CMMS Tech Tip: Improve Operational Rounds Efficiency

 

Challenge:  Collecting Operational Rounds Data

In maintenance management, a common challenge is the efficient collection and recording of operational rounds data related to plant and equipment. Traditional methods involve manual processes using round sheets or applications, which can be time-consuming and prone to errors.

Solution: Use Demand Tasks and Job Plans for Operational Rounds

Mainsaver’s latest release introduces a streamlined approach to address this challenge through the integration of Demand Tasks and Job Plans. This method significantly enhances the ease and accuracy of collecting and managing operational rounds data. 

Methodology:

1. Build Job Plans for Rounds Sheets:

  • Navigate to PM Module > Tools & Options > Job Plans.
  • Create a job plan for each required round sheet/form, outlining the data that needs to be recorded during operational rounds.
Screen showing how to build a job plan for operational rounds in Mainsaver CMMS

 

2. Create Demand Tasks for Round Sheets:

  • Access PM Module > Demand Tasks > Create New.
  • Generate a Demand Task specifically designed for creating Round Sheets and associated work orders.
Screen showing creating a demand task for operational rounds in Mainsaver CMMS

 

3. Incorporate Job Plans into Demand Tasks:

  • The M20 version of Mainsaver now includes Job Plans as part of Demand Tasks.
  • On the Job Plan tab of the Demand Task, add the Daily Round Job Plan to seamlessly integrate operational round requirements.
Screen showing a series of tasks that form a job plan for operational rounds in Mainsaver CMMS

 

a. Generate Work Orders:

  • Use the generate button in the Demand Task module to create a work order with an attached round sheet/job plan daily or as needed.
  • The system allows for an unlimited number of work orders/sheets for a given demand task. Therefore, if you take rounds every four hours, simply click the generate button six times to create six round sheets for the day.
  • Adjust the due date before clicking generate to create round sheets for an entire week or any other period.
Screen showing how to generate a work order for a daily round in Mainsaver CMMS

 

The resulting Round Work Orders are efficiently created with job plans/round sheets, ready for operational rounds as needed.

Screen shows work requested "Take Daily Rounds Data per Attached Job Plan"


4. Collect Operational Rounds Data

Once the work orders/rounds sheets have been created, rounds data can be collected in any of three ways:

A. Print and Scan:

  • Print the work order and associated round sheet.
  • Manually record data and scan the round sheet, attaching it to the work order in Mainsaver using the References tab.

B. Transposing Data:

  • Print the work order and round sheet.
  • Manually record data and transpose it onto the Task & Results tab of the work order.

C. Mainsaver Connect

  • Use Mainsaver Connect to enter the round data directly into Mainsaver via a mobile device such as a tablet computer.

5. Effortless Data Retrieval:

  • Once round data is captured in Mainsaver, retrieve it effortlessly by building a Table View Query in the Work Order Module.
  • Query for “T” work orders for any desired date(s), enabling easy access to historical operational rounds data.

Conclusion:

By implementing this approach, organizations engaged in maintenance management can enhance operational efficiency, reduce manual errors, and seamlessly manage the entire lifecycle of operational rounds data in Mainsaver.

Learn more about Mainsaver’s maintenance management solutions

Mainsaver Cloud

CMMS

Mainsaver Cloud is the new web-based SaaS version of our CMMS platform that’s easy to use and implement, accessible anywhere, and affordable for small and medium-sized businesses.

Mainsaver Core

EAM

Mainsaver Core offers comprehensive enterprise asset management capabilities in a customizable on-premise or web-based solution that meets the needs of the largest and most complex organizations.

Learn more about Mainsaver’s maintenance management solutions

Mainsaver Cloud

CMMS

Mainsaver Cloud is the new web-based SaaS version of our CMMS platform that’s easy to use and implement, accessible anywhere, and affordable for small and medium-sized businesses.

Mainsaver Core

EAM

Mainsaver Core offers comprehensive enterprise asset management capabilities in a customizable on-premise or web-based solution that meets the needs of the largest and most complex organizations.