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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.
Review Scheduled Round Plan Details
Open a scheduled plan or round when you need its schedule, assignment, progress, task, and PDF details before taking action.

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.
- View Scheduled Rounds and Their Status
  Review scheduled rounds by status to see which work is open, assigned, in progress, partly open, skipped, submitted, or overdue.
- Review Scheduled Round Plan Details
  Open a scheduled plan or round when you need its schedule, assignment, progress, task, and PDF details before taking action.
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 Scheduled Round Plan Details

Open a scheduled plan or round when you need its schedule, assignment, progress, task, and PDF details before taking action.

For example, you can view the Control Valve Maintenance Round Plan to check which tasks have been completed, which are pending, and whether operators have encountered any issues during execution. This helps you maintain a clear overview of the health of your equipment and processes.

To view round plans list and round plan details:

Expand the Operator Rounds and click Scheduler.
Click the Plans tab.
You can view the list of unscheduled and scheduled rounds.
Click and select Show Rounds for the scheduled round to view.
You can view the list of all scheduled rounds.
Click and select Show Details for the scheduled round to view.
You can view the round details on the right side. Click View PDF to view the details in PDF or click Download to download the details in PDF format. You can also click the links inside the PDF to view and download the attachments like videos, audio, and documents. For more information, see Configure Round Plan Details PDF.
Note:
Select the reason in the Reason column for the Overdue round.
Figure 1. View Round Details

The selected plan or round details are displayed and can be reviewed or downloaded as available.

Next: Return to Investigate Rounds That Need Attention and record the required follow-up.