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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.
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.
Manage Round Plans
Use pages, sections, and tasks to keep a round plan easy to follow on mobile. A clear structure reduces searching and helps Operators complete checks in the intended order.

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.
  - Manage Round Plans
    Use pages, sections, and tasks to keep a round plan easy to follow on mobile. A clear structure reduces searching and helps Operators complete checks in the intended order.
    - Manage Tasks in a Round Plan
      Copy, move, cut, or paste tasks when the inspection sequence changes or similar checks must be reused within a round plan.
    - Manage Sections in a Round Plan
      Add, copy, unlink, or delete sections when related inspection tasks must be reorganized for an asset, activity, or stage of work.
    - Manage Pages in a Round Plan
      Add, copy, or delete pages when a long round must be divided into manageable parts or the Operator's navigation flow changes.
  - Import Round Plans from Template
    Import sections and tasks from an existing template when approved reusable content already matches part of the new round plan.
  - Create a Cooling Water Pump Inspection Round Plan
    Use this worked example to see how plan details, assets, tasks, response types, and limits come together in a practical inspection round.
- 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.

Manage Round Plans

Use pages, sections, and tasks to keep a round plan easy to follow on mobile. A clear structure reduces searching and helps Operators complete checks in the intended order.

The Round Plans screen provides the following ways to organize a plan:

Add and duplicate components
Move tasks between locations
Customize the plan structure
Organize the workflow efficiently

Use the following topics while building the plan: