Release 7.0.0.0 - March 2026

The 7.0.0.0 release included the following:

Feature Description Hyper-link
Accounts

The ability to create 'cloned' Support Accounts has been added, allowing MRI Support staff to gain access to a client's system using an Account that is as near as possible to a given real life user in order to diagnose and analyse client's issues.

It is only possible to create Support Accounts if Okta is enabled in the client's system.

The process must be initiated:

  • by a client's user with the necessary permission granted

  • from within the Account record that is to be cloned

The copy Account functionality has been enhanced to include these additional options:

  • Contract Groups Assignments

  • Document Repositories

  • Facilities Booking Buildings and Locations

  • Stock Locations

  • Publishing

    • Resource Planner Colour Sets

    • Published Concept Reports

    • Published Crystal Reports

    • Published Buildings

    • Assigned Resources

    • Published Clients

    • Published Attribute Groups

    • Published Suppliers

  • Homepage Menu Links

  • Standalone Widgets

A new sub navigation that allows the Assignment of Tasks User Defined Lookups to the Account.

Assigning / Publishing works the same way as publishing Level Of Completions:

  • If an Account has no User Defined Lookups values published to them, publishing restrictions do not apply and they should see all User Defined Lookups values in auto-completes or editable grids

  • As soon as an Account has at least one User Defined Lookup value published they will be restricted so that they can only select those User Defined Lookups values published to them in auto-completes or editable grids

Publishing does not stop users from seeing entities where the User Defined Lookup has been set. It only controls their ability to select User Defined Lookups in auto-completes and editable grids.

Accounts
Various

The menu links below will now open the page in the same window as MRI Evolution by default, instead of a separate window. Users still have the option to open the page in a separate window. Either the Close button will be hidden and the Open in new window button will be displayed or vice versa, depending on whether the page is opened in a page of its own, or not:

 
Agora Events

New Agora Event Queries have been added:

  • Producer Events

  • Consumer Events

  • Producer Commands

  • Consumer Commands

  • All Producer Actions

  • All Consumer Actions

  • Purchase Order Integration Actions

  • OSCRE Real Estate Data Sync Events

 
Agora Insights MRI Agora Insights is an AI-powered data and analytics platform that unlocks and visualizes financial and operational insights from all of your data from your connected MRI products. It provides a unified place to access automated insights at a glance, enabling you to make smarter, data-driven decisions faster. Agora Insights consolidates data from all your MRI solutions, partner products, and business systems into a single source of truth, delivering powerful dashboards, self-service analytics, and AI-driven understanding of big data to accelerate your strategic decision-making. Agora Insights
Agora Queue Multi-selection of records has been enabled and a Re-Submit button has been added to the grid, allowing users to re-submit multiple unsuccessful Agora messages directly from the grid, rather than having to open each record and re-submit one at a time. Agora Queue
Application Branding The new Application Branding feature allows administrators to customize the look and feel of the Evolution application interfaces for different system profiles. The interface is organized into three tabs—Reach, Evolution, and Connect—each with its own set of configurable branding options. Administrators can adjust icons, application names, header colours, menu tab styles, and more for each profile. A live preview panel lets you see changes instantly before saving. Application Branding
Appointment Types

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.

Appointment Types
Appointment Visit Resolutions

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.

Appointment Visit Resolutions
Area Types

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.

Area Types
Areas

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.

Areas
Asset Classification Group

New fields added:

  • Regime

  • Regime Status

The logic to create compulsory Assets has been enhanced to take into account the Set a Description automatically in the Asset Input Panel when creating new Assets preference.

The Assets generated will have an automatically created Description value that depends upon the preference value:

  • None

  • Use Classification Name

  • Use Asset Tag

  • Use Asset Type

Asset Classification Group
Attribute Groups

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.

Attribute Groups
Attribute Library

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.

Attribute Library
Attribute Library Categories

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.

Attribute Library Categories
Attribute Look Ups

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.

Attribute Look Ups
Attributes Grid

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.

Attributes Grid
Booking User Defined

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.

Booking User Defined
Branches

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.

Branches
Building Conditions

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.

Building Conditions
Building Register

A scope field has been added and when used in conjunction with the Parent Building field it gives greater flexibility and context for complex Building relationships, typically in the field of property management.

