What's New

6.1.0.0 Introduced:

• Advanced Helpdesk - Actions

  • Hierarchical grid enabled in the sub nav to show related child records

  • Updates to the input panel

    • Tabs

    • New fields

    • Advanced costing and distribution functionality

    • Updating of the Parent Task's Costs on Insert and Update of Task Actions

    • New PPM Action Cost Coding entity

    • Validation to ensure the integrity of the costs and distribution

• Advanced Helpdesk - Purchase Orders

  • The SLA/Appointments side panel has been removed to make room for a new panel containing page-specific information

  • New and updated toolbar buttons

  • The ability to edit costs and cost centre / cost code information related to the parent Task

  • Updated Purchase Order Line Item grid

  • The ability to add the new 'Task Work Order' Purchase Orders in addition to 'standard' Purchase Orders

  • Auto-populating of values in Purchase Order Header and Line Items based upon the Purchase Order type

  • Updates to Line Items:

    • Awareness of System and Contract Preferences to determine whether Lines are created from Task Actions or not:

      • Creating Line Items from Task Actions and Task Action Cost Coding

      • Determining costs based on Task Actions and Task Action Cost Coding rather than Task Estimates

    • Setting values in new fields:

    • Department

    • Recoverability Type

    • Task Action

• Agora Queues

  • A new Agora Queues landing page link has been added to the Integration section of the System Preferences

  • New grid and input panel to maintain Agora Integration messages that have errors

• Buildings

  • The Buildings grid has been updated

    • New filter options

      • Contract

      • Portfolio

      • Region

  • The Buildings input panel has been updated

    • A new sub navigation page entitled Occupants has been added to the Buildings input panel. The sub-nav will show the Contacts working/residing in an individual Building

    • A new sub navigation page entitled Cost Centres has been added to the Buildings input panel. The Building-to-Cost Centre assignment allows administrators to apply an optional additional level of filtering to the Contract Cost Centres

    • A new Golden Thread Report for Buildings has been added

    • New Print toolbar button for the report above and reorganised existing toolbar buttons

    • A Client field has been added, allowing users to link the Building to the selected Client

• Clients

  • A new sub navigation page entitled Buildings has been added to the Clients input panel. The sub-nav will show the Buildings linked to the current Client

  • The side menu options have been re-organised and updated

• Contracts

  • A new Tab for ‘Purchasing’ Contract preferences has been added

    • Purchasing related preferences have been moved from the current ‘Other Tab’

    • New preferences added and existing ones updated

  • New preference added to the Other tab

• Cost Centres

  • A State model has been added

  • A status indicator has been added to show the current State of the entity

  • The Delete icon has been replaced with a Status button group, allowing users to change the State of the current Cost Centre record

  • Cost Centres with a Historic or Suspended state will be excluded from MRI Evolution auto-completes and service methods that return Cost Centres

  • Cost Code to Cost Centre assignment has been updated:

    • Cost Codes can be added and edited from the grid

    • Cost Codes can be marked as Locked for the parent Cost Centre:

      • This can be done directly from the grid or by editing the assigned Cost Code record

      • Cost Codes marked as Locked against a Cost Centre will be excluded from MRI Evolution auto-completes and service methods that return Cost Codes for a given Cost Centre

• Cost Codes

  • New fields have been added to the Cost Code input panel

• Licensing

  • A new Agora Integration license type has been added

  • This is the main licence key that controls whether fields and functionality related to the Agora Integration are available in MRI Evolution

• Locations

  • A new sub navigation page entitled Occupants has been added to the Locations input panel. The sub-nav will show the Contacts working/residing in an individual Location

• PPM Actions

  • Hierarchical grid enabled in the sub nav to show related child records

  • Updates to the input panel

    • Tabs

    • New fields

    • Advanced costing and distribution functionality

    • Updating of the Parent PPM's Costs on Insert and Update of PPM Actions

    • New PPM Action Cost Coding entity

    • Validation to ensure the integrity of the costs and distribution

• Purchase Orders

  • Updates to the grid and input panel

• Purchase Orders Preferences

  • New and updated Purchase Order preferences

• Recoverability Types

  • The Recoverability Types entity has been added

    • A new Recoverability Types landing page link has been added to Settings > Finance

    • New grid and input panel to maintain Recoverability Types

• System Preferences Landing Page

  • The System Preferences landing page items have been grouped and reorganised

• Task Preferences

  • New Task Action preferences have been added

6.0.1.0 Introduced:

• Advanced Helpdesk

  • New Calendar sub navigation added

    • The Calendar sub navigation contains an 'Outlook-like' calender representation of the entities associated with the current Task, as coloured blocks of time

