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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.
Generate and Submit the Shift Handover Report
As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.

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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.
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.
- Understand Shift Handover Reports
  A Shift Handover Report transfers responsibility and context between shifts by keeping completed work, open items, exceptions, instructions, and supporting evidence together.
- Generate and Submit the Shift Handover Report
  As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.
- Share the Shift Handover Report
  Download or email a submitted Shift Handover Report when stakeholders need the same operational record outside the application.
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.

Generate and Submit the Shift Handover Report

As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.

To generate the shift handover report:

Expand Shift Handover and click Reports.
The Reports screen lists reports with Draft, Accepted, or Submitted status. You can:
- View reports for the last 24 hours, last week, or a custom range, and filter by Plant, Unit, or Report Type.
- Search reports, or filter by Submitted By, Accepted By, Submitted On, or Accepted On.
- Click the More icon and select Handover Report Configuration to configure what the report displays.
- Click the More icon and select Email Configuration to have the report email itself automatically to selected Unit recipients.
- Click the More icon and select Edit to edit the report.
Select a shift from the list.

The screen shows tabs for Summary, Logs, Rounds, Observations, Notes, and Operators. See Understand Shift Handover Reports for what each tab covers.
In the Summary tab, click Start Handover, then add Shift Notes, Standing Instructions, and attachments.

Note:
Shift Notes and Standing Instructions entered at the Plant level automatically propagate to Unit and Position levels, so you do not need to duplicate entry.
In the Logs tab, click Enter My Log, complete the shift log template, use Add Custom Log when an additional log is needed, and click Save.
See Create Shift Log Template to configure the log template. You can view logs by position, and edit or delete individual log entries from the More icon.
In the Rounds tab, review round progress.
In the Observations tab, check unresolved issues, exceptions, scan overrides, and actions.
In the Notes tab, review the notes added during the shift, editing or removing any that are not needed.
In the Operators tab, review submission status by operator, then click Submit.
In the Confirm Submission window, review the details and click Submit.

Note:
If you do not submit by end of shift, the system automatically submits the report with status Auto-Submitted.

The Shift Status changes to Completed, and the Handover Status changes to Submitted (or Auto-Submitted). An email with the report is sent if Email Configuration is set up.

Next:Share the completed report when a copy is needed outside mRounds. The incoming Supervisor then accepts it at the start of the next shift.