Admin

About Application Settings

You can modify several settings of the Rounds solution to determine how the application behaves.

This section of the documentation addresses:
  • Accessing the Rounds Designer administration page.
  • Scheduling compliance tasks.
  • Mapping Lubrication Requirement priority values to colors.
  • Synchronizing route sequences.
  • Modifying default device settings.
  • Specifying whether the Asset ID or Entity ID is displayed in the workspace for a Route.

Access the Rounds Designer Administration Page

About This Task

Note: You can access the Rounds Designer administration page if you are a member of the MI Operator Rounds Administrator or the MI Lubrication Management Administrator Security Group.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Rounds Designer.
The Rounds Designer administration page appears, displaying the Compliance workspace.

Specify a Schedule For Compliance Tracking

About This Task

You can specify a schedule to track readings for compliance. If you choose to use compliance tracking, you should start the scheduled compliance task as soon as the Rounds module is deployed, and set it to run continuously as long as Routes are in use.

Procedure

  1. Access the Rounds Designer administration page.
  2. In the Compliance workspace, select Recurrence.
  3. In the Time Zone box, select the timezone for the schedule.
  4. In the Start box, specify the date on and time at which you want the first scheduled compliance task to occur.
  5. In the Every section, select the frequency at which you want the scheduled task to occur.
    Note: We recommended that you schedule the compliance task to run frequently (for example, every 15 minutes) to ensure that the status of Checkpoint tasks is kept up to date.
  6. In the End box, select Never.
  7. Select Save.

Modify the Lubrication Requirement Priority Mapping Values

You can map Lubrication Requirement priority values (stored in the system code table MI_LUBR_PRIORITY) to specific colors that are displayed when readings are collected for a Lubrication Requirement.

Procedure

  1. Access the Rounds Designer administration page.
  2. Select the Lubrication Priority Mapping tab.
    The Lubrication Priority Mapping workspace appears.
  3. Select priority values for each color.
    Note: Any Lubrication Requirement with a priority value not matching one of the three mapped values will display a Green priority indicator in Rounds Data Collection.
  4. Select Save.
    The priority value for each color is saved.

Results

When a Rounds Data Collection user selects a Lubrication Requirement on a Route, the priority and specified color are shown similar to the following image:

Schedule Route Sequence Synchronization

About This Task

Before generating Reports, Route Sequence Information records must be created or updated to reflect the order in which checkpoints are arranged within a route in Rounds Designer. Records are created or updated automatically when you select Save Route Sequence on a Route and after the Rounds Designer page has been closed. However, to ensure that the Route sequence stays updated for use in Reports, we recommend that you also schedule a synchronization to occur at least once a day.

Procedure

  1. Access the Rounds Designer administration page.
  2. Select the Route Sequencing tab.
    The Route Sequencing workspace appears.
  3. Select Recurrence.
  4. In the Time Zone box, select the timezone for the schedule.
  5. In the Start box, specify the date on and time at which you want the Route sequence synchronization to occur.
  6. In the Every section, select the frequency at which you want the Route sequence synchronization to occur.
    Note: We recommend that you schedule the synchronization to occur once a day.
  7. In the End box, select Never.
  8. Select Save.
    The schedule is saved.

Specify Default Device Settings

About This Task

You can specify the device settings that will be used by default for new Rounds Data Collection users. Super Users can also choose to update the device settings for all Rounds Data Collection users, thereby overwriting any settings specified by individual users. Individual users, however, may modify their device settings at any time.

Procedure

  1. Access the Rounds Designer administration page.
  2. Select the Default Device Settings tab.
    The Default Device Settings workspace appears.
  3. In the Download Horizon box, specify the amount of time before a Route or Checkpoint is due that it should be downloaded to a device.
    Tip: If you anticipate that devices will be disconnected from a network for extended periods of time, increase the Download Horizon. This will enable users to access the Routes that will become due during the period that the device is disconnected.
  4. In the Sync Interval box, specify the frequency at which the information downloaded to a device should be synchronized with the APM database when the device is connected to a network. This results both in data from the device being uploaded to the database and in changes made in Rounds Designer being reflected in Rounds Data Collection.
    Tip: You may want to increase the Sync Interval to reduce network traffic when devices are connected to a network or, if the mobile devices that will be used are subject to slow connection speeds (for example, if they use cellphone connections), it may take several minutes to download all the data. In this scenario, we recommend that you increase the Sync Interval, since a Sync Interval as brief as one minute may result in devices attempting to synchronize continuously.
  5. In the Batch Upload Size (# Readings Posted at a Time) box, specify the number of readings uploaded to the server per batch.
    Tip: A lower number of readings per batch will take longer to upload but be less subject to server timeouts.
  6. In the Maximum length of time (seconds) that is allowed to retrieve GIS data box, specify the amount of time the application can take to download GIS data for readings.
    Tip: A longer amount of time will help prevent GIS data for readings from being skipped but also potentially increase the amount of time necessary to take a reading.
  7. Select Save.
    The default values are saved and will be used when a user logs in to Rounds Data Collection for the first time.
  8. If you are a Super User and you want to update the settings for all existing users of Rounds Data Collection, select Update All Devices.
    The next time that each existing Rounds Data Collection user logs in to the application, their Device Settings will be updated to the specified default settings.

Specify the ID Displayed on a Route

About This Task

You can specify whether the Asset ID is displayed in the workspace for a Route in Rounds Data Collection.

Procedure

  1. Access the Rounds Designer administration page.
  2. Select the Rounds Default Settings tab.
    The Rounds Default Settings section appears.
  3. Select one of the following options:
    • Based on Asset ID
    • Based on Entity ID for Checkpoint Family
  4. Select Apply.
    Depending on the option you selected, either the Asset ID or the Entity ID is displayed in the workspace for a Route in Rounds Data Collection.