What's New

If you have recently upgraded your system, you may be wondering what new and improved features are available in MRI Evolution. The following links and topics are designed to give you an overview. They will show you new features as well as functionality added to existing features.

New features are indicated by the version number of MRI Evolution being visible at the top on the help topic

New fields are indicated by the version number of MRI Evolution being added next to the field in the fields and description tables.

 

Version Released Description Hyper-link

Available from 6.5.0.0

May 2025

6.5.0.0 Introduced:

  • Asbestos Management

    • The following Asbestos entities have been added in order to allow users to create their own classification, grading and identification of Asbestos Containing Materials (ACMs):

      • Asbestos Accessibilities

      • Asbestos Positions

      • Asbestos Conditions

      • Asbestos Product Types

      • Asbestos Products

      • Asbestos Types

      • Asbestos Surface Treatments

      • Asbestos Identification Levels

      • Asbestos Survey Types

      • Asbestos Surveys

      • Asbestos Reports

  • Asbestos Register

    • The Asbestos Register grid allows users to view and maintain the Asbestos Containing Materials (ACMs) that are known to exist or have been discovered during an Asbestos Survey

    • Status changes plus Events and Documents related to the Asbestos Containing Materials can be added and viewed here

  • Asset Classifications

    • The system validation rule that prevents the creation of Asset Classifications with the same combination of System, Tag, Type and Name values has been updated so that the same combination will be permitted as long as the Asset Classification has a different value for Classification Level

    • Element Classification and Element Classification Group fields have been added to the input panel

    • A new Uniclass Hierarchy sub navigation has been added to the input panel

  • Concept Reports

    • New Concept Reports:

      • ACM-001 - Asbestos Containing Materials

      • ACM-SV1 - Asbestos Survey Results

      • CA-RS001 - Resource Calendar

  • Element Classification Groups

    • New system entity added:

      • Using combinations of Element Classification Groups and Element Classifications records, users can re-create the structure defined in an existing building classification system or create their own bespoke classification system

  • Element Classifications

    • New system entity added:

      • Using combinations of Element Classification Groups and Element Classifications records, users can re-create the structure defined in an existing building classification system or create their own bespoke classification system

  • Hazards

    • A new Asbestos Containing Materials (ACMs) sub navigation has been added

  • Instruction Set Schedules

    • The length of the SFG20FullTitle field has been increased from 128 chars to 512 chars

    • The length of the SFG20Path field has been increased from 255 chars to 512 chars

  • Instruction Sets

    • Support for Instruction Step versioning along with the ability to set and change the status of Instruction Steps has been added

  • Non-Task Time Types

    • Non-Task Time Types are used to categorise the periods of time, during their working day, a Resource spends carrying out activities not directly linked to Tasks

  • Purchase Orders

    • The length of the Order Number (POH_NUM_ORDER) field has been increased from 32 chars to 64 chars

  • Resources

    • New sub navigations have been added to the input panel:

      • Calendar

      • Non-Task Time

  • SFG20 Facilities iQ Integration Settings

    • New Enable Support for Multiple Regimes and Sub Groups preference has been added

  • Suppliers

    • A secondary email address to be used for correspondence has been added

  • Tasks

    • The length of the Short Description(TA_SHORT_DESC) field has been increased from 100 chars to 128 chars

 Release 6.5.0.0

Available from 6.4.1.0

February 2025

6.4.1.0 Introduced:

  • Advanced Helpdesk

    • The restriction to hide the Appointments tab when the Appointment Status is Not Required has been removed

  • Concept Reports

    • New Concept Reports:

      • RQ-001 - Request Line Item Allocation Analysis

        • This report will look at the details of each line item in the Request and make recommendations for how the line items should be grouped and which Contracts they should be assigned to, based on a range of factors, including configuration (building coverage, category, instruction set, schedule of rate capabilities), availability, performance and costs.