For example; a Sub Building may refer to the distinct units or structures within a larger property, such as individual apartments in a block of flats, town houses in a development, or separate buildings on a larger estate.

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.

Building Register
Building Status

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.

Building Status
Building Types

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.

Building Types
Clients

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.

Clients
Concept Reports The Concept Reports grid has been enhanced to allow users to filter the Grid using a Query. Concept Reports
Cost Centres

New fields added:

  • Short Description

  • Category

  • Grouping Code

Cost Centres
Countries

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.

Countries
Customer Service Desk

The following changes have been made to the History pane of this page:

  • The order of the two tabs have been reversed, the pane will now open on Task History rather than Customer Comments tab

The toolbar buttons have been updated as follows:

  • The Ownership Toolbar icons have been organised into an Actions Group

  • An Assign Ownership button has been added along with the associated functionality

Customer Service Desk
Customising Grids When personalising grids, Users can check the Wrap Text box to enable the text in a given field to wrap and have the grid row grow vertically to accommodate the text within the field, the default option for fields is set in the Wrap Text within Table Fields. Customising Grids
Database

The licence restrictions related to the allocation of users and the visibility of the External Comms tab have been removed. This functionality now forms part of the base MRI Evolution system.

 

Database
Department Elements

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.

Department Elements
Department Groups

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.

Department Groups
Departments

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.

Departments
Dreamscape Users Recent updates to Dreamscape have removed the requirement for Social Name and its uniqueness for Sub Tenants, simplifying user management. Dreamscape Users
Element Classification Groups

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.

Element Classification Groups
Element Classifications

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.

Element Classifications
Evolution Reach

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.

Evolution Reach
Excitech Settings

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.

Excitech Settings
Favourites

Every function and menu option can now be added to Favourites, whereas in previous versions the landing page items could not be added to Favourites.

Add or remove an item in your Favourites by clicking its star icon in the menu navigation or within the Favourites list itself.

For example, search for “Contracts” using the menu search box, click the star to pin it, then open Favourites to launch Contracts directly.

Favourites
Floors

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.

Floors
General Preferences

Where a hierarchical data structure has been enabled for MRI Evolution entities, the auto-completes for the entity can display the parent/child relationship data by checking the required values from the dropdown:

  • Buildings

  • Locations

  • Categories

Enable Hierarchical Auto-Completes
Grid Views

When in Master Grids, Users now have the option to toggle their grid style between Standard and Condensed views. Their preference will be persisted and stored in their user preferences.

Standard view has more spacing around the text in the column headers and grid rows. The amount of data/rows visible in the grid is reduced in Standard view when compared to Condensed view.

The following grids will be displayed in the Condensed style by default:

  • All grids in Assignment windows

  • All grids in the sub-navigation pages of input panels

  • Resource Planner

  • Customer Service Desk

  • Issue PPMs

  • Integrated Care Services

A fixed width for the first and (some) second columns for all Grids with Icons:

  • All standard Grids with entity Icons

  • Grids where the first cell is a colour indicator, such as the Tasks grid

  • Grids where the first cell is a single modal, such as the Requested Quotes grid

  • Grids where the first cell is a multiple div modals, such as the Time Sheets grid

  • Hierarchical Grids, where enabled, such as the Assets grid

Standard and Condensed Toggle View
Help Desk CSF Audit

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.

Help Desk CSF Audit
Help Desk Purchase Orders

The logic for creating Purchase Orders from the Helpdesk has been changed as follows:

  • When the Order Type is Purchase Order:

    • If the Task's Contract has the preference for Allow multi-task Purchase Orders set to FALSE, the system will save the current Task's Sequence Id to the created Purchase Order's Task Id field

    • If the Task's Contract has the preference for Allow multi-task Purchase Orders set to TRUE, the system will save the created Purchase Order's Task Id field as null

  • When the Order Type is Task Work Order:

    • The system will always save the current Task's Sequence Id to the created Purchase Order's Task Id field

Help Desk Purchase Orders
Helpdesk Contracts linked to a Supplier with a Suspended Status will not be shown in the Contract auto-complete.

The User Preferences page opened from the Helpdesk has a new tab - Task Settings.

Helpdesk
Helpdesk Widget The Licence restrictions for document uploads by Evolution Reach users have been removed—this capability is now included in the base MRI Evolution system. Helpdesk Widget
Helpdesk Work Permits

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.

