Rounds Pro Mobile Tasks | On-Premises APM

Access the Route Masters on Rounds Pro mobile app

Procedure

Log in to the Rounds Pro mobile app.
Select the Route Masters tab.
The route masters page appears displaying the route details.
Note: Only the routes which have a minimum of one step and are assigned to you or the team to which you belong appear in the list.
Refresh the screen by swiping downwards. The routes displayed on the current screen are updated with the latest details. A maximum of 50 records are displayed on the screen at a given time. To refresh the screen, the mobile device must be connected to network.
To view the next set of route records, scroll down to the bottom of the screen and select LOAD MORE ITEMS. The next set of route records appear on the screen.
Note:
- You can sort, and show or hide the columns. You can also search for routes using the Search box.
- If the mobile device is connected to network, the search provides results from the server. Else, the search provides results from the local mobile database.

Access My Routes on Rounds Pro mobile app

Procedure

Log in to the Rounds Pro mobile app.
Select the My Routes tab.
A page appears, displaying the list of route instances assigned to you or the team to which you belong.
Note: Only the routes which have a minimum of one step and are assigned to you or the team to which you belong appear in the list.
Refresh the screen by swiping downwards. The routes displayed on the current screen are updated with the latest details. A maximum of 50 records are displayed on the screen at a given time. To refresh the screen network access must be available. To refresh the screen, the mobile device must be connected to network.
To view the next set of route records, scroll down to the bottom of the screen and select LOAD MORE ITEMS. The next set of route records appear on the screen.
Note:
- You can sort, and show or hide the columns. You can also search for routes using the Search box.
- If the mobile device is connected to network, the search provides results from the server. Else, the search provides results from the local mobile database.
As needed, enter values in the available fields.
Select Check Out, to download a route instance to your mobile device.
The selected route is downloaded to your mobile device and appears checked out to you. The Status column now displays the value Check In. The Route name is highlighted in blue and appears as a link. You can now select the route name to access the instance details.
Note:
- If the route does not get downloaded successfully a message appears indicating if the route is assigned to another individual.
- If the route is downloaded successfully to your device, and 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.
- Multiple users from the same team to which the route is assigned can download a single route instance to the mobile device. This route instance will not be available for other users to download.
- If a route is deleted from the APM server, the ACTION column displays the status as Deleted by Admin in the mobile page for the corresponding route.
Alternatively, select Check In to save the changes made to the route on your mobile device to the database.
The Check In As window appears.
Select one of the options:
- Finished: Select this option if you have completed collecting the route information. The completed route is uploaded to the APM server and is removed from the My Routes page on the Rounds Pro mobile app.
- In Progress: Select this option if you want to continue to collect the route information. The partially collected route information is uploaded to the APM server and the route continues to appear in the Open Instances page or My Routes page on the Rounds Pro mobile app and can be checked out again.
Note:
- The route instance check-out or check-in functions work only when the mobile device is connected to a wireless network.
- Multiple users can check in their instance of the completed route instance.
- When you select Check In, you are taken to the My Routes tab where the route is uploaded in batches. Notifications that indicate completion of different steps in the process appear on the screen. The route that is being checked in will be locked and cannot be accessed until the check-in process is complete. However, you can access route instances that are already checked out. A confirmation message is displayed after the route is checked in.
- Instances that have been checked in during progress must be checked out again if data needs to be recorded on that instance again.
The collected readings information and the route instance information is uploaded to the APM server.
A confirmation message appears indicating that the route was uploaded to the APM server successfully.

Results

To collect data for route instances, you must access the routes using your mobile device. You can access the routes that are created in the Rounds Designer and assigned to you or your team using the Rounds Pro mobile app on your mobile device.

Add Routes to My Routes

Procedure

Log in to Rounds Pro mobile app.
Access the Route Masters on Rounds Pro mobile app.
A page appears, displaying a list of routes.
In the STATUS column, select Add to My Routes.
After the action is completed successfully, a success message appears and the status in the column changes to Added. An instance of the selected route appears in the My Routes list.

Results

To work on routes for an asset you must be able to check out the routes and record data. For this, you must add the routes to My Routes.

