Release 5.5.0.0 - January 2021

The 5.5.0.0 release included the following:

Feature Description Hyper-link
Consistent Resource Filtering

The filter options to display the most appropriate Resources to the User have been updated in version 5.5.0.0 and the same filter options are now available in all areas of MRI Evolution where users assign Resources to Tasks:

  • Resources sub navigation in Advanced Helpdesk

  • Time Record Input Panel

  • Find Nearest Map View

  • Resource Planner

Resources sub navigation in Advanced Helpdesk

Time Record Input Panel

Find Nearest Map View

Resource Planner

New Toolbar Button in Tasks input Panels and Grids to restore Tasks from History

Previously, the method used to restore a Task that's been sent to History is to select the status change button entitled 'Mark as Complete'. This method is to be replaced by a new Toolbar button entitled 'Restore Task'.

The old Mark as Complete button will still be available but should be hidden for Tasks that have a status of REJECTED, HISTORY or CANCELLED.

The new Restore Task button will be available in the Status button group in the toolbar of the following pages:

  • Tasks grid
  • Advanced Helpdesk
  • Helpdesk
  • Contact Tasks
  • Integrated Services

Tasks grid

Advanced Helpdesk

Helpdesk

Contact Tasks

Integrated Services

Advanced Helpdesk

Assign Group and Buttons added to Toolbar of the Advanced Helpdesk

Surveys Sub Nav added to Advanced Helpdesk

Rename Mobile Audits Group and Nav Item in Advanced Helpdesk

Open Planner button added to Assign Toolbar group in Advanced Helpdesk – opens resource planner

Advanced Helpdesk Resource Sub Nav updated

Right Hand Pane in Advanced Helpdesk into two Tabs - Dates and SLA and Appointments

Advanced Helpdesk

Advanced helpdesk - Resources

Time Records Redesign Time Records Input Panel Time Records
Tasks grid

Add Contractor Status Buttons to Tasks Grid

Open Planner button added to Assign Toolbar group in Tasks Grid – opens resource planner

Tasks grid

Task Settings

User Preferences - Tasks

New State Change Reasons entity, grid and input panel

New Scheduling SLA Preferences

REJECTED and ACCEPTED states added to System Task and User Preferences for Event Creation

State Change Reasons

User Preferences - Tasks

Task Preferences

Appointments

Appointment Types: Grid and Input Panel

Appointment Visits Grid & Input Panel

Appointment Visit Resolutions - Grid & Input Panel

Calendar Days Input panel updated to include a new checkbox field for Use for Appointments

Calendar Sessions Input panel updated to include a new fields related to Appointments

Contract Input Panel to Include Enable Appointments checkbox

Requests input panel

Appointment Types

Task Appointments

Appointment Visit Resolutions

Calendar Days

Calendar Sessions

Contracts

Requests

Resource Planner

Requirements and Events in-line icons and div panels added to the Task Grid in Resource Planner

New Resource Planner Preference to enable or disable Appointment Highlights in the Resource Planner

Implement Task Resource Filter Control

Update Estimated Travel Time Option added to Context Menu for Time Record Objects

Route Summary Information added to Map View Pane

Resource Planner to support new Colouration Mode for Scheduling SLA Indicator

Time Record Information Window in Resource Planner modified to Include Appointment Fields

Resource Planner loaded directly from Tasks in 'Filter by Tasks' mode

Map Control added to Day Pane in Overview mode

New Appointment Types and Statuses in Task Colouration Rules for Resource Planner

Open Appointment option added to Context Menu for Time Record Objects

Resource Planner

Resource Planner Preferences

Colouring Sets

Surveys

The existing Survey Templates Grid and Input Panel to be used for the new derived Work Survey Templates entity

New Supply Chain Survey Templates Grid and Input Panel

Work & Access Survey Templates

Supply Chain Survey Templates

Document Repositories Survey Response Store added to Document Repositories input panel Document Repositories
Contact Tasks

Assign Group and buttons added to Toolbar of the Contact Tasks page

Accept and Reject buttons added to Status Toolbar in Contact Tasks

Contact Tasks
Projects Replace Project Flash GANTT chart with Telerik RadGant Version Projects - Gantt Chart
Contracts New Contract Settings that will control whether the system automatically changes the status of Confirmed Appointments to Despatched and when this should happen Contracts
Contacts Multi select drop down box for Contact Preference added to the Communication Preferences tab Contacts