Home
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.

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.
- Create a New Round Plan
  Create the round plan that defines the inspection purpose, plant, route, assets, and tasks Operators will execute. Save it as Draft until the content is ready for review.
- Create Round Plans from Existing Ones
  Copy an existing round plan when most of its content already matches the new inspection. Update the copied plan before publishing or scheduling it.
- Create Round Plans in Bulk
  Upload a completed Excel template when several round plans and tasks must be created together. Bulk creation reduces repeated manual setup.
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.

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.

A round plan is the reusable definition from which rounds are generated. Choose the quickest reliable starting point, then follow the same preparation flow before the plan is used by Operators.

Choose a starting method

Table 1. Round Plan Creation Methods
Use...	When...
Create manually	Nothing similar exists yet. See Create a New Round Plan.
Copy an existing round plan	A similar plan already exists and needs limited changes. See Create Round Plans from Existing Ones.
Use a Local or Global Template	Approved reusable content already exists for one plant or across plants. See Choose a Local or Global Template and Import Sections and Tasks.
Import or create through Excel	The plan structure is already available in a spreadsheet, or several plans must be created together. See Create a New Round Plan and Create Round Plans in Bulk.
Use AI-assisted template creation	A prompt or supported source document can provide a draft template that will be reviewed and corrected before use. See Create a Round Plan Template Using AI.
Create an ad hoc round	Urgent or unplanned work must be generated from an available plan in the Scheduler. See Create an Ad Hoc Round.

Continue through the common preparation flow

Create or select the starting plan and define its purpose, plant, route, and core details.
Add locations or assets, pages, sections, and tasks.
Use response-type guidance only for the fields required by each task.
Add conditional logic when a response should control follow-up behavior.
Preview the mobile experience and send the plan for approval.
After approval and publication, schedule and assign the plan.
When requirements change later, modify the plan or update several plans in bulk.