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Start Your Shift
Accept the Shift Handover Report and find the rounds, Issues, and Actions you need.
Search and Filter Rounds, Issues, and Actions
Use search when you know identifying details for a record, and apply filters when you need to narrow a larger list of round plans, scheduled rounds, Issues, or Actions.

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.
- Accept the Shift Handover Report
  As the incoming Supervisor, review and accept the previous shift’s handover before taking ownership of open rounds, exceptions, Issues, Actions, notes, and attachments.
- Search and Filter Rounds, Issues, and Actions
  Use search when you know identifying details for a record, and apply filters when you need to narrow a larger list of round plans, scheduled rounds, Issues, or Actions.
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.
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.

Search and Filter Rounds, Issues, and Actions

Use search when you know identifying details for a record, and apply filters when you need to narrow a larger list of round plans, scheduled rounds, Issues, or Actions.

The process is the same for searching and filtering any item. Only the screen you start from changes.

On the left pane, click the section that holds the records you want to find.
- Click the Round Plans section on the left pane for round plans.
- Click Scheduler for published plans.
- Click Archived for archived plans.
- Click Observations for Issues and Actions.

Search the list. Search from the relevant module when you know a round-plan, round, Issue, or Action detail that can identify the record.

Enter the name of the round, Issue, or Action in the Search field.

Figure 1. Search
Select the round, Issue, or Action from the list to view its details on the right side.

Filter the list. Apply filters such as plant, unit, status, date, priority, or assignee to narrow the records shown for the current task.

To filter the rounds quickly, select one of the smart filters: Today, 7D, 30D, 3M, 6M, or custom fields.
For additional filters, click the Filters icon next to the Search field.
In the Filter window, select the Status, Modified By, Created By, and Plants values from the drop-down. For example, select Status = Open and Priority = High.

Figure 2. Filter Rounds
Click Apply.
The list now shows only the records that match the values you selected.