    • The Calendar plan can be filtered to display or hide the following entities related to the Task:

      • Events

      • SLA Targets

      • Time Records

      • Appointment Visits

    • The entities above can be added and edited directly in the Calendar plan using toolbar buttons or the mouse to highlight an area and right-click context sensitive menus

  • Some of the sub navigation items have been reorganised into new and existing navigator groups

  • Certain Schedule Of Rates input panel fields are controlled by new preferences

  • The User Preferences page opened from the Advanced Helpdesk now includes the User Defined tab

• Agora Controllers

  • Agora Controllers are where you register the specific applications and environments that will be exchanging information via the Agora Event Hub. An Agora Controller is a combination of Product, Client Id, Tenant and Environment. All of those combine to identify a unique source/destination when information is exchanged

• Agora Dead Letters

  • Agora Dead Letters are created as a result of Event Hub messages that the messaging system cannot or should not deliver. There are a number of reasons why the message cannot be delivered, such as system validation, incorrectly formatted messages, messages having been read and rejected too many times and so on

• Agora Events

  • Agora Events provide an audit trail of the exchange of data between integrated MRI systems via the Agora Event Hub

• Asset Preferences

  • A new system preference has been added to control whether an Asset's Description field is set automatically and with what value when creating new Assets

• Assets

  • The Description field may auto-populate with a value, or not, depending on what has been set in the Asset Preferences page. The default remains to auto-populate with the description of the selected Asset Tag. If a value is auto-populated in the field it can be manually altered by users

• Buildings

  • A Delete button and associated functionality has been added to the Floors sub navigation

  • New Default Contract feature, this is only relevant to Tasks created through MRI Evolution Web Services using the Triage Contract Process Flow For Saving Tasks. When the triage determines that, based on the selected Instruction Set and Category, more than one Contract is available, the Default Contract will be used for the new Task

  • A new navigator link to open the Buildings grid has been added to the Facilities navigator group in between the existing links for Assets and BIM Manager. This is in addition to the existing Facilities > Property & Estates > Buildings link

• Contacts

  • A new Client field has been added allowing users to select the Client the Contact is associated with

• Contracts

  • A new 'Triage Only' Contract Type has been added

  • A new Default Level Of Completion field added

  • A new 'Triage Contract' Task save method has been added, the system will attempt to determine an appropriate Service Contract for a Task originating from an external system

• Databases

  • A new field has been added allowing users to select the appropriate Locale for the Database

• Locales

  • A new read only Currency field has been added that is auto-populated from the Locale's selected Culture

• Location

  • Mobile (Stock) Location checkbox added

  • A Stock Issue Approval Required checkbox has been added

  • The Network Points field has been moved to alongside the Power Points field

  • The Stock Resources sub navigation has three new editable columns in the grid:

    • Default Location

    • Default Van Stock Location

    • Stock Issue Approver

  • A Resource cannot have more than one Default Location or Default Van Stock Location

• Messages

  • The toolbar Message icon now opens the new Messages modal popup

  • The Messages modal popup provides a summary view of a User's Messages where they can manage them without the need to open the main Message grid

  • Users can still access the main Message grid via the Messages modal popup

  • Colourisation for Medium priority messages has been added

  • View Source Support has been added for Messages with URL Message Types

  • New Message Types added

  • Messages can now have an expiry date/time

  • Permissions to control System Messages have been added

• Queries

  • New Query functions related to 'My Contact' have been added

• Resources

  • The Stock Locations sub navigation has three new editable columns in the grid:

    • Default Location

    • Default Van Stock Location

    • Stock Issue Approver

  • A Resource cannot have more than one Default Location or Default Van Stock Location

• Schedule Of Rates Preferences

  • New preferences have been added, they are used to modify the behaviour of adding Schedule of Rate Items to Tasks

• Stock Grid

  • The Delete toolbar button has been replaced with a status change button group

• Stock Input Panel

  • A status change button group has been added to the toolbar

  • A current state indicator has been added to the page header

  • A Copy toolbar button and functionality has been added

  • A Print toolbar button has been added to open a new report ST-001

  • Certain unused legacy Stock fields have been re-commissioned and can be added to grids or used in queries and reports

  • The layout and flow of the page has been improved by grouping related fields more logically

  • New fields added to the page

  • A new Stock Adjustments sub navigation has been added, the sub navigation contains a grid of Stock Adjustment records related to the current Stock Item

• Stock Issues Header Input Panel

  • A quantity of Stock can now be Issued that spans multiple Batches of a Stock Item, the per batch transactions will be created automatically

