Routes

About Route Masters

The Route Masters is a master copy of all the routes that are created in the APM module.

The Route Masters section displays the available routes in a list with information about other attributes such as the location, step count, route size, the person to whom the route is assigned to, the route state, and more.

Using the Route Masters section, you can search in the database, for the routes that you want to view, filter the routes, or sort the routes. You can also select the columns that you want to view in the route masters section or drag and rearrange the order of the columns. You can create new routes, sequence the routes, assign routes to users and team, schedule routes, or create new instances of existing routes.

Access the Route Masters

Procedure

  1. Access the Rounds Pro Manager page.
  2. Select the Route Masters tab.
    The route masters section appears displaying information about the routes available in the route masters.

About a Route

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. A route can contain multiple steps for a single asset and even be duplicated within the same route and across multiple routes. After a route is created with the associated assets and steps, you can preview the route details in the Route Preview section.

Access a Route

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route that you want to view.
    A page appears, displaying the Select Steps, Sequence Route , and Plan Route sections.
    Note:
    • As needed, you can modify the steps of the route. The Information section details cannot be modified.
    • To create new route, refer Create a Route.
    • To edit and update a current route, you can access the route on the Route master details.
  2. In the Select Steps section, select the asset and the steps to add to the route, and then select .
    To navigate to a child-level asset, expand the parent-level asset hierarchy.

    Alternatively, in the Search box, type the asset name.

    The selected assets and steps appear in the Sequence Route section. The check box corresponding to the node of the selected asset and steps that are included in a route is coloured blue.
    Note: After the Sequence Route section is populated with the assets and steps, the check boxes in the Select Steps section are cleared of selection automatically.
  3. In the Sequence Route section, select corresponding to the steps or assets that you want to remove from the route.
    Note:
    • You can reorder the sequence of assets or steps assigned to a route in the Sequence Route section.
    • You can expand or collapse the assets to view or hide the assigned steps by selecting Expand All or Collapse All in the Sequence Route section. When the assets are collapsed, the total count of the steps associated with an asset is displayed in the asset row.
  4. In the Schedule section, as needed, enter values in the available fields.
  5. Select Save.
    The modified route is saved to the database.
    Note:
    • The Save button is enabled only when any changes are made to the route.
    • Route Instances that are in progress remain as they were created with the updated readings checked in.
    • You cannot save a route as a route instance if there are no steps added in the Sequence Route section.

Results

You can access a route and view the route details.

Create a Route

Procedure

  1. Access the Rounds Pro Manager page or Access the Rounds Designer page, and then select Create Route.
    The Route Creation page appears, displaying the sections where you can select steps, sequence routes, and plan routes.
  2. In the SELECT STEPS section, select the asset and the steps to add to the route, and then select .
    To navigate to a child-level asset, expand the parent-level asset hierarchy.

    Alternatively, in the Search box, type the asset name.

    The selected assets and steps appear in the SEQUENCE ROUTE section.
  3. In the SEQUENCE ROUTE section, select corresponding to the steps or assets that you want to remove from the route.
    If you select additional assets or steps from the Select Steps section and then select , the selected items get added after the existing items in the SEQUENCE ROUTE section.
    Note:
    • You can reorder the sequence of assets or steps assigned to a route in the SEQUENCE ROUTE section using the Drag-and-Drop method.
    • You can expand or collapse the assets to view or hide the assigned steps by selecting Expand All or Collapse All in the SEQUENCE ROUTE section. When the assets are collapsed, the total count of the steps associated with an asset is displayed in the asset row.
  4. In the PLAN ROUTE section, the Route Master option is selected by default. Enter values in the available fields.
  5. Select Create.
    The route is created and appears in the Route Masters list.

Results

The route with the steps can be carried out for recurring monitoring, inspection, and routine maintenance activities for one or more assets.
Note: You cannot save a route as a route instance if there are no steps added in the SEQUENCE ROUTE section.

Create a Route 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, for which you want to create a route.
  3. Select Actions and then from the drop-down list select Create Route.
    The Route Creation page appears displaying the selected steps in the SEQUENCE ROUTE section.
    Note:
    • To add more items, select additional assets or steps from the SELECT STEPS section and then select . The selected items get added after the existing items in the SEQUENCE ROUTE section.
    • In the SEQUENCE ROUTE section, select corresponding to the steps or assets that you want to remove from the route.
  4. In the PLAN ROUTE section, enter values in the available fields.
    Note: The Route Master option is selected by default.
  5. Select Create.
    The route is created and appears in the Route Masters list.

Results

The route with the steps can be carried out for recurring monitoring, inspection, and routine maintenance activities for one or more assets.

Access a Route Preview

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route for which you want to access the preview.
    The Route name page appears displaying two tabs: Route and Route Preview.
  2. Select Route Preview.
    The Route Preview section appears displaying information about the selected route.
    Note: The total count of the Assets, Main Steps, Conditional Steps, and References associated with the route is displayed.

Results

You can access a route preview and view the route details.
Note:
  • You cannot enter or edit any readings in the Route Preview.
  • The Route Preview tab will not be enabled if the route does not have any associated steps.

Assign a Route to a Team Member

About This Task

You must assign a Route to appropriate members or teams for the Route to be available to those users in Rounds Pro mobile app.

