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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.

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.
- View Scheduled Rounds and Their Status
  Review scheduled rounds by status to see which work is open, assigned, in progress, partly open, skipped, submitted, or overdue.
- Review Scheduled Round Plan Details
  Open a scheduled plan or round when you need its schedule, assignment, progress, task, and PDF details before taking action.
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.

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.

For example, if a pump records vibration above the configured limit, open the round and review the task response, evidence, and configured follow-up.

In Scheduler > Rounds, filter for Overdue, Skipped, or Partly Open rounds.

Open the round to review its operator, status, progress, observations, notes, and tasks. For an overdue round, review the recorded reason when it is available. See View Scheduled Rounds and Their Status and Review Scheduled Round Plan Details.
Use the Exceptions Dashboard and Observations to review abnormal readings, equipment findings, and other exceptions recorded during execution.

Open the affected record to determine whether it needs an Issue, an Action, or ERP escalation. See Monitor Anomalies Using the Exceptions Dashboard and Choose an Issue, an Action, or an ERP Notification.
For future generated rounds, modify the plan schedule or assigned operator when operational needs change.

See Modify a Scheduled Round Plan. Use this procedure for future generated rounds. Do not use it to change a round that is already in progress on an operator's device.
Record and track the selected follow-up through Issues, Actions, or ERP Notification as applicable.

The affected round and its findings are reviewed, and follow-up is recorded through the documented workflow.

Next: Continue monitoring when no follow-up is required. When the finding must be tracked, use Choose an Issue, an Action, or an ERP Notification.