Rounds Designer Deployment

Deploy Rounds for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

StepTaskNotes
1 Assign Security Users to the following Rounds Security Roles:
  • MI Operator Rounds Administrator 
  • MI Operator Rounds Mobile User
This step is required.
2 Manage Measurement Location Template mappings.This step is required only if you added fields to the Measurement Location Template family via Configuration Manager.
3 Set up the Scheduled Compliance task.This step is required.

The scheduled compliance task should be configured to start as soon as the Rounds module is deployed and set to run continuously as long as Rounds in use.

Manage the Measurement Location Template Mappings

About This Task

The Measurement Location Template family and the Measurement Location family are provided as part of the baseline Rounds data model. If you create a Measurement Location Template in the APM application, you can then create a Measurement Location based on that template. If you do so, all values in Measurement Location Template fields that also exist on the Measurement Location will be mapped automatically to the new Measurement Location.

You might find that the Measurement Location Template and Measurement Location datasheets do not contain all the fields that you need. If so, you can add fields to the Measurement Location Template family so that the values from the new fields will be mapped to Measurement Locations based on that template. To do so, you will need to complete the following steps.

Procedure

  1. Create a new Measurement Location Template field.
  2. Add the new Measurement Location Template field to the Measurement Location Template datasheet.
  3. Create a new Measurement Location field. We recommend that the field caption of this field be the same as the field caption you defined for the Measurement Location Template field. This will ensure that the text in the field IDs that identify the fields are the same. If they are not the same, the values will not be mapped from the Measurement Location Template to the Measurement Location.
  4. Add the new Measurement Location field to the Measurement Location datasheet.
    Note: For more information on Measurement Location templates, refer the Family Management documentation.

Rounds Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned. In Cloud APM, Roles are assigned to Security Users through permission sets.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role.
Security GroupRoles
MI Operator Rounds Administrator

MI Health Admin

MI Operator Rounds Mobile User

MI Health Admin

MI Health Power

MI Health User

MI Lubrication Management AdministratorMI Health Admin
MI Lubrication Management User

MI Health Admin

MI Health Power

MI Health User

MI Rounds Designer ViewerMI APM Viewer
MI Rounds Pro AdministratorMI Rounds-Pro Admin
MI Rounds Pro Mobile UserMi Rounds-Pro User

The following table lists the default privileges that members of each group have to the Rounds entity and relationship families.

Note:
  • Users who should be able to run Rounds queries to view the Rounds data after it has been uploaded from a tablet or a mobile device will need a combination of the privileges listed in the following table, depending on the families included in the queries they want to run.
  • To create work requests via Operator Rounds Recommendations, users must also have the appropriate privileges to create EAM notifications (e.g., be a member of the MI SAP Interface User Security Group).
  • The privileges assigned to the members of the MAPM Security Group, which was provided in the baseline Rounds module in Meridium Enterprise APM V3.6.0, are also assigned to the members of the MI Operator Rounds Mobile User Security Group. We recommend that you use the MI Operator Rounds User Security Group instead of the MAPM Security Group.
FamilyMI Operator Rounds AdministratorMI Operator Rounds Mobile UserMAPM Security GroupMI Rounds Designer ViewerMI Lubrication Management AdministratorMI Lubrication Management User
Entity Families
Checkpoint ConditionView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Checkpoint TaskView, Update, Insert, DeleteView, UpdateView, UpdateViewView, Update, Insert, DeleteView, Update
Health IndicatorViewViewViewViewViewView
Health Indicator MappingView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Hierarchy Item Child Definition (Deprecated)View, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Hierarchy Item Definition (Deprecated)View, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
LubricantView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Lubrication ComponentView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Lubrication Management RecommendationView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Lubricant ManufacturerView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Lubrication MethodView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Lubrication RequirementView, Update, Insert, DeleteView, UpdateView, UpdateViewView, Update, Insert, DeleteView
Lubrication Requirement TemplateView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Measurement LocationView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Measurement Location TemplateView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Operator Rounds Allowable Values View, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Operator Rounds Recommendation View, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
ReadingView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Reference DocumentView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
RouteView, Update, Insert, DeleteView, UpdateView, UpdateViewView, Update, Insert, DeleteView, Update
Route HistoryView, Update, Insert, DeleteView, Insert, Update, DeleteView, Insert, Update, DeleteViewView, Update, Insert, DeleteView, Insert, Update, Delete
Rounds Allowable ValueView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Rounds CategoryView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Rounds Sequence InformationView, Update, Insert, DeleteViewViewNoneView, Update, Insert, DeleteView
TaskNoneView, UpdateView, UpdateView View, Update
Template GroupView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Relationship Families
Condition Has MLView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Condition Has LRView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Category Has Allowable ValuesView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Has CheckpointView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Has Checkpoint TemplateView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Has Health IndicatorsViewViewViewViewViewView
Has HistoryView, Insert, DeleteView, Insert, DeleteView, Insert, DeleteViewView, Update, Insert, DeleteView, Insert, Delete
Has ReadingsView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Has RecommendationsView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Has Reference DocumentsView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Has RouteView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Has TasksView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Health Indicator Has MappingView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Lubricant Has MethodView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Health Indicator Has SourceViewViewViewViewViewView
ML Has ConditionView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
ML Has OPR RecommendationView, Update, Insert, DeleteView, Update, Insert, DeleteView, Update, Insert, DeleteViewView, Update, Insert, DeleteView, Update, Insert, Delete
Route Has CheckpointView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView
Route Has Human ResourceView, Update, Insert, DeleteInsertInsertViewView, Update, Insert, DeleteInsert
Template Has CheckpointView, Update, Insert, DeleteViewViewViewView, Update, Insert, DeleteView