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Create and Manage Issues
Effective issue management is vital for maintaining optimal equipment performance and minimizing downtime. Supervisors in mRounds can create new issues based on operator feedback, track the progress of ongoing issues, and ensure tasks are completed and closed after resolution. This topic will guide you through the entire process, from issue creation to closure.
Configure an Issue

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to mRounds
This chapter provides an overview of the mRounds application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Log in to the Web Application
This section provides guidance on logging into the web application.
About the Web Application Screens
The mRounds web application consists of modules such as Round Plans dashboard for monitoring rounds, Reports for insights on task compliance and team performance, Scheduler for scheduling and assigning round plans, Observations for tracking issues and follow-ups, Archived for managing archived plans, Templates for creating round templates, and Shift Handover for generating shift reports.
Review Accept Shift Handover Report
As the Incoming Supervisor, you must review and accept the shift handover report generated by the Outgoing Supervisor to take ownership of the outstanding tasks and issues, and review notes, observations, and attachments, facilitating effective communication and knowledge transfer during shift changes.
Monitor in Real-Time and Share Reports
The Operator Rounds Dashboard provides users with a comprehensive overview of real-time and historical data related to operator rounds, including rounds summary, compliance, exceptions, and issues & actions reports. This dashboard presents the data in an intuitive graphical format, enabling supervisors to easily monitor the progress and performance of rounds.
Create, Review and Schedule a Round Plan
The Create a Round Plan feature in mRounds allows supervisors to set up detailed maintenance checklists for inspections, known as round plans, that operators use during their rounds.
View Round Plans and Submitted Rounds
View and manage round plans to monitor maintenance activities effectively. This feature allows you to track the completion status of rounds, identify issues flagged by operators, and ensure all tasks are completed as planned.
Create and Manage Issues
Effective issue management is vital for maintaining optimal equipment performance and minimizing downtime. Supervisors in mRounds can create new issues based on operator feedback, track the progress of ongoing issues, and ensure tasks are completed and closed after resolution. This topic will guide you through the entire process, from issue creation to closure.
- Configure an Issue
- Create an Issue
  You can create an issue for an equipment malfunction during rounds from the web application, ensuring that tasks are efficiently delegated and tracked to completion.
- Track Ongoing Issues
  The Issues tab displays all the issues reported by the Operators during task execution. You can check the status of ongoing issues.
- Update and Close an Issue
  When the operator has resolved the issue, you can review and close the issue.
Create and Manage Actions
Creating actions helps you and operators address issues identified during inspections or rounds. These actions serve as follow-up tasks, ensuring critical issues receive prompt attention and are systematically tracked to resolution. This process aids in maintaining equipment performance and minimizing downtime, contributing to smoother operations.
Create ERP Notification for an Asset
Create a notification for an equipment to escalate issues that require further action within the organization’s enterprise resource planning (ERP) system while executing round tasks.
Generate Shift Handover Report
This section provides guidance on generating, handing over, and accepting shift handover reports.
Locate Rounds, Issues, and Actions
In fast-paced operations, efficiently locating and managing rounds, issues, and actions is crucial for maintaining workflows and accountability. mRounds offers powerful Search and Filter tools that help Operators and Supervisors quickly find relevant rounds, issues, or actions based on various criteria. These criteria can include status, priority, date, or assigned personnel.
Archive, Restore, and Delete Round Plans
The Archive, Restore, and Delete features provide a streamlined way to manage the lifecycle of round plans. Archiving completed or inactive plans keeps the active workspace clear, while the Restore feature allows you to bring back any archived plan when needed. These tools ensure that important plans remain accessible and organized.
Create and Manage Round Templates
Creating round templates in mRounds helps supervisors and operators maintain standardized, reusable inspection or maintenance routines. By defining a round template, you can create consistent processes that can be applied across different assets, locations, and plants. These templates simplify the process of creating new round plans and ensure that any changes made to a template automatically reflect in all associated plans, reducing redundancy and human error.
Appendix: Release History

Configure an Issue

The Issue Configuration feature allows you to tailor issue capture to your plant’s specific needs while ensuring seamless integration with SAP for notification creation across locations.

Administrators can define:

Custom fields to capture plant-specific data
Default values to standardize entries
Help texts to guide end users
Auto-fill conditions to speed up data entry and reduce errors.

This ensures accurate, consistent, and efficient issue reporting across your operations.

To configure an issue:

Click the Observations section on the left-side pane.
Click the Issues tab.
Click Configure Issue.
In the General section, customize, Issue Title, Description, Photos, Priority, Category fields.

Configure an Issue
In the More Details section, adjust Plant, Unit, Location, Asset, Assignee, Due Date and Time, New Custom Field and Status fields.
- Add additional fields by clicking Add Field.
- Create new sections by clicking Add Section.
- Add or remove columns except for mandatory fields like Title, Unit (if enabled), Location/Asset, Priority, Status, Due Date, Assigned To.
- For any non-mandatory system field, custom field, or integration toggle (such as Convert to ERP Notification), click Field Permissions to control how that field behaves for specific roles:
  - In the Field Permissions panel, select a role from the Select Role drop-down.
  - Select a behavior (Hide, Read Only) from the Permissions drop-down.
  - Click Save.
  Figure 1. Field Permissions
- New fields added during configuration appear as selection criteria in column configuration.
- Default configuration applies to newly created plants. You need to modify configurations to meet specific business needs.
- You can Copy configurations from one plant to another.
- When modifying one plant's configuration, you will be prompted to apply changes to all plants.
Click Save & Publish.

The right side of the screen displays a mobile preview of the "Create Issue" form, allowing you to verify the layout and functionality before publishing.