Access the Route Instance Details on Rounds Pro mobile app

Procedure

Log in to the Rounds Pro mobile app.
Select My Routes.
A page appears, displaying the list of route instances assigned to you or the team to which you belong.
Select the route name for which you want to access the details.
The Route Steps page appears, displaying the list of the assets and steps including conditional steps in the route. The page also displays the name of the route, list of the assets with the asset description and ID, and an indicator of the number of steps complete out of the total steps linked to the asset.
Note:
- All the steps in the route appear displaying the same status as they were in when the instance was generated including the readings collected for the steps.
- Scroll down the route to access the asset steps you want to work on.
- Enter the needed characters in the Search box to search for a specific step or an asset.
Expand the asset row to view the steps linked to the asset.
All the steps including conditional steps in the route appear displaying the same status as they were in when the instance was generated including the readings collected for the steps.
Expand Conditional Steps to view the conditional steps included for a step.
As needed, enter values in the available fields.
The values entered in the box are successfully saved to the mobile database and a appears corresponding to the step name.
If a step with a condition is met, the term CONDITIONAL STEP appears in red along with the condition specified for the step. The step(s) that are activated through that conditional appear under the step with the condition. The count of steps under the asset increases to include the additional step(s) that have been activated by the condition. The count of steps in the progress bar increases based on the steps completed out of steps available.
Note:
- If the values are edited or deleted, the readings are deleted from the mobile database and the disappears. The readings are saved again after the new values are entered.
- As the values are saved to the mobile database, the number of completed steps out of the total steps in the route that is displayed on the page also gets incremented.
- The date and time on the mobile are displayed in the device user's timezone before the readings are saved to the database.
Select Check In to check in the route to the APM database.
The Check In As window appears.
Select one of the options:
- Finished: Select this option if you have completed collecting the route information. The completed route is uploaded to the APM server and does not appear in the My Routes section on the Rounds Pro mobile app.
- In Progress: Select this option if you want to continue to collect the route information. The partially collected route information is uploaded to the APM server and the route continues to appear in the Open Instances page or My Routes section on the Rounds Pro mobile app and can be checked out again.
Note:
- The route instance check-out or check-in functions work only when the mobile device is connected to a wireless network.
- Multiple users can check in their instance of the completed route instance.
The collected readings information and the route instance information is uploaded to the APM server.
A confirmation message appears indicating that the route was uploaded to the APM server successfully.

Access the Step Details on Rounds Pro mobile app

Procedure

Access My Routes on Rounds Pro mobile app.
Select the route name for which you want to access the details.
The Route Steps page appears, displaying the list of the assets and steps in the route.
Note:
- All the steps in the route appear displaying the same status as they were when the instance was generated, including the readings collected for the steps.
- Scroll down the route to access the asset steps you want to work on.
- Enter the needed characters in the Search box to search for a specific step or an asset.
Expand the asset row and select the step name linked to the asset for which you want to access the details.
A page appears displaying the step details including conditional steps if any. 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.
Expand Conditional Steps to view the conditional steps included for the step.
As needed, enter values in the available fields.
The values entered in the box are successfully saved to the mobile database and a appears corresponding to the step name.
When you enter one of the defined limit values, an alert appears in the title of the Step Details page based on the limits and health indicators configured in the Rounds Designer for the Step.
The Reading History section initially displays a trend chart with a plot based on the last 14 recorded values for the step. After a new reading is entered for the step, the chart changes to include that reading, displaying a total of 15 readings on the trend chart.
If a condition is met, the term CONDITIONAL STEP appears in red along with the condition specified for the step in the title of the Step Details page. The Step(s) that are activated through that conditional appear under the primary step. The count of Steps in the title increases to include the additional Step(s) that have been activated by the condition. The count of Steps in the progress bar increases based on the Steps completed out of Steps available.
Note:
- If the values are edited or deleted, the readings are deleted from the mobile database and the disappears. The readings are saved again after the new values are entered. The trend chart changes based on the edited or cleared readings.
- In the trend chart, the x-axis represents the date on which the reading was taken. The y-axis is based on the unit of measure for the readings shown and is scaled appropriately. On the y-axis, the maximum and minimum values are set as per the readings that are included for the step. If a reading value matches a limit or an alert level, the point plotted for that reading appears in an appropriate colour. If the step has banded limits, then the y-axis appears in the appropriate colour based on those values.
- Select Previous Step or Next Step to access the details of the previous step or the next step in the route.
- Select All Steps to access the Route Steps page and check in the route instance.

Access a Recommendation on Rounds Pro mobile app

Procedure

Access My Routes on the Rounds Pro mobile app.
Select the route name for which you want to access the recommendations details.
In the page that appears, select Recommendations.
The Rounds Recommendation page appears, displaying the list of the assets and recommendations linked to the assets in the route.
Note:
- Scroll down the route to access the asset steps for which you want to access a recommendation.
- Enter the needed characters in the Search box to search for a specific recommendation.
Expand the asset row.
A page appears displaying information about the recommendations linked to the asset.
Select the recommendation for which you want to view the details.
The Recommendation Details page appears displaying information about the recommendation.
Note: As needed, modify the values in the available fields, and select Save.

