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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.
Review Operator and Group Performance
Use the Operator Productivity Dashboard to compare round completion, timeliness, scan compliance, Issues, and Actions by Operator or User Group.

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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.
- Review Compliance
  Use the Compliance Dashboard to compare completed, overdue, skipped, and other compliance measures. It helps you identify where scheduled checks are not being completed as planned.
- Monitor Anomalies Using the Exceptions Dashboard
  Use the Exceptions Dashboard to identify findings outside expected conditions. Review the affected round, location, or asset before deciding the required follow-up.
- Review Operator and Group Performance
  Use the Operator Productivity Dashboard to compare round completion, timeliness, scan compliance, Issues, and Actions by Operator or User Group.
  - Operator Productivity Dashboard - By Operator
    Review individual Operator results when you need to understand workload, completion, timeliness, scan behavior, and reported findings for a specific person.
  - Operator Productivity Dashboard - By Group
    Review performance by user group when you need to compare crews or shifts rather than individual Operators.
- Operations Control Center Dashboard
  Use the Operations Control Center for a status-based view of rounds, Issues, and Actions across the selected plant and user group. It helps you spot delays and workload problems quickly.
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.
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.

Review Operator and Group Performance

Use the Operator Productivity Dashboard to compare round completion, timeliness, scan compliance, Issues, and Actions by Operator or User Group.

Filter performance by Plant, Unit, Shift, and a time range such as Today, Last 7 Days, Last 30 Days, 3 Months, 6 Months, or Custom.

The dashboard provides four summary widgets:

Round Compliance: rounds completed compared with rounds assigned.
Non-Compliance: overdue and skipped rounds.
Issues: Issues reported during rounds.
Actions: follow-up Actions recorded.

Expand the main menu, open mRounds, and click Operator Productivity Dashboard.
Apply the required Plant, Unit, Shift, and time filters.

Use the search bar to find a specific Operator. You can also sort the table by columns such as Name, Compliance, or Assigned Rounds.
Click By Operator to review individual performance, or click By Group to review User Group performance.

Figure 1. Operator Productivity Dashboard
Use the download or Export Report option to export the performance data in PDF or Excel format when required.

The dashboard displays performance results by Operator or User Group for the selected filters.

Next: Use the Operations Control Center or investigate the affected round when the results reveal work that needs attention.