Operator
Start the shift, find rounds, execute inspections, report findings, and hand over outstanding work.
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mRounds
Release 2609mRounds turns repeatable inspection requirements into scheduled field rounds. Supervisors and Round Planners design, approve, schedule, and monitor rounds; Operators execute assigned rounds, record readings and findings, and hand over unresolved work.
- A Round Plan is the reusable inspection design that defines route, locations and assets, tasks, response types, guidance, logic, scheduling, and assignment.
- A Round is one scheduled or generated execution of that plan.
- Issues and Actions carry abnormal conditions and follow-up work beyond the current round; Shift Handover carries unresolved context into the next shift.
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Sources and related documentation
What’s New in Release 2609
Updates documented in the 2609 Operator and Supervisor guides
Alert Rounds from PIWhen PI detects an abnormal reading on an asset, operators get a notification with a round to respond to, and can open it to see what triggered the alert.Alerts in the Shift Handover ReportThe Shift Handover Report brings together alerts from connected systems. Operators review each alert's severity and age on mobile and create an Issue when follow-up is needed.
View all 10 updates
Release 2609 updates
- Alert Rounds from PI
- Alerts in the Shift Handover Report
- Dozuki Work Instructions in Rounds
- AI Detect for Issues
- Schedule Standing Instructions in Advance
- Round Readings Posted to AVEVA PI
- Pause and Resume Round Plans
- PDF Setup and Preview for Shift Handover Report
- Create Maximo Service Requests and Work Orders from Issues
- Task Contributors in the Round PDF
New and expanded integration guidance
The Integration and Configuration Guide adds or expands guidance for these integrations. Some of these capabilities were available before 2609; what is new is the guidance.
Work with mRounds
Choose the area that matches what you need to do.
DesignApprove & PublishSchedule & AssignExecuteReview & Follow UpHand Over
Supervisor
Run and hand over the shift, then plan, approve, schedule, and maintain round plans.
Explore Supervisor HelpIntegration
Connect mRounds to external systems and use the mRounds APIs.
Explore IntegrationConfiguration
Set up tenants, master data, and users, roles, and groups.
Explore ConfigurationSupport
Use verified product guidance first, then continue with training or Innovapptive Support.
Guides and Release Notes
Open the current Release 2609 guides. The Integration and Configuration Guide is available as HTML and PDF. PDF links for the Operator and Supervisor guides will be added when their 2609 PDFs are published. A standalone 2609 mRounds Release Notes document is not published yet; each guide’s What’s New page lists its 2609 updates.
Operator User GuideStart the shift, execute rounds, follow up on findings, and close the shift.
Supervisor User GuideRun and hand over the shift, then plan, schedule, and maintain rounds.
Operator
Execute Rounds and Hand Over the Shift
Follow the shift in the order of the Operator User Guide: start the shift, claim and execute rounds, follow up on findings, and close the shift.
Common Tools
Jump directly to tools you may need at any point.
Primary Journey
Your Operator Journey
Follow the five-stage shift flow. Search, troubleshooting, and settings are available any time below.
1Start Your ShiftSign in, take over a shared device and the previous handover, and make sure your work is synchronized.
Sign in, take over a shared device and the previous handover, and make sure your work is synchronized.
2Find and Claim Your RoundsTake an open round, create an ad hoc round when you need one, or release a round you cannot complete.
Take an open round, create an ad hoc round when you need one, or release a round you cannot complete.
3Execute the RoundFollow the route, record each response, and submit the round. Use paper-round entry only after an outage.
Follow the route, record each response, and submit the round. Use paper-round entry only after an outage.
Execute the RoundStart a Round and Follow the RouteScan and Verify an AssetReview Task Guidance and Complete Each Response TypeResponse Type Quick ReferenceCapture Multiple Readings from a PhotoTroubleshoot an Abnormal Reading with AI GuidanceAdd Notes and Attachments to a RoundSkip an Asset, Location, or RoundSave and Resume a RoundSubmit a RoundWhat Happens After You Submit a RoundView a Submitted Round as a PDFShare a Submitted Round PDFEnter a Round You Completed on Paper
4Choose an Issue or an ActionWhen a finding needs follow-up, raise an Issue or an Action, then resolve and close it.
When a finding needs follow-up, raise an Issue or an Action, then resolve and close it.
5Close Your ShiftLog your shift activities and submit your handover for the next shift.
Log your shift activities and submit your handover for the next shift.
Explore More
Supporting help you can use outside the main shift flow.
Search and Filter
Find rounds, Issues, and Actions.
Troubleshoot Common Problems
Fix common problems on the mobile app.
Customize Your Settings
Profile, work context, data to synchronize, display mode, and language.
About mRounds for Operators
Product overview, what is new, system requirements, and what your administrator controls.
View all
Supervisor
Run the Shift, Then Plan Future Work
Follow the Supervisor User Guide in order: run and hand over the shift first, then plan, schedule, and maintain future rounds when you need to.
Common Tools
Jump directly to tools you may need at any point.
Primary Journey
Run and hand over the shift
Shift work in the order the guide covers it.
1Get StartedSign in to the web application, find your way around, and use the Visitor Log.
Sign in to the web application, find your way around, and use the Visitor Log.
2Start Your ShiftAccept the incoming handover and find the rounds, Issues, and Actions that need you.
Accept the incoming handover and find the rounds, Issues, and Actions that need you.
3Monitor the ShiftUse the dashboards to check compliance, anomalies, and operator performance.
Use the dashboards to check compliance, anomalies, and operator performance.
4Investigate Rounds That Need AttentionCheck scheduled and submitted rounds, and handle rounds completed during an outage.
Check scheduled and submitted rounds, and handle rounds completed during an outage.
5Follow Up on FindingsCreate, track, and close Issues and Actions, and raise ERP notifications for assets.
Create, track, and close Issues and Actions, and raise ERP notifications for assets.
6Hand Over Your ShiftManage standing instructions, then generate, submit, and share the shift handover report.
Manage standing instructions, then generate, submit, and share the shift handover report.
Plan and maintain future work
Use these when you build reports, plans, schedules, and templates, not on every shift.
7Create Dashboards and ReportsBuild custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.
Build custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.
8Create a Round PlanCreate a round plan from scratch, from an existing plan, or in bulk.
Create a round plan from scratch, from an existing plan, or in bulk.
9Build the Round ContentAdd locations, assets, sections, and tasks, and organize the plan's pages, sections, and tasks.
Add locations, assets, sections, and tasks, and organize the plan's pages, sections, and tasks.
10Configure Responses and LogicChoose the response type for each task, and add formulas and conditional logic.
Choose the response type for each task, and add formulas and conditional logic.
11Get a Round Plan ApprovedPreview and send the plan for approval, approve it to publish, and review the audit trail.
Preview and send the plan for approval, approve it to publish, and review the audit trail.
12Schedule RoundsSchedule round plans by frequency, by date, or at task level, create ad hoc rounds, and pause or resume plans.
Schedule round plans by frequency, by date, or at task level, create ad hoc rounds, and pause or resume plans.
13Maintain Round PlansModify, bulk-update, archive, restore, or delete round plans.
Modify, bulk-update, archive, restore, or delete round plans.
14Create and Maintain TemplatesCreate, copy, edit, and archive local or global round plan templates.
Create, copy, edit, and archive local or global round plan templates.
15Response Types: What Each One CapturesReference: what each response type records.
Reference: what each response type records.
16AdministrationConfigure Issues, shift handover content and access, email delivery, and approval and notification workflows.
Configure Issues, shift handover content and access, email delivery, and approval and notification workflows.
Fix a problem
Common supervisor problems and their fixes.
17Troubleshoot Common ProblemsResolve common problems in the web application.
Resolve common problems in the web application.
Explore More
Orientation for supervisors.
About mRounds for Supervisors
Product overview, what is new, system requirements, and what your administrator controls.
View all
Integration
Integrate mRounds
Choose the system you need to connect. Follow its setup path, then use the linked guide for the detailed steps.
Start Here
Read the integration overview before you set up a connection.
1. FTP data export
Export mRounds data to an FTP server.
2. ODBC database integration
Connect mRounds to a database through ODBC.
3. SMTP email
Send automated email notifications through an SMTP server.
4. SAP master data
Bring SAP master data into mRounds.
5. IBM Maximo
Three separate flows: Locations and Assets from Maximo, Work Orders sent to Maximo from Issues, and Work Order events received from Maximo. Maximo authorization is set on the Maximo connection; it is not an mRounds API key.
6. Enablon incidents
Connect mRounds to Enablon for EHS incident management.
7. Benchmark Gensuite
Send mRounds Issues to Gensuite as Concern Reports. Complete the setup steps in order.
8. Dozuki
Turn on the Dozuki integration for the tenant. Attaching and opening Dozuki instructions is covered in the Supervisor and Operator tabs.
9. AVEVA PI
Receive PI event frames by polling or by webhook (choose one method), then write acknowledgements and round readings back to PI.
Receive event frames: choose one method
Write back to PI
10. Shift Handover: platform Alerts and IMES
Complete the IMES prerequisites and tenant settings first, add the report widgets after that, and finish by verifying that IMES results reach the report.
Setup steps, in order
IMES Prerequisites for Shift Handover ReportsiMES Data Sets for Shift HandoverTaskOrchestration Connection Settings for iMESiMES Task Graphs and SchedulesiMES Results Message on KafkaConfigure Shift Handover Alerts and IMES SettingsAdd Alerts and IMES Widgets to Shift Handover ReportsVerify That IMES Results Reach Shift Handover Reports
11. mRounds APIs
Generate API keys first, then create, list, and execute rounds through the APIs.
All API topics, in order
Generate API Keys for mRoundsAPI PrerequisitesGenerate API KeysCreate Rounds Using APIsRound Plan Creation Request BodyDynamically Generate and Partially Execute a RoundGet the Round Plans ListGet Round Plan DetailsCreate a Round and Partially Execute ItView Updated Details in the mRounds Mobile AppAPI Error Codes
Tenant onboarding, master data, and users are in the Configuration tab. The order of these groups is for navigation; it does not mean every integration must be set up before configuration.
Configuration
Configure mRounds
Set up tenant access, plant master data, and the users and roles who work in mRounds.
1. Tenant administration
Onboard the tenant and create the Tenant/Super Admin role.
2. Master data
Set up master data in this order: plants, zones, shifts, locations, assets, units of measurement, and global response sets. Use bulk upload for large data sets.
Units of Measurement
Global Response Sets
Bulk Upload
3. Users, roles, and groups
Create positions and roles, add users, and manage user groups.
External connections and APIs are in the Integration tab. Issue forms, shift handover content, templates, and approval and notification workflows are Supervisor administration tasks in the Supervisor tab (Supervisor User Guide).