What’s New for Supervisors in mRounds

Search and Add Picklist Values

Users can now search for required picklist values while creating tasks, saving time and improving accuracy.

For more information, see Global Picklist.

Automated Email Scheduling for Dashboards

Recurring email jobs can now be scheduled for both Custom and Out-of-the-Box (OOTB) dashboards, ensuring the timely delivery of insights.

For more information, see Share Dashboard Data as PDF Reports.

Import Tasks Instead of Re-Typing

When creating a new Round Plan, you can now reuse tasks, sections, or even entire pages from older plans. This saves time, avoids duplication, and ensures inspection content stays consistent across teams. It also reduces errors since you’re pulling from already validated material instead of starting fresh every time.

For more information, see Import Round Plans from Template.

Selective Barcode Scanning

You can now make barcode scanning mandatory only for specific Round Plans. This gives flexibility—critical assets can still require scanning for compliance and traceability, while routine or low-risk rounds can be completed faster without it. The result is a balance between speed and accuracy in day-to-day operations.

For more information, see Create a Round Plan and Publish.

Bulk Upload / Export via Excel

You can now upload or export multiple Round Plans and templates at once using a structured Excel file. This makes it much easier to set up standard plans across sites, share templates for review, or make bulk edits without handling them one by one. It saves effort and ensures consistency when managing large volumes of plans.

For more information, see Create a Round Plan and Publish.

Post Only the Differences

For readings that keep adding up over time (like flow meters for water, gas, or electricity), the system can now send only the difference since the last entry to SAP. This avoids double counting, keeps SAP records clean, and reduces the need for manual corrections.

For more information, see Number.

Live Exception Widget

You can now spot problems early and act faster with a new widget that highlights abnormal readings of assets in real time. Whether it’s unusual pressure, temperature, or other critical values, issues are flagged instantly instead of being buried inside long reports.

For more information, see Monitor Anomalies Using the Exceptions Dashboard.

Automate Email Scheduling

Stay updated effortlessly with scheduled email delivery of both Custom and Out-of-the-Box (OOTB) dashboards. Insights now arrive automatically in your inbox, reducing manual effort and ensuring timely reporting.

For more information, see Share Dashboard Data as PDF Reports.

Export Round Data to SQL Without Tags, With History

You can now send round data to SQL Server even if no tags are set up. Historical records can also be included, so you get both current and past data for analysis. This makes it easier to build reports, track long-term trends, and connect with BI tools.

View Historical Readings on Charts and Spot Trends

Charts now show how readings have changed over time, making it easier to see patterns in equipment performance. For example, you can track if a pressure reading is slowly rising, or if a temperature value is dropping more often than expected. These insights help you take action early, plan preventive maintenance, and avoid sudden failures.

For more information, see Create Custom Widgets.

Smarter Decimal Handling

Entering numbers is now easier and less error-prone. You can use either a dot (.) or a comma (,) as the decimal separator, depending on your regional style, and the system will automatically handle it correctly. This helps global teams avoid mistakes and ensures all data is stored in a consistent format.

For more information, see Number.

Track Task Execution with Map Visualization and Geo-Compliance Scoring

The system now offers advanced location intelligence by automatically capturing task locations, visualizing them on an interactive map, and calculating geo-compliance scores based on predefined geofences. This ensures tasks are executed in the correct locations, helping verify field activity and reduce discrepancies.

For more information, see View Round Plans and Submitted Rounds.

Convert Existing Rounds into Digital Round Plans

You can now convert existing Rounds from PDF, Excel, or Word files into CWP-compatible digital Round Plans. By uploading documents and providing prompts, the system automatically generates structured Round Plans, reducing manual setup and ensuring consistency across operations.

For more information, see Create Round Plan Template using AI.

Deeper Insight into Operator and Team-Level Inspection Activity

The Operator Productivity Dashboard now offers improved drill-downs and performance segmentation. Supervisors can track round completion, overdue inspections, and compliance across individual operators and defined groups—like shifts, locations, or departments—enabling clearer, more actionable performance management.

For more information, see Operator Productivity Dashboard.

Review Inspection Submissions and Take Action—All in One View

Supervisors can now interactively review submitted rounds within the system, without exporting data. This allows faster identification of incomplete inspections, missed scans, or abnormal readings—and enables corrective action right from the review screen.

For more information, see Configure Round Plan Details.

Custom Configuration for Consistent and Relevant Shift Transitions

Supervisors can now configure Shift Handover Report formats based on specific plant requirements. With flexible field settings and formats, each site can tailor the shift handover process to local workflows—ensuring consistent and meaningful shift change documentation.

For more information, see Create Shift Log Template.

Capture Visual Proof with Location and Time Accuracy

Every image captured or uploaded during inspections is now automatically tagged with a timestamp and GPS coordinates. This enhancement ensures visual records are verifiable, audit-ready, and easy to retrieve based on when and where they were taken.

