Create an Issue

Create an Issue from the web application when a reported equipment condition or inspection finding requires investigation and ownership.

For example, during a round, you notice that Pump A is malfunctioning and needs attention.

For the wider decision between an Issue, an Action and an ERP notification, see Follow Up on Findings.

  1. Click the Observations section on the left pane.
  2. Click the Issues tab.
  3. Click Create Issue.
  4. Fill in the Create Issue screen.

    Name, Description, and Photos describe the condition. Category and Priority decide what happens to the Issue next. Settle those two before you fill the form.

    Category changes where the Issue goes. Choosing Maintenance converts the Issue to an ERP notification automatically. It leaves mRounds and is worked in the maintenance system.

    Observation, Incident, Near Miss and Hazard keep the Issue in mRounds, tracked and closed by your team.

    Priority — check the risk matrix first. Determine Priority from the risk matrix before you select a value.

    For Shutdown and Turnaround priorities, selecting the consequence makes Impact, Likelihood and Spare availability available, and those are carried into SAP.

    Table 1. Issue fields
    Field What it does
    Name and Description What the condition is and where the equipment is.
    Photos Evidence. Photos taken or uploaded are automatically stamped with the time and location they were captured.
    Event Execution Shutdown, Turnaround, or General — the work context the Issue belongs to.
    Plant, Unit, Functional Location, Asset Where the condition is.
    Assigned To A user, or a user group.
    Start and Due date and time When the follow-up should begin and when it is needed by.
    Status Open, In-Progress, Resolved, or Unresolved.
  5. Select the Plant, Unit, Functional Location, and Asset.

    Search and drill through the location hierarchy to find the right asset or functional location rather than scrolling a flat list.

    If the condition has already been reported: mRounds checks for existing Issues on the same asset or location before you complete the form. When open Issues exist for the same asset or location, a message shows them before you continue. Creating from a round task, the message appears when the Issue screen opens; creating independently, it appears once you have selected the asset and location. The check covers ERP notifications as well as mRounds Issues, and resolved Issues can be filtered out.

  6. Set ownership and dates.
    1. In Assigned To, choose User and select a user, or User Group and select a group.
    2. Select the Start Date and Time.
    3. Select the Due Date and Time.
    4. Select the Status.
  7. Turn on the Convert to ERP Notification toggle if you want to convert the Issue into an ERP notification.

    Already on if you chose the Maintenance category. You can also turn it on for an Issue in any other category. For what is sent to SAP on conversion, see What is sent to SAP.

  8. Click Create.

    The supervisor and maintenance team are notified about the new issue.

The Issue is created and is available for assignment and tracking.

Next: Use Track Ongoing Issues until the investigation and required work are complete.