Home
Choose an Issue or an Action
Choose how to record follow-up work when a round reveals an abnormal condition or a separately assignable activity.
Create and Manage Actions
Use Actions for separately assignable follow-up work when Actions are enabled, and track the activity from creation through ownership, resolution, and closure.
Create an Action
Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.

Title and Copyright
This page identifies the guide, release, publication details, copyright, and terms of use.
Preface
This guide is for Operators who execute rounds in the mRounds mobile app. It explains the conventions, related information, and support contacts used throughout the guide.
Overview of mRounds
As an Operator, use mRounds to follow planned inspection routes, record asset readings, report abnormal conditions, and pass accurate information to the next shift.
Start Your Shift
Start each shift by signing in, confirming the correct work context, reviewing the previous handover, and making sure the rounds you need are available.
Find and Claim Your Rounds
Use the Rounds screen to begin assigned work, claim an open round, create an ad hoc round from an available predefined plan, or release work you cannot continue.
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.
Choose an Issue or an Action
Choose how to record follow-up work when a round reveals an abnormal condition or a separately assignable activity.
- Create and Manage Issues
  Use Issues to record abnormal conditions found during rounds and track them from creation through ownership, investigation, resolution, and closure.
- Create and Manage Actions
  Use Actions for separately assignable follow-up work when Actions are enabled, and track the activity from creation through ownership, resolution, and closure.
  - Create an Action
    Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.
  - Self-Assign an Unassigned Action
    Assign an open Action to yourself when you are taking responsibility for completing the follow-up work.
  - Resolve and Close an Action
    Resolve and close an Action after the assigned follow-up work is complete and its outcome has been recorded.
Close Your Shift
End the shift by bringing active work to a safe stopping point, recording unresolved conditions, and submitting a clear handover to the incoming shift.
Find and Manage Rounds, Issues, and Actions
Use search and filters when you need to find a specific round, Issue, or Action without scanning every record in the list.
Troubleshoot Common Problems
Use this guidance when a round, scan, response, handover, or synchronization step does not work as expected.
Customize Your Settings
Use your profile settings to keep the app aligned with your plant, unit, position, shift, language, and preferred display.

Create an Action

Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.

Use an Action for a separately assignable follow-up activity when permitted by the configured Issue workflow. To create an Action:

In the Actions screen, tap the Add Action button at the bottom.
In the Create Action screen, do the following:
1. Enter the action title in the Title field.
2. Enter the action description in the Description field.
3. Tap the Add Photo button in the Photo field to add images.
4. Select the Priority as High, Medium, or Low.
  Figure 1. Create Action
5. Expand the More Details section, do the following:
  1. Select the Plant, Unit, Location, and Asset from the respective dropdowns.
    Note:
    The Plant and Unit values auto-populate if they are already selected in the User Preferences screen.
    Scan the asset and the app automatically adds these details.
  2. In the Assign to drop-down,
    - Choose Users and select users or operators from the list.
      Or
    - Choose Usergroup and select user groups from the list.
    - Tap Save.
      Note:
      Actions assigned to both User and Usergroup are displayed in the My Actions tab for every user.
  1. Select the Due Date and Time.
  2. Select the Status such as Open, In-Progress, or Resolved.
Figure 2. More Details
Tap the Create button in the top-right corner.
Action Created Successfully message appears and you can see the newly created action in the Open Actions tab. If the action is assigned to you then you can see it in the My Actions tab.

The Action is created and appears in Open Actions. If it is assigned to you, it also appears in My Actions.

Next: If you are taking responsibility for the follow-up, assign the Action to yourself. Return to the round and continue the remaining tasks.