Rounds Data Collection Workflow

Manage Rounds Data Collection Workflow

This workflow describes how the Rounds Operator collects Rounds data. Rounds Operators complete operator, lubrication, maintenance or similar checks as defined in the Asset Strategy along a Route. Data is captured using a mobile device and uploaded to APM where it can be used in Health Indicators, Policies, and so on. The Rounds Operator will also initiate required maintenance via Performance Recommendations.



Select My Routes on Rounds Pro mobile app

Persona: Rounds Operator

As a Rounds Operator, access My Routes and select the specific route for which you want to collect data. The Route intances that have been created by the Rounds Designer in the web application appear in the My Routes section of the Rounds Pro mobile app. You can search for a specific Route in My Routes. If the Route is not available, you can access the Route Masters and add the specific Route to My Routes.

Check Out a Route

Persona: Rounds Operator

As a Rounds Operator, you can select a specific Route from My Routes for which you want to record data. To enter readings for the steps in the Route, you can check out the Route.

Enter Data in the Quick Data Entry Screen

Persona: Rounds Operator

As a Rounds Operator, you can select a Step and enter readings for the Step on the quick data entry screen that appears and then check in the Route. If a conditional step exists for the step, you can enter reading for the conditional step. If you want to provide any performance recommendations, you can use the Recommendations tab to provide the details.

Enter Data in the Detailed Data Entry Screen

Persona: Rounds Operator

As a Rounds Operator, you can select the asset and the step to access the step details screen. You can enter the reading in the detailed data entry screen and then check in the Route. If a conditional step exists for the step, you can enter reading for the conditional step. If you want to provide any performance recommendations, you can use the Recommendations tab to provide the details.

Check In a Route

Persons: Rounds Operator

As a Rounds Operator, after collecting and recording readings for the steps in the Route you can check in the Route to the database. The route that is checked in appears in the My Routes section again with the readings that were recorded. You can check in a route that is still in progress. The partially collected route information is uploaded to the APM server and the route continues to appear in the Open Instances page of the web application or My Routes section on the Rounds Pro mobile app and can be checked out again. You can check in a Route after 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.

About Geolocation Data for Readings and Recommendations

When geolocation services are enabled on your device, location data is automatically captured when you enter a reading or create a recommendation.

Viewing Geolocation Data

You can view saved geolocation data for readings, recommendations, and photos using the Map query available in the baseline APM catalog.

Geolocation Data Availability

Location data is saved only when:

  • Geolocation services are enabled on the device.
  • The application has permission to access location services.
  • Valid coordinates are returned by the geolocation service.
Note: Geolocation services may be intermittent. If no valid location is returned, no data is saved.

Geolocation Accuracy

  • GPS-based location (outdoors): When using a GPS-enabled smartphone or tablet outdoors, there is a greater than 95% probability that the location is accurate within 3.5 meters.
  • Indoor or non-GPS-based location: Accuracy may be reduced indoors or when using location inferred from IP address, Wi-Fi, or cell tower data. For example:
    • Browsers infer location from IP and Wi-Fi data, with accuracy ranging from 3 to 5 miles.
    • Corporate networks may route traffic through centralized IP addresses, which can result in incorrect or misleading location data.

About Background Upload of Readings and Photos

APM supports automatic background uploading of readings and associated photos during data collection. Manual uploads can also occur during the route check-in process.

As the uploads happen in the background, only readings and photos that have not been uploaded yet will be included during check-in. This results in faster check-ins and enables near real-time data visibility on the server.

Key features

  • Automatic uploads: When you actively collecting readings and connected to a stable network, the app uploads new readings and photos every minute.
  • Upload frequency:
    • If you are offline or an upload fails, APM reduces the upload frequency to every 10 minutes to conserve battery.
    • Once you resume taking readings, the upload interval resets to 1 minute.
  • Manual check-in priority: When you manually check in a route, all pending readings are uploaded immediately. Manual uploads take priority over background uploads.
  • Efficient uploading:
    • Only new readings are uploaded. Previously uploaded data is skipped.
    • Any readings that are updated or deleted before check-in are accurately reflected on the server.
    • The upload timer pauses when no new readings are taken and resumes automatically when needed.
    • No additional configuration is required to enable background uploads.
Note: Recommendations are not included in automatic background uploads.