This page identifies the guide, release, publication details, copyright, and terms of use.

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.

Several parts of the web application are governed by permissions and tenant configuration, so a screen or option described in this guide may not appear for your account.

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 and find your way around its modules.

Accept the Shift Handover Report and find the rounds, Issues, and Actions you need.

Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions 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.

Decide whether a finding becomes an Issue, an Action, an ERP Notification, or a Gensuite Issue, and how each one is tracked to closure.

End the shift by reviewing the operational record, adding the required context, submitting the report, and making it available to the incoming Supervisor.

Build custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.

Choose the starting method that suits the plan you need — manual, copy, template, Excel, AI, or ad hoc. The preparation that follows is the same for all of them, from defining scope to approval and scheduling.

Add the locations, assets, pages, sections, and tasks Operators will work through, or import them from a template or another round plan.

Choose and configure the response type for each task, and add conditional logic for follow-up tasks and outcomes.

Preview a round plan, send it for approval, approve it, and review the approval audit trail.

Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.

Modify round plans one at a time or in bulk, and archive, restore, or delete them.

Choose between local and global templates, create templates manually, from existing ones, or with AI, and edit or archive them.

Look up any response type to see what it records, when to choose it, how it behaves during execution, and where to configure it.

Set up Issue fields, Shift Handover Report content and delivery, shift log templates, template access, and approval and notification workflows.

Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.