This article describes how to conduct a round in the DOX mobile app, for example for inspections, quality rounds, or safety rounds. The article covers all steps – from starting a new round and selecting a template, to reviewing items, reporting deviations, and saving the completed report.

Create templates for, for example, inspections, quality rounds, environmental rounds, or safety rounds. Then use the mobile app to verify the items and report deviations that need to be addressed – directly through the app.

To conduct a round, you need a round template. See Create template for more information.

How to conduct a round

Follow the steps below to start and conduct a round in the mobile app.

Step 1 – Tap Menu.

Folder view within a project — note the menu button marked with number 1.

Step 2 – Tap Round.

Main menu in the DOX app — note the Round menu option marked with number 2.

Step 3 – Tap + to start a new round. If you want to continue a round you have already started, tap it in the list instead.

Rounds view in the mobile app — note the plus button to create a new round.

Step 4 – Select a template.

Template selector list — select the desired template to start a round.

Step 5 – Tap an item to select an action. You can also swipe the item to the right to approve it, or to the left to delete it or report a deviation.

Safety round form in the mobile app shows categories and control questions to complete.

Step 6 – Select an action for the item:

• Approve – approve
• Delete – delete from the round
• Report – report a deviation

Checklist in mobile app — note the action menu with Approve, Delete, and Report.

Step 7 – If you are to report a deviation, fill in the form that is displayed.

Step 8 – Tap Save. A round case is created and a notification is sent to the recipient.

Create case page — note the fields for case, description, recipient, and image attachment.

Step 9 – Tap Done when you are finished with all items, or if you want to save and continue at a later time.

Safety round form — note that deviations are marked in red with an X icon.

Step 10 – Complete the form:

• Enter a filename.
• Select the folder where the report should be saved.
• Optionally select the users who participated.

Step 11 – Tap Save.

Settings dialog — note the fields for template, filename, and folder.