Family Field Descriptions | On-Premises APM

Step Template Details Records

Step Template Details records store details about Step Templates that are used to create multiple steps. This topic provides a list and description of the fields that exist for the Step Template Details family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION PICKLIST	Character	The action categories that you can select to perform on a step.	This field contains the categories defined in Actions section of the Picklist Management page. For every Reading Type, corresponding values are defined for the Action Picklist.
ACTION VALUES	Character	The values defined for the selected action category.	This field contains the values defined for the action category in the Actions section of the Picklist Management page. Selecting the value displays the value as a chip in the box. You can add only one name at a time to the box. You can add a maximum of 15 chips for a step. The corresponding drop-down list of Action Values matches the order of the chips in the Action Values field.
ASSIGNED ASSETS	Character	The names of the assets to which the template will be applied.	This is a read-only field, which allows you to search, filter, and select multiple assets to which you want to apply the template. Note: You cannot delete an asset in the box. The assets appear alphabetically.
DISPLAY MESSAGE	Character	A message providing information on the limit value or the health indicator.	Enter a display message associated with the limit or the health indicator in the Generate Health Indicators section. The message can contain up to 50 characters. You can see this message when you enter the readings for the step using Rounds Pro Mobile application.
HEALTH INDICATOR TYPE (Numeric reading type)	Character	Displays the following indicators with the appropriate color code: Alert (Red) Warning (Yellow) Normal (Green)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears. The readings between Upper Level 1 and Lower Level 1 are in the normal range.
HEALTH INDICATOR TYPE(Picklist reading type)	Character	Displays the following indicators with the appropriate color code: Alert (Red) Warning (Yellow)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears.
READING PICKLIST	Character	The reading types that you can select from the categories available.	This field contains the values defined in the Readings section of the Picklist Management page.
READING TYPE	Character/Numeric	The type of data that users can enter when creating a reading linked to the Step.	This field contains the following values: Picklist: Single Select Text Entry: Character Text Entry: Numeric This is a required field.
READING VALUES	Character/Numeric	The values defined for the selected reading category.	This field contains the values defined for the action category in the Readings section of the Picklist Management page. Selecting the value displays the value as a chip in the box. You can add only one name at a time to the box. You can add a maximum of 15 chips for a step. Note: Click in the chip to delete a value appearing in the box.
STEP DESCRIPTION	Character	A description of the Step.	In this box, you can enter a description of the action users will be completing when they enter readings for this step. For example, Pump Check, Vibration Check, or Temperature Check. The description can contain up to 100 characters.
STEP TYPE	Character	The category to which the Step belongs.	By default, this field has the value Measurement Location. This is a required field.
TEMPLATE NAME	Character	The name of the Step Template.	You can enter a unique alphanumeric name that you want to assign to the Step Template. The template name can contain up to 50 characters. This is a required field.

