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Maintain Round Plans
Modify round plans one at a time or in bulk, and archive, restore, or delete them.
Update Round Plans in Bulk
Export, edit, and re-upload round-plan data when many plans require the same type of change. Bulk update helps keep large sets of plans consistent.

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.
- Modify Round Plans
  Modify a Draft or permitted round plan when assets, tasks, guidance, or operational requirements change. Review the effect before republishing or rescheduling.
- Update Round Plans in Bulk
  Export, edit, and re-upload round-plan data when many plans require the same type of change. Bulk update helps keep large sets of plans consistent.
- Archive a Round Plan
  Archive an inactive round plan to remove it from normal working views without permanently deleting its record.
- Restore a Round Plan
  Restore an archived round plan when it must return to active management or be reused for future work.
- Delete an Archived Round Plan
  Permanently delete an archived round plan only when it is no longer required and organizational retention rules allow removal.
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.

Update Round Plans in Bulk

Export, edit, and re-upload round-plan data when many plans require the same type of change. Bulk update helps keep large sets of plans consistent.

Export existing round plans to Excel and update them in bulk. Use this when a large number of plans has to change at once — for example, after new assets are added, or after route, component, or logic changes.

Click the More icon (three dots) next to the Create button on the Round Plans screen.
Select Export Round Plans as Excel.
Select the round plans you want to update from the list.
Click Export to download the Excel file.
Update the required round plan and task details in the exported Excel file.
When the updates are complete, click the More icon (three dots) again and select Mass Update via Excel.
Select the Plant whose round plans you are updating.
Select the updated Excel file.

Figure 1. Bulk Update Round Plan
Check the confirmation message.
- “Scheduling Completed” if the upload is successful.
- “Failed to Schedule” if there are errors.
If scheduling fails, download the failed Excel file to review the error details, correct the fields named in the failure message, and upload the corrected file again.

Valid changes from the uploaded file are applied. If any rows fail, the error file identifies the records that need correction.

Next: Review the updated plans, then preview them before publication. See Preview and Send a Round Plan for Approval.