Rounds are scheduled maintenance or inspection activities performed on a group of assets or locations at regular intervals. They help ensure asset reliability, safety, and compliance by standardizing checks and preventive tasks. In Dynaway EAM, rounds use the same setups, parameters, and workflows as standard work orders, making it easy to manage, track, and report on both individual and grouped maintenance activities.
Learn how to use Round Order Plans in Dynaway EAM for Business Central. Round Order Plans help you schedule, organize, and execute maintenance rounds across multiple assets or locations, supporting efficient preventive maintenance and inspections.
A round plan is a predefined schedule of maintenance or inspection tasks that must be performed on a group of assets or locations. Round plans are used to:
- Group assets for regular checks
- Standardize inspection routines
- Automate work order creation for rounds
- Track completion and compliance
- Plan No.: Unique identifier for the round plan. Used to reference and manage the plan throughout the system.
- Description: Brief summary or name of the round plan. Helps users quickly identify the plan’s purpose.
- Status: Indicates whether the plan is active, inactive, or archived. Controls scheduling and visibility.
- Frequency: Specifies how often the round is scheduled (e.g., daily, weekly, monthly, one-off, calendar-based). Determines the timing of work order generation.
- Start Date / End Date: Defines the period during which the round plan is valid. Rounds will only be scheduled within these dates.
- Assets / Locations: Lists the assets or locations included in the round. Can be selected manually or via dynamic filters.
- Responsible Person: Assigns a user or team responsible for executing the round. Supports accountability and notifications.
- Checklist Template: Links a checklist to the round plan to standardize inspection or maintenance tasks. Ensures consistency and compliance.
- Last Performed Date: Shows the most recent date the round was completed. Useful for tracking compliance and scheduling.
- Next Due Date: Indicates when the next round is scheduled to occur. Helps with planning and resource allocation.
- Comments / Notes: Field for additional instructions, observations, or important information related to the round plan.
- Go to Round Order Plans in Dynaway EAM.
- Click New to create a plan, or select an existing plan to edit.
- Enter the plan details, including description, frequency, and responsible person.
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Select the asset selection method:
- Dynamic Asset Filter: Automatically includes assets that meet specific criteria (such as location, category, or status) each time the round is scheduled. This ensures the plan adapts to changes in your asset base.
- Specified Asset: Manually select and assign specific assets to the round plan. The same assets will be included every time the round is scheduled.
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Choose the frequency option:
- One-off: Schedule a single, non-recurring round for a specific date.
- Calendar: Use calendar-based scheduling to plan rounds on specific dates or intervals, providing flexibility for complex maintenance schedules.
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Attach a checklist template if needed.
- Activate the plan to start scheduling rounds - select Release on Actions.
- Use the Calculate action to generate round orders for upcoming rounds.
- Track completion and review history for compliance and reporting.
Round Order Plans in Dynaway EAM streamline preventive maintenance and inspections, helping you maintain asset reliability and regulatory compliance.
Overview
Round orders help you standardize and automate routine checks, preventive maintenance, and inspections. They group assets or locations into a single work order, streamlining planning, execution, and reporting.
Key Steps for Working with Round Orders
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Create a Round Order
- Go to Round Orders in Dynaway EAM.
- Click New to start a new round order.
- Select the round plan, assets, and enter details such as description, frequency, and responsible person.
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Plan and Assign Tasks
- Add inspection tasks, items, resources, and checklists to the round order.
- Assign responsible persons or teams for each asset or location.
- Attach safety instructions or reference documents as needed.
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Release and Execute
- Change the status to Released when ready for execution.
- Technicians perform inspections or maintenance on each asset/location, record results, and complete checklists.
- Use mobile devices or desktop to update progress and capture findings.
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Review and Complete
- Supervisors review completed rounds, verify results, and ensure compliance.
- Change the status to Completed or Closed when all tasks are finished.
- Record final asset conditions, status changes, and any follow-up actions.
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Track and Report
- Use filters and reports to monitor open, completed, and overdue round orders.
- Analyze compliance, missed rounds, and asset reliability.
- Export data for audits and regulatory reporting.
[!NOTE] All lines in a round order must be marked as Done before the round order can be completed. This ensures that every asset or location included in the round has been inspected or maintained, supporting thorough documentation and compliance.
Common Actions on Round Orders
- Edit Round Order: Update details, add or remove assets, change status, or assign new resources.
- Attach Documents: Add manuals, safety instructions, or reference files.
- Create Follow-Up Work Order: Generate new work orders for additional actions or unresolved issues found during rounds.
- Print or Export: Print round order details or export to Excel/PDF for sharing and analysis.
- Archive Round Order: Move completed or obsolete round orders to archive for record-keeping.
Round orders in Dynaway EAM provide a structured approach to preventive maintenance and inspections, supporting asset reliability, safety, and operational efficiency.