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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.
Create a Custom Workflow
Create a plant-level approval workflow when round plans must pass through defined reviewers before they can be published.

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.
- Review and Approve Round Plan to Publish
  As a configured approver, review the plan’s content and mobile experience before approving, rejecting, or reassigning the request.
- Create a Custom Workflow
  Create a plant-level approval workflow when round plans must pass through defined reviewers before they can be published.
- Review the Approval Audit Trail
  Review the approval audit trail to understand who acted on a round plan, what decision was made, and where the request currently stands.
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 Custom Workflow

Create a plant-level approval workflow when round plans must pass through defined reviewers before they can be published.

To create a workflow:

Expand Workflows and select My Workflows.

The list of predefined workflows is displayed.

Figure 1. My Workflows
Click Create New on the right side.
In the Workflow Details screen,
Figure 2. Workflow Details Screen
1. Enter the workflow name in the Workflow Name field.
2. Enter the description in the Workflow Description field.
3. Select Plant, Unit, Module, and Object from the list.
4. Select a round plan from the Select Round Plan Name list.
Click Go Next in the top-right corner.

Figure 3. Workflow Setup Screen
In the Workflow Setup screen, fill the required details to create a flow and click Save & Activate.
The workflow is created.

Next: Use the workflow when a round plan is submitted for approval, then review decisions in the approval audit trail.