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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.
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.

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.

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.

Expand the Operator Rounds module and click Scheduler on the left pane.
In the Plans tab, click Schedule on the round plan and select Header Level.

Or

Click the More icon adjacent to the round plan that you want to schedule and select Schedule > Header Level.
In the Scheduling screen, choose the By Date radio button.

Figure 1. Schedule Rounds by Date
Select the date from the calendar.
In the Assigned To field, choose who the scheduled round is assigned to.
- Choose the Plant radio button and select the name of the plant from the drop-down.
- Choose the User radio button and select the name of the operator from the drop-down.
- Choose the Unit radio button and select the specific unit or functional location from the drop-down.
- Choose the Position radio button and select the name of the position from the drop-down.
- Choose the User Group radio button and select the name of the user group from the drop-down.
Choose Assigned To before the shift: it decides which shifts you can pick, and changing it later clears the Shift and Slot fields.
In the Shifts drop-down, select the relevant shift.

For how shifts behave and how they are filtered by the Assigned To selection, see Set the shift, slot, and buffer time.
Select slots for the selected shift.
Select the Allow Buffer Time check box to add buffer time for round execution.
1. Select and enter the buffer time for the planned start time.
2. Select and enter the buffer time for the planned end time.
For example, an 8-hour round shift with a 30-minute buffer lets the user submit the round up to 8:30 — past the scheduled end time.
Enter the Round Duration time.
In the Rounds Generation drop-down, select the number of days you like to generate rounds at a time in advance.
Click Schedule.

A message "Round has been scheduled successfully" appears. Click View Rounds to see round details or click Close to close the pop-up.

The round plan is scheduled for the selected date and the generated round is available for review.

Next:Monitor the generated round and review any work that needs attention.