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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.
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.

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.

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.

Use the steps below to change a schedule that is still running.

If the schedule has ended: Set a new schedule on a round whose configured schedule has ended, instead of building the inspection again. An inspection that must run again against the same assets and tasks can reuse its existing plan instead of being rebuilt.

Rounds that have reached the end of their schedule are highlighted in the list so you can pick them out. Each one carries a Reschedule control. The existing scheduling parameters are brought forward, so you review and adjust them rather than enter them again. To choose a scheduling method for a new plan, see Choose How to Schedule a Round.

Click the Scheduler section on the left pane.
The Plans tab lists the unscheduled and scheduled rounds.
Click and select Modify Schedule for the scheduled round to modify.
In the Scheduling screen, modify the schedule or the operator.
Click Schedule to save the modified schedule.

Newly generated rounds appear in the Rounds screen within up to one hour. The message on screen states the estimated time, so there is no need to keep refreshing.

Note:
If a round plan has task-level sub-tasks, any new conditional logic, such as Ask Tasks/Questions, is automatically added at the task level while you modify the plan. You do not need to revise the task-level schedule again. See Schedule Rounds at Task Level.

Figure 1. Modify Schedule

A message appears saying Schedule updated successfully. The changes take effect during the next round generation cycle.

The updated schedule is saved.

Next:Monitor future generated rounds under the updated schedule.