Rounds are a powerful tool for organizing and tracking groups of tasks. Think of them as containers that allow you to manage related work, such as monthly inspections or regional call-outs, in a way that standard filters can’t. This provides greater oversight and helps you monitor progress effectively.
What You’ll Learn
• How to set up permissions for Rounds functionality
• How to create and set up a new Round
• How to view and access a specific Round
• How to assign tasks to Rounds using the Geo-Allocator
• How to assign or update technicians on a Round
• Best practices for managing and archiving Rounds
Setup and Permissions
Before you can create and manage Rounds, you need the appropriate permissions set up in your security group.
Required Permissions
To work with Rounds, users need the “Can create, update and delete task rounds” permission enabled in their security group. This permission allows you to:
• Create new rounds to group related tasks together
• Update existing rounds (edit details, due dates, assign technicians)
• Delete rounds when they’re no longer needed
Setting Up Permissions
1. Navigate to Control Panel > Security Groups on the Uptick Web Platform.
2. Select the security group you want to modify or create a new one.
3. Click Update to view the detailed permissions.
4. Look for the “Can create, update and delete task rounds” permission.
5. Tick the box to enable this permission.
6. Click Save to apply the changes.
Important Notes
Only users with this specific permission can create, edit, or delete Rounds.
Users without this permission can still view Rounds if they have task viewing permissions.
Each Round can only be assigned to one technician - you cannot assign multiple technicians to a single Round.
Permissions are managed at the security group level, not for individual users
Creating a Round
You can easily create Rounds from the Tasks page on the Uptick Web Platform.
Navigate to the Tasks page from the main menu
Click the View Rounds button located near the top of the page
On the Rounds page, click Add Round
A pop-up window will appear. Fill in the following details:
Name: Give the Round a clear and descriptive name (e.g., "Fire Detection Monthly - July 2025")
Due Date (Optional): Set a completion deadline for the tasks within the Round
Technician (Optional): Assign a specific technician responsible for the Round
Branch (Optional): Assign the Round to a specific business branch
Admin (Optional): Assign an office staff member to oversee the Round
Notes (Optional): Add any relevant details or instructions
Click Save Round
Viewing a Round
Once you've created Rounds, you can easily access and view the details of a specific Round.
Accessing a Round Dashboard
From the Tasks page, click View Rounds (or navigate to Servicing > Tasks > View Rounds)
Select the Round's name from the list to open the Round dashboard
The Round dashboard displays:
A map showing the location of all assigned tasks
A list of all tasks assigned to the Round
Round details (technician, due date, branch, admin, notes)
What You Can Do on the Round Dashboard
From the Round dashboard, you can:
• Edit round details - Update the technician, due date, or other information
• Print the round - Generate a printable version for field use
• View round requirements - See all tasks and their status
• Delete the round - Remove the round if it's no longer needed
• Use filters - Apply filters to view specific information within the Round
Assigning Tasks to Rounds
There are multiple ways to assign tasks to Rounds. The Geo-Allocator is particularly useful for assigning tasks based on geographic location.
Using the Geo-Allocator
The Geo-Allocator allows you to visually select tasks on a map and assign them to Rounds based on their location. Any task that is not assigned to a default round can be assigned via the Geo-Allocator.
Step 1: Go to the Tasks page and then click on Geo-Allocator. You will be redirected to a map with markers of all the unassigned tasks.
Step 2: Filter through tasks using the filter section on the right side of the screen. By default, all tasks not assigned to a technician or round will be displayed, including tasks with any and all Service Groups.
Step 3: Filter the tasks on the map by selecting the Service Groups, Category, Tagged, Due, and Branches you would like to use. The filtered tasks are now shown on the map.
Step 4: Zoom in and out using the scroll function on your mouse to find a cluster of tasks that you would like to group together into a round. Then, click around the corners of the cluster to create a polygon, with the desired tasks sitting inside the polygon. Double click to indicate that you are done creating the polygon.
A list of the tasks within the polygon will be displayed on the right side of the screen. To clear the polygon, click the 'Clear Selection' button under the list and start the polygon again.
Step 5: Once the group of desired tasks is selected, use the next section on the right side of the screen to assign the tasks to a technician and existing or new round.
Step 6: Select the round and click Assign if assigning to an existing round, or name a new round in the "Or to a new Round" field and then click Create & Assign.
Assigning or Updating a Technician on a Round
You can assign or update the technician assigned to a Round at any time.
Navigate to the Tasks page and click View Rounds
Select the Round you want to update by clicking on its name
Check the Technician field to see if a technician is currently assigned
Click Update to modify the Round details
In the Technician field, type the technician's name and select it from the suggested technicians
Click Save to apply the changes
Note: Remember that each Round can only be assigned to one technician at a time.
Viewing and Tracking Rounds
Once created, you can track the progress of all your Rounds from the View Rounds page.
• Progress Bars: Each Round displays a progress bar that shows the completion percentage based on the status of the tasks within it. The colors of the bar correspond to the task status colors, giving you a quick visual summary of how work is progressing.
• Filtering: You can use the filter fields at the top of the list to search for specific Rounds by name, technician, or other criteria.
You can also filter the Asset List page by a specific Round, which is useful for creating saved Favourites to easily access and monitor a particular group of tasks.
Best Practices and Tips
• Archive Completed Rounds: Once all tasks within a Round are completed, it's best practice to archive it. This keeps your active Rounds list clean and relevant. An archived Round is considered inactive, and you cannot add new tasks to it.
• Keep Active Rounds Open: If you plan to add more tasks to a Round, ensure it remains open (not archived).
• Use a Clear Naming Convention: A consistent naming convention makes Rounds easier to find and manage. We recommend including the type of work and the time period.
Example Round Suggestions:
• Call Outs (MM/YY)
• Sprinkler Repairs (MM/YY)
• Hydrant Flow Tests (MM/YY)
• Portable Technician Servicing (MM/YY)
• Fire Detection Monthly Inspections (MM/YY)
How you use Rounds is flexible and can be adapted to fit your business's unique workflow. If you need any assistance setting up permissions or managing Rounds, please contact your account manager or the support team.