Appointment Types

Available from 5.5.0.0

Appointment Types define the configuration templates and business rules for scheduled resource visits in Evolution, controlling how appointments are created, displayed, and completed in both desktop and mobile applications (for example, Evolution Go, MRI Dreamscape Contractor). Create Appointment Types specifying key operational parameters including Maximum Duration (longest time the appointment can run, for example, 4 hours for routine maintenance visits), Sign Off Requirements (when signatures are captured: Not Required, On Departure from site, or On Completion of all work), Default Window Size (standard appointment duration, for example, 2 hours), and window adjustment rules (how appointment windows automatically resize when resources accept or are dispatched to tasks). For example, create an "Emergency Repair" appointment type with 3-hour maximum duration, signature required on completion, and automatic window adjustment on despatch (±30 minutes either side of estimated arrival to provide customer with realistic time expectations). These configuration options directly affect scheduling workflows—when users create appointments of this type, the system automatically applies these defaults and enforces these behaviours, ensuring consistent service delivery standards across all scheduled work. This supports operational efficiency (standardized appointment behaviours reduce configuration time), customer communication (clear window sizing and adjustment rules enable accurate arrival time notifications), and compliance tracking (signature requirements ensure documented service completion). Organizations typically create multiple Appointment Types matching different service scenarios—for example, Planned Maintenance (longer durations, no signature required), Customer Appointments (adjustable windows with signatures on departure), and Emergency Call-outs (flexible durations with completion signatures)—enabling appropriate workflows for each service delivery model.

Available from 7.0.0.0

The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.

Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.

Settings > Appointments & Visits > Appointment Types

The link will open the Appointment Type grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Appointment Type click New , to edit an existing Appointment Type click Edit . A pop up window will appear which will allow the creation or amendment of an Appointment Type.

Click to view - Appointment Type Fields and Descriptions

Field Name	Description
Name	The name of the Appointment Type.
Description	The description of the Appointment Type.
Maximum Duration	A time field to set the maximum duration of the Appointment in hours and minutes.
Sign Off Required in Evolution Go	This field is used control whether, or at what stage, an Evolution Go user has to acquire a signature in order to complete the Appointment. The field is licence aware and hidden if Evolution Go has not been purchased. From the drop down select one of the following: Not Required On Departure On Completion
Sign Off Required in Contractor	This field is used control whether, or at what stage, a MRI Dreamscape Contractor user has to acquire a signature in order to complete the Appointment. The field is licence aware and hidden if Contractor has not been purchased. From the drop down select one of the following: Not Required On Departure On Completion
Default Window Size	A time field to set the default duration of the Appointment in hours and minutes.
Round Times of Default Window	From the drop down select one of the following: To Nearest Hour To Nearest 30 mins To Nearest 15 mins No Rounding - Use Specific Times
Adjust Appointment Window	From the drop down select one of the following: Do Not Adjust On Resource Acceptance On Despatch
Set to +/- HH:MM either side of Estimated Arrival	A time field to set the Appointment Window offset in hours and minutes. Read only unless the Adjust Appointment Window value is set to either On Resource Acceptance or On Despatch.

Complete the fields and click Save and Close .