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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.
Choose How to Schedule a Round
Choose frequency, specific-date, task-level, or bulk scheduling based on how often the complete round or individual tasks must run.

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.
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.
- Choose How to Schedule a Round
  Choose frequency, specific-date, task-level, or bulk scheduling based on how often the complete round or individual tasks must run.
- Schedule a Round Plan by Frequency
  Create a repeating schedule when the round must run daily, weekly, monthly, or yearly. The schedule controls future round generation.
- Schedule Round Plans by Specific Date
  Use a specific-date schedule for checks that must occur on selected calendar dates rather than follow a repeating frequency.
- Schedule Rounds at Task Level
  Use task-level scheduling when some tasks within a round must run more or less often than the rest of the plan.
- Schedule Multiple Round Plans
  Use the Excel scheduling template when many round plans or task schedules must be created or updated together.
- Modify a Scheduled Round Plan
  Modify a future schedule when shift timing, assignment, frequency, or operational requirements change. Review the effect on future generated rounds.
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.

Choose How to Schedule a Round

Choose frequency, specific-date, task-level, or bulk scheduling based on how often the complete round or individual tasks must run.

Table 1. Frequency vs. Specific Date vs. Task Level
Use...	When...
By Frequency (daily, weekly, bi-weekly, monthly)	The whole round plan repeats on a regular cycle — for example, a weekly pump-bearing check.
By Specific Date (header level)	The round must run on particular calendar dates rather than a repeating cycle.
Task Level	Only certain tasks inside the plan need a different frequency than the rest — for example, one task runs daily while the rest of the plan runs weekly.

Table 2. Individual vs. Bulk
Use...	When...
The Scheduler screen, one plan at a time	You are scheduling or adjusting a single round plan.
Excel bulk scheduling	You need to schedule or update frequency, shift, slot, buffer, or assignment across several round plans or units at once, including task-level overrides.

To change a schedule after it is set, see Modify a Scheduled Round Plan.

After choosing the method, complete its schedule and then monitor the generated rounds.