover Report

This section provides guidance on generating, handing over, and accepting shift handover reports.

This section has the following topics: