Contract Group

MRI Evolution allows Contracts to be grouped together in logical groups to reflect an organisation's structure and to aid reporting. Each Contract must be part of a Contract Group.

Users can only view and work with the Contracts within the Contract Groups they have been granted access to.

The list of Contract Groups is maintained here.

Settings > Contracts > Contract Groups

The link will open the Contract Group grid, a User will only be able to see Contract Groups in this grid that they are assigned to. It is a grid view which can be searched, sorted and customised as normal.

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

ClosedClick to view - Contract Group Fields and Descriptions

Complete the fields and click Save . Once the Contract Group header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

  • Assign Contracts
  • Assign Accounts

Assign Contracts

Once a Contract Group Header has been created, Contracts can be assigned to the group.

Settings > Contracts > Contract Groups - Assign Contracts

The link will open the Contract Group / Contracts grid. It is a grid view that can be customised and sorted as normal.

To assign Contracts click Assign , entities in the right hand assignment window are connected.

To create Contracts see Contracts

Assign Accounts

Once a Contract Group Header has been created User Accounts can be assigned to the group

Settings > Contracts > Contract Groups - Assign Accounts

The link will open the Contract Group / Accounts grid. It is a grid view that can be customised and sorted as normal.

To assign Accounts click Assign , entities in the right hand assignment window are connected.

To create Accounts see User Accounts.