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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.
Create Round Plan Template using AI
Speed up template creation with AI-powered automation. Instead of building Round Plan templates manually, you can now generate them by simply providing a prompt and uploading supporting documents—such as PDFs, Excel files, or Word documents.

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.
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.
- Create a Round Plan Template
  Create a round template with sections and tasks.
- Create Templates from Existing Templates
  You can quickly create a new template by copying details from an existing template.
- Create Round Plan Template using AI
  Speed up template creation with AI-powered automation. Instead of building Round Plan templates manually, you can now generate them by simply providing a prompt and uploading supporting documents—such as PDFs, Excel files, or Word documents.
- Edit Round Templates
  As a Supervisor, you can edit round templates to meet the new requirements of asset inspection. As part of editing a round template, you can change the name of the round, description, and asset details for which you want to create a round plan. You can also edit, drag drop, copy, and delete pages, sections, and tasks.
- Archive Round Templates
  Archive round templates when they are no longer required for asset maintenance. You can also restore archived templates or delete them.

Create Round Plan Template using AI

Speed up template creation with AI-powered automation. Instead of building Round Plan templates manually, you can now generate them by simply providing a prompt and uploading supporting documents—such as PDFs, Excel files, or Word documents.

The system reads both your instructions and the uploaded documents to create a template that matches your needs. You can also choose specific pages or sections to focus on while generating the template.

This feature helps you save time, reduce manual effort, and maintain consistency across all your Round Plans—without compromising on quality.

To create round plan template using AI:

Click the Templates section on the left-side pane.

The Templates screen with the list of round templates is displayed.
In the Templates screen, click the Create Using AI button at the top-right corner.
In the Choose a Starting Point screen, select either
- Upload and Convert,
  - Choose the relevant Plant and Unit from the drop-down.
  - Click the Upload icon and select the file (image or pdf) from your device.
- Click the Describe your Round Template,
  - Choose the relevant Plant and Unit from the drop-down.
  - Enter a prompt and upload any relevant attachments for better results.
In the Template Details screen, the AI will analyze the uploaded content and generate a draft Round Plan.
Click Continue on top-right.
In the Tag Tasks and Assets screen, review the generated Round Plan to ensure it reflects the prompt and referenced content, including appropriate field details, labels, and layout.
You can edit the generated template as needed—adjust field types, labels, and mandatory fields.
Once all changes are complete, click Mark Ready.
In the Round Plans that will reflect Template changes window, select the round plans that should be updated with the new template changes.
Click Done to complete the template creation.

The new template appears on the Templates screen with a Ready status.