Execute the Round

Execute a round by following the route, verifying each asset when required, completing the configured tasks, handling exceptions, and submitting the finished record.

A round connects the assets you must visit with the checks and responses you must complete. The normal path below shows how the topics in this chapter work together.

Follow the normal path

  1. Start the round and follow the route to the first asset or location.
  2. Scan and verify the asset when asset scanning is configured.
  3. Review the task guidance and record each required response. Use the Response Type Quick Reference when a field is unfamiliar.
  4. Continue through the remaining assets, locations, pages, and sections until the required tasks are complete.
  5. Submit the round. If mandatory work is incomplete, review the open tasks, complete them, and submit again.

Use these paths when needed

After submission

Open the completed record in View a Submitted Round and share the PDF when another stakeholder needs it. Then begin the next assigned round or continue to Close Your Shift at the end of the work period.