This page identifies the guide, release, publication details, copyright, and terms of use.

This guide is for Supervisors and Round Planners who use the mRounds web application. It explains the conventions, related information, and support contacts used throughout the guide.

As a Supervisor or Round Planner, use mRounds to design inspection work, schedule and assign rounds, monitor execution, review findings, and hand over the shift.

Sign in to the mRounds web application using the method configured by your organization. Your permissions determine which planning, monitoring, approval, and administration options appear.

Use the web application modules to plan rounds, schedule work, monitor execution, manage findings, review reports, and prepare shift handovers.

As the incoming Supervisor, review and accept the previous shift’s handover before taking ownership of open rounds, exceptions, Issues, Actions, notes, and attachments.

Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.

Create a round plan by choosing the best starting method, defining its scope, building the Operator workflow, validating the mobile experience, and preparing it for approval and scheduling.

Review the plan before publication, record the approval decision, and use workflow configuration or audit history only when those administrative tasks are required.

Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.

Investigate overdue, skipped, partly open, or exception-flagged rounds to understand what happened and route the finding to the correct follow-up process.

Choose the follow-up record that matches the finding, then track it through ownership, progress, resolution, or enterprise maintenance processing.

End the shift by reviewing the operational record, adding the required context, submitting the report, and making it available to the incoming Supervisor.

Create reusable dashboards and reports when the standard shift views do not provide the combination of metrics or detail the organization needs.

Use search when you know identifying details for a record, and apply filters when you need to narrow a larger list of round plans, scheduled rounds, Issues, or Actions.

Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

Use these occasional configuration and governance tasks to control templates, permissions, email delivery, handover setup, and retained content outside the daily shift workflow.