import { Callout, Steps } from ‘nextra/components’

Create a Round

Goal: Define an inspection round — a named sequence of checks and measurements to be performed regularly by the crew — so it can be executed on a recurring schedule.

A round is a reusable template. Each time it is run, a new execution record is created with the results for that session. The template itself stays unchanged and can be executed as many times as needed.

Before you start

You must have permission to create rounds. If you don’t see the Create button, ask your fleet administrator.
The equipment and equipment measures you want to include in the round must already exist. See Add Equipment and Set Up Equipment Measures.

Steps

Open the Rounds list

From the main navigation, open PMS.
In the sub-navigation, select Rounds.

The list shows all existing rounds with columns: Code, Name, Due Date, Interval, Assigned Rank, and whether it has been started.

[PLACEHOLDER: screenshot — Rounds list with existing rounds]

Create a new round

Click Create.

Fill in the round details

Enter the Code (required) — a short identifier for the round.
Enter the Name (required) — a clear descriptive name (e.g. “Engine Room Daily Check”).
Optionally add a Description.
Set the Due Date — when the round is next due.
Select the Time Base Interval (required) — how often the round repeats: Daily, Weekly, Monthly, Quarterly, Half-yearly, or Yearly.
Enter the Interval value (required) — the number of periods between executions (e.g. “1” for every month, “3” for every 3 months).
Select the Assigned Rank — the crew rank responsible for executing this round.
Optionally add Tags to help filter and group rounds.

[PLACEHOLDER: screenshot — Round creation form with name, interval, and rank filled in]

Click Save.

Add steps to the round

After saving, the round detail page opens. Now you define the sequence of checks.

In the Steps section, click Add Step.

For each step, choose the Step Type:

Type	When to use
Measure	The crew records a numeric reading from an equipment measure (e.g. engine hours, pressure)
Data Point	The crew records a value of any type — a number, text, yes/no, or date — linked to a specific data point on an equipment item

If Measure: select the equipment measure from the list. The equipment name and measure type are shown automatically.
If Data Point: select the data point to record.
Add Instructions for the crew member performing this step (optional but recommended).
Repeat steps 13–17 for each check in the round.

[PLACEHOLDER: screenshot — Steps list with two steps added: one Measure and one Data Point]

Steps are executed in the order they appear. You can reorder them by [PLACEHOLDER: describe how to reorder — drag, arrow buttons, etc.].

Result

The round template is saved with all its steps and appears in the Rounds list. The crew can now start an execution of the round when it is due. See Execute a Round.

View Task History Execute a Round