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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.
Create an Ad Hoc Round
Create an ad hoc round when urgent or unplanned work must be generated from an available plan without waiting for its regular schedule.

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.
- Choose How to Schedule a Round
  Choose frequency, specific-date, task-level, or bulk scheduling based on how often the complete round or individual tasks must run.
- Schedule a Round Plan by Frequency
  Create a repeating schedule when the round must run daily, weekly, monthly, or yearly. The schedule controls future round generation.
- Schedule Round Plans by Specific Date
  Use a specific-date schedule for checks that must occur on selected calendar dates rather than follow a repeating frequency.
- Schedule Rounds at Task Level
  Use task-level scheduling when some tasks within a round must run more or less often than the rest of the plan.
- Schedule Multiple Round Plans
  Use the Excel scheduling template when many round plans or task schedules must be created or updated together.
- Create an Ad Hoc Round
  Create an ad hoc round when urgent or unplanned work must be generated from an available plan without waiting for its regular schedule.
- Modify a Scheduled Round Plan
  Modify a future schedule when shift timing, assignment, frequency, or operational requirements change. Review the effect on future generated rounds.
- Pause and Resume a Round Plan
  Pause a round plan when its unit or equipment is offline for a planned shutdown, turnaround, or maintenance window, and resume it when the unit is back in service.
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 an Ad Hoc Round

Create an ad hoc round when urgent or unplanned work must be generated from an available plan without waiting for its regular schedule.

For example, if a control valve suddenly malfunctions and needs immediate inspection, you can create an ad hoc task for an operator to address the issue as soon as possible.

Expand the Operator Rounds and click Scheduler.
In the Plans tab, click and select Create Ad Hoc Rounds for the selected round.
Fill the scheduling details.

Note:
You can update only the Shift and Slot details.

Tip:
If you set the Due Date more than 24 hours out, the ad hoc round carries over to next shifts automatically and remains available until it is submitted or becomes overdue.

Figure 1. Create Ad Hoc Round
Click Schedule.

A message “Scheduled Successfully” appears with View Rounds and Close buttons. Click View Rounds to view the newly created ad hoc round.

To view the list of ad hoc rounds, go to the Plans tab, click the Menu icon and select Show Ad Hoc Round. The rounds appear in the Rounds tab.

The ad hoc round is scheduled and is available from the Scheduler for monitoring.

Next:Monitor the generated ad hoc round with the other active work.