Home
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.
Schedule a Standing Instruction
Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.

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.
- Understand Shift Handover Reports
  A Shift Handover Report transfers responsibility and context between shifts by keeping completed work, open items, exceptions, instructions, and supporting evidence together.
- Manage Standing Instructions
  Standing instructions carry information that every shift must see for a period — an outage, an audit, a holiday roster — and clear themselves when that period ends.
- Schedule a Standing Instruction
  Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.
- Generate and Submit the Shift Handover Report
  As the outgoing Supervisor, review the shift information, add the required context, and submit the handover for the incoming Supervisor.
- Share the Shift Handover Report
  Download or email a submitted Shift Handover Report when stakeholders need the same operational record outside the application.
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.
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 a Standing Instruction

Set up a standing instruction in advance for a future date range — for a planned outage, a scheduled audit.

Supervisors can schedule an instruction ahead of time for a specific period. The instruction appears automatically during the scheduled period and disappears when the period ends, helping prevent outdated instructions from remaining on screen.

Instructions support rich text, color coding, titles, and lists.

For example, a planned outage is scheduled for this coming weekend. On Friday, create the standing instruction and set it to apply from Saturday 6:00 AM to Sunday 6:00 PM. The weekend shift will see it automatically, and by Monday it will no longer appear. This also works well for holiday coverage or other planned activities.

Click the More icon in the top-right corner of the Shift Handover screen.
Select Schedule Shift Instructions.
The list shows all the scheduled instructions.
Click +Schedule Instruction.
Enter a Title.
Choose a Report Type (Plant, Unit, or Position), then select the Plant and Unit, if required.
Enter the instruction text and format it as required.
Enter a Start date and an End date.
TIP: Leave End date blank if the instruction should stay active indefinitely, starting from the Start date.
Click Schedule.

Figure 1. Schedule Standing Instruction

The standing instruction applies automatically within its scheduled window, without manual entry each shift.

Next: Edit the instruction while it is active and review what changed. See Version History of a Standing Instruction.