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 track the progress of your Rounds.
• 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.
1. Navigate to the Tasks page from the main menu.
2. Click the View Rounds button located near the top of the page.
3. On the Rounds page, click Add Round.
4. 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.
5. Click Save Round.
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.