Completing a Daily Round

This guide walks you through starting a round, logging your items, and submitting when you're done.

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Step 1: Find your round on the schedule

Navigate to Daily Rounds from the left-hand navigation or the Daily Rounds module on your Home screen. You'll see a calendar view showing rounds that are due, completed, and completed-with-issues for each day.

• Green — round completed
• Red — round was missed for that time period
• Completed-with-issues — round was submitted but contained out-of-range values

Click on the scheduled time slot for the round you need to complete, then click Start.

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Step 2: Work through the round items

The round will walk you through each item from top to bottom. Depending on how the round was built, you'll encounter a few different types of items:

Status items — Select the current status from the available options (e.g., On / Off, Normal / Abnormal). Tap or click your selection, then click Log Item to record it. The item will turn green when logged.

Value items — Enter the reading from the instrument or gauge. If your value falls outside the configured safe range, you'll see a red indicator letting you know the value is out of range. Log it anyway — the system will handle the alert automatically.

Open-answer items — Type in your observation or note in the text field, then log the item.

💡 On the mobile app, logging is automatic — you don't need to tap Log Item after each entry. On the web, make sure to click Log Item before moving on so the value is saved.

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Step 3: Add notes or photos to an item

For any item, you can add a note or attach a photo before logging.

• Notes — Type directly in the notes field on that item. Use this for observations, concerns, or anything worth flagging for the next shift.
• Photos — On the mobile app, tap the camera icon to take a photo directly from your device and attach it to the item. This is especially useful when logging an out-of-range value or a visible issue in the field.

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Step 4: Check past values while in the field

If you want to see how a value has been trending before you log, use Toggle Visualization on that item. This shows you a date- and time-stamped history of past logged values so you can quickly spot whether something is trending higher, lower, or behaving unexpectedly — without leaving the round.

If there's already an open report on an item, you'll see a notice on that item. You can tap through to view the report details, then return to continue your round.

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Step 5: Save a draft or submit

When you've worked through all the items, you have two options:

• Save as Draft — If you need to step away and come back, save your progress as a draft. Your logged items will be preserved and you can pick up where you left off.
• Submit Round — When everything is logged, click Submit Round. If any values were out of range, your designated alert contacts will be notified automatically.

💡 You can also submit a partial round if needed — not every item has to be logged before submitting.

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Using Preserve offline

If you're in an area without connectivity, you can complete rounds offline using the mobile app. Your round must be downloaded to your device before going offline. Once you're back in range, the app will sync your logged data back to the platform.