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Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

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.
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.

Troubleshoot Common Problems

Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

Table 1. Common Problems
Symptom	Likely Cause and Next Step
A round plan cannot be scheduled.	Only approved and published round plans can be scheduled. Check its status and, if still in Draft or pending approval, see Preview and Send a Round Plan for Approval and Review and Approve Round Plan to Publish.
You can't create or manage a Global Template.	Global Template access is role- and permission-based. See Choose a Local or Global Template.
An SAP/ERP field (asset, location, notification data) is missing or out of date on a round plan or issue.	Requires SAP integration. Confirm the plant has SAP/ERP integration configured, and that the asset/location master data has synced. See Add Locations, Assets, Sections, and Tasks.
You archived a round plan by mistake.	Restore it — archiving is reversible. See Restore a Round Plan. Deleting is not reversible; see Choose Archive or Delete.
The Shift Handover Report cannot be submitted, or was Auto-Submitted.	If the Outgoing Supervisor does not submit by end of shift, the system auto-submits. See Generate and Submit the Shift Handover Report.
An AI-generated template doesn't match what you asked for.	Review it against the checklist before marking it Ready, and edit field types, labels, and mandatory flags as needed. See Create a Round Plan Template Using AI.
A round plan preview looks fine on web but is unusable on mobile.	Always check the mobile preview, not just the web layout, before sending for approval. See Preview and Send a Round Plan for Approval.
An operator reports a round is missing or was reassigned unexpectedly.	Check the current assignment and status in View Scheduled Rounds and Their Status and Review Scheduled Round Plan Details. For future generated rounds, modify the scheduled plan or assigned operator as described in Modify a Scheduled Round Plan.