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Assess and Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
Monitor Anomalies Using the Exceptions Dashboard
Use the Exceptions Dashboard to identify findings outside expected conditions. Review the affected round, location, or asset before deciding the required follow-up.

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This page identifies the guide, release, publication details, copyright, and terms of use.
Preface
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.
Overview of mRounds
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.
Log in to the Web Application
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.
Find Your Way Around the Web Application
Use the web application modules to plan rounds, schedule work, monitor execution, manage findings, review reports, and prepare shift handovers.
Accept the Shift Handover Report
As the incoming Supervisor, review and accept the previous shift’s handover before taking ownership of open rounds, exceptions, Issues, Actions, notes, and attachments.
Assess and Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
- Review Compliance
  Use the Compliance Dashboard to compare completed, overdue, skipped, and other compliance measures. It helps you identify where scheduled checks are not being completed as planned.
- Monitor Anomalies Using the Exceptions Dashboard
  Use the Exceptions Dashboard to identify findings outside expected conditions. Review the affected round, location, or asset before deciding the required follow-up.
- Review Operator and Group Performance
  Use the Operator Productivity Dashboard to compare round completion, timeliness, scan compliance, Issues, and Actions by Operator or User Group.
- Operations Control Center Dashboard
  Use the Operations Control Center for a status-based view of rounds, Issues, and Actions across the selected plant and user group. It helps you spot delays and workload problems quickly.
Create and Prepare a Round Plan
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 and Approve Round Plans
Review the plan before publication, record the approval decision, and use workflow configuration or audit history only when those administrative tasks are required.
Schedule and Assign Round Plans
Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.
Investigate Rounds That Need Attention
Investigate overdue, skipped, partly open, or exception-flagged rounds to understand what happened and route the finding to the correct follow-up process.
Choose an Issue, an Action, or an ERP Notification
Choose the follow-up record that matches the finding, then track it through ownership, progress, resolution, or enterprise maintenance processing.
Hand Over Your Shift
End the shift by reviewing the operational record, adding the required context, submitting the report, and making it available to the incoming Supervisor.
Configure Dashboards and Reports
Create reusable dashboards and reports when the standard shift views do not provide the combination of metrics or detail the organization needs.
Find Rounds, Issues, and Actions
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.
Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.
Administration and Governance
Use these occasional configuration and governance tasks to control templates, permissions, email delivery, handover setup, and retained content outside the daily shift workflow.

Monitor Anomalies Using the Exceptions Dashboard

Use the Exceptions Dashboard to identify findings outside expected conditions. Review the affected round, location, or asset before deciding the required follow-up.

The dashboard highlights exceptions reported during rounds, missed round or task deadlines, equipment failures, and anomalies associated with specific locations or assets.

Use the dashboard to identify the affected record and open the supporting details before assigning follow-up work.

Expand Operator Rounds and click Exceptions Dashboard.
Filter the dashboard by the required Plant, Unit, Shift, User Group, or time period.

The available periods include Today, 7 Days, 30 Days, 3 Months, 6 Months, and Custom. The User Group filter appears only when User Groups are configured. If no group is selected, the dashboard displays data for all groups.
Review the exception trends and select a value on a graph to open its details.

Figure 1. Exceptions Dashboard
Download or share the dashboard when the findings must be reviewed outside mRounds.
- Click the PDF icon to download the dashboard in PDF format.
- Click the Email icon to share the dashboard by email.
- Click the Download icon on a widget to save that report as an image.

The dashboard displays the anomalies and records that match the selected filters.

Next: Investigate the affected rounds and route the required follow-up.