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Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
Create Assets
Assets refer to machines, equipment, or infrastructure that require maintenance and monitoring. By creating assets in the system, you can assign maintenance tasks, track maintenance history, and monitor performance. Each asset can be linked to a specific plant and location, ensuring organized asset management.
Modify Assets
Update the details of an existing asset.

Title and Copyright
Review the guide's release details, copyright notices, and terms of use.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What's New for mRounds Configurators
Find new and expanded configuration guidance for Maximo, Dozuki, AVEVA PI, iMES, Gensuite and Shift Handover Reports.
Integrate mRounds with External Systems
Configure external-system connections for master data synchronization, data export, email, and maintenance integrations.
Onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
- Create Plants
  Creating plants allows you to define different facilities, factories, or operational sites within the system. Each plant represents a physical location where maintenance activities take place. By setting up plants, you can organize tasks, assets, and users based on specific sites, ensuring clear management and reporting.
- Create Zones
  Create zones in a plant so that rounds can be assigned to a specific zone.
- Create Shifts
  Shifts help structure work schedules by defining specific time periods during which technicians and other personnel operate. Creating shifts ensures that work orders, tasks, and maintenance activities are assigned efficiently based on working hours, helping manage workload distribution and resource availability.
- Create Locations
  Locations represent specific areas within a plant where assets and maintenance activities are managed. For example, a plant may have locations such as Production Floor, Warehouse, or Cooling Unit Area. Defining locations allows for better tracking of assets, and maintenance tasks in a structured manner.
- Create Assets
  Assets refer to machines, equipment, or infrastructure that require maintenance and monitoring. By creating assets in the system, you can assign maintenance tasks, track maintenance history, and monitor performance. Each asset can be linked to a specific plant and location, ensuring organized asset management.
  - Modify Assets
    Update the details of an existing asset.
  - Deactivate Assets
    Deactivate an asset so that it is no longer available for new rounds.
- Create Unit of Measurement
  Units of Measurement (UOM) define the quantities used for tracking materials, components, and measurements. For example, units like liters, kilograms, meters, or hours help standardize data entry and ensure consistency.
- Create Global Response Set
  Global Response Sets allow you to create predefined answer choices for forms, inspections, and work order documentation. Instead of manually entering responses, technicians and supervisors can select from standardized options, improving data accuracy and consistency in reporting and compliance checks. For example, if the Response Set is created for Country, then the responses are all the countries that can be selected from the drop-down.
- Bulk Upload Master Data
  Bulk uploading allows you to efficiently add large sets of master data, such as locations, assets, unit of measurement, and global response set using an Excel template. Instead of manually entering data one by one, you can fill out the provided template and upload it in a few simple steps.
Onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Invoke mRounds Tasks Using APIs
Innovapptive exposes certain APIs that can be used by applications and create tasks like creating operator rounds, dynamically generate round plans, and so on.

Modify Assets

Update the details of an existing asset.

To modify asset master data:

In the Assets screen, click the More icon against the asset that you want to edit and select Edit.

Figure 1. Select Edit

Note:
You can just select the asset, the asset details are displayed on the right-side window, click Edit to update the details.
In the Edit Asset window, update the details as required and click Update.
Figure 2. Update Asset Details

Asset details updated successfully.