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Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
Review Compliance
Use the Compliance Dashboard to compare completed, overdue, skipped, and other compliance measures, and find where scheduled checks are not being completed as planned.

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.
- Review Compliance
  Use the Compliance Dashboard to compare completed, overdue, skipped, and other compliance measures, and find where scheduled checks are not being completed as planned.
- Monitor Anomalies Using the Exceptions Dashboard
  Use the Exceptions Dashboard to identify findings outside expected conditions. Review the affected round, location, or asset before deciding the required follow-up.
- Review Operator and Group Performance
  Use the Operator Productivity Dashboard to compare round completion, timeliness, scan compliance, Issues, and Actions by Operator or User Group.
- Operations Control Center Dashboard
  Use the Operations Control Center for a status-based view of rounds, Issues, and Actions across the selected plant and User Group. It helps you spot delays and workload problems quickly.
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.

Review Compliance

Use the Compliance Dashboard to compare completed, overdue, skipped, and other compliance measures, and find where scheduled checks are not being completed as planned.

The four measures. The dashboard reports four separate measures.


Measure	What it tells you
Round Compliance	The percentage of completed versus incomplete rounds, based on each round's status. Shows which scheduled rounds were missed or left incomplete.
Scan Compliance	Scan overrides during rounds — where an Operator bypassed a scanning requirement.
Time Compliance	Expected against actual round duration, and any discrepancy between them.
Issues / Actions Compliance	Issues and Actions raised during execution, comparing those created against those resolved.

Expand the Operator Rounds module and click Compliance Dashboard on the left pane.

Figure 1. Compliance Dashboard
Set the filters for the scope and period you are reviewing.

Filter by Plant, Unit, Shift, User Group, and period — Today, 7 Days, 30 Days, 3 Months, 6 Months, or Custom.

Note:
Selecting a time period excludes the current day from the results. Allow for this when you read figures for a period that includes today.

Note:
The User Group filter appears only when User Groups are configured. Select one group at a time; leave it empty to see all groups.
Read the four measures and click into any value that looks wrong.

Clicking a value on the graph opens the detail behind it, which can also be downloaded.

The dashboard shows round, scan, time, and Issue/Action compliance for the scope and period you selected.

To share what you found: click the PDF icon at the top right to download the dashboard, the Email icon to send it, or the Download icon on a widget to save that report as an image. See Share Dashboard Data as PDF Reports.

Next: Monitor Anomalies Using the Exceptions Dashboard, then open any affected record that needs investigation.