      • RQ-002 - Request Details and Progress

        • This report will show the progress of the issued tasks, task actions and schedule of rates for the request

  • General Preferences

    • The Enable Hierarchical Grids preference has been updated as follows:

      • The check box has been replaced with a multi-select dropdown of system entities that can have hierarchical grids enabled, select all that are to displayed as hierarchical grids:

        • Assets

        • PPM Actions

        • Instruction Sets

        • Task Actions

        • Instruction Set Schedules

        • Requests

  • Requests

    • A Requests menu option has been added to the Task Management menu group

      • The menu option will open a new Requests hierarchical grid. The hierarchy will be the parent Request records with sub-grids listing the child entity of Request Line Items

    • The Requests input panel has been updated as follows

      • New toolbar buttons have been added

      • The Details tab now has an expandable/collapsible/resizable splitter

      • The Tasks grid in the Details tab now contains Request Line Items instead of Tasks

      • A side panel for SLA information has been added

      • Two new Tabs, with new fields have been added:

        • Financial

        • Information

      • Certain existing fields have been reorganised within the page's tabs

      • New Request Line Item input panel, accessed via toolbar button, allowing users to create linked records with the following types (depending on the preferences set):

        • Schedule Of Rates

        • Task Actions

        • Tasks

      • New sub navigation options are available, containing entities linked to the Request:

        • Tasks

        • Mobile Audits

        • Sales Invoices

      • Certain updates to Tasks linked to Requests will update key information on the Request:

        • SLA Values

          • The values in the Request SLA performance fields will automatically be set based on data inserted and updated against the linked child Tasks

        • Request's Status

          • The Status of the Request will automatically be updated based on Status changes to the linked child Tasks

  • Shiftable PPMs and Shiftable Family PPMs

    • An issue has been resolved that related to the system checking all PPMs to see if they are part of a Family where no Family was defined

 Release 6.4.1.0

Available from 6.4.0.0

October 2024

6.4.0.0 Introduced:

  • Advanced Helpdesk

    • Selecting a Contract will set the Task's Currency to be that of the selected Contract

  • Advanced Helpdesk - Financials

    • A new read only field that displays the currency of the fiscal values related to the current Task

  • Advanced Helpdesk - Purchase Orders

    • A new read only field that displays the Currency of the Purchase Orders related to the current Task

  • Concept Reports

    • Every report that contains fiscal values has been updated to be aware of the new Currency system entity and to display the appropriate currency value

  • Contracts

    • New Currency field has been added to the Details Tab

    • Select the Currency that is to be used for all fiscal transactions related to the Contract

    • The Currency will be displayed in grids, reports and records related to the Contract, such as Tasks

  • Currencies

    • The ability to create multiple Currencies has been added to MRI Evolution

    • A Currency can be set against key system entities, such as Contracts. Fiscal transactions related to the Contract, such as Tasks, Schedule Of Rates and so on will inherit their Currency from the value defined against the Contract

    • The Currency will be displayed in input pages, grids and reports

  • Purchase Orders

    • A new read only field that displays the Currency of the Purchase Order

  • Requested Quotes - Supplier Tab

    • A new read only field that displays the Currency of the Requested Quote

  • Simple Helpdesk

    • Selecting a Contract will set the Task's Currency to be that of the selected Contract

  • Table Register - Table Fields

    • A Display Type of Currency has been added

  • Tax Codes

    • A second Tax Code identifier can now be added, where necessary, to allow for multiple taxes to be applied since some countries, such as the USA, have local taxes that are applicable in addition to regional taxes and so on

    • An option to compound the two taxes, or not, has also been added

 Release 6.4.0.0

Available from 6.3.1.0

October 2024

6.3.1.0 Introduced:

  • Advanced Helpdesk

    • New Claim Status field added to display the current State of a Payment Application related to the current Task

  • Advanced Helpdesk - Schedule Of Rates

    • The State indicator in the upper corner of the page has been updated to show the new Work Status and the new Approval Status

    • The page has been updated to contain three tabs, new fields have been added and some existing fields have been moved to group them more logically in the new tabs:

      • Details

      • Progress

      • Financials

    • The toolbar buttons have been updated as follows:

      • The legacy Status toolbar buttons have been removed

      • Functionality has been added to make it possible to manage the Work Status of the Task SOR Item

      • Functionality has been added to make it possible to manage the Approval Status of the Task SOR Item

      • An Upload toolbar button group has been added to make it possible to perform bulk actions for the current Task SOR Item:

        • Uploading Documents

        • Adding Events

    • The save and update system methods for Schedule Of Rates have been updated to be aware of the new Contract Preferences

    • Certain automated updates will occur when changing the Work State or changing the Approval State

  • Contracts

    • New Task Schedule Of Rate Preferences have been added to the Purchasing Tab:

      • Require Approval for new SORs

      • Approval Required for SOR Sources

      • SOR Approval Threshold

 Release 6.3.1.0

Available from 6.3.0.0

September 2024

6.3.0.0 Introduced:

  • Concept Reports

    • New reports have been added:

      • RG-001 - Regime Details

      • RG-002 - Instruction Set Schedule Details

  • Instruction Set Schedules

    • A new system entity called Instruction Set Schedules has been added

    • Instruction Set Schedules can:

      • Have Instruction Sets assigned to them, thereby grouping the Instruction Sets to provide more granular levels of maintenance detail

      • Be assigned to one or more Regimes

      • Be mapped to SFG20's list of Maintenance Schedules and depending on the configuration of the SFG20 Facilities iQ Integration Settings they can be automatically maintained via the Facilities iQ Integration

      • Be used without the need to integrate with SFG20

  • Instruction Sets

    • Support for Daily frequency PPMs has been added

    • New fields for the SFG20 Facilities iQ integration

    • Existing fields have been repositioned

  • Planned Maintenance Summary

    • Support has been added to the Planned Maintenance Summary for PPMs with a Daily frequency

  • PPM Planner

    • Support has been added to the PPM Planner for PPMs with a Daily frequency

  • PPM Planner Report

    • Support has been added to the PPM Planner Report for PPMs with a Daily frequency

  • PPMs

    • Support for Daily frequency PPMs has been added

    • New fields have been added

    • Fields have been repositioned to accommodate the fields above

  • Regimes

    • A new system entity called Regimes has been added

    • Maintenance Regimes are used to define maintenance schedules for specific Assets, Buildings, Locations, Contracts and so on

    • Regimes can be mapped to SFG20's list of Maintenance Schedules and depending on the configuration of the SFG20 Facilities iQ Integration Settings they can be automatically maintained via the Facilities iQ Integration

  • SFG20 Facilities iQ Integration Settings

    • A new page to maintain the SFG20 Facilities iQ settings has been added. The page allows users to configure their integration with the SFG20 Facilities iQ software solution

 Release 6.3.0.0

Available from 6.2.0.0

June 2024

6.2.0.0 Introduced:

  • Advanced Helpdesk

    • The Documents sub navigation has been updated to include more Task-related entities in the drop down filter

    • When creating and assigning time records to Resources, the prompt for completing Work & Access Survey Templates has been updated

  • All Grids

    • Grids can now be sorted by foreign key related entities

  • Concept Reports

    • New SLA Matrix report SLA-MT001 has been added

  • Cost Codes

    • A reciprocal Cost Centres sub navigation has been added to the Cost Codes input panel

  • Purchase Order Preferences

    • A new preference called Auto-Create Task Work Order POs has been added. The preference controls whether a Task Work Order Purchase Order will be created automatically for each Task when the Task Status is changed to a selected status

  • Requested Quotes

    • The Requested Quotes grid has been updated to include the Show Historic Records toggle icon

  • SLA Editor

    • The usability of the SLA Editor has been improved

  • Table Register

    • A new Sort By Column has been added, allowing users to select a field that will be used to sort grid records when the current entity is included as a foreign key relationship on a grid of different entity and the user clicks the column header of the foreign key field to sort the different entity's grid

  • Task Preferences

    • New Task SLA Colours tab added with the same preferences as can be set in the Task User Preferences page but the preferences set here can override the User Preferences

    • New preference - Enable Evolution Prompts for Task Completion State Change Reasons

    • New preference - Enable Evolution Prompts for Task Sign Off State Change Reasons

  • Task Time Records

    • When creating and assigning time records to Resources, the prompt for completing Work & Access Survey Templates has been updated

  • Task User Preferences

    • The Task Colours tab has been updated with new fields and functionality

  • Tasks Grid

    • New SLA Target Fields available in the grid

    • SLA Colourisation Enhancements

  • User Accounts

    • A new @yourService Work Order Diagnosis licence type added

  • Widget Pages

    • Improve the usability

  • Widgets

    • New @yourService Embedded Service Request Widget added

 Release 6.2.0.0

Available from 6.1.2.0

March 2024

6.1.2.0 Introduced:

  • Contracts

    • A new preference has been added to Contracts to control whether or not the Contract is treated as ACTIVE beyond the Expiry Date of the Contract

