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Choose an Issue or an Action
Choose how to record follow-up work when a round reveals an abnormal condition or a separately assignable activity.

Title and Copyright
This page identifies the guide, release, publication details, copyright, and terms of use.
Preface
This guide is for Operators who execute rounds in the mRounds mobile app. It explains the conventions, related information, and support contacts used throughout the guide.
What Your Administrator Controls
Some of what you see in mRounds is set by your administrator, so a screen or option described in this guide may not appear on your device.
Overview of mRounds
As an Operator, use mRounds to follow planned inspection routes, record asset readings, report abnormal conditions, and pass accurate information to the next shift.
Start Your Shift
Start each shift by signing in, confirming the correct work context, reviewing the previous handover, and making sure the rounds you need are available.
Find and Claim Your Rounds
Assign an open round to yourself, create an ad hoc round, or unassign a round you cannot complete.
Execute the Round
Use this chapter once a round is assigned to you and you are ready to start work. It sets out the normal path through a round, and the side paths to take when something does not go to plan.
Choose an Issue or an Action
Choose how to record follow-up work when a round reveals an abnormal condition or a separately assignable activity.
- Create an Issue
  Create an Issue when a task reveals an abnormal condition that needs investigation or follow-up after the round.
- Create an Issue Using AI
  Describe the problem in your own words, take a photo, or use both. AI identifies the asset and location and fills in the issue title and description for review.
- Self-Assign an Unassigned Issue
  Assign an unassigned Issue to yourself when you are responsible for investigating or resolving it during your shift.
- Resolve and Close an Issue
  Resolve and close an Issue after the required work is complete and the final details have been recorded.
- Create an Action
  Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.
- Self-Assign an Unassigned Action
  Assign an open Action to yourself when you are taking responsibility for completing the follow-up work.
- Resolve and Close an Action
  Resolve and close an Action after the assigned follow-up work is complete and its outcome has been recorded.
Close Your Shift
End the shift by bringing active work to a safe stopping point, recording unresolved conditions, and submitting a clear handover to the incoming shift.
Search and Filter Rounds, Issues, and Actions
Use search and filters when you need to find a specific round, Issue, or Action without scanning every record in the list.
Troubleshoot Common Problems
Use this guidance when a round, scan, response, handover, or synchronization step does not work as expected.
Customize Your Settings
Set your plant, unit, position, and shift, choose what data synchronizes, and change the theme and language.

Choose an Issue or an Action

Choose how to record follow-up work when a round reveals an abnormal condition or a separately assignable activity.

Record the finding before leaving the round so it can be owned and followed through to completion. The available choice depends on the configured workflow.

Table 1. Issue vs. Action
Raise an Issue when...	Create an Action when...
You find a new anomaly during round execution that needs investigation, such as an Observation, Maintenance condition, Incident, Near Miss, or Hazard. Use an Issue when a new finding must remain visible after the current task or round.	A separately assignable follow-up activity is needed with its own priority, due date, and assignee, and the configured Issue workflow allows an Action to be created.
The finding may need to become an ERP Notification. This option requires SAP integration and the applicable configuration.	The follow-up must be tracked separately from the original finding.

After choosing the record type, follow its lifecycle: create it, take ownership when you are responsible for the work, record progress while the work is investigated or performed, and resolve or close it after the outcome is recorded.

Issues: create the Issue and record the finding, priority, location or asset, and supporting details; assign the Issue to yourself only when you are responsible for investigating or resolving it; resolve and close the Issue after the required work and resolution details are complete.
Actions: create the Action and record the required follow-up; assign the Action to yourself when you are taking responsibility for it; resolve and close the Action after its outcome is recorded.

After recording the finding, return to the round and complete the remaining tasks.