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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.
Create Assets
Assets refer to machines, equipment, or infrastructure that require maintenance and monitoring. By creating assets in the system, you can assign maintenance tasks, track maintenance history, and monitor performance. Each asset can be linked to a specific plant and location, ensuring organized asset management.

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.
What's New for mRounds Configurators
This section highlights the latest updates for Configurators in mRounds. Enhancements include streamlined metadata management, easier system integrations, improved administrative controls, and flexible round design options.
Integrate mRounds with External Systems
Integrating mRounds with external systems is essential for seamless maintenance operations and data flow across an organization. This chapter provides a comprehensive guide to establishing and configuring connections between mRounds and various external systems, such as FTP servers, ODBC databases, SMTP email servers, and SAP ERP systems.
Onboard 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.
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.
- Create Plants
  Creating plants allows you to define different facilities, factories, or operational sites within the system. Each plant represents a physical location where maintenance activities take place. By setting up plants, you can organize tasks, assets, and users based on specific sites, ensuring clear management and reporting.
- Create Shifts
  Shifts help structure work schedules by defining specific time periods during which technicians and other personnel operate. Creating shifts ensures that work orders, tasks, and maintenance activities are assigned efficiently based on working hours, helping manage workload distribution and resource availability.
- Create Locations
  Locations represent specific areas within a plant where assets and maintenance activities are managed. For example, a plant may have locations such as Production Floor, Warehouse, or Cooling Unit Area. Defining locations allows for better tracking of assets, and maintenance tasks in a structured manner.
- Create Assets
  Assets refer to machines, equipment, or infrastructure that require maintenance and monitoring. By creating assets in the system, you can assign maintenance tasks, track maintenance history, and monitor performance. Each asset can be linked to a specific plant and location, ensuring organized asset management.
- Create Unit of Measurement
  Units of Measurement (UOM) define the quantities used for tracking materials, components, and measurements. For example, units like liters, kilograms, meters, or hours help standardize data entry and ensure consistency.
- Create Global Response Set
  Global Response Sets allow you to create predefined answer choices for forms, inspections, and work order documentation. Instead of manually entering responses, technicians and supervisors can select from standardized options, improving data accuracy and consistency in reporting and compliance checks. For example, if the Response Set is created for Country, then the responses are all the countries that can be selected from the drop-down.
- Bulk Upload Master Data
  Bulk uploading allows you to efficiently add large sets of master data, such as locations, assets, unit of measurement, and global response set using an Excel template. Instead of manually entering data one by one, you can fill out the provided template and upload it in a few simple steps.
Onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Invoke mRounds Tasks using APIs
Innovapptive exposes certain APIs that can be used by applications and create tasks like creating operator rounds, dynamically generate round plans, and so on.

Create Assets

Assets refer to machines, equipment, or infrastructure that require maintenance and monitoring. By creating assets in the system, you can assign maintenance tasks, track maintenance history, and monitor performance. Each asset can be linked to a specific plant and location, ensuring organized asset management.

Note:

You can download already created data from SAP through synchronization.

To create or add an asset:

Click the Master Configuration module on the left-side pane and click Assets.

Or

Click Sync from SAP to manually sync and export already created data from SAP server.

Or

The data synchronization can automatically occurs based on the configured schedule.
Note:
There should not be any existing master data to sync the data.

Figure 1. Assets Screen
Click Create New and select Add Manually.

Figure 2. Add Asset Details
In the Create Asset window, enter asset details like Name, Asset Id, Model, Description, Parent Type, and Parent.

Note:
If the Asset ID already exists, an error message “Asset ID <> already exists” is displayed. Use another ID.
Click Create.
The new asset is created successfully.
Note:
- To download the asset template, in the Assets screen, click the More icon (next to Create New) and select Download Template.
- To modify asset details, in the Assets screen, click the More icon next to the asset and select Edit.
- To delete an asset, in the Assets screen, click the More icon next to the asset and select Delete.
- To deactivate an asset, in the Assets screen, click the More icon next to the asset and select Deactivate. You can see the deactivated asset in the Inactive module under the Assets tab.