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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.

Title and Copyright
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.
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.
- Create and Manage Issues
  Use Issues to track abnormal conditions reported during rounds from creation through assignment, investigation, resolution, and closure.
- Create and Manage Actions
  Use Actions to manage separately assignable follow-up activities created from inspection findings when the workflow is enabled.
- Create ERP Notification for an Asset
  Create an ERP notification when a round finding must enter the organization’s enterprise maintenance process for further planning or execution.
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.

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.

Use this decision after reviewing a round or exception and determining that the finding needs follow-up beyond the submitted response.

Table 1. Choose the follow-up record
Use...	When...
Issue	A round or observation surfaces an anomaly, such as an Observation, Maintenance condition, Incident, Near Miss, or Hazard, that needs tracking and investigation.
Action	A separately assignable follow-up activity is needed with its own priority, due date, and assignee, and the configured workflow allows an Action to be created.
ERP Notification	The finding must enter the organization's enterprise maintenance process. This path requires SAP integration and the applicable configuration.

Continue the follow-up

Create the selected record with the finding and supporting details.
Assign or route it according to the configured workflow.
Monitor progress from Issues, Actions, or the ERP notification history.
Resolve and close the mRounds record after the required outcome is recorded.

Return to Investigate Rounds That Need Attention to continue monitoring the shift.