Completing a Daily Round

Daily Rounds in Preserve are designed to be fast — under 15 seconds per item — while capturing far more than a paper form ever could. This guide walks you through starting a round, logging your items, and submitting when you're done.

Step 1: Find your round on the schedule

Use the Home screen to look at the Rounds chart. If you have an assignment set (top right menu), you will only see Rounds that are relevant to your assignment.

Click Begin next to a Round to start it. Alternatively, you can use the View All button > Click View next to the Round > Start button.

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.

Linked documents - Click to view any linked resources

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.

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.

Step 4: Check past values while in the field

Each item shows a built-in visualization of its last 10 hours of logged values (see "What's on a Round Item" above) — use the collapse/expand toggle to check it before logging, 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.

Step 5: Navigate sections on large rounds

If you're completing a long round with many items, Preserve loads it one section at a time rather than all at once. The round looks and works exactly the same as a shorter round — you'll just see Previous Section and Next Section links at the bottom of each section to move through it.

💡 Treat each item the same way you would in any round — click Log Item after each entry before moving to the next section to make sure your values are recorded.

This section-by-section view only applies to rounds with more than 100 items. Shorter rounds load all at once and are unchanged.

Step 6: 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. (Mobile Only)
Submit Round — When everything is logged, click Submit Round. If any values were out of range, your designated alert contacts will be notified automatically.

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.