Add Locations, Assets, Sections, and Tasks

Build the field experience by selecting locations and assets, organizing pages and sections, and adding the tasks Operators must complete.

Create the round plan shell. See Create a New Round Plan.

Use pages, sections, and tasks to keep a round plan easy to follow on mobile. A clear structure reduces searching and helps Operators complete checks in the intended order.

  • Pages break a long round into manageable stages.
  • Sections group related tasks for an asset, location, system, or activity.
  • Tasks describe one clear check, reading, confirmation, or evidence requirement.
  • Response types define how the Operator records the result.

Organize these elements in the order the Operator will perform the physical inspection.

  1. In the Select Locations window, select locations and click Next.
    Figure 1. Select Locations


  2. In the Select Assets window, select assets and click Add.
    Figure 2. Select Assets


    Note:
    Requires SAP integration. When you select locations and assets, mRounds automatically pulls and synchronizes asset and location metadata (codes, locations, specifications) from SAP/ERP and shows it at the task level during round plan creation.
  3. In the Route and Tasks screen, lay out the locations and assets the operator will visit.
    • Click the Add Locations/Assets icon to add more from the left pane. Drag and drop into hierarchy or flat-list view. The hierarchy view doubles as the route plan, so the order you set here is the order the Operator walks.
    • Switch between hierarchy, flat-list, and route-plan views using the icons provided.
    • Click the More icon and select Show Hierarchy to see the locations and assets hierarchy. You can also copy and delete locations and assets from here.
      Note:
      When a Functional Location ID is updated in master data, the latest ID is automatically reflected in the Locations/Assets panel of existing round plans.

    The Round Plans screen provides the following ways to organize a plan:

    • Add, copy, and delete pages and sections.
    • Cut, copy, paste, and move tasks, including copying a task to all or to selected locations and assets.
    • Unlink a section from the round it is linked to.

    For pages and sections, and for copying or moving what you have already built, see Manage Pages in a Round Plan, Manage Sections in a Round Plan, and Manage Tasks in a Round Plan.

  4. Click the Task icon inside a section.

    Configure the task with these settings:

    • Type Task: enter the task text.
    • Responses: select a response type. To choose one, see Choose the Right Response Type.
    • Add Logic: configure what a given response triggers. See Conditional Logic.
    • Required: makes the task mandatory.
    • History: shows the last five readings. Number and Slider response types only.
    • Additional Details: click Add to add Tags and Attributes (Label and Value, up to 250 characters).
      • For Multiple Choice and Picklist responses you can mark specific values as exceptions — marking Abnormal on a motor condition picklist, for instance — so exception reports flag them and planners can act.
        Figure 3. Response Type Exceptions
      • In the Historian Tag field add the unique identifier obtained from Aveva PI. Link the tag, if you want the operator’s reading to be saved in your plant’s PI historian. When the operator submits the round, the system automatically sends the reading to PI with the time it was recorded.

        For example, link the task Record discharge pressure at gauge PG-101 to the PI tag for PG-101. Each submitted reading is added to PI.

        Figure 4. Historian Tag


  5. If the content already exists elsewhere, import it instead of building it again.

    Import sections and tasks from a template — see Import Sections and Tasks — or take them from another round plan, see Move or copy sections and tasks between round plans. Round plans and templates can also be bulk-exported and bulk-imported in the standardized Excel format; see Create Round Plans in Bulk and Update Round Plans in Bulk.

The round plan has locations, assets, sections, and tasks configured.

Next: Choose the response type each task needs (see Choose the Right Response Type) and add conditional logic where required. Then preview the plan — see Preview and Send a Round Plan for Approval.