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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.
Generate and Submit the Shift Handover Report
As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.
Schedule a Standing Instruction
Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.

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.
- Understand Shift Handover Reports
  A Shift Handover Report transfers responsibility and context between shifts by keeping completed work, open items, exceptions, instructions, and supporting evidence together.
- Generate and Submit the Shift Handover Report
  As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.
  - Schedule a Standing Instruction
    Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.
- Share the Shift Handover Report
  Download or email a submitted Shift Handover Report when stakeholders need the same operational record outside the application.
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.

Schedule a Standing Instruction

Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.

Submit the report. See Generate and Submit the Shift Handover Report.

Supervisors can schedule an instruction ahead of time for a specific period. The instruction appears automatically during the scheduled period and disappears when the period ends, helping prevent outdated instructions from remaining on screen.

For example, a planned outage is scheduled for this coming weekend. On Friday, create the standing instruction and set it to apply from Saturday 6:00 AM to Sunday 6:00 PM. The weekend shift will see it automatically, and by Monday it will no longer appear. This also works well for holiday coverage or other planned activities.

To schedule a standing instructions:

Click the More icon in the top-right corner of the Shift Handover screen.
Select Schedule Shift Instructions. The list shows all the scheduled instructions.
Click +Schedule Instruction.
Enter a Title, choose a Report Type (Plant, Unit, or Position), and select the Plant and Unit, if required.
Enter the instruction text and format it as required.
Enter a Start date and an End date.
Click Schedule.
TIP: Leave End date blank if the instruction should stay active indefinitely, starting from the Start date.

Figure 1. Schedule Standing Instruction

The standing instruction applies automatically within its scheduled window, without manual entry each shift.