Getting Started with Rounds

Welcome to Rounds

Rounds is a comprehensive facility check-in and inspection management platform. This guide will walk you through the essential steps to get your team up and running.

Step 1: Set Up Your Locations

Locations are the physical places where your staff will perform check-ins. To add a location:

Navigate to Locations in the sidebar

Click Add Location* or use *Quick Capture if you're at the physical location

Enter a name and optional area grouping

Set the GPS coordinates and check-in radius

Click Create Location

Step 2: Create Checklists

Checklists define what tasks or inspections staff should complete at each location:

Go to Checklists in the sidebar

Click Create Checklist

Add questions and tasks (text, yes/no, photos, signatures)

Save your checklist template

Step 3: Set Up Schedules

Schedules determine when staff should perform check-ins:

Navigate to Schedules

Click Add Schedule

Select the location(s), checklist, and staff member(s)

Set the frequency and time window

Enable notifications if needed

Step 4: Add Staff Members

Add your team members who will perform check-ins:

Go to Users > Staff

Click Add Staff

Enter their details and assign to schedules

They'll receive an invite to download the staff app

Getting Help

Check our Help Center for detailed guides on each feature

Contact support through the Account > Support section

Watch video tutorials (coming soon)

Welcome to Rounds

Step 1: Set Up Your Locations

Step 2: Create Checklists

Step 3: Set Up Schedules

Step 4: Add Staff Members

Getting Help

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