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What Your Administrator Controls
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.

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.
What Your Administrator Controls
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.
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.
Get Started
Log in to the web application and find your way around its modules.
Start Your Shift
Accept the Shift Handover Report and find the rounds, Issues, and Actions you need.
Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
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.
Follow Up on Findings
Decide whether a finding becomes an Issue, an Action, an ERP Notification, or a Gensuite Issue, and how each one is tracked to closure.
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.
Create Dashboards and Reports
Build custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.
Create a Round Plan
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.
Build the Round Content
Add the locations, assets, pages, sections, and tasks Operators will work through, or import them from a template or another round plan.
Configure Responses and Logic
Choose and configure the response type for each task, and add conditional logic for follow-up tasks and outcomes.
Get a Round Plan Approved
Preview a round plan, send it for approval, approve it, and review the approval audit trail.
Schedule Rounds
Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.
Maintain Round Plans
Modify round plans one at a time or in bulk, and archive, restore, or delete them.
Create and Maintain Templates
Choose between local and global templates, create templates manually, from existing ones, or with AI, and edit or archive them.
Response Types: What Each One Captures
Look up any response type to see what it records, when to choose it, how it behaves during execution, and where to configure it.
Administration
Set up Issue fields, Shift Handover Report content and delivery, shift log templates, template access, and approval and notification workflows.
Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

What Your Administrator Controls

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.

If something in this guide does not match what you see, check this list before assuming a fault.

Table 1. Settings that change what you see
Setting	What it changes
Permissions	Workflow approval and administrative options appear only when the required permissions are configured for your account. See Overview of mRounds.
Sign-in method	SAP IDP sign-in is available only when an administrator has set it up for your organization. Otherwise you sign in with standard credentials. See Log in with Standard Credentials and Log in with SAP IDP.
User Groups	The User Group filter appears on the Exceptions dashboard only when User Groups are configured. See Monitor Anomalies Using the Exceptions Dashboard.
Editing an Issue's asset or location	You can change the Asset or Functional Location on an Issue only when the feature is enabled through tenant configuration. See Update and Close an Issue.
Location capture and geofences	Round details show task locations on a map, their position relative to configured geofences, and geo-compliance scores only when location capture is configured. See View Scheduled Rounds and Their Status.
Asset scanning	Scanning is enabled per plant. A round plan that enforces barcode scanning behaves differently in a plant where scanning is disabled. See Modify Round Plans.
Actions	Actions are available only when the configured Issue workflow permits a separately assignable follow-up activity. See Create an Action.
SAP measuring points	A numeric task posts its reading to SAP as a measurement document only when a Measuring Point ID from SAP is configured on the task. See Number.
Shift Handover template access	Who can view and perform handovers for a plant, unit, or position is set through data permissions. See Control Access to Shift Handover Templates.

For the settings you administer yourself, see the Administration chapter, which starts with Configure an Issue.