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Create and Maintain Templates
Choose between local and global templates, create templates manually, from existing ones, or with AI, and edit or archive them.
Archive Round Templates
Archive a template when it should no longer be used for new plans. Restore it if needed later or delete it only when permanent removal is appropriate.

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.
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.
- Choose a Local or Global Template
  Choose a Local Template for one plant or a Global Template for reusable content across plants, based on ownership and standardization needs.
- Create a Round Plan Template
  Create a reusable round-plan template when the same structure, sections, and tasks will support multiple plans or plants.
- Create Templates from Existing Templates
  Copy an existing template when its structure already matches most of the new requirement. Update the copy without changing the original.
- Create a Round Plan Template Using AI
  Use AI-assisted template creation when source documents or a clear prompt can provide a useful starting point. Review and correct the generated content before use.
- Edit Round Templates
  Edit a template when inspection requirements, assets, descriptions, pages, sections, or tasks change. Review dependent use before publishing the revision.
- Archive Round Templates
  Archive a template when it should no longer be used for new plans. Restore it if needed later or delete it only when permanent removal is appropriate.
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.

Archive Round Templates

Archive a template when it should no longer be used for new plans. Restore it if needed later or delete it only when permanent removal is appropriate.

Click the Templates section on the left pane.
The Templates screen lists the round templates.
Click the More icon and select Archive for the round template that you want to archive.

The round template is archived and appears in the Templates tab of the Archived screen.

Figure 1. Archived Templates

In the Templates tab, click the More icon and select Restore to restore the template or select Delete to permanently delete the template.

The template is archived. It can no longer be used for new round plans and appears in the Templates tab of the Archived screen.