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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.
Create a Round Plan
Create the round plan that defines the inspection purpose, plant, route, assets, and tasks Operators will execute. Save it as Draft until the content is ready for review.

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.
- Create a Round Plan
  Create the round plan that defines the inspection purpose, plant, route, assets, and tasks Operators will execute. Save it as Draft until the content is ready for review.
  - Create Round Plans from Existing Ones
    Copy an existing round plan when most of its content already matches the new inspection. Update the copied plan before publishing or scheduling it.
  - Create round plans in bulk
    Upload a completed Excel template when several round plans and tasks must be created together. Bulk creation reduces repeated manual setup.
  - Create an Ad Hoc Round
    Create an ad hoc round when urgent or unplanned work must be generated from an available plan without waiting for its regular schedule.
  - Modify Round Plans
    Modify a Draft or permitted round plan when assets, tasks, guidance, or operational requirements change. Review the effect before republishing or rescheduling.
  - Update round plans in bulk
    Export, edit, and re-upload round-plan data when many plans require the same type of change. Bulk update helps keep large sets of plans consistent.
- Add Locations, Assets, Sections, and Tasks
  Build the field experience by selecting locations and assets, organizing pages and sections, and adding the tasks Operators must complete.
- Choose and Configure Response Types
  Choose the field that matches the information an Operator must record, and use the detailed response-type topics only when configuring that field.
- Conditional Logic
  Use conditional logic to show follow-up tasks, hide irrelevant tasks, or trigger configured outcomes based on an Operator’s response.
- Preview and Send a Round Plan for Approval
  Preview the round as an Operator will see it before requesting approval. This helps catch missing tasks, confusing guidance, wrong units, or poor mobile flow.
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.
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 a Round Plan

Create the round plan that defines the inspection purpose, plant, route, assets, and tasks Operators will execute. Save it as Draft until the content is ready for review.

For example, a pump-inspection plan can define a route, several pump assets, and tasks for leakage, temperature, and vibration.

A round plan has two statuses: Draft (created and saved; you can edit it any number of times before publishing) and Published (created, published, and ready to be scheduled).

To create a round plan:

Expand the Operator Rounds module and click Round Plans on the left pane.
Click Create New and select Create Manually, or import from Excel.

To import from Excel instead: click the More icon and select Download Excel Template; fill in the details; click Create New > Upload Excel, select the file, and click Upload. The uploaded plans appear in the Round Plans screen with Draft status. You can use the same Excel format to bulk-export existing plans or templates.

Open the round plan. The Plan Details screen is displayed.

Figure 1. Fill Plan Details

In the Plan Details screen, fill in the fields.

Table 1. Plan Details Screen Fields
Field	Description
Plan Name	A name to identify the plan. For example, Control Valve Maintenance.
Plan Description	A short description. For example, Inspect and maintain control valves to ensure operational safety and prevent leaks.
Plant	Select a plant from the drop-down.
Unit	Select a unit (functional location) from the drop-down.
Tags	Add relevant tags.
Notes and Attachments	Attach relevant documents, such as safety guidelines. Operators can view these offline on mobile while executing the round in areas with poor or no network connectivity.
Zone	Select one or more zones so the round executes within the selected zone by operator.
Enable Barcode Scanning	When configured. Makes barcode scanning mandatory for this round plan.
Additional Details	Click Add and enter a Label and Value to give operators situation-specific information (up to 25 characters for the label, 40 for the value). You can update or delete these at any time, even after the plan is scheduled.

Click Save & Next.

The plan shell is saved in Draft status with its core details set.

Next:Add the locations, assets, pages, sections, and tasks that Operators will use.