Helpdesk Work Permits
Identity Tags

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.

Identity Tags
Instruction Sets The licence restrictions related to the Permits Sub Navigation has been removed. This functionality now forms part of the base MRI Evolution system. Instruction Sets
Lease Register

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.

Lease Register
Location Conditions

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.

Location Conditions
Location Groups

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.

Location Groups
Location Register

A Scope field has been added and when used in conjunction with the new Parent Location field it gives greater flexibility and context for complex Location relationships, typically in the field of property management.

A check-box for Asbestos Present has also been added and certain existing fields have been repositioned to accommodate these new fields.

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.

Location Register
Location Status

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.

Location Status
Location Types

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.

Location Types
Master Matrix

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.

Master Matrix
Master SOR

New fields added:

  • Labour Sale Price

    • An alternative estimated cost of Labour for a single unit of the selected Unit Type when the SOR is applied to a Task

  • Stock Sale Price

    • An alternative estimated cost of Stock for a single unit of the selected Unit Type when the SOR is applied to a Task

  • Plant Sale Price

    • An alternative estimated cost of Plant for a single unit of the selected Unit Type when the SOR is applied to a Task

  • Total Sale Price

    • Auto-calculated by adding the Labour Sale Price, Stock Sale Price and Plant Sale Price and will be used to calculate the Estimated Costs of Tasks where the rate is selected

  • Currency

    • Select the Currency that is to be used for all fiscal transactions related to the current Master Schedule Of Rate Group

Master SOR
Measurement Units

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.

Measurement Units
Messages

The location of the Messages functionality has been moved as part of the look and feel changes in version 7.

All existing functionality for determining the colour and the counts for the Message alerts are the same as the methods used for the old Message alert position prior to version 7.

Messages
Navigation

Major changes have been made to the way Users navigate around the MRI Evolution system.

  • New Agora Insights menu option

  • A new menu search feature to improve the usability of MRI Evolution. Click on any side menu group and enter the name of the MRI Evolution function you require in the Find menu items search field

  • The System Administration menu group has been incorporated into the Settings menu

  • Over time, the menus and landing pages of MRI Evolution had become disjointed and not grouped logically. Therefore, many of the MRI Evolution functions have been re-organised and in some cases relocated in order to provide a better, more consistent user experience

  • Hyperlink Action Added Behaviour
    Ctrl + Left mouse button click Open link in a new tab
    Middle mouse button click Open link in a new tab
    Ctrl + Shift + Left mouse button click Open link in a new tab and immediately switch to it
    Shift + Middle mouse button click Open link in a new tab and immediately switch to it
    Shift + Left mouse button click Open link in a new browser window
  • Auto-complete changes:

    • The MRI list style icon has replaced the magnifying glass

    • The icon to open the pop-up search will only be shown when the user clicks in to the control

    • An option to CLEAR current selection has been added

    • The ‘Items X-X out of X’ text has been aligned to the left

    • Support for Entities where hierarchy is enabled; Locations, Buildings and Categories:

      • All records with no parent ID should be shown when the auto-complete control is accessed

      • Child records will be grouped under their parent in a 'tree view'

      • Users will be able to expand the 'tree view' list to see the child records

      • If a user starts typing in the auto-complete then all levels of records will be included in the search, not just the top level parent

Navigation
Planned Maintenance Summary The licence restrictions related to the use of this page has been removed. This functionality now forms part of the base system. Planned Maintenance Summary
Portfolio Types

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.

Portfolio Types
Portfolios

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.

Portfolios
PPM Templates The licence restrictions related to the Permits Issued Sub Navigation has been removed. This functionality now forms part of the base MRI Evolution system. PPM Templates
Purchase Orders

Contracts linked to a Supplier with a Suspended Status will not be shown in the Contract auto-complete.

Purchase Orders
CSF Questions

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.

Questions
CSF Templates

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.

Templates
Rate Register

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.

Rate Register
Regimes A new Asset Classifications sub navigation has been added to the Regimes input panel showing all Asset Classification records that are associated with the current Regime and allowing users to associate new ones. Regimes
Region Types

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.

Region Types
Regions

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.

Regions
Rent Register

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.

Rent Register
Request Preferences

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.

Request Preferences
Requested Quotes

Contracts linked to a Supplier with a Suspended Status will not be shown in the Contract auto-complete.

Suppliers with a Suspended Status will not be available to assign to the Quote.

Requested Quotes
Requests

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.

Counters have been added to the following three sub navigation menu items to display the number of records within the relevant sub navigation, shown in brackets e.g. Tasks (4):

  • Tasks

  • Mobile Audits

  • Sales Invoices

The following Request Queries are available 'out of the box' to select and filter the grid to show records that match the chosen Query:

  • New Requests

  • Requests received in the last 7 Days

  • Requests requiring Appointments

  • Requests received from AtYourService

  • Requests received from external sources

  • Self-Diagnosed Requests

Contracts linked to a Supplier with a Suspended Status will not be shown in the Contract auto-complete.

When a new Line Item is added to a Request, the parent Request will be updated based upon a defined set of calculations to reflect the additional Line Item.

When an existing Line Item is updated, the parent Request will be updated based upon the same set of calculations if any of the following criteria are met:

  • If any of the following financial values are changed for the Request Line Item:

    • Labour Cost

    • Materials Cost

    • Plant Cost

    • Labour Sale Cost

    • Materials Sale Cost

    • Plant Sale Cost

  • If the Triage Status of the Request Line Item is changed

  • If the Request Line Item is Soft Deleted

Requests
Resource Planner

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.

Resource Planner
Resource Planner Preferences

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.

Resource Planner Preferences
Roles

A new sub navigation that allows the Assignment of Tasks User Defined Lookups to the Role.

Assigning / Publishing works the same way as publishing Level Of Completions:

  • If a Role has no User Defined Lookups values published to it, publishing restrictions do not apply and the Accounts associated with the Role will see all User Defined Lookups values in auto-completes or editable grids

  • As soon as a Role has at least one User Defined Lookup value published, the Accounts associated with the Role will be restricted so that they can only select those User Defined Lookups values published to the Role in auto-completes or editable grids

Publishing does not stop users from seeing entities where the User Defined Lookup has been set. It only controls their ability to select User Defined Lookups in auto-completes and editable grids.

Roles
Schedule Of Rates

New fields added:

  • Labour Sale Price

  • Stock Sale Price

  • Plant Sale Price

  • Total Sale Price

Schedule Of Rates
Scheduled Tasks The licence restrictions related to the Permits Sub Navigation has been removed. This functionality now forms part of the base MRI Evolution system. Scheduled Tasks
Sites

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.

Sites
Simple Helpdesk

Styling improvements have been made to the Simple Helpdesk to improve the appearance and to align with MRIs styling standards.

The Timezone field has been removed.

Simple Helpdesk
SMTP

New Authentication Type field has been added.

Select an appropriate value from the drop-down:

  • Basic

  • Microsoft 365

SMTP
Space Functions

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.

Space Functions
Table Register

The licence restrictions related to the Store Attributes? and Allow Identity Tags have been removed. This functionality now forms part of the base MRI Evolution system.

New Field Register option - Wrap Text. Check the box to enable the text in this field to wrap and have the grid row grow vertically to accommodate the text when the field appears as a column in a grid.

The Identity Tags and Dreamscape Data fields have been repositioned on the page.

A vertical scroll bar has been added to the page because when a system has many modules licensed, some of the fields were not visible unless the page size was increased.

Table Register
Task Appointments

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.

Task Appointments
Task Category

New fields added:

  • Level

  • Parent Category

Task Category
Tasks Grid In previous versions of MRI Evolution, it was not possible to add Events in bulk for Tasks selected in the grid if the Event Matrix is enabled for any of the selected Task's Contract. This restriction has been enhanced so that bulk events are allowed under certain circumstances. Tasks Grid
Tasks User Defined Lookups

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.

Tasks User Defined Lookups
Timesheet System Preferences

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.

Timesheet System Preferences
Timesheets

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.

Timesheets
User Self Management The layout of the Self Management menu and the place it appears on the screen has been updated as part of the Version 7 revamp. User Self Management
Utilities Register

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.

Utilities Register
Utility Types

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.

Utility Types
Viewing Attributes

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.

Viewing Attributes
Widget Pages

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.

Widget Pages
Work Permit Classes

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.

Work Permit Classes
Work Permits

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.

Work Permits