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Administration
Set up Issue fields, Shift Handover Report content and delivery, shift log templates, template access, and approval and notification workflows.
Control Access to Shift Handover Templates
Control which users can access and manage Shift Handover templates for a plant. Permissions keep configuration responsibility with the correct roles.

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.
- Configure an Issue
  Configure the Issue form so users see the correct fields, defaults, help text, permissions, and integration options when they report a finding.
- Configure Shift Handover Report Content
  Choose the round, observation, log, note, instruction, and attachment information that should appear in the Shift Handover Report for a plant.
- Create Shift Log Template
  Create a Shift Log Template when Operators need a consistent set of sections and questions for recording shift events at a plant, unit, or position.
- Control Access to Shift Handover Templates
  Control which users can access and manage Shift Handover templates for a plant. Permissions keep configuration responsibility with the correct roles.
- Configure Email Delivery for Shift Handover Reports
  Configure automatic PDF delivery when completed Shift Handover Reports must be sent to selected users or user groups at Plant, Unit, or Position level.
- Round Plans Approval Workflow
  Create an approval workflow so that round plans submitted for approval are routed to the right approvers in the right order.
- Rounds Notification Workflow
  Create a workflow that emails selected recipients whenever a round is submitted, so they are informed immediately without logging in to check.
Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

Control Access to Shift Handover Templates

Control which users can access and manage Shift Handover templates for a plant. Permissions keep configuration responsibility with the correct roles.

Expand Shift Handover and click Data Permissions.
Select the plant from the Plant drop-down.
Switch ON the Enable SHR toggle button for a selected Position.

Users in that Position can then enter the log details while generating a shift handover report.
Select a plant, unit, or position from the Can Perform Handover of drop-down.
Select a plant, unit, or position from the Can View Handover of drop-down.
Select a user from the Users Who Can Perform Handover drop-down.

Figure 1. Shift Handover Data Permissions

The selected users can view and perform handovers for the chosen plant, unit, or position. Other users cannot.