  • Cost Centres

    • New filtering and logic has been applied to the Cost Centre field in the following:

      • Advanced Helpdesk - Financials sub nav

      • Advanced Helpdesk - Purchase Order sub nav

      • Purchase Order Item input panel

      • Building input panel

      • PPM input panel

      • Scheduled Task Templates

  • Cost Codes

    • New filtering and logic has been applied to the Cost Code field in the following:

      • Purchase Order Item input panel

      • Advanced Helpdesk - Purchase Order sub nav

      • Advanced Helpdesk - General sub nav

      • Task Action Line Coding input panel

      • PPM Action Line Coding input panel

  • Location Types

    • New fields have been added to Location Types

  • Locations

    • The Cost Centre field has been moved from the General tab to new position in the Charges section of the Other tab

    • A new field for Space Function has been added to replace the moved Cost Centre field

    • A new Ceiling Height field has been added to the BIM/GIS section of the Other tab

  • Roles

    • A Copy function has been added to the Roles entity and input panel to make it possible for an MRI Evolution User to Copy all of the details and configuration of a Role

  • Space Functions

    • A new system Entity called Space Functions has been added. Space Functions are a way of classifying the Space entities of a BIM model.

    • Location records can have a Space Function defined against them.

  • Supply Chain Survey Templates

    • A Survey Responses tab has been added to the Supply Chain Survey Templates grid, allowing users to open them directly, without needing to open the entity records and then view the Survey Responses.

  • System Message Tray

    • A new System Preference has been added to control the number of days worth of Messages in the Message Tray. The preference defines the number of days a message will be visible for in the Message Tray

  • Task Actions Cost Coding

    • Logic has been added to the Estimated Labour, Materials and Plant Cost fields of the Task Actions Cost Coding input panel, dependent on the Cost Calculation Type of the parent Task Action

  • Widget Pages

    • To improve the usability of the Pages design function, the Widget place holders have been updated to include the Widget's Description and it's Widget Template

 Release 6.1.2.0

Available from 6.1.1.0

December 2023

6.1.1.0 Introduced:

  • Advanced Helpdesk - Purchase Orders:

    • The method that creates Task Work Order Purchase Orders from Tasks has been updated so that the system does not clear the estimated costs of the parent Task when the Purchase Order is created

    • The create Purchase Order from Tasks method has been updated as follows:

      • Record Purchase Order Creation as an Event against the Task

      • Set Recoverability Type Id

      • Attempt to set a VAT Code against Purchase Order Line Items

    • On transition to the COMPLETE state for Tasks:

      • The system will now check the Auto Receipt Line Items for Completed Work Order POs Contract preference value if the Enable generation of Task Work Order POs for the value of Task Estimates Purchase Order preference is set to Contract Specific

 Release 6.1.1.0

Available from 6.1.0.0

November 2023

6.1.0.0 Introduced:

  • Advanced Helpdesk - Actions

    • Hierarchical grid enabled in the sub nav to show related child records

    • Updates to the input panel

      • Tabs

      • New fields

      • Advanced costing and distribution functionality

      • Updating of the Parent Task's Costs on Insert and Update of Task Actions

      • New PPM Action Cost Coding entity

      • Validation to ensure the integrity of the costs and distribution

  • Advanced Helpdesk - Purchase Orders

    • The SLA/Appointments side panel has been removed to make room for a new panel containing page-specific information

    • New and updated toolbar buttons

    • The ability to edit costs and cost centre / cost code information related to the parent Task

    • Updated Purchase Order Line Item grid

    • The ability to add the new 'Task Work Order' Purchase Orders in addition to 'standard' Purchase Orders

    • Auto-populating of values in Purchase Order Header and Line Items based upon the Purchase Order type

    • Updates to Line Items:

      • Awareness of System and Contract Preferences to determine whether Lines are created from Task Actions or not:

        • Creating Line Items from Task Actions and Task Action Cost Coding

        • Determining costs based on Task Actions and Task Action Cost Coding rather than Task Estimates

      • Setting values in new fields:

      • Department

      • Recoverability Type

      • Task Action

  • Agora Queues

    • A new Agora Queues landing page link has been added to the Integration section of the System Preferences

