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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.
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.

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.
- 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.
  - Configure Round Plan Details PDF
    Configure the completed-round PDF so reports contain the header, summary, task, equipment, Operator, and footer information required by your organization.
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.

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.

Add locations, assets, sections, and tasks. See Add Locations, Assets, Sections, and Tasks.

For example, when previewing a pump-inspection plan, confirm that the temperature and vibration tasks display with the correct units, limits, and guidance before sending the plan for approval.

Click Preview to see the round plan as it will appear on mobile.

Figure 1. Round Plan Preview

Figure 2. Mobile Preview

Attention:
Always check the mobile preview before sending for approval. What looks fine on the web form can be cramped, mis-ordered, or missing context on a phone screen.
Click Next to see the PDF format generated once an operator submits the round.

Figure 3. Round Plan PDF Format

Configure the PDF layout in the PDF Setup screen. See Configure Round Plan Details PDF.
Click Send for Approval.

The round plan moves to the workflow approver's queue with a pending-approval status.

Next: The configured approver reviews the request. After approval and publication, schedule the plan.