For more information, see Create an Issue.

Instant Sync of Field Readings to SAP

Supervisors can now push measurement readings captured during inspections directly to SAP through seamless API integration. This eliminates manual entry delays and ensures real-time data availability for faster decision-making.

For more information, see Number.

Capture Plant-Specific Data and Trigger SAP Notifications

Supervisors can now define custom fields in issue reports—complete with help text, default values, and auto-fill rules—to capture plant-specific inspection data. These fields are mapped to SAP notifications, ensuring seamless integration with backend processes.

For more information, see Configure an Issue.

Targeted Insights for Product-Specific Inspection Analysis

The Reports module now includes filters for plant-based product lines, allowing supervisors to isolate and analyze data specific to a product category. This helps identify trends, performance gaps, and improvement areas without wading through unrelated data.

For more information, see Create Transactions Reports.

Quickly Refine and Focus Inspection Data

Smart Filters on the Rounds screen help supervisors narrow down inspection records with ease. Whether you’re tracking specific dates, statuses, or locations, the filters make it simple to locate what you need without delay.

For more information, see Apply Filters to Refine Results.

Automatic Cascading of Shift Notes and Standing Instructions

Shift notes and standing instructions entered at the plant level now automatically cascade down to the unit and position levels. There’s no need for manual copying or re-entry. Any local notes or instructions added at lower levels are preserved and shown alongside the plant-level information.

For more information, see Generate and Handover Shift Handover Report.

Shift Logs with Conditional Logic

You can now use Conditional Logic in your unit’s Shift Log, which allows you to view and fill out Shift Logs that are specific to your assigned unit. This improvement helps keep things simple by showing only relevant information, making your logging experience more focused and avoiding confusion from other units.

For more information, see Create Shift Log Template.

Operator Productivity Hub

The new Operator Performance Dashboard gives you a complete view of operator performance, from round completions to issues raised. You can easily drill down and apply time-based filters to spot trends, identify gaps, or highlight top performers. Whether you're tracking compliance, pinpointing training needs, or celebrating high achievers, this dashboard provides all the insights you need, right at your fingertips.

For more information, see Operator Productivity Dashboard.

Enhanced Exception Handling for Multiple-Choice & Global Picklist Responses

Users can now track and manage exceptions more effectively in Round Plans and Templates. This update allows modifying response options, flagging critical deviations, and applying exceptions at the task level. Exceptions persist when copying, archiving, or restoring templates, ensuring consistency. Enhanced reporting provides insights by tracking exceptions across tasks, locations, and assets.

For more information, see Create a Round Plan and Publish.

Real-Time SAP Sync for Live Issue Tracking

mRounds now syncs SAP notifications in real time, allowing users to track issue statuses directly on Mobile and Web without needing separate SAP or mWorkOrder access. This update improves visibility, reduces system switching, and ensures faster response times, keeping maintenance teams aligned and efficient.

For more information, see Track Ongoing Issues.

• Rich Text Formatting: Transform shift logs with rich text formatting capabilities, including bold, italics, and structured lists.
• Flexible Submission Windows: Set custom time buffers for submitting Shift Handover Reports (SHR) before and after a shift ends. (SHR Improvement).

For more information, see Create Shift Log Template.

• Advanced Conditional Logic: Control the visibility of mandatory tasks, sections, and template-imported tasks using advanced logic, including "In Between" for precise numeric control, or "None" for empty selections without logic.

For more information, see Conditional Logic.

Comprehensive Rounds Compliance & Exception Reporting

Easily create and review detailed Rounds Compliance & Exception Reports. These reports highlight deviations or delays in operational processes, helping teams ensure compliance and take timely corrective actions when needed.

For more information, see Monitor in Real-Time and Share Reports.

Streamlined Issue Creation & Assignment in Web App

Supervisors can now Create and Assign Issues Directly from the Web App, making it easier for supervisors to quickly document issues and assign them, ensuring that tasks are efficiently delegated and tracked to completion.

For more information, see Create an Issue.

Instant Issue Notifications for Faster Response

With Instant Issue Notifications, any created issue is immediately converted into a notification and sent to operators, ensuring swift action.

For more information, see Create an Issue.

Plant-Specific Filters in Master Data, Reports and Dashboard

The Plant-Specific Filters feature allows operators to filter and view data, reports, and dashboards specific to individual plants within an organization.

For more information, see Custom Dashboard.

Unit-Based Data Filtering

Enhance data relevance with Unit-Based Data Filtering. This feature allows users to filter web application data based on assigned units, improving accessibility to the most pertinent information.

For more information, see About the Web Application Screens.

Track Round Execution Duration

Identify the duration of round execution. This helps users to optimize future rounds.