  • A status change button group has been added to the toolbar

  • Changing the Stock Issue status will set certain fields automatically

  • A current state indicator has been added to the page header

  • The page has been organised into two tabs; Request and Details

  • New fields added and fields reorganised

  • The Stock Returns sub navigation is hidden when the Stock Issue is in certain states

  • The restriction related to only showing Tasks in the Task ID field list that have an associated Cost Centre and Cost Code has been removed

• Stock Issue Item Input Panel

  • The label of the ‘Free’ field has been changed to ‘Stock Level’ to more accurately describe it

  • The 'Current Batch Qty' field has been replaced with a 'Free Stock' field showing the actual free stock value

• Stock Adjustments

  • A text label has been added to the Select Stock toolbar button for improved usability

5.8.2.0 Introduced:

• New No Access Appointment Visits State and State Transitions

• The Create Revisit status button is now additionally available when the Appointment Visit status is Complete and History. New validation logic has been added to ensure that a revisit cannot be created if one or more of the associated Tasks have been signed off to history or cancelled

• An update to the Tasks grid validation related to Appointment Visits when assigning a Resource to multiple Tasks

5.8.0.0 Introduced:

• Re-branding changes of company and product names, colours, logos and styling:

  • Master Header

  • New Favicon

  • Splash Screen

  • Terms and Conditions

  • Login Screens

  • Self Registration and Forgot Password screens

  • Task Grid Colourisation

  • Navigation Menu Items

  • Widgets colours and styling

  • System Reports

  • Pages and Fields throughout the system

  • Grids throughout the system

  • Modal popups

  • Input Panel Splitters Style Changes

  • Application Names

  • Licence Names

  • Services Illustration Images
  • Contact Tasks
• Updates to the Advanced Helpdesk, Events sub navigation:
• The Events sub navigation has been divided into two tabs; Events and Timeline.
  • Search, queries and column filter functionality has been added to the Events grid
  • The Timeline tab has been added to display SLA target dates and Events related to the current Task in a linear graphical timeline
• Updates to the Inuitive BI Widget setup
  • It is now possible to define the display order for Dashboards displayed in an Intuitive BI widget

• The size of the Task Step Answer text field (F_TASK_ANS.TA_ANS_QUESTION) has been increased to 4000 characters to be consistent with the Instruction Step Text field (F_IN_STEPS.INSTP_TEXT)

5.7.0.0 Introduced:

• Updates to Accounts and Roles input panels
• Updates to the Advanced Helpdesk
• New Contract View Settings page
• Updates to Contracts input panel
• New Grades system entity
• New Grade Profiles system entity
• Updates to Instruction Sets input panel
• Updates to Instruction Steps input panel
• Updates to ISM Resource Grid Information panel
• Updates to ISM grid
• Updates to Locales input panel
• Updates to Location Types input panel
• Updates to Locations input panel
• Updates to Mobile Audits input panel
• New Mobile Audits reports for Score Cards
• Updates to Resource Skills input panel
• Updates to Scheduled Task Templates input panel
• Updates to SLA Editor input panel
• Updates to Stock input panel
• New and updated Survey Reports to Support Images and Dynamic Panels
• Updates to Supply Chain Survey input panel
• Updates to Work & Access Survey input panel
• Updates to Table Register input panel
• Updates to Task Preferences input panel
• Updates to Task User Preferences input panel
• Updates to User Preferences input panel
• Updates to User Self Management input panel

5.5.1.0 introduced:

• Updates to the Gantt chart in the Projects module
• Updates to the Advanced Helpdesk
• Update to the Contact input panel
• Update to the grid user personalisation window

4.7.0.0 introduced Asset Classifications and Groups. Enhancement was also added to the BIM viewer to allow greater integration

PPM Enhancements

4.5.6.0 introduced some enhancements to PPMs and the ability to assign multiple suppliers to Contracts

New Work In Progress module

Enhancements to the Sales Invoice Rule Groups

Feature Release

New features introduced to MRI Evolution including Planned Maintenance Summary, Master Rates Cost Matrix, Service Catalogue and Supplier Quote Grid Widget

Asset Hierarchies

Enhanced functionality to Asset and Task management, utilising a means of grouping Assets together and defining systems that they are constituent parts of.

The ability to create multi Asset Tasks has also been created.

Intuitive BI

Intuitive BI dashboards allow a User to create dashboards using key business data. The interface is easy to use and highly configurable. Components are created which can then be added to dashboards.

Attributes

Attributes allow data to be added to MRI Evolution beyond the capabilities of the standard database schema.

Attributes allows the system administrator to create required fields and dictate the value types stored against many entities in MRI Evolution.