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Get a Round Plan Approved
Preview a round plan, send it for approval, approve it, and review the approval audit trail.
Preview and Send a Round Plan for Approval
Preview the round as an Operator will see it before requesting approval. This helps catch missing tasks, confusing guidance, wrong units, or poor mobile flow.

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.
- Preview and Send a Round Plan for Approval
  Preview the round as an Operator will see it before requesting approval. This helps catch missing tasks, confusing guidance, wrong units, or poor mobile flow.
- Review and Approve Round Plan to Publish
  As a configured approver, review the plan’s content and mobile experience before approving, rejecting, or reassigning the request.
- Review the Approval Audit Trail
  Review the approval audit trail to understand who acted on a round plan, what decision was made, and where the request currently stands.
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.

Preview and Send a Round Plan for Approval

Preview the round as an Operator will see it before requesting approval. This helps catch missing tasks, confusing guidance, wrong units, or poor mobile flow.

Add locations, assets, sections, and tasks. See Add Locations, Assets, Sections, and Tasks.

For example, when previewing a pump-inspection plan, confirm that the temperature and vibration tasks display with the correct units, limits, and guidance before sending the plan for approval.

Click Preview to see the round plan as it will appear on mobile.

Figure 1. Round Plan Preview

Figure 2. Mobile Preview

Attention:
Always check the mobile preview before sending for approval. What looks fine on the web form can be cramped, mis-ordered, or missing context on a phone screen.
Click Next to see the PDF format generated once an Operator submits the round.
Figure 3. Round Plan PDF Format

Configure the PDF layout in the PDF Setup screen.

What the Round Plan PDF Contains: Check what the round PDF contains before you send a plan for approval or share a completed round, so you know whether the report will carry the summary, Issues, Actions, and task detail your organization needs.

You can view the following details in the PDF, either in preview or after download:
- Round/Form Description
- Summary
  - Plant
  - Location / Assets Completed
  - Schedule
  - Duration
  - Due
  - Plant Timezone
  - Attachments.
- Issues Summary
  - Issues Raised
  - Issues Resolved.
- Actions Summary
  - Actions Raised
  - Actions Resolved.
- Tasks Summary
  - Open
  - Skipped
  - Completed
  - Total
  - Tasks/Questions Completed By
  - Report Generated On
  - Total Pages.
- Tags for Priorities & Status of Issues & Actions.
- Description, Asset, Location & Priority of Issues & Actions highlighted.
  Note:
  Not applicable for inspections.
- The instruction response type text.
- Photos, Videos, Audios & PDFs attached as links.
- The previous five numeric histories.
Click Send for Approval.

The round plan moves to the workflow approver's queue with a pending-approval status.

Next: The configured approver reviews and approves the round plan to publish it. After publication, schedule and assign the round plan.