Step Details Records

Step Details records store details about Steps that are included in a route. This topic provides a list and description of the fields that exist for the Step Details family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION PICKLIST	Character	The action categories that you can select to perform on a step.	This field contains the categories defined in Actions section of the Picklist Management page.
ACTION VALUES	Character	The values defined for the selected action category.	This field contains the values defined for the action category in the Actions section of the Picklist Management page.
ALLOW PHOTOS	Radio Button	This option allows you to enable Photos section in the Step details page of Rounds Pro mobile application to add images.	You can select one of the following options: Yes: The Photos section is enabled in the Step details page of Rounds Pro mobile application. You can capture or attach images to the step as a photo evidence. No: The Photos section is not enabled.
CONDITIONS	Character/Numeric	This field stores the value of the Step condition.	Select or enter the reading value to set the condition. This condition combined with the value in the OPERATOR box, will activate the conditional step to appear. If the Step type is picklist, the picklist values for that step appear in the drop-down list. If the Step type is numeric, then you can enter a number only. If the Step type is character, then you can enter a character string.
CONDITIONAL STEP	Character	This field displays the step that must be performed if the condition set for the primary Step is met.	Select a Step that exists under the asset where the primary step exists or type to search for the step that must be activated if the reading values meet the condition set.
DISPLAY MESSAGE	Character	A message providing information on the limit value or the health indicator.	Enter a display message associated with the limit or the health indicator in the Limits Only or Generate Health Indicators section. The message can contain up to 50 characters. You can see this message when you enter the readings for the step using Mobile Rounds.
GENERATE HEALTH INDICATORS	Radio button	This option allows you to create health indicators based on the threshold level for readings.	Select this option to create health indicators based on the threshold level for readings.
HEALTH INDICATOR TYPE (Numeric reading type)	Character	Displays the following indicators with the appropriate color code: Alert (Red) Warning (Yellow) Normal (Green)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears. The readings between Upper Level 1 and Lower Level 1 are in the normal range.
HEALTH INDICATOR TYPE(Picklist reading type)	Character	Displays the following indicators with the approriate color code: Alert (Red) Warning (Yellow)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears.
Jobs Queue (x)	Drop-down List Box	Displays the status of each job.	When you update a Step or a Step Template, the Jobs Queue (x) shows the status of each Step and Step Template.
LIMIT	Character/Numeric	The threshold value for the readings entered for the Step in Rounds Pro mobile app.	Based on the value selected for READING TYPE you can enter the following readings: Character: The Limit rows do not appear in the LIMITS section. You cannot enter limits. Numeric: Numbers (decimal, negative or positive). Picklist: Select from the picklist values available for the step. After you select a value, it is not available for selection again. If you delete a value in the Picklist, the limit associated to that value is also deleted.
LIMIT COLOR	Character	The color and the name of the color associated with the limit value.	Select the Limit color from the drop-down list to be associated with the limit value.
None	Radio Button	This option allows you to delete the Limits values, if any generated for the health indicators.	Select this option to delete Limits values when the READING TYPE is Numeric or Picklist: Single Select.
Open Strategy	Link	Displays a link associated with a Strategy Step.	This link appears in the Details workspace only when you select a Strategy Step in the Assets hierarchy. You can select this link to navigate to the Strategy Details page.
Open Template	Link	Displays a link associated with a Step Template	This link appears in the Details workspace only when you select a step associated to a template in the Assets hierarchy. You can select this link to navigate to the Step Template Details page.
OPERATOR	Character	This field specifies the operators that determine if the reading value entered for the primary Step meet the condition specified.	Select the required operator from the drop-down list. The values available in this drop-down list are dependent on the value in the PRIMARY STEP NAME: If the Step type is Character, Is and Is Not appear in the list. CHARACTER type steps that are not linked to picklists do not have conditionals. If the Step type is Numeric, standard numeric operators appear in the list. If the Step type is Picklist, the values that are added to the picklist appear in the list.
PRIMARY STEP NAME	Character	The name of the step in a route, to which you want to add conditional steps.	The field contains the name of the current step in the route to which you want to add conditional steps. Note: Subsequent conditional steps that are added are displayed as STEP NAME.
READING PICKLIST	Character	The data that is displayed if value for READING TYPE is Picklist.	This field contains the values defined in the value set.
READING TYPE	Character/Numeric	The type of data that users can enter when creating a reading linked to the Step.	This field contains the following values: Picklist: Single Select Text Entry: Character Text Entry: Numeric
READING VALUES	Character/Numeric	The values defined for the selected reading category.	This field contains the values defined for the action category in the Readings section of the Picklist Management page. Click Save to save the changes. If the chip is in use in the current step, then the chip is greyed out and cannot be deleted. If the chip is in use in a limit or a conditional in any other step linked to the parent asset, then the deletion does not happen. When multiple chips are selected for deletion and you click Save, in case there are conflicts for deleting any of the chips, the Save Conflicts window appears. The window displays information about the chips that were not deleted and their relationships to other steps. The step details page is refreshed with the changes.
STEP DESCRIPTION	Character	A description of the Step.	In this box, you can enter a description of the action users will be completing when they enter readings for this step. For example, Pump Check, Vibration Check, or Temperature Check.
STEP NAME	Character	The name of the Step.	You can enter a unique alphanumeric name that you want to assign to the Step. This is a required field.
STEP TYPE	Character	The category to which the Step belongs.	By default, this field has the value Measurement Location. This is a required field.
STRATEGY INTERVAL	Character	Frequency at which the Step must be carried out.	This field contains the following values: Hourly Weekly Monthly
STRATEGY INTERVAL	Numeric	Displays the frequency at which the Step is carried out.	This field appears in the Details workspace when you open a Step that is linked to Strategy. This is a read-only field. Note: This field is available only if the Step is a Strategy Step. The subscript s in the Step icon indicates that the Step is a Strategy Step.
STRATEGY INTERVAL UNITS	Character	Displays the frequency measurement unit at which the Step is carried out.	This field is read-only that contains the following values: Days Weeks Months Note: This field is available only if the Step is a Strategy Step. The subscript s in the Step icon indicates that the Step is a Strategy Step.
UNIT OF MEASUREMENT	Character	The unit of measure that users can specify when entering a numeric reading value for the Step.	You can select a value from the list. This field is disabled if the STEP TYPE field contains the value Character.

Reference Documents Records

Reference Documents records store details about reference documents that are linked to a step included in a route. This topic provides a list and description of the fields that exist for the Reference Documents family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ADDED BY	Character	This field stores the name of the individual who added the reference document.	None
ADDED DATE	Numeric	This field stores the date on which the user added the reference document.	None
ADDITIONAL INSTRUCTIONS	Character	This field stores the additional instructions that is provided to follow while performing a step.	You can enter additional instructions that need to be followed by the operators while performing the step. The text can contain containing a maximum of 500 characters. The additional instructions appear in the step details page of the Rounds Pro mobile application.
FILE	Character	This field allows you to attach a file to link to the step.	This field appears in the Add Reference Document window when you select the FILE option. Select to browse and select a file, to link to the step as a reference document. You can link the following file types: .pdf .bmp .txt .jpg .jpeg .png
HYPERLINK	Character	This field allows you to enter the URL of the hyperlink to reference in the step.	This field appears in the Add Reference Document window when you select the HYPERLINK option. Add the URL of the hyperlink that you want to reference in the step.
NAME	Character	This field stores the name of the reference document.	The name entered in the REFERENCE DOCUMENT NAME field when you add a document or a hyperlink to the step.
PHOTO	Image	Displays small image of the photo attached to the step.	You can attach a maximum of one photo to the step to provide more information related the step.
TOTAL KB	Numeric	This field stores the size of the attached document.	None
REFERENCE DOCUMENT NAME	Character	This field allows you to enter the name of the reference document.	Enter a name for the reference document or hyperlink that you want to add to the step.
TYPE	Character	This field stores the type of the reference document linked to the step.	One of the following values is displayed based on the document type: .pdf .doc Image Hyperlink

