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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.
Create an Action
Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.

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.

Create an Action

Create an Action when the configured workflow allows a follow-up activity to have its own owner, priority, and due date.

To create an Action:

In the Actions screen, tap the Add Action button at the bottom.
In the Create Action screen, enter the Action details.
1. Enter the action title in the Title field.
2. Enter the action description in the Description field.
3. Tap Add Photo in the Photo field to add images.
4. Select the Priority as High, Medium, or Low.
Figure 1. Create Action
Expand More Details and set the location.

Select the Plant, Unit, Location, and Asset from the respective dropdowns.

Note:
The Plant and Unit values auto-populate if they are already selected in the User Preferences screen.
When you scan the asset, the app adds these details automatically.
Assign the Action and set its due date and status.
1. In the Assign to drop-down, choose Users and select users or operators, or Usergroup and select user groups. Tap Save.
  Note:
  Actions assigned to both a User and a Usergroup are displayed in the My Actions tab for every user.
2. Select the Due Date and Time.
3. Select the Status — Open, In-Progress, or Resolved.
Figure 2. More Details
Tap the Create button in the top-right corner.

The Action is created and appears in Open Actions. If it is assigned to you, it also appears in My Actions.

Next: If you are taking responsibility for the follow-up, assign the Action to yourself. Return to the round and continue the remaining tasks.