Settings

Settings provides centralized configuration for all MRI Evolution system components such as assets, user accounts, finance, resources, tasks, and specialized modules.

Configure system behaviour, establish operational standards, define reference data, manage user access and permissions, set up integrations with external systems, and customize module-specific parameters. Settings control how Evolution processes data, displays information, and enforces business rules across all functional areas.

Icon	Feature	Description
	System Administration	System Administration allows access to set up and maintain system configuration.
	Integrations	The Integrations section of System Administration provides centralized configuration and management for connecting MRI Evolution with external systems and services. These integration settings enable seamless data exchange, automated workflows, and enhanced functionality across your technology ecosystem. Integration options include email servers (SMTP and Exchange), telephony systems (CTI), energy management platforms (MRI Energy), BIM systems (Excitech), the MRI Agora Event Hub for inter-application messaging, and dashboard services. Each integration extends Evolution's capabilities by enabling communication with specialized external systems. System administrators can configure connection parameters, authentication credentials, synchronization settings, and monitoring options for each integration. The Agora Event Hub integrations provide real-time audit trails and dead letter queues for troubleshooting failed message exchanges between MRI applications.
	Accounts	Create and manage User Accounts and Roles.
	Appointments & Visits	The Appointments & Visits functionality defines an intention to visit a specific Building at a specific Date and Time.
	Asbestos	The Asbestos Management module provides comprehensive functionality for managing asbestos-containing materials within your properties. This module enables you to configure reference data for material assessment, manage survey information and identification levels, and track asbestos conditions and treatments. The system supports regulatory compliance by providing structured data collection, risk assessment tools, and comprehensive reporting capabilities for asbestos management across your property portfolio.
	Assets	Create Asset groupings of System, Tags Types and Names. Set the Asset Code Template and Asset Status.
	Attributes	Create Attribute Categories, Libraries and Groups.
	Authorisation	Create authorisation ranges for Tasks, Purchase Orders, Quotes and Sales Invoicing and Credits.
	BMS	Note: In the current version of Evolution, only the Control Points functionality is available for building management. Control Points allow you to monitor and manage key data elements such as sensors and actuators within your properties. The Building Management System (BMS) module is being replaced by the next-generation MRI IoT Hub. The IoT Hub unites property operations, enables real-time monitoring, and extracts valuable insights from IoT data across your portfolio: Drive operational efficiencies with technology automation Save valuable time and reduce operational costs Future-proof your maintenance operations and services For more information, visit the MRI IoT Hub product page.
	Contacts	Create Activity Types, Classes, Desk Status, Employment Types, Grades, Positions and Teams for Contacts.
	Contracts	Create Contract Groups and Schedule Of Rates.
	Customer Satisfaction Forms	Create Questions and Customer Satisfaction Templates.
	Documents Setup	Create Document Classes and Sub Classes.
	MRI Dreamscape Settings	Maintenance of MRI Dreamscape Tenants, Users and Groups.
	Event Settings	Creates Event Types and the Event Matrix.
	Evolution Go	Update Evolution Go Users and create Mobile Audits.
	Facilities Booking	Create Facilities Booking settings including Catering, Inventory, Booking Types and Location Sorting Order.
	Finance	Create Finance settings including Suppliers, Tax Codes, Cost Centres and Cost Codes.
	General	Create Metadata Groups and set non working days for Facilities Booking.
	Hazard / Alert Types	Create Hazard / Alert Types.
	Intuitive BI	Access Intuitive BI and import Dashboards.
	Integrated Services	Create Radios and set ISM System Preferences.
	Mobile Audits	The Mobile Audits settings within MRI Evolution allow for the maintenance and creation of entities for use with Mobile Audits.
	Payment Mechanisms	Create PMS settings including Core Values, Service Payments, Task Queries and Ratchets.
	Projects	Create Project settings including Priorities, Statuses, Rick and Recharge Codes.
	Property & Estates	Create Property and Estates settings including Building and Location Conditions, Department Groups and Elements and Utility Types and Measurements.
	Purchase Orders	Create Purchase Order settings including PO Types, Statuses and Delivery Addresses.
	Quotes	Create Quotes settings including Rejection and Referral Reasons, Review Criteria and Preferences.
	Resources	Configure workforce availability, skills, shifts and time categories so MRI Evolution can assign and schedule Resources accurately across Tasks and planned maintenance.
	Resource Planner	The Resource Planner shows which Resources are available, what Tasks they have scheduled and how much time they have available on any given day. it is a window that can be filtered and be used to assign and manage Tasks.
	Sales Invoicing	The Sales Invoicing Module uses financial information that has been entered into MRI Evolution to create invoices for clients. The financial information can be drawn from a Task, a Facilities Booking or a Contract. The flexibility of the Module allows an invoice to be created for different clients at different rates. Once the client has been invoiced and has made payment, MRI Evolution can record all payments received and any credits given to allow reconciliation of accounts.
	SLA Settings	SLA (Service Level Agreements) enables MRI Evolution to calculate La’s according to predefined portions of time. This can be as simple as using the Task Priority or can be more complex using working hours and complex Calendars such as school terms. Service Level Agreements (SLAs) define the expected service standards between providers and customers. SLAs set clear performance targets and provide a basis for monitoring and reporting service delivery.
	Stores	The Stores module allows management of an organisation’s Stock. Records can be kept of any Stock that is purchased and subsequently used. The Stores module can be integrated with the Order module so Stock can be ordered and received as required. Stock can be issued and returned, Stock-takes can be produced and the results can be recorded, and manual adjustments can be made to ensure that Stock levels are accurate.
	Surveys	Surveys Module enables creation, grouping and deployment of structured questionnaires to collect operational, compliance and feedback data across Tasks, Suppliers and Resources via Work & Access and Supply Chain Survey Templates.
	Tasks	Configure comprehensive task management framework within MRI Evolution work order system. Establish categories, priorities, statuses, instruction sets, and workflow components enabling efficient creation and management of both planned maintenance and reactive tasks across facility operations.
	User Settings	User Preferences in Evolution empower you to tailor the system to your daily work. Adjust settings for task management, resource planning, facilities booking, and more, so the platform fits your responsibilities and preferred workflows. Options include customizing queries, managing passwords, setting timesheet defaults, and configuring integrated services. Each preference helps you save time and reduce repetitive steps.
	Widgets & Home Pages	Evolution Reach provides a simplified interface for end-users and clients, integrating with core modules such as helpdesk, facilities booking, visitor management, and reporting. This allows users to perform key actions—like logging calls, booking rooms, or running reports—without needing access to the full-featured MRI Evolution platform.
	Workflows	The Evolution Workflow management function allows administrators to configure, monitor, and maintain automated processes and event-driven actions across the system. Workflows can be triggered by a wide range of system events, database changes, or user actions, and can automate notifications, integrations, and business logic.