Plan Route Records

Plan Route records store details about how the route is scheduled to be performed and completed for the assets. This topic provides a list and description of the fields that exist for the Plan Routes family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTIVATE ROUTE	Button	Create or update a route instance as per the defined schedule.	Enable the button to create a route instance at the scheduled time. If the button is disabled, then route instances are not generated based on the defined schedule. Disable the button to delete the schedule defined to create the route instances. Note: You can enable or disable this button only if a schedule is defined.
Adjust for Daylight Saving Time	Character	Adjust the schedule for Daylight Saving Time (DST).	For schedules that are set to recur every certain number of hours or minutes after the specified Start time, for time zones that use Daylight Saving Time (DST), you can specify whether you want the schedule to adjust for DST automatically. Select the check box to adjust the schedule for daylight savings so that the Route will be due at the same time of day whether or not DST is in effect. If you do not select this option, the Route will be due at the actual time as per the increment defined, whether or not DST is in effect.
APPLY SCHEDULE	Character	Create or modify a job schedule that is defined for the route.	Select the button to create or modify the job schedule as per the time and date defined in the Edit Schedule window. The details of the schedule appear in the SCHEDULE SUMMARY box.
ASSIGN TO	Character	Name of the person or team responsible for ensuring the route is completed.	Enter the name of the person or the team who would be responsible for ensuring the Route is completed. You can enter the characters to search for the names. After you select the field, the names of the users and teams appear in the list. After you start entering the characters, the search results appear in a drop-down list. At a given time, a maximum of 50 names appear in the drop-down list. When you scroll down to the last name in the list the next 50 names get added to the drop-down. Selecting the name displays the name as a chip in the box. You can add only one name at a time to the box. After four rows of names appear in the box, you can scroll down to move to the next row that is added when you select additional names. The name that is added in the box does not appear in the drop-down list during the next search. Note: Select in the chip to delete a name appearing in the box. This field is applicable for both the Route Master and Route Instance. The summary of the users or teams assigned appear in the ASSIGNED TO column in the Route Masters page. Select Save, to save the changes to the database.
BASIS FOR OCCURRENCE	Character	The source of occurrence of the route.	This field contains the following values: EAM: Select this option if the basis of occurrence is EAM. Schedule: Select this option to enable scheduling a job to create route instances.
COMPLIANCE HORIZON	Numeric	The frequency based on which the route must be completed.	Enter the number to specify the frequency in time units, such as days, weeks, and so on, based on which the route instance must be completed. Note: The time units values are supported by the MI_TIME_UNITS table, which you can configure with the additional values as needed.
COMPLIANCE HORIZON INTERVAL	Character	Interval within which the route instance must be completed.	This field contains the time units to measure the frequency based on which the route instance must be completed. The values can include the following: Days Weeks Years Note: The time units values are supported by the MI_TIME_UNITS table, which you can configure with the additional values as needed.
COMPLIANCE TRACKING	Button	Track a job scheduled on a route for compliance.	Enable the button to activate compliance tracking for a schedule on a route. If the button is disabled, then the compliance is not tracked for a defined schedule. You can enable this button only if : A schedule is defined for a Route. The schedule is activated to generate route instances. Compliance Horizon and Compliance Horizon Interval values are entered. Whenever an instance is created on a route master, the instance must be completed within the defined compliance interval. For example, if you enter 1 in the Compliance Horizon field and select week in the Compliance Horizon Interval drop-down list, whenever an instance is created on this route master, it needs to be completed withing 1 week of creation. If compliance is turned off, the instances that are created before disabling the compliance are still tracked for compliance and the due date in the Open Instances page appears in red if the next due date is past the compliance date.
EAM REFERENCE NUMBER	Numeric	Number associated with the route.	This field is enabled if you have selected EAM in the BASIS FOR OCCURRENCE field. This is a unique number. You can manually populate this number.
EDIT SCHEDULE	Character	The schedule by which you want to take readings for this Route.	When you select Schedule in the drop-down list, the Edit Schedule option appears. Select Edit Schedule. The Edit Schedule window appears which allows you to define the schedule to generate route instances from an associated route.
END	Character	The date or time until when the schedule is active and allows generation of route instances.	This field contains the following values: Time & Date After Never The end date is the last date when a route instance can be generated from the defined schedule. After this date, the schedule does not trigger the creation of route instances. For example, if the Start time is January 1, 2021 and the end time is December 31, 2021, this means that for the schedule that gets executed daily at 8:00 A.M, instances are generated only during the year 2021. Note: The start and end dates determine the period during which the route instances can be created, and not when they can be executed.
EVERY	Character	The frequency at which the route schedule recurs.	You can select the duration from the following values: Minutes Hours Days Weeks Months Years By default, the frequency is set to minutes. The route is scheduled to recur at the selected duration and at the defined frequency from the Start time.
FLOC EQUIP REF	Character	The number associated with the equipment.	This is a unique alphanumeric number. You can enter this number based on the functional location of the equipment.
FLOC EQUIP STATUS	Character	Indicates the status of the equipment.	You can select the equipment status from the following values: Out of Service: Select this option if the equipment is not working properly. Online: Select this option if the equipment is being used for the production. Available: Select this option if the equipment is available in the stock and you can use it whenever needed. Note: This field is supported by the FLOC_EQUIPMENT_STATUS table, which you can configure with the additional values as needed.
FREQUENCY	Numeric	The duration at which a route schedule recurs.	You can enter a number for the duration at which a route schedule recurs. Note: The value should be greater than or equal to one. You must provide values in both the fields, Frequency and Frequency Interval , if needed.
FREQUENCY INTERVAL	Character	The time unit to measure the duration at which the route schedule recurs.	You can select the time unit from the following values: Minutes Hours Days Weeks Months Years Note: You must provide values in both the fields, Frequency and Frequency Interval , if needed.
ROUTE DESCRIPTION	Character	A description of the route.	In this box, you can enter a description of the action which users will be completing when they enter readings for the Steps included in the route. For example, Pump Check, Vibration Check, or Temperature Check.
ROUTE FREQUENCY	Character	Frequency at which the route must be carried out.	This field contains the following values: Hourly Weekly Monthly
ROUTE INSTANCE	Button	Creates a Route Instance with the selected list of assets and steps.	Select this button to create a Route Instance with the selected list of steps and assets. The created route instance appears in the Open Instances page.
ROUTE INSTANCE DESCRIPTION	Character	A description of the route instance.	In this box, you can enter a description of the instance which users will be completing when they enter readings for the Steps included in the ad-hoc route instance.
ROUTE INSTANCE NAME	Character	The name of the route instance.	You can enter a unique alphanumeric name that you want to assign to the route instance. This is a required field.
ROUTE MASTER	Button	Creates a Route with the selected list of assets and steps.	Select this button to create a Route with the selected list of steps and assets. The created route appears in the Route Masters page.
ROUTE NAME	Character	The name of the route.	You can enter a unique alphanumeric name that you want to assign to the route. This is a required field.
SCHEDULE SUMMARY	Character	Summary of the job schedule created to generate route instances from a route.	The details that are entered and saved in the Edit Schedule window appear in the form of a summary. Select to modify the schedule details from the Edit Schedule window. After saving the changes, the modified summary appears. Select to delete the scheduled job. The schedule summary is removed from the box.
START	Date	The date or time when the schedule becomes active and allows generation of route instances.	The Start date is the date when the schedule becomes active. The Start date is the date when the schedule becomes active and route instance can be generated from the defined schedule. This date, along with the end date, if defined, creates a period when the schedule definition is active for the route master and allows the creation of route instances. For example, if the Start time is January 1, 2021 and the end time is December 31, 2021, this means that for the schedule that gets executed daily at 8:00 A.M, instances are generated only during the year 2021. Note: The start and end dates determine the period during which the route instances can be created, and not when they can be executed.
TIMEZONE	Character	The timezone in which the route schedule is activated when it is due.	The schedules that you define include a specific time zone. The Route will become due at the specified time in that time zone, irrespective of the time zone of the logged in user. For example, if you set a Route to be due at 8:00 A.M. every day in Eastern Standard Time, the Route would be due at 5:00 A.M. every day in Pacific Standard Time.