For more information, see Operator Productivity Dashboard.

Setup Workflow Approval

Configure workflow approval for round plan submissions and publishing. With proper workflows, technicians with the right skills will be able to review alerts, warnings or cautions.

For more information, see Review and Approve Round Plans.

Maintain Buffer Period for Rounds

Add a buffer period for rounds. This helps operators execute rounds even after their due time without the rounds being marked as overdue.

For more information, see Schedule Round Plans by Frequency.

Add Exceptions for Minimum and Maximum Values

Add exceptions like Warning, Alert, Note, and so on for low and high range values while creating a round plan. This helps operators identify any hazardous condition of the equipment.

For more information, see Number Range and Exceptions.

Copy Tasks across Multiple Assets

Copy tasks in a round plan to multiple assets or locations with ease. This reduces repetitive work.

For more information, see Create a Round Plan and Publish.

Add Multiple Lower and Upper Limits

Configure multiple lower and upper limit range values and exceptions for numeric and slider responses while creating a round plan.

For more information, see Number Range and Exceptions.

Track Round Execution Duration

Identify the duration of round execution to optimize future rounds accordingly.

For more information, see View Round Plans and Plan Details.

Enhanced "Custom Picklist" Response Type

The "Custom Picklist" response type now displays "Allow More than One Selection", when values exceed two options.

For more information, see Global Picklist.

Confirm Shift Handover

When you click the Shift Handover button, an alert message, "Do you really want to start handover?" appears.

For more information, see Overview of Shift Handover Reports.

Create Round Plan Template

For more information, see Create and Manage Round Templates.

Import Round Plans and Tasks Data

Eliminate manual data recreation by exporting and importing Round Plans and Tasks data from one environment to another.

For more information, see Import Round Plans from Template.

Round Plans are automatically updated with templates that are modified

When a template is updated, associated Round Plans are automatically updated. This helps maintain consistency and accuracy across all plans.

For more information, see Edit Round Templates.

Shift Handover Report Enhancements

For more information, see Manage Shift Handover Authorization.

Bulk Upload Round Plans from Excel

Add multiple Round Plans with tasks from an Excel sheet. mRounds Round Plans screen displays success / failure status along with Round Plans total count.

For more information, see Create a Round Plan and Publish.

Customize Shift Log Template

Create, edit, and modify a customizable Shift Log Template for operators to easily record tasks, issues, and notes during their shifts. This ensures clear communication.

For more information, see Create Shift Log Template.

Auto Sort Round Plans by latest

When a round plan is published, the plan automatically sorts to the top of the list. You can immediately view the published plan.

For more information, see Create a Round Plan and Publish.

Automatic Asset Name Updates in Round Plans

When an asset name is changed after the creation of a round plan, the updated name is automatically updated in the round plan.

For more information, see Create a Round Plan and Publish.

Auto-Populate "Reported By" Field

The "Reported By" field in the SAP Notification screen auto-populates based on the user's login credentials.

For more information, see Create ERP Notification for an Asset.

SAP IAS Authentication Integration

mRounds application now seamlessly supports SAP IAS for enhanced user authentication.

For more information, see Log in with SAP IDP.

View and Download Attachments for Rounds

View and download attachments like audio, video and documents by clicking the links in the generated round details PDF to validate the evidence effectively.

For more information, see View Round Plans and Plan Details.

Acknowledge End User License Agreement

Read and acknowledge End User License Agreement when logged into the application for the first time.

For more information, see Standard Login.

Configure Mathematical Formulas for Fields

Configure mathematical formulas for fields. These formulas help operators get accurate calculations and enter accurate data.

For more information, see Number.

Create and Assign Actions to User Groups

Create and assign actions to user groups in the web application. This allows any operator in those groups to pick up and execute those action.

For more information, see Create an Action.

SAP IAS Authentication Integration

mRounds application now seamlessly supports SAP IAS for enhanced user authentication.

For more information, see Log in with SAP IDP.

Receive Instant Email Alerts

For more information, see Create and Manage Issues.

Specify Length of data to be entered in the fields

Set specific field lengths while planning rounds. This helps prevent incorrect or incomplete data entry during round execution.

For more information, see Understanding Response Types Used for Creating Round Tasks.

Create and Schedule Ad-Hoc Rounds

Create ad-hoc rounds to address emergencies or any unforeseen situations.

For more information, see Create an Ad-Hoc Round.

Generate and Approve Shift Handover Report

For more information, see Overview of Shift Handover Reports.

View and Download Attachments for Rounds

View and download attachments like videos and documents by clicking the links in the generated round details PDF and validate the evidence.

For more information, see View Round Plans and Plan Details.

View historical data of Notifications of an Asset and a Location

For more information, see Create ERP Notification for an Asset.

Access Plant-Specific Rounds

Assign plants to users and ensure secure control over the rounds.

