Home
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 Actions
Use Actions to manage separately assignable follow-up activities created from inspection findings when the workflow is enabled.
Create an Action
Create an Action when follow-up work needs its own assignee, priority, and due date under the configured workflow.

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 an Action
    Create an Action when follow-up work needs its own assignee, priority, and due date under the configured workflow.
  - Monitor Actions
    Monitor Actions to see which follow-up activities are open, in progress, overdue, or ready for review.
  - Update and Close an Action
    Review the completed follow-up and close the Action when its outcome has been recorded and no further work is required.
- 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.

Create an Action

Create an Action when follow-up work needs its own assignee, priority, and due date under the configured workflow.

Actions are designed to track issues that require further attention, such as repairs or maintenance activities. By creating actions, supervisors can ensure that critical problems are not overlooked and are followed up systematically

To create an action:

Click the Observations section on the left pane.
Click the Actions tab.
Click Create Action.

Figure 1. Create Action
In the Create Action screen, provide the following information:
1. Enter the action title in the Name field.
2. Enter the action description in the Description field.
3. Select the Priority as High, Medium, or Low.
4. Add images in the Photos field.
5. Select the Plant, Unit, Functional Location, and Asset values from the respective dropdowns.
6. In the Assigned To list,
  - Choose User and select the user from the drop-down.
    or
  - Choose User Group and select the user group from the drop-down.
7. Select Due Date and Time.
8. Select the Status as Open, In-Progress, Resolved, or Unresolved.
Click Create.
The Action is created. Assigned Operators receive a notification and can see it on their dashboard.

The Action is created, and assigned Operators can see it for follow-up.

Next:Monitor the Action until the follow-up work is complete.