Steps

About a Step

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. You can create a Step using the Rounds Designer page based on the Steps that are required to manage the health of an asset.
Note: Site functionality is not fully supported within Rounds Pro. Steps inherit the site for the Asset or FLOC that they are created under. If you do not have access to the assets due to a site access restriction, then any instances that you create from the web or from the mobile application will not contain those steps that exist under the specific assets. If you have a broader site access and create the instance, the steps will be part of the instance and all users will be able to see and update those steps in the Rounds Pro mobile app.

Access a Step

Procedure

  1. Access the Rounds Designer page.
  2. In the Asset Hierarchy, select the asset for which you want to view the routes.
    • To navigate to a child-level asset, expand the parent-level asset hierarchy.
    • To navigate to a measurement location, expand the child-level asset hierarchy.

    You can also type the name of the asset in the Search box.

    The datasheet for the selected asset appears, displaying the routes assigned to the asset and the steps associated with the assigned routes.
  3. In the Asset Hierarchy, under the selected asset, select the step whose details you want to view.
    You can also select the step you want in the associated steps section of the selected <Asset> workspace.
    Details of the selected Step appears in the workspace.
    Note: As needed, modify the values in the available fields, and then select .
    Tip:
    • : This icon corresponding to a step in the Asset hierarchy indicates that the step is associated with a Strategy action. To link a Strategy action to a Strategy step, and for the link to function correctly, you must be assigned to the MI Strategy User role along with the MI Rounds-Pro Admin role.
    • : This icon corresponding to a step in the Asset hierarchy indicates that the step is associated with a Step Template.
    • : This icon corresponding to a step in the Asset hierarchy indicates that the step is a standard step.

Create a Step

Procedure

  1. Access the Rounds Designer page.
  2. In the Assets hierarchy, select the asset for which you want to create and add a step.

    You can also type the name of the asset in the Search box.

    The datasheet for the selected asset appears, displaying the routes assigned to the asset and the steps associated with the assigned routes.
  3. Select .
    A workspace appears.
  4. Select Create New Step.
  5. As needed, enter values in the available fields.
    Note: If you provide the same name to a step as of an existing step under the same asset, an error message appears, and the button gets disabled.
  6. Select .
    The Step is created and appears under the asset.

Results

The newly added step is saved to the APM database. You can include the Step in multiple routes and can also add conditions to the Step if needed.

For more information, refer to the Create a Step Condition section of the documentation for instructions on how to create a condition for a Step.

Copy a Step

Procedure

  1. Access the Rounds Designer Page and select Assets.
    The list of available steps appears in the Assets section.
  2. Select the step that you want to copy.

    You can also type the name of the step in the Search box.

  3. Select .
    The Copy Step window appears.
  4. In the Step Name field, enter a name for the new step.
    Note: You must provide a unique name when you copy an existing step.
  5. Select Save.

Results

A copy of the selected step is created and appears highlighted in blue color in the Assets section.
Note:
  • You can copy only a standard step. You cannot copy a step that is associated with a template or a strategy.
  • When you copy a conditional step, the details available in the INFORMATION and the LIMITS sections are copied. The copy of the step does not include the details available in the CONDITIONAL STEPS section.

Create a Step From Template

Procedure

  1. Access the Rounds Designer page.
  2. In the Assets hierarchy, select the asset for which you want to create a step from a template.

    You can also type the name of the asset in the Search box.

    The datasheet for the selected asset appears, displaying the routes assigned to the asset and the steps associated with the assigned routes.
  3. Select .
    The following options appear:
    • Create New Step
    • Create Step From Template
  4. Select Create Step From Template.
    The Select Template(s) window appears.
  5. Select the required template.

    You can also type the name of the template in the Search box.

  6. Select Apply.
    The Step is created and appears under the asset.

Access Steps Page on Rounds Pro Manager

Procedure

  1. Access the Rounds Pro Manager page.
  2. Select Steps.
    A page appears, displaying information about the steps that are generated using the Rounds Designer page.
    Note: Select a step from the STEP NAME column to view the details of the step on the designer page.

Results

You can use the Steps page to access the steps that are generated using the Rounds Designer page. You can sort and filter steps columns to narrow the results. You can sort the data in the columns in an ascending or descending order or filter based on specific filter criteria. You can also show or hide columns in the page.

Delete a Step

Procedure

  1. Access the Rounds Designer Page and select Assets.
    The list of available steps appears in the Assets section.
  2. Select the step that you want to delete.

    You can also type the name of the step in the Search box.

  3. Select .
    Note: The is not enabled and you cannot delete the step, if the selected step is associated to a step strategy or if the step is a conditional step.
    A confirmation window appears indicating that the step will be removed from the parent asset and from any connected routes. You are prompted to confirm if you want to continue with the task.
  4. Select Ok.
    The selected step is deleted.

Results

The deleted step no longer appears under the asset and is removed from the database.

Delete Step on Rounds Pro Manager

Procedure

  1. Access the Steps page on Rounds Pro Manager.
  2. In the Steps section, select the check boxes corresponding to the steps listed in the STEP NAME column, which you want to delete.
  3. Select Actions and then from the drop-down list select Delete.
    A confirmation window appears, asking you to confirm if you want to delete the selected step.
  4. Select Delete.
    The selected step is deleted.

Results

The selected step is deleted from the Steps page of the Rounds Pro Manager. However, the step is retained in the APM database.