Route Preview Records

Route Preview records store details about the list of assets and associated steps included in a route. This topic provides a list and description of the fields that exist for the Route Preview Records family. The information in the table reflects the baseline state and behaviour of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ADDITIONAL INSTRUCTIONS	Character	Displays the additional instructions included for the step with text, and small images of the photos attached, if any.	This section does not appear if the step does not include additional instructions or an attached image.
ASSET NAME	Character	Name of the asset included in the route.	The asset name is displayed with the name of the parent asset, and Asset ID in the grey box. You can expand or collapse each Asset row to view or hide the list of steps assigned to the route.
CONDITIONALS	Character	Displays the condition to be met for the conditional step to be activated and the number of conditional steps included within the primary step.	If the current reading value recorded for the primary step meets the condition specified, then the term CONDITIONAL STEP appears in red along with the condition specified for the conditional step to be activated. Expand Conditionals to view the conditional steps included for a step.
MAIN STEPS	Character	List of the steps assigned under each asset.	Displays the list of steps associated with the asset. For example, Pump Check, Vibration Check, or Temperature Check. Select the step for which you want to view the attached list of reference documents, conditional steps, and additional instructions, if any.
REFERENCE DOCUMENTS	Character	Displays the reference documents that are linked to a step included in a route.	Select the hyperlinks to access the attached documents.

Route Masters Records

Route masters records store details about routes available in the route masters. This topic provides a list and description of the fields that exist for the Route Masters family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION	Drop-down menu	Displays the options to perform specific actions from the Route Masters page.	The drop-down list displays the following options: Download to .csv
ASSIGNED TO	Character	Summary of the users and teams to which the route is assigned.	This field displays a summary of the users and teams to which the route is assigned. Click the summary link to view a detailed list of the individuals or the teams in alphabetical order. Note: You cannot sort or filter data in this column.
BASIS FOR OCCURRENCE	Character	The source of occurrence of the route.	This field contains the following values: EAM: The value is EAM if EAM is selected in the Plan Routes section after you create a schedule. Schedule: The value is Schedule if Schedule is selected in the Plan Routes section after you create a schedule. Note: This value appears by default. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
DUE DATE	Numeric	The earliest due date among all the next due dates specified for all the instances	This field displays the earliest date that is calculated using the compliance setup duration and the instance creation date. The date appears only when the Compliance Tracking button is enabled in the Plan Routes section after you create a schedule. For example, if you enter `1` in the Compliance Horizon box, select Week from the Compliance Horizon Interval drop-down list, and create an instance every week for two months, then the due date is calculated by adding the creation date of the instance to 1 week. Similarly, the due date is calculated for all the instances and the earliest date is displayed here. The due date (which is the compliance date) appears in red if the instance has not met compliance by that date. Note: You cannot sort or filter data in this column.
EAM REFERENCE NUMBER	Character	The Number associated with the route.	This field is enabled if you have selected EAM in the BASIS FOR OCCURRENCE field. This is a unique number. You can manually populate this number. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
ENTITY KEY	Numeric	A unique number associated with the route.	This key is generated automatically when you create a route. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FLOC EQUIP REF	Character	Number associated with the equipment.	This is a unique alphanumeric number. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FLOC EQUIP STATUS	Character	Indicates the status of the equipment	This field displays one of the following values: Out of Service: The value is Out of Service if the equipment is not working properly. Online: The value is Online if the equipment is being used for the production Available: The value is Available if the equipment is available in the stock and you can use it whenever needed. Note: This field is supported by the FLOC_EQUIPMENT_STATUS table, which you can configure with the additional values as needed. This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FREQUENCY	Numeric	The duration at which a route schedule recurs.	This field displays a number for the duration at which a route schedule recurs. Note: The value should be greater than or equal to one. This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FREQUENCY INTERVAL	Character	The time unit to measure the duration at which the route schedule recurs.	This field displays one of the following values: Minutes Hours Days Weeks Months Years Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
IS ACTIVE?	Character	Indicates if the Route is active after the job schedule was created.	This field displays one of the following values: Yes: The value is Yes if the Activate Route button is enabled in the Plan Routes section after you create a schedule. No: The value is No if the Activate Route button is disabled in the Plan Routes section after you create a schedule.
LAST DATE	Numeric	The last date by when the route must be completed.	The date by when the latest instance was completed and checked-in on the route master.
LOCATION	Character	The physical location where the routes need to be performed.	This field displays the physical location of the plant with the assets where the routes need to be performed.
NEXT DATE	Numeric	The date when you must complete the route next based on the route schedule.	If the route does not have a schedule set, then the next date is the earliest date among all the next due date values specified for all the instances of the route master. After the scheduled job is created and a Route Instance is added, the next due date must be calculated to reflect in the Route Master. The column appears by default. However, the value appears in the column only if a schedule is created for the route and the value in the IS ACTIVE field is Yes.
ROUTE NAME	Character	The name of the route.	This is the name assigned when the route is created.
ROUTE SIZE	Numeric	Total size of the route including all the steps and attached reference documents.	Note: This information does not appear on a small screen device.
STEP COUNT	Numeric	Number of primary steps associated with the route.	This field displays a count of the primary steps that are added to the route. The count does not include the conditional steps.

Route Instance Records on Web Application

Route instance records on the Open Instances page and Instance History pages store details about the routes included for an asset. This topic provides a list and description of the fields that exist for the Route Instance Records family. The information in the table reflects the baseline state and behaviour of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ASSIGNED TO	Character	Name of the person or team responsible for ensuring the route is completed.	This field displays the name of the person or the team who would be responsible for ensuring the route is completed.
CHECKED IN BY	Character	Name of the individual who has checked in the route instance.	None
CHECKED IN DTTM	Character	Date and time when the route instance was checked in.	None
CHECKED OUT BY	Character	Name of the individual who has checked out the route instance.	This field displays the name of the individual who has checked out the route instance.
CHECKED OUT DTTM	Character	Date and time when the route instance was checked out.	None
CREATED BY	Character	The user who has created the route.	None
CREATED DTTM	Character	Date and time when the route instance was created.	None
DUE DATE	Character	Date by when the route must be completed.	If the route master has an active schedule with compliance turned on, and Compliance Horizon and Compliance Horizon Interval are defined, then whenever an instance is created on this route master, the instance must be completed within the defined compliance interval. The date appears in red indicating non-compliance if: The route instance has one or more steps that did not get completed by recording a reading, comment, or an action. The route instance was not checked in as finished prior to the compliance horizon date. If compliance tracking is turned off, the instances that are created before disabling compliance tracking are still tracked for compliance. The due date (which is the compliance date) appears in red if the instance has not met compliance by that date.
LAST UPDATED BY	Character	Name of the individual who last updated the route instance.	None
LAST UPDT DTTM	Character	Date and time when the route instance was last updated.	None
LOCATION	Character	The physical location where the routes need to be performed.	This field displays the physical location of the plant with the assets where the routes need to be performed.
NEXT DUE DATE	Numeric	The date when the next instance of the route will be generated if the route master corresponding to the instance has an active schedule.	If the route does not have a schedule set, then the due date is the earliest date among all the next due date values specified for all the steps in the route. After the scheduled job is created and a Route Instance is generated, the next due date is calculated and reflects on the route master. If the Route Master does not have an active schedule, then no value is displayed in this field. The column does not appear by default. Note: You can select this column using the Column Chooser box in the Open Instances page, to see when the next route instance gets created. If compliance tracking is enabled, and the next due date exceeds the date by when the next instance must be generated, then the date appears in red.
ROUTE INSTANCE NAME	Character	Names of all route instances that have been generated from the routes in the route masters.	This field displays the name of the route that was assigned when the route was created.
ROUTE INSTANCE SIZE	Numeric	Size of the route.	This field displays the total size of the route including all the steps and attached reference documents.
STEPS COMPLETED	Numeric	The number of steps in the route that have been completed.	This field displays the number of steps completed out of the total number of steps assigned to the various assets included in the Route.
WO NUMBER	Alphanumeric	The work order number assigned to the route.	This field displays the alphanumeric work order number for the route. Note: You can specify a value for this field in the Open Instances page using the datasheet. In the Instance History page, this field cannot be edited.

Route Instance Details Records

Route Instance Details records store information about the steps that are included in a route instance. The Route Instance Details records appear when you expand the Routes on the Open Instances or Instance History pages on the web application. This topic provides a list and description of the fields that exist for the Route Instance Details family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION TAKEN	Character	The action values defined for the action category added to the step.	Displays the action picklist reading value recorded for a step in the Rounds Pro mobile app.
HAS HI	Character	Indicates if the step has a health indicator.	Displays one of the following values: Yes - if the step has a Health Indicator. No - if the step is not having a Health Indicator.
IS CONDITIONAL	Character	Indicates if the step is a conditional step.	Displays the value Yes if the step in the route will be triggered by a condition being met. Displays the value No if the step is not triggered due to any condition.
LAST DATE	Numeric	The last date by when the step must be completed.	None
READING	Numeric Character	The following parameters appear: The last reading that was recorded for the step. Message indicating if the step is conditional. Health indicator Type.	The readings appear based on the last reading that was collected using Rounds Pro mobile application and saved to the server. Alerts appear based on the limits and health indicators configured in the Rounds Designer for the Step. The minimum indicators configured are: Alert (Red) Warning (Yellow) Normal (Green)
RECOMMENDATION	Character	The recommendation added for the steps.	None
STEP NAME	Character	The name of the Step.	The name assigned when the step was created.
STEP TYPE	Character	The category to which the step belongs.	By default, this field has the value Measurement Location.

Steps Page Records

Step records on the Steps page store details about Steps that are generated using the Rounds Designer. This topic provides a list and description of the fields that exist for the Step family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ASSET	Character	The name of the asset associated with the step.	This field displays the name of the asset to which the step is associated.
HAS HI	Character	Indicates if the step has a health indicator.	Displays one of the following values: Yes - if the step has a Health Indicator. No - if the step is not having a Health Indicator.
HAS SCHEDULE	Character	Displays if a step has a scheduled date.	Displays one of the following values: Yes - if the step has a next date schedule. No - if the step is not having a schedule.
INTERVAL	Character	Displays the frequency at which the Step is carried out.	None
INTERVAL UNITS	Character	Displays the frequency measurement unit at which the Step is carried out.	This field is read-only and contains the following values: Days Weeks Months
LAST DATE	Numeric	The last date by when the step must be completed.	None
LAST READING	Character	The last reading that was recorded for the step.	The readings appear based on the last reading that was collected using the Rounds Pro mobile application and saved to the server.
NEXT DATE	Numeric	The date when you must complete the step next based on the route schedule.	None
PHOTO EVIDENCE	Image	Displays a thumbnail image and a number to indicate the number of photos that are attached to the steps.	When you attach photos to a step in the step details page of the Rounds Pro mobile application, this field displays the indication of the presence and number of photos attached to the step. You can select the thumbnail to enlarge the image or download the image to the local database.
ROUTE	Character	The name of the route.	The name assigned when the route was created.
STEP NAME	Character	The name of the Step.	The name assigned when the step was created.
STEP TYPE	Character	The category to which the step belongs.	By default, this field has the value Measurement Location.

Route Masters Records on Rounds Pro Mobile App

Route Masters records on Rounds Pro mobile app store details about routes available in the Route Masters. This topic provides a list and description of the fields that exist for the Route Masters family for Rounds Pro mobile app. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
DUE DATE	Numeric	The earliest due date among all the next due dates specified for all the instances	This field displays the earliest date that is calculated using the compliance setup duration and the instance creation date. For example, if you enter `1` in the Compliance Horizon field, select week from the Compliance Horizon Interval drop-down list, and you create an instance every week for two months, then the due date is calculated by adding the creation date of the instance to 1 week. Similarly, the due date is calculated for all the instances and the earliest date is displayed here. The due date (which is the compliance date) appears in red if the instance has not met compliance by that date. This field displays the date only when the Compliance Tracking button is enabled in the Plan Routes section of Rounds Designer after you create a schedule. Else, the next due date is displayed, which is the date when the next instance gets created if a schedule is available.
EAM REFERENCE NUMBER	Character	Number associated with the route.	This field is enabled if you have selected EAM in the BASIS FOR OCCURRENCE field. This is a unique number. You can manually populate this number. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FLOC EQUIPMENT REF NUMBER	Character	Number associated with the equipment.	This is a unique alphanumeric number. Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FLOC EQUIPMENT STATUS	Character	Indicates the status of the equipment	This field displays one of the following values: Out of Service: The value is Out of Service if the equipment is not working properly. Online: The value is Online if the equipment is being used for the production Available: The value is Available if the equipment is available in the stock and you can use it whenever needed. Note: This field is supported by the FLOC_EQUIPMENT_STATUS table, which you can configure with the additional values as needed. This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FREQUENCY	Numeric	The duration at which a route schedule recurs.	This field displays a number for the duration at which a route schedule recurs. Note: The value should be greater than or equal to one. This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
FREQUENCY INTERVAL	Character	The time unit to measure the duration at which the route schedule recurs.	This field displays one of the following values: Minutes Hours Days Weeks Months Years Note: This column does not appear by default. To select this column, use the Column Chooser box in the Route Masters page.
LAST DONE DATE	Numeric	The last date by when the route must be completed.	The date by when the latest instance was completed and checked-in on the route master. Note: This field does not appear on a small screen device by default. However, you can view this field after you check-in the route instance using the My Routes tab on the device.
NEXT DUE DATE	Numeric	The date when you must complete the route next based on the route schedule.	If the route does not have a schedule set, then the due date is the earliest date among all the next due date values specified for all the steps in the route. After the scheduled job is created and a Route Instance is added, the next due date must be calculated to reflect on the route master.
ROUTE NAME	Character	The name of the route.	This is the name assigned when the route is created.
ROUTE SIZE	Numeric	Total size of the route including all the steps and attached reference documents.	Note: This information does not appear on a small screen device.
STATUS	Character	Indicates if you have added the route to the My Routes list.	You can add the route to the list if it has not been added.
STEP COUNT	Numeric	Number of steps assigned with the route.	None