For more information, see About the Web Application Screens.

Monitor team activities

Generate a team rounds / inspections report that provides an overview of all completed activities, identifies areas for improvement, and ensures task completion.

For more information, see Monitor in Real-Time and Share Reports.

View operator-specific Rounds Summary Reports

View operator-specific Rounds Summary Reports. These reports help improve operational efficiency.

For more information, see Monitor in Real-Time and Share Reports.

Access detailed reports of supervisors' actions on the issues raised

Administrators can access detailed reports of actions taken by supervisors on issues that are raised by operators.

For more information, see Monitor in Real-Time and Share Reports.

Get a report for Overdue tasks

Get a detailed report on overdue tasks. These reports help supervisors have a glance at overdue tasks and take appropriate action.

For more information, see Monitor in Real-Time and Share Reports.

View operator-specific Rounds Summary Reports

View operator-specific Rounds Summary Reports. These reports help improve operational efficiency.

For more information, see View Submitted Rounds.

Configure Widgets on the Dashboard screen

Configure the dashboard widgets that you need and improve monitoring tasks.

For more information, see Create Custom Widgets.

Configure the Task Compliance Report

Configure Task Compliance Reports, download them with a click and submit them during audits.

For more information, see Compliance Reports.

Query and retrieve a report on all exceptions or out-of-specifications

Query for comprehensive reports on exceptions or out-of-specifications. This helps supervisors gain vital insights into round tasks and assets health.

For more information, see Monitor Anomalies Using the Exceptions Dashboard.

Download widgets as PDF and export data in Excel format

Download dashboard widgets as PDFs and export data in Excel format. Users can share these over email.

For more information, see Create Custom Widgets.

Monitor, Improve, and Track Effectively with Comprehensive Rounds Report

Stay on top of team performance with comprehensive rounds reports. Supervisors can use these reports to monitor activities, pinpoint areas of improvement, and track tasks completion.

For more information, see Monitor in Real-Time and Share Reports.

Schedule Rounds based on task frequency for efficient maintenance

Schedule Round Plans based on individual task frequencies. Form a comprehensive Master Plan for proactive asset maintenance and ensure precise, efficient equipment maintenance.

For more information, see Schedule Rounds at Task Level.

Assign rounds to user groups

Assign rounds to user groups when scheduling. Any user from the group will be able to pick up the round task and execute maintenance.

For more information, see Schedule Round Plans.

Enable unlimited historical data capture for Number response type

Enable / configure the Number response type to store up to 20 historical readings that help detect anomalies early using the data trends.

For more information, see Number.

Add additional details for conditional logic

Add mandate responses, define a number range, and specify unit of measurement options for tasks in conditional logic.

For more information, see Conditional Logic.

Add additional notes, labels, values in the Task Details screen

Add additional notes, labels, values in the Tasks Details screen to provide additional information to technicians and assist them to function more efficiently and effectively.

For more information, see Create a Round Plan and Publish.

Real-Time adaptation with the Skipped status in Rounds

You can view the Skipped status, which indicates that an entire round is skipped with a reason.

For more information, see About the Web Application Screens.

Add Additional Notes and Attachments to work on rounds effortlessly

Add additional notes, safety instructions, and manuals as PDFs or images in the Round Plan Details screen to provide additional information to function more efficiently and effectively.

For more information, see Create a Round Plan and Publish.

Enhanced PDF Preview Setup

For more information, see Configure Round Plan Details PDF.

Assign rounds to plants based on shifts

For more information, see Schedule Round Plans.

Embrace Control Over Rounds

For more information, see Schedule Round Plans.

Configure Numeric Response Type

Enable the "History" checkbox to view the last 5 readings of the Number and Slider response types in the mobile app.

For more information, see Create a Round Plan and Publish.

Create, View, Edit, and Publish Round Plans

For more information, see Create a Round Plan and Publish.

Add Response Types and Conditional Logic to Questions

Read Only Field, Text answer, Long Text Answer, Number, Number Range, Number with Unit of Measurement, Pop up message based on number range, Check box, Scan (with OCR), Date & Time, Date Range, Signature, Slider, Geo Location, Hyperlink, Instructions, Multiple Choice, Global Picklist, Conditional Logic response types can be added to tasks.

For more information, see Create a Round Plan and Publish.

Schedule Round Plans

For more information, see Schedule Round Plans by Frequency.

Track progress of Scheduled Rounds

For more information, see View Submitted Rounds.

Archive, Restore or Delete Round Plans

For more information, see Archive, Restore, and Delete Round Plans.

Track progress of Open Issues and Actions

For more information, see Create and Manage Issues.

Search & Filter

For more information, see Locate Rounds, Issues, and Actions.

Productivity Enhancements

For more information, see Create a Round Plan and Publish.