    • New grid and input panel to maintain Agora Integration messages that have errors

  • Buildings

    • The Buildings grid has been updated

      • New filter options

        • Contract

        • Portfolio

        • Region

    • The Buildings input panel has been updated

      • A new sub navigation page entitled Occupants has been added to the Buildings input panel. The sub-nav will show the Contacts working/residing in an individual Building

      • A new sub navigation page entitled Cost Centres has been added to the Buildings input panel. The Building-to-Cost Centre assignment allows administrators to apply an optional additional level of filtering to the Contract Cost Centres

      • A new Golden Thread Report for Buildings has been added

      • New Print toolbar button for the report above and reorganised existing toolbar buttons

      • A Client field has been added, allowing users to link the Building to the selected Client

  • Clients

    • A new sub navigation page entitled Buildings has been added to the Clients input panel. The sub-nav will show the Buildings linked to the current Client

    • The side menu options have been re-organised and updated

  • Contracts

    • A new Tab for ‘Purchasing’ Contract preferences has been added

      • Purchasing related preferences have been moved from the current ‘Other Tab’

      • New preferences added and existing ones updated

    • New preference added to the Other tab

  • Cost Centres

    • A State model has been added

    • A status indicator has been added to show the current State of the entity

    • The Delete icon has been replaced with a Status button group, allowing users to change the State of the current Cost Centre record

    • Cost Centres with a Historic or Suspended state will be excluded from MRI Evolution auto-completes and service methods that return Cost Centres

    • Cost Code to Cost Centre assignment has been updated:

      • Cost Codes can be added and edited from the grid

      • Cost Codes can be marked as Locked for the parent Cost Centre:

        • This can be done directly from the grid or by editing the assigned Cost Code record

        • Cost Codes marked as Locked against a Cost Centre will be excluded from MRI Evolution auto-completes and service methods that return Cost Codes for a given Cost Centre

  • Cost Codes

    • New fields have been added to the Cost Code input panel

  • Licensing

    • A new Agora Integration licence type has been added

    • This is the main licence key that controls whether fields and functionality related to the Agora Integration are available in MRI Evolution

  • Locations

    • A new sub navigation page entitled Occupants has been added to the Locations input panel. The sub-nav will show the Contacts working/residing in an individual Location

  • PPM Actions

    • Hierarchical grid enabled in the sub nav to show related child records

    • Updates to the input panel

      • Tabs

      • New fields

      • Advanced costing and distribution functionality

      • Updating of the Parent PPM's Costs on Insert and Update of PPM Actions

      • New PPM Action Cost Coding entity

      • Validation to ensure the integrity of the costs and distribution

  • Purchase Orders

    • Updates to the grid and input panel

  • Purchase Orders Preferences

    • New and updated Purchase Order preferences

  • Recoverability Types

    • The Recoverability Types entity has been added

      • A new Recoverability Types landing page link has been added to Settings > Finance

      • New grid and input panel to maintain Recoverability Types

  • System Preferences Landing Page

    • The System Preferences landing page items have been grouped and reorganised

  • Task Preferences

    • New Task Action preferences have been added

 Release 6.1.0.0

Available from 6.0.1.3

December 2023

6..01.3 Introduced:

  • User Accounts

    • A new Resend Activation Email toolbar button has been added

      • When a Single Sign On account activation email expires or maybe the user is unable to find it (junk folder and so on), this button can be clicked to request the email activation is resent to the user's email address

 Release 6.0.1.3

Available from 6.0.1.0

August 2023

6.0.1.0 Introduced:

  • Advanced Helpdesk

    • New Calendar sub navigation added

      • The Calendar sub navigation contains an 'Outlook-like' calender representation of the entities associated with the current Task, as coloured blocks of time

      • The Calendar plan can be filtered to display or hide the following entities related to the Task:

        • Events

        • SLA Targets

        • Time Records

        • Appointment Visits

      • The entities above can be added and edited directly in the Calendar plan using toolbar buttons or the mouse to highlight an area and right-click context sensitive menus

    • Some of the sub navigation items have been reorganised into new and existing navigator groups

    • Certain Schedule Of Rates input panel fields are controlled by new preferences

    • The User Preferences page opened from the Advanced Helpdesk now includes the User Defined tab

  • Agora Controllers

    • Agora Controllers are where you register the specific applications and environments that will be exchanging information via the Agora Event Hub. An Agora Controller is a combination of Product, Client Id, Tenant and Environment. All of those combine to identify a unique source/destination when information is exchanged

  • Agora Dead Letters

    • Agora Dead Letters are created as a result of Event Hub messages that the messaging system cannot or should not deliver. There are a number of reasons why the message cannot be delivered, such as system validation, incorrectly formatted messages, messages having been read and rejected too many times and so on

  • Agora Events

    • Agora Events provide an audit trail of the exchange of data between integrated MRI systems via the Agora Event Hub

  • Asset Preferences

    • A new system preference has been added to control whether an Asset's Description field is set automatically and with what value when creating new Assets

  • Assets

    • The Description field may auto-populate with a value, or not, depending on what has been set in the Asset Preferences page. The default remains to auto-populate with the description of the selected Asset Tag. If a value is auto-populated in the field it can be manually altered by users

  • Buildings

    • A Delete button and associated functionality has been added to the Floors sub navigation

    • New Default Contract feature, this is only relevant to Tasks created through MRI Evolution Web Services using the Triage Contract Process Flow For Saving Tasks. When the triage determines that, based on the selected Instruction Set and Category, more than one Contract is available, the Default Contract will be used for the new Task

    • A new navigator link to open the Buildings grid has been added to the Facilities navigator group in between the existing links for Assets and BIM Manager. This is in addition to the existing Facilities > Property & Estates > Buildings link

  • Contacts

    • A new Client field has been added allowing users to select the Client the Contact is associated with

  • Contracts

    • A new 'Triage Only' Contract Type has been added

    • A new Default Level Of Completion field added

    • A new 'Triage Contract' Task save method has been added, the system will attempt to determine an appropriate Service Contract for a Task originating from an external system

  • Databases

    • A new field has been added allowing users to select the appropriate Locale for the Database

  • Locales

    • A new read only Currency field has been added that is auto-populated from the Locale's selected Culture

  • Location

    • Mobile (Stock) Location checkbox added

    • A Stock Issue Approval Required checkbox has been added

    • The Network Points field has been moved to alongside the Power Points field

    • The Stock Resources sub navigation has three new editable columns in the grid:

      • Default Location

      • Default Van Stock Location

      • Stock Issue Approver

    • A Resource cannot have more than one Default Location or Default Van Stock Location

  • Messages

    • The toolbar Message icon now opens the new Messages modal popup

    • The Messages modal popup provides a summary view of a User's Messages where they can manage them without the need to open the main Message grid

    • Users can still access the main Message grid via the Messages modal popup

    • Colourisation for Medium priority messages has been added

    • View Source Support has been added for Messages with URL Message Types

    • New Message Types added

    • Messages can now have an expiry date/time

    • Permissions to control System Messages have been added

  • Queries

    • New Query functions related to 'My Contact' have been added

  • Resources

    • The Stock Locations sub navigation has three new editable columns in the grid:

      • Default Location

      • Default Van Stock Location

      • Stock Issue Approver

    • A Resource cannot have more than one Default Location or Default Van Stock Location

  • Schedule Of Rates Preferences

    • New preferences have been added, they are used to modify the behaviour of adding Schedule of Rate Items to Tasks

  • Stock Grid

    • The Delete toolbar button has been replaced with a status change button group

  • Stock Input Panel

    • A status change button group has been added to the toolbar

    • A current state indicator has been added to the page header

    • A Copy toolbar button and functionality has been added

    • A Print toolbar button has been added to open a new report ST-001

    • Certain unused legacy Stock fields have been re-commissioned and can be added to grids or used in queries and reports

    • The layout and flow of the page has been improved by grouping related fields more logically

    • New fields added to the page

    • A new Stock Adjustments sub navigation has been added, the sub navigation contains a grid of Stock Adjustment records related to the current Stock Item

  • Stock Issues Header Input Panel

    • A quantity of Stock can now be Issued that spans multiple Batches of a Stock Item, the per batch transactions will be created automatically

    • A status change button group has been added to the toolbar

    • Changing the Stock Issue status will set certain fields automatically

    • A current state indicator has been added to the page header

    • The page has been organised into two tabs; Request and Details

    • New fields added and fields reorganised

    • The Stock Returns sub navigation is hidden when the Stock Issue is in certain states

    • The restriction related to only showing Tasks in the Task ID field list that have an associated Cost Centre and Cost Code has been removed

  • Stock Issue Item Input Panel

    • The label of the ‘Free’ field has been changed to ‘Stock Level’ to more accurately describe it

    • The 'Current Batch Qty' field has been replaced with a 'Free Stock' field showing the actual free stock value

  • Stock Adjustments

    • A text label has been added to the Select Stock toolbar button for improved usability

 Release 6.0.1.0

Available from 5.9.0.0

January 2023

5.9.0.0 Introduced:

  • New Account licence Management grid and input panel, providing an overview of the purchased User Licences and the ability to change the assignment of Licence Types to User Accounts

  • Advanced Helpdesk - Events

    • Updates to the View Event Map popup window

    • New Events fields

    • Inserting and updating Event logic

  • Buildings input panel

    • A new Sub Navigation page entitled Tasks has been added

      • The Sub Navigation contains a grid of Tasks related to the current Building

      • The Quick Entry Helpdesk can be opened from the Sub Navigation, allowing users to create new Tasks against the Building directly from the Buildings input panel

    • A new Sub Navigation Group entitled Services has been added

  • In order to simplify and add clarity, changes have been made to the following MRI Evolution system entities:

    • Call Events will now be known as Task Event Types

    • Events, related to Tasks, will now be known as Task Events

  • The Task Events input panel has been updated to include new fields and logic to manage the new attributes added to the Task Event Types entity

  • Cosmetic Changes to Cost Centres Input Panel and Sub Navigations

  • Task Event Types - A renamed copy of the existing Task Event Types link currently found in Settings\Tasks has been added to the Event Types landing page

  • Facilities Booking

    • Text descriptions have been added to the toolbar buttons in the Add button group of the Booking Header input panel

  • FSI Go has been renamed Evolution Go

  • Hazards have been renamed Hazards / Alerts or Hazards & Alerts, depending on the context

  • General Preferences

    • A new Home Logo URL field to control the behaviour of the Home button, when clicked

  • Master Schedule Of Rates Groups

    • A new Master Rate Items tab has been added

  • Mobile Audits - A new landing page and navigator items

  • Portfolio Types

    • A new Service Catalogue Portfolio field has been added

  • Purchase Orders

    • For improved usability, text has been added to the toolbar buttons, a payment status indicator has been added and the display issues of the header have been fixed

  • Requested Quotes

    • Text descriptions have been added to the toolbar buttons in the Status button group of the Requested Quote sub navigation of the Requested Quote input panel

  • The Resources input panel has updated as follows:

    • A visual indicator of the On Duty status for the current Resource

    • The toolbar buttons for On Duty and Off Duty are enabled and disabled dependent upon the current On Duty status of the Resource

    • New On Duty History Sub Navigation

    • The menu options have been updated with amended names and re-organised into menu groups

  • Supply Chain Surveys have been updated with new options to cater for Resources going On Duty and Off Duty

  • A new field has been added to the Time Record Status page - Exclude from SLA Calculations

  • User Preferences - Tasks, the User Defined tab has been updated:

    • An option to show a Building map in the User Defined section of the Advanced Helpdesk, instead of the User Defined text has been added

    • The formatting and editing options for the Text \ HTML field have been improved

    • Users can now add notations to reference data from the current Task and/or related entities to the Task in order to display the information in the User Defined section of the Advanced Helpdesk

 Release 5.9.0.0

Available from 5.8.2.0

September 2022

5.8.2.0 Introduced:

  • New No Access Appointment Visits State and State Transitions

  • The Create Revisit status button is now additionally available when the Appointment Visit status is Complete and History. New validation logic has been added to ensure that a revisit cannot be created if one or more of the associated Tasks have been signed off to history or cancelled

  • An update to the Tasks grid validation related to Appointment Visits when assigning a Resource to multiple Tasks

 Release 5.8.2.0

Available from 5.8.1.0

July 2022

5.8.1.0 Introduced:

  • Changes have been made to the Advanced Helpdesk - Schedule Of Rates functionality:
    • Grid querying and filtering has been enabled
    • The Task Schedule Of Rates page has been updated:
      • New fields added
      • Certain field labels have been made hyperