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 Issues
Use Issues to track abnormal conditions reported during rounds from creation through assignment, investigation, resolution, and closure.
Create an Issue
Create an Issue from the web application when a reported equipment condition or inspection finding requires investigation and ownership.

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.
  - Configure an Issue
    Configure the Issue form so users see the correct fields, defaults, help text, permissions, and integration options when they report a finding.
  - Create an Issue
    Create an Issue from the web application when a reported equipment condition or inspection finding requires investigation and ownership.
  - Track Ongoing Issues
    Monitor open and in-progress Issues to understand priority, ownership, due dates, and whether follow-up is moving toward resolution.
  - Update and Close an Issue
    Review the recorded resolution and close an Issue when the abnormal condition has been addressed and no further investigation is required.
- 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.

Create an Issue

Create an Issue from the web application when a reported equipment condition or inspection finding requires investigation and ownership.

For example, during a round, you notice that Pump A is malfunctioning and needs attention.

To create an issue:

Click the Observations section on the left pane.
Click the Issues tab.
Click Create Issue.
In the Create Issue screen, provide the following information:
1. Enter the issue title in the Name field.
2. Enter the issue description in the Description field.
3. Select the Category as Observation, Maintenance, Incident, Near Miss, or Hazard from the list.
4. Select the Priority and select the Event Execution as Shutdown, Turnaround, or General from the list.
  Note:
  If you select the Category as Maintenance, the issue is converted to a notification automatically.
5. Add images in the Photos field.
  Photos taken or uploaded are automatically stamped with the time and location, helping verify when and where each image was captured.
6. Select the Plant, Unit, Functional Location, and Asset values from the respective dropdowns.
7. 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.
8. Select Start Date and Time.
9. Select Due Date and Time.
10. Select the Status as Open, In-Progress, Resolved, or Unresolved.
Enable Convert to ERP Notification toggle if you want to convert the issue to notification.
Click Create.

The issue is created successfully. The supervisor and maintenance team receive notifications about the new issue.

The Issue is created and is available for assignment and tracking.

Next:Track the Issue until the investigation and required work are complete.