Release 5.7.0.0 - January 2022

The 5.7.0.0 release included the following:

Feature Description Hyper-link
Accounts and Roles A popup prompt has been added to the Account and Role input panels, fired when the Assign All Permissions toolbar button is clicked, the purpose is to ensure the user wants to assign all Permissions to the current Account or Role.

Accounts

Roles

Advanced Helpdesk

New licence to allow a User Account to be used as the authenticating account in the new page for submitting Survey Responses using Survey Tokens

  • A 'Create Scheduled Task' toolbar button has been added to the Actions toolbar button group in the Advanced Helpdesk:
    • When clicked, the Scheduled Task Template input panel is launched, passing the details of the current Task, allowing users to quickly create new Scheduled Task Template records

  • The Fault Code field will be automatically populated with the default Fault Code of the Instruction Set selected in the Problem field, if it has one

  • A 'Task Broadcast' toggle toolbar button has been added to the Advanced Helpdesk:

    • Task Broadcast functionality is dependent on the At Your Service Purchase Key being present

    • Tasks with Broadcast turned on will appear in the Building Feed of the MRI Dreamscape @yourService app
  • A new version of the Documents sub navigation has been added to the Advanced Helpdesk in addition to the standard System sub navigation for Documents. The new Documents grid will show Concept Documents assigned to other entities linked to the current Task e.g. the Building, Contract, Asset and so on

  • The 'Other' tab has been renamed 'Notes'

  • The labels of Advanced Helpdesk tabs have been updated so that it is possible to modify their values using Translation Strings

  • The User Preferences button in the Advanced Helpdesk toolbar has been updated so that it opens a new page for Helpdesk specific preferences

 Advanced Helpdesk

Advanced Helpdesk - Documents

Contract View Settings A new system preference page has been added to allow system administrators to make changes to mitigate the performance impact that can occur when running queries related to hiding data outside the scope of the Contract(s) that have been assigned to the user's Contract View. Contract View Settings
Contracts The Contract input panel has been updated so that the Supplier field label is a hyperlink to open the selected Supplier record directly. Contracts

Grades

A new system entity called Grades has been added.

Grades are used to Score the results of completed Mobile Audits.

  • New landing page, grid and input panel

Grades

Grade Profiles

A new system entity called Grade Profiles has been added.

Grade Profiles are comprised of Grade Criteria and can be associated with Mobile Audit Templates.

Grade Criteria are comprised of Grades and defined as upper and lower percentage ranges in order to score the completed Mobile Audits derived from the Mobile Audit Template.

Grade Criteria can be applied to Mobile Audits carried out against Tasks in any Contract or for a specific Contract.

  • New landing page, grid and input panel
 Grade Profiles
Instruction Sets

New fields have been added to the Instruction Set input panel:

  • Estimated Plant
  • Fault Code
  • Broadcast Status - only shown when the At Your Service purchase key is present

New option has been added to the Use For dropdown:

  • At Your Service

Context Help has been added to the following fields:

  • Master Instruction

  • Generate Req. Quote

  • Broadcast Status

 Instruction Sets
Instruction Steps

The Instruction Steps input panel has been reorganised as follows:

  • The page has been made into two tabs - Details and Notes

    • Details tab

      • New text field entitled 'Criticality' added

      • New checkbox field added entitled 'Read Only for Resources'
    • Notes tab
      • New text field entitled 'Step Summary' added
      • New multi line text field entitled 'Step Notes' added

The Instruction Steps database table has been updated so that field length for the Step Description (INSTP_TEXT) has been increased from 1000 to 4000 characters.

New database fields for Criticality, StepSummary and Notes (4000 characters) have also been added to account for the structure of Task Schedules when Instruction Sets are created from an SFG20 import.

 Instruction Sets > Instruction Steps
Integrated Services User Preferences

New field assignment options have been added to the User Preferences for Resource Grid Information:

  • Task Seq
  • Item
 Integrated Services User Preferences
Integrated Services Module Grid

The ISM grid, right hand Resource pane has been updated as follows:

  • The default size has been changed from a fixed width of 316 pixels to 35% of the page size

  • The pane can now be resized as well as collapsed

 Integrated Services Module Grid
Locales

New drop down field entitled 'Short Day and Month' has been added to the Locales input panel. Drop down options as follows:

  • Padded
  • Non Padded
 Locales
Locations

A new Stock Accounts sub navigation has been added to the Locations input panel:

  • The sub navigation will only be displayed if the current Location has been defined as a Stock Location
  • The sub navigation contains a grid listing Accounts records that have been assigned the current Stock Location
  • Accounts can be assigned and unassigned within the sub navigation

A new Stores sub navigation has been added to the Locations input panel:

  • The sub navigation will only be displayed if the current Location has been defined as a Stock Location
  • The sub navigation contains a grid listing Stock/Stores records that have been assigned to the current Stock Location
 Locations
Location Types

A new Locations sub navigation has been added to the Location Types input panel.

The sub navigation contains a grid listing Location records that have been defined to have the current Location Type as an option.

 Location Types
Mobile Audit Templates

Updates as follows:

  • New Assignments sub navigation has been added, allowing the Mobile Audit Template to be assigned to records that match the Default Table Catalog value defined against the Mobile Audit Template
  • The Questions sub navigation has been updated as follows:
    • Default columns updated

    • Search and Query Functions enabled

    • Column Filters enabled

  • New Mobile Audits sub navigation has been added, showing all Mobile Audits associated with the current Mobile Audit Template

  • The Mobile Audit Templates input panel has been updated to include options to set Mobile Audit Task Behaviour and Score Card Behaviour:

    • An option to set a Default Report

    • Options to set the preferred Behaviour for Mobile Audits created against Tasks using this Template:

      • Prevent Partial Completion

      • Create Task for Incomplete Items

      • Evolution Go Multi-Assignment Behaviour

    • Options to set Score Card Settings for Mobile Audits using this Template:

      • Enable Score Card

      • Score Card Report

      • Evaluate Score Card Trigger

  • A new field to store a Grade Profile against the Mobile Audit Template
 Mobile Audit Templates
Mobile Audits

Updates as follows:

  • The View Item Response toolbar button is now hidden unless the design type of the associated Mobile Audit Template is Survey Designer
  • A new Scorecard toolbar button has been added to the Mobile Audit Results page:
    • When clicked, the Concept Report defined as the Scorecard Report for the Mobile Audit Template associated with the current Mobile Audit will be opened
    • The button is only shown when the Mobile Audit Template associated with the current Mobile Audit has Enable Scorecard set to True
    • The button is disabled if the Mobile Audit Template associated with the current Mobile Audit does not have a value for Scorecard Report
  • Certain values are now inherited when a Mobile Audit Template is selected:

    • Name field in the page to be the same as the Template Name

    • If the selected Mobile Audit Template has a Default Entity, the Entity field is auto-populated

    • If the selected Mobile Audit Template has a default Report, the Report field is auto-populated

  • New fields have been added to show:

    • The Assigned Time Record to carry out the Audit

    • The Evolution Go User carrying out the Audit

    • A field to indicate the Audit has been generated as a follow on from another Audit

  • New Scorecard Reports:

    • SC-001 - Score Card Report

      • Standard Score Card

      • Grouping by Category

      • Minimal Charts

    • SC-001b - Score Card Report (No Score Categories)

      • Standard Score Card

      • No Grouping by Category

      • Minimal Charts

    • SC-002 - Score Card Analysis Report

      • Standard Score Card

      • Grouping by Category

      • Analysis Charts

    • SC-002b - Score Card Analysis Report (No Score Categories)

      • Standard Score Card

      • No Grouping by Category

      • Analysis Charts

    • AS-001 - Mobile Audit Answers Report

      • Standard Mobile Audit Answers Report updated to support audits designed using the Survey Designer as well as any using Standard Questions

    • AS-002 - Mobile Audit Answers Report - With Images

      • Version of the standard Mobile Audit Answers Report that will display Images and Signatures when provided as Answers.

        Note: This report will only run when the base64_decode function has been added to the database. If you find that this report errors when you try to use it then please contact MRI Software support so that they can arrange for the function to be added.

Mobile Audits

Input Panel Sub Navigation Menus An icon has been added to the Navigator Groups to make it more apparent to the user that the Navigator Group has been collapsed. Navigation - Collapsible Menus
Resource Skill Input Panel A new Resource field has been added to display the name of the Resource the skill has been linked to.

Resource Skills

Scheduled Task Templates

Updates as follows:

  • A new Tab has been added to the main Scheduled Task Templates grid. The tab contains a grid showing all rows from the ScheduledTaskTemplateLogs entity
  • A new copy function has been added to the Toolbar of the Scheduled Task Template input panel that can be used to quickly create copies of the current Scheduled Task Template
  • The Scheduled Task Template input panel has been updated so that it can be opened directly from a Task in the Advanced Helpdesk in order to create a Scheduled Task Template using values from the Task.
 Scheduled Task Templates
SLA Editor

Support for additional SLA notation options has been added:

  • End of Week

  • End of Month

The SLA Matrix page allows these new types to be entered in the Target fields (Respond, Attend, Contain, Fix, User)

  • {x}EOM
  • {x}EOW

where {x} is a whole number

 SLA Editor
Stores

Updates as follows:

  • An assignment option, suitable for bulk assignment of Stock Items to a Stock Take, has been added to replace the manual single item method

  • To aid access to Issued Stock Items information, a new Tab has been added to the top of the main Stock Issues grid, containing a grid of Issued Stock Items from the F_STK_TRANS entity

  • New fields have been added to the Stock Issue Item input panel showing details of the linked Stock Transaction Header:

    • Stock Issue

    • Date

    • Contract

    • Task ID

Stock Take

Stock Issues

Stock Issue Item

Supply Chain Survey Templates

Updates as follows:

  • A new Questions sub navigation has been added to the Supply Chain Survey Templates input panel. The sub navigation contains a grid listing details of the Survey Template Questions linked to the current Survey Template, created using the Survey Designer
  • New and updated Survey Reports to Support Images and Dynamic Panels:

    • SV-001 Survey Response

      • The standard Survey Report has been updated to make it suitable for both Work & Access or Supply Chain Surveys. Task information will be shown or hidden depending on the Survey Type. Updated Logos, fonts and formatting.

    • SV-002 Survey Response - Images

      • Version of the standard Survey Report that will display Images and Signatures when provided as Answers.

        Note: This report will only run when the base64_decode function has been added to the database. If you find that this report errors when you try to use it then please contact MRI Software support so that they can arrange for the function to be added.

    • SV-003 Survey Response - Dynamic Panels

      • Version of the standard Survey Report that is specifically designed for Surveys that contain Dynamic Panels. This report template can also be used for all types of surveys if required

    • SV-004 Survey Response - Alt Format

      • A version of the Survey Report that uses an alternative layout for questions and answers that replicates the flow of the survey submitted by the user. This report also supports Dynamic Panels

 Supply Chain Survey Templates
Table Register

The default columns shown in the Table Fields sub navigation grid of the Table Register Input Panel have been updated to the following:

  • Field Name

  • Description

  • Auditing Allowed?

  • Searchable?

  • Editable in Grids?

  • Grid Edit Type

  • Grid Default Column Order

  • Grid Filter Type

  • Grid Footer Type

  • Grid Footer Text

  • Grid Display Type

 Table Register - Table Fields
Tasks Grid

A new User Preferences button has been added to the Preferences toolbar button group in the Tasks Grid.

When clicked, a modified version of the existing User Preferences > Tasks page will open, allowing users to define all preferences in the current Task Colours tab.

 Tasks Grid
Task Preferences

A new Change of Broadcast Status option has been added to the Events tab of the System Task Preferences page, allowing auto-generation of Events for a Task when the Task Broadcast Status is set or updated.

Task Preferences - Events Tab

User Preferences - Tasks Department has been added to the review criteria in the Duplicate Query tab of the ‘User Preferences’, ‘Tasks’ page. User Preferences - Tasks
User Self Management

A new link has been added to the Account menu in MRI Evolution, Evolution Connect and Evolution Reach that will open the system and environment information page, subject to Permission granted.

It is envisioned that it will be beneficial for users to provide this information to their IT support, where necessary.

 User Self Management
Work Access Survey Templates

Updates as follows:

  • A new Questions sub navigation has been added to the Work Access Survey Templates input panel. The sub navigation contains a grid listing details of the Survey Template Questions linked to the current Survey Template, created using the Survey Designer
  • New and updated Survey Reports to Support Images and Dynamic Panels:

    • SV-001 Survey Response

      • The standard Survey Report has been updated to make it suitable for both Work & Access or Supply Chain Surveys. Task information will be shown or hidden depending on the Survey Type. Updated Logos, fonts and formatting.

    • SV-002 Survey Response - Images

      • Version of the standard Survey Report that will display Images and Signatures when provided as Answers.

        Note: This report will only run when the base64_decode function has been added to the database. If you find that this report errors when you try to use it then please contact MRI Software support so that they can arrange for the function to be added.

    • SV-003 Survey Response - Dynamic Panels

      • Version of the standard Survey Report that is specifically designed for Surveys that contain Dynamic Panels. This report template can also be used for all types of surveys if required

    • SV-004 Survey Response - Alt Format

      • A version of the Survey Report that uses an alternative layout for questions and answers that replicates the flow of the survey submitted by the user. This report also supports Dynamic Panels

 Work Access Survey Templates