Rounds Designer Workflow

This workflow describes how the Rounds Designer manages the routes workflow. Rounds steps represent the monitoring, inspection, and routine maintenance activities. You can create Routes for assets. Routes consist of a series of steps that represent recurring monitoring, inspection, and routine maintenance activities. These activities need to be completed on one or more assets.

Persona: Rounds Designer

The Rounds Designer page displays the asset and measurement location hierarchy, the route and step details of an asset, and the option to create a route. As a Rounds Designer, you can access the Rounds Designer page to create the Steps and Routes to monitor the health of assets.

Persona: Rounds Designer

Steps are organized into data collection sequence in a form of a route containing checks for one or more assets. As a Rounds Designer, after searching the asset tree, you can add the steps into the Route Order column. A route can contain multiple steps for a single asset and even be duplicated within the same route and across multiple routes. After adding the route you can name and save the route in the Route Master list. For more information on creating Routes, refer Create a Route.

Persona: Rounds Designer

To use Routes to monitor assets for their health, you must have a copy of the Route from the Route Masters. As a Rounds Designer, you can create an instance of a Route from the Route Masters and save it to appear in the Open Instances page. The Route instances that appear in the Open Instances page can be accessed in the Rounds Pro Mobile application by the Rounds Operator to collect data.

Persona: Rounds Designer

As a Rounds Designer, select the assets that you want to monitor.

Persona: Rounds Designer

Steps are used to monitor assets for specific Measurement Locations. They provide you the means to record readings for an asset. For each Step that you want to include in a route, you must add a Measurement Location to the route. As a Rounds Designer, you can create Steps that are required to manage the health of an asset.

Persona: Rounds Designer

When you want to enter a reading value for a Step on a device, you can enter the exact value (for numeric fields only) or select a value from a list (for both numeric and character fields). You can select a value from a list, only if you configure that picklist in Rounds Designer using the Picklist Management page. As a Rounds Designer, you can create picklists needed for recording data for assets.

You can reuse picklists and the picklist values in all the steps that are created later. You can use the values to set up alerts that will be displayed if a certain reading value is recorded.

In addition, when you define a condition for picklist values on a Route, the picklist values are used to specify which reading value should trigger conditional Steps to appear to the mobile device user.

Persona: Rounds Designer

If you want the Rounds Operator to receive alerts on a device when the recorded reading values meet certain criteria, as a Rounds Designer you can define the criteria and the health indicators for limits in a Step. You can configure limits and health indicators for either numeric or Picklist reading types only. You cannot configure for character type readings.

Persona: Rounds Designer

When a Rounds Operator is executing the steps along a route, if the reading value that is taken for a Step indicates further investigation is needed, as a Rounds Designer you may want the operator to see additional Steps on the device and record reading values for those additional steps. To accomplish this, you can add conditions to the Steps on the route. A condition allows you to add logic to the route to specify that when a particular reading value is recorded for a Step, additional Steps must be displayed to the device user.

Persona: Rounds Operator

Log in to the Rounds Pro Mobile application to collect data for a route. Route instances that appear in the Open Instances page of the Rounds Designer, can be accessed in the My Routes list of the Rounds Pro Mobile application. As a Rounds Operator, you can select the route and record the data for the steps in the Route for an asset.

Persona: Rounds Designer

As a Rounds Designer you can create routes and route instances, steps and more. You can access the Rounds Pro Manager page to view the Route Masters, route instances, Instance history, open instances, and steps that you created using the Rounds Designer. You can view graphs and charts based on data collected and entered in the Rounds Pro mobile application. You can generate reports for various operations and maintenance data. For more information see Access the Rounds Pro Manager Page.