Route Instance Records on Rounds Pro Mobile App

Route instance records on Rounds Pro mobile app store details about the routes included for an asset . This topic provides a list and description of the fields that exist for the Route Instance Records family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION	Character	Indicates the action you can take on the route instance.	This field contains the following values: Check Out: Route instance is new or is not checked out by you. Check In: Route instance is checked out to you. Offline: Route instance that is checked out by you and appears when the network is unavailable. <Individual name>: Name of the user who has checked out the route instance. Sync: The Route is checked out but not downloaded to the device. The Route is downloaded successfully to one device, and when you try to access the Route from another mobile device, the Action field displays a Sync option and an Out of Sync indication. Select Sync to download the route to the new mobile device. Deleted by Admin: The route is deleted from the APM server. Select Remove from Device to remove the route instance from the mobile device.
DUE DATE	Numeric	Date by when the route must be completed.	If the route master has an active schedule with compliance turned on, and Compliance Horizon and Compliance Horizon Interval are defined, whenever an instance is created on this route master, it needs to be completed within the defined interval. The due date (which is the compliance date) appears in red if the instance has not met compliance by that date. If compliance is turned off, the instances that are created before disabling the compliance, are still tracked for compliance and the due date (which is the compliance date) appears in red if the instance has not met compliance by that date. If compliance is turned on, the due date is displayed. Else, the next due date is displayed, which is the date when the next instance gets created if a schedule is available.
LAST DATE	Numeric	The last date by when the route must be completed.	The date by when the latest instance was completed and checked-in on the route master. Note: This field does not appear on a small screen device by default. However, you can view this field after you check-in the route instance using the My Routes tab on the device.
NEXT DUE DATE	Numeric	The date when you must complete the route next based on the route schedule.	If the route does not have a schedule set, then the due date is the earliest date among all the next due date values specified for all the instances. After the scheduled job is created and a Route Instance is added, the next due date must be calculated to reflect on the route master. This column does not appear by default. To select this column, use the Column Chooser box in the Open Instances page. If compliance tracking is enabled, and the next due date exceeds the date by which the next instance must be generated, then the date appears in red.
PROGRESS	Numeric	Percentage of completion of the steps in the route instance.	This value indicates the progress of the route completion based on the number of steps completed out of the total steps assigned to the route.
ROUTE NAME	Character	Names of all route instances that are assigned to you or the team to which you belong.	The name assigned to the route in the Rounds Designer appears in the field.
ROUTE SIZE	Alphanumeric	Size of the route.	This field displays the total size of the route including all the steps and attached reference documents. Note: This information does not appear on a small screen device.
STEP COUNT	Numeric	Number of steps assigned with the route.	This field displays the total number of steps assigned to various assets included in the route.
WO NUMBER	Alphanumeric	The work order number assigned to the route.	In this box, you can enter the alphanumeric work order number for the route, only if the route is checked out to you. If the route is not checked out to you or is checked out to another individual, this field is not enabled to edit. Note: This information does not appear on a small screen device.

Route Instance Details Records on Rounds Pro Mobile App

Route Instance Details records on Rounds Pro mobile app store information about the route instances assigned to you or your team and included for an asset. This topic provides a list and description of the fields that exist for the Route Instance Details records family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ASSET NAME	Character	Name of the asset included in the route instance.	The asset name title displays the name of the parent asset, Asset ID, and the text indication of the number of steps in progress out of the total steps linked to the asset, for example 1 of 8 Steps.
CONDITIONAL STEPS	Character	Displays the condition to be met for the conditional step to be activated.	If the current reading value recorded for the primary step meets the condition specified then the term CONDITIONAL STEPS appears in red along with the condition specified for the conditional step to be activated.
HEALTH INDICATOR MESSAGES	Character	Displays the health indicator messages.	When you enter one of the defined limit values, health indicator messages appear based on the health indicator messages configured in the Rounds Designer for the Step.
HEALTH INDICATOR TYPE	Character	Displays health indicators with the appropriate color code.	When you enter one of the defined limit values, an alert appears based on the limits and health indicators configured in the Rounds Designer for the Step. The minimum indicators configured are: Alert (Red) Warning (Yellow) Normal (Green) More indicators can appear based on the configuration.
LAST READING	Numeric Character	The following parameters appear: The last reading that was recorded for the step. Message indicating if the step is conditional. Health indicator. Health indicator messages.	You can enter the current readings for the step based on data type assigned to the field: For a numeric step, you can enter numbers and decimal. For a character step, you can enter a character string. For a picklist, you can select the values assigned to the picklist that appear in the drop-down list. Note: You can clear the selected value and assign another value from the drop-down list before you check in the changes. The value that you enter is recorded for a step as the reading value and saved to the mobile database. After you check in the changes, the values are saved to the server and cleared from the field. Note: You cannot enter data that is not appropriate for the data type specified for the field.
ROUTE NAME	Character	Name of route whose instance is open.	The route instance title displays the name of the route instance that is accessed from the My Routes page. The name assigned to the route in the Create Route page in Rounds Pro appears in this field.
STEP NAME	Character	Name of step	The name assigned to the step in the Rounds Designer appears in the field.

Recommendation Records on Rounds Pro Mobile App

Recommendation records on Rounds Pro mobile app store information about the recommendation linked to an asset step. This topic provides a list and description of the fields that exist for the Recommendation Details records family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
Check In	Button	Allows you to check in the Route.	None
Create Stand Alone	Option	Allows you to create a standalone recommendation.	A standalone recommendation is not linked to the step or an asset.
CREATED BY	Character	The name of the Security User who was logged on to Rounds Pro mobile app when the recommendation was created.	This is the name of the person proposing the recommendation.
HEADLINE	Character	Displays a brief summary of the recommendation subject.	The text that appeared in the Headline cell when the Recommendation was saved on the mobile device.
PHOTOS	Image	Displays an indication of the presence of photos attached to the recommendation and the number of photos attached.	You can access the photos for the route that you access. Photos are downloaded to the device if the route is in progress.
STATUS	Character	The state of the recommendation.	Displays the status Created when the recommendation is created and saved.
TIMESTAMP	Date	The date and time on which the recommendation was created.	None

Recommendation Details Records on Rounds Pro Mobile App

Recommendation records on Rounds Pro mobile app store information about the recommendation linked to an asset step. This topic provides a list and description of the fields that exist for the Recommendation Details records family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
Add Picture	Image	Allows you to take a picture using your mobile device camera and attach the photo to the recommendation. For a device without a camera support, you can select the photos from the local database.	None
ASSET ID	Numeric	The ID of the Asset for which the recommendation is being made.	This is unique for a particular equipment. This field is auto-populated.
CREATE WORK REQUEST?	Radio buttons or Slider	Enables a work request.	You can select one of the following options: Yes: This option is selected by default. All the other Work request details are enabled. The work request is sent to the connected EAM system after the recommendation is saved to the APM database. No: Work request details are not enabled.
DESCRIPTION	Character	Details of the recommendation.	You can type in the description in the text box.
HEADLINE	Character	A brief summary of the recommendation subject.	None
PHOTOS	Image	Displays small images of the of the photos attached to the recommendation and the number of photos attached.	None
PRIORITY	Picklist	The priority of recommendation for implementation.	You can select a priority level from the picklist.
RECOMMENDATION ID	Character	A value that identifies the recommendation record.	This is a unique ID and is generated by the system.
STEP DESCRIPTION	Character	For recommendations, other than standalone recommendations created on a mobile device, this field is populated automatically with the value that is stored in the Step Description field of the Step for which the recommendation was created.	You cannot enter any values in this field. This field is auto-populated.

Step Details Records on Rounds Pro Mobile App

Step Details records on Rounds Pro mobile app store information about the step assigned to a route instance. This topic provides a list and description of the fields that exist for the Step Details records family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION	Character	The action values defined for the action category added to the step.	This field contains the values defined for the action category in the Actions section of the Picklist Management page in the Rounds Designer. Note: The Action picklist is available only if the related step has an Action Picklist and Action Values defined. You can select one value from the picklist. The value that you select is recorded for a step as the reading value and saved to the mobile database. After you check in the changes, the values are saved to the APM server and cleared from the field. The value that is checked in appears in the ACTION TAKEN column for the selected step in the Open Instances and Instance history page of the Web application.
ADDITIONAL INSTRUCTIONS	Character	This field displays additional instructions that are provided in the ADDITIONAL INSTRUCTIONS section of the Reference Documents page in the Rounds Designer. Below the ADDITIONAL INSTRUCTIONS section, a small image of the photo attached to the step appears.	This is a read-only field. You can view the additional instructions that are provided and need to be followed while performing the step. You can scroll down to access the photo attached to the step, if any. Note: When you check out a route instance, and if a step associated with the route instance has Additional Instructions and image attached, then you can access these details even when your mobile device is offline.
ATTACHMENTS	Image, PDF, Doc	Displays a list of reference documents attached to the step.	You can access the attached documents when the mobile device is online.
COMMENTS	Character	You can enter comments to add additional information about the step.	You can enter up to 1000 characters.
CONDITIONAL STEPS	Character	Displays the condition met that has activated the conditional step.	If the current reading value recorded for the primary step meets the condition specified then the term CONDITIONAL STEPS appears in red along with the condition specified for the conditional step to be activated in the step title.
HEALTH INDICATOR MESSAGES	Character	Displays the health indicator messages.	When you enter one of the defined limit values, health indicator messages appear based on the health indicator messages configured in the Rounds Designer for the Step.
HEALTH INDICATOR TYPE	Character	Displays health indicators with the appropriate color code.	When you enter one of the defined limit values, an alert appears based on the limits and health indicators configured in the Rounds Designer for the Step. The minimum indicators configured are: Alert (Red) Warning (Yellow) Normal (Green) More indicators can appear based on the configuration.
PHOTOS	Image	Displays small images of the photos attached to the step.	Select the image thumbnail to access the photos attached to the step of a route.
READING	Numeric Character	The following parameters appear: The last reading that was recorded for the step. Message indicating if the step is conditional. Health indicator. Health indicator messages.	You can enter the readings for the step based on data type assigned to the field: For a numeric step, you can enter numbers and decimal. For a character step, you can enter a character string. For a picklist, you can select the values assigned to the picklist that appear in the drop-down list. Note: You can clear the selected value and assign another value from the drop-down list before you check in the changes. The value that you enter is recorded for a step as the reading value and saved to the mobile database. After you check in the changes, the values are saved to the APM server and cleared from the field. Note: You cannot enter data that is not appropriate for the data type specified for the field.
READINGS HISTORY	Character	Displays the trend chart based on the values recorded for the Step.	The trend chart changes based on the edited or cleared readings.
RECOMMENDATIONS	Text	Displays the recommendation title and an option to create a recommendation.	Select to create a recommendation.
STEP NAME	Character	Name of step and the step title.	The step title displays the name of the parent asset for the step, the Asset ID, and the text indication of the relative step position under the asset, for example Step 2 of 8. The name assigned to the step in the Rounds Designer appears in the field.