Create a Recommendation on Rounds Pro mobile app

Procedure

Access the Step Details page on the Rounds Pro mobile app.
In the RECOMMENDATIONS title of the step details page that appears, select .
A page appears displaying the fields to create a new recommendation. The recommendation title indicates the recommendation type, such as Rounds Recommendation.
As needed, enter values in the available fields.
Select Save.
The recommendation is created and appears in the Recommendation list of the asset. Any pictures that are taken using Take Picture also appear as small images in the Photos section. The recommendation and the photos are saved to the device database.

Results

The newly added recommendation is saved to the APM database when you save the Step to which the recommendation is added.

Note: You can add a maximum of five photos to a recommendation. You can delete or add photos to an existing recommendation.

Capture or Attach an image for Step details in Rounds Pro mobile app

Before You Begin

To add an image to a step:

You must enable Allow Photos option in the Rounds Designer page of the web application.
Permission must be granted for the use of device camera to the Rounds Pro mobile app.

Procedure

Access My Routes on the Rounds Pro mobile app.
Select the route for which you want to add images.

The Route Steps page appears, displaying the list of the assets and steps in the route.
Expand the asset row and select the step linked to the asset for which you want to add images.
A page appears, displaying the step details with the available fields.
In the PHOTOS section, select .
A drop-down list appears, displaying Take Photo and Choose from Library.
Select Take Photo, capture an image, and then select Use Picture.

Tip: Select Retry to capture a new image.

The captured image appears in the PHOTOS section of the step details page.
Alternatively, select Choose from Library.
The device media library appears, displaying available images.
Select an image and select Upload.
The selected image appears in the PHOTOS section of the step details page.

Results

The image is attached to the step details of a route.

Note:

You can add a maximum of two photos to a step. After adding two photos, is disabled in the PHOTOS section.
Select to remove the image attached to a step.

Create a Standalone Recommendation on Rounds Pro mobile app

Procedure

Access My Routes on Rounds Pro mobile app.
Select the route for which you want to create a standalone recommendation.
In the page that appears, select Recommendations.
The Recommendations page appears.
Select Create Stand Alone.
A page appears displaying the fields to create a new recommendation. The recommendation title indicates the recommendation type, such as Rounds Recommendation.
As needed, enter values in the available fields.
Select Save.
The recommendation is created and appears in the Recommended Actions pane of the Actions Management module.

Delete a Recommendation on Rounds Pro mobile app

Procedure

Access the recommendation list for an asset on Rounds Pro mobile app.
Select the recommendation, which you want to delete.
A page appears, displaying the Recommendation details and options to modify the recommendation.
In the upper-right corner of the page, select .
A confirmation window appears, asking you to confirm if you want to delete the Recommendation.
Select CONTINUE.
A confirmation message appears, and the selected recommendation is removed from the list.
Note:
- You cannot delete recommendations that are already saved to the APM database.
- The step associated with the deleted recommendation does not get deleted.

Sort Data in a Column on Rounds Pro mobile app

Procedure

Access the Route Masters or My Routes page on the Rounds Pro mobile app.
A page appears, displaying a list of routes.
Select a column header, such as LOCATION.
The data in the column is sorted in a specific order. An arrow appears indicating the ascending or descending order.
Select the column header again to reverse the sort order.
The data in the column is sorted in the reverse order.

Results

You can sort the data in the columns in the Route Masters or My Routes page in an ascending or descending order to narrow the results.

Note:

The sort routes feature is available on large screen devices only.
The columns shown, columns order, and sort order are saved to the mobile database and are retained each time you access the My Routes page.

Show a Column on Rounds Pro mobile app

Procedure

Access the Route Masters or My Routes on Rounds Pro mobile app.
A page appears, displaying a list of routes.
From the Column Chooser box, select the check box next to the column that you want to view.
The selected column appears in the Route Masters or My Routes page. At a given time, a maximum of seven columns appear on the page.
Note:
- To reorder the columns on the page, drag the column header to the required position in the grid.
- To resize a column, drag the right-hand border of the column to the required width.
- The columns shown, columns order, sort order, and row filters settings are saved to the mobile database and are retained each time you access the My Routes page.

Results

You can show or hide multiple columns in the Route Masters or My Routes page in Rounds Pro mobile app.

Hide a Column on Rounds Pro mobile app

Procedure

Access the Route Masters or My Routes page on the Rounds Pro mobile app.
A page appears, displaying a list of routes.
From the Column Chooser box, clear the check box next to the column that you want to hide.
The selected column is removed from the Route Masters or My Routes page. At a given time, a maximum of seven columns appear on the page.
Note: You cannot hide the ROUTE NAME column.

Results

You can hide multiple columns in the Route Masters or My Routes page in the Rounds Pro mobile app.