Note:
  • To assign a Route to users or teams, you must be a member of the MI Operator Rounds Administrator or MI Lubrication Management Administrator Security Group, a member of a Security Role that includes one of these groups (that is, MI Health Admin), or a Super User.
  • Routes can only be assigned to users or teams with access to Rounds Pro mobile app.
  • To enhance usability for data collectors, assign to users or teams only Routes that are relevant to those users or teams. In other words, it is not recommended to assign all Routes to all users or teams.
  • For the mobile devices with Windows operating systems, the Download Queries are used to assign users. By default, all Routes are available to all users.
    Note: Team assignments are not available on Windows Mobile Devices.

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route that you want to assign.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the PLAN ROUTE section, in the ASSIGN TO text box 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.
    Note: The name that is added in the box does not appear in the drop-down list during the next search.
  3. Optional: If you want to remove a Route assignment from a user or team, select in the chip with the name appearing in the box.

    The user or team that you selected is removed from the box.

  4. When you have finished assigning users or teams to the Route, select Save to save the Route changes to the database.
    The summary of the users or teams assigned appear in the ASSIGNED TO column in the Route Masters.

Create a Job Schedule for a Route

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route for which you want to create a job schedule.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the PLAN ROUTE section, in the BASIS OF OCCURENCE text box, from the drop-down list, select Schedule.
    The SCHEDULE SUMMARY box with the option to create schedule appears.
  3. Select Create Schedule.
    The Edit Schedule window appears.
  4. As needed, enter values in the available fields.
  5. Select Apply Schedule.

    The schedule information appears in the SCHEDULE SUMMARY window.

    Note:
    • 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.
  6. Select Save to save the route changes to the database.
    The route instances are generated for the route based on the schedule created.

Activate a Route

Before You Begin

  • Create and assign a route to users or teams.
  • Create a schedule for the route.

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route that you want to activate.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the PLAN ROUTE section, enable ACTIVATE ROUTE.
  3. Select Save.
    The route is now activated and is enabled to generate route instances at the scheduled time.
    Note:
    • The Save button is enabled only when any changes are made to the route.
    • You cannot activate a route if :
      • There are no steps added in the SEQUENCE ROUTE section.
      • If the route is not assigned to any users or teams.
      • If a schedule is not created for the route.

Results

You must activate a Route to enable it to generate route instances as per the job schedule created for the Route.

Specify a Schedule For Compliance Tracking

Before You Begin

  • Create and assign a route to users or teams.
  • Create a schedule for the route.
  • Activate the schedule.

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route for which you want to create a compliance schedule.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the PLAN ROUTE section, in the Schedule workspace, enable COMPLIANCE TRACKING.
    For more information on the available fields and descriptions, see Plan Route Records.
  3. In the COMPLIANCE HORIZON box, enter a number for the frequency at which the route must be completed.
  4. In the COMPLIANCE HORIZON INTERVAL box, specify the time unit, such as day, week, or year within which the route must be completed.
  5. Select Save.

Results

You must create a compliance schedule to track the readings on the Route Instances for compliance. The compliance tracking is enabled, and the route is tracked for completion within the due date. For example, if you enter 1 in the Compliance Horizon field and select week for 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. The dates in the DUE DATE and the NEXT DUE DATE columns in the Route Masters, Open Instances, and Instance History pages appear based on the compliance tracking results.

Reorder Assets within a Route

Before You Begin

The asset rows must be collapsed to enable the drag option to reorder the assets.

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route for which you want to reorder the assets.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the SEQUENCE ROUTE section, select in the asset header whose order you want to change.
  3. Drag the selected item to the required position within the list of assigned assets, and then drop it.

    While moving an asset to a new position, a blue border line with a blue background appears around the asset.

    The sequence of the asset is reordered.

    Note:
    • You cannot move assets to a position in between the steps of other assets.
    • Press Shift + Left-click using the mouse button to select all the steps within the asset and move the selected steps to the required position in between the steps of other assets.

Results

The sequence of the asset assigned to a route is reordered.

Reorder Steps within a Route

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route for which you want to reorder the steps.
    A page appears, displaying the SELECT STEPS, SEQUENCE ROUTE, and PLAN ROUTE sections.
  2. In the SEQUENCE ROUTE section, select in the step row associated with an asset whose order you want to change.
  3. Drag the selected item to the required location within the list of assigned assets or steps, and then drop it.

    When the step is dragged and positioned at a new location, a blue background appears behind the dragged item where the step can be dropped.

    The step is reordered.

Results

The sequence of the steps assigned to a route is reordered.
Note: When moving a step to a new location, it will carry the asset name with that step. A new asset header will be displayed if the asset of the selected step is different from the adjacent steps.

Export Route Masters to .CSV Format

Procedure

  1. Access the Route Masters.
  2. In the Actions drop-down list, select Download to .csv.
    Note: To export selected routes, select the check boxes corresponding to the routes listed in the ROUTE NAME column, which you want to export.
    The .CSV file is saved to the local computer.
  3. Select the file, and then select Open.
  4. Save the Excel file.

Results

The .CSV file contains all the routes or only the routes that were selected for export and are available on the current page. The file displays only the columns that are visible on the page.

Delete a Route

Procedure

  1. Access the Route Masters and then from the ROUTE NAME column, select the route that you want to delete.
    A page appears, displaying the Route details and options to modify the route.
  2. In the upper-right corner of the page, select .
    A confirmation dialog box appears, asking you to confirm if you want to delete the Route.
  3. Select CONTINUE.
    The selected route is removed from the Route Masters list.
    Note:
    • The steps associated with the deleted route do not get deleted. The route container that contained the assets and their order, along with related data such as assignments, descriptions, schedules, and other route specific fields is only deleted.
    • Readings that were recorded earlier for steps from past data collection continue to remain under the steps.
    • Deleting a route does not delete the generated instances.