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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.
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.

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.

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.

To modify the schedule of a round:

Click the Scheduler section on the left pane.
The Plans tab with the list of unscheduled and scheduled rounds is displayed.
Click and select Modify Schedule for the scheduled round to modify.
In the Scheduling screen, modify the schedule or the operator.
Click Schedule to reschedule after modifying the round schedule.
A message appears saying Schedule updated successfully. The changes will take effect during the next round generation cycle.

Newly generated rounds will appear in the Rounds screen within up to one hour.

Note:
If a round plan has task-level sub-tasks, any new conditional logic, such as Ask Tasks/Questions, is automatically added at the task level while modifying the plan.

Figure 1. Modify Schedule

The updated schedule is saved.

Next:Monitor future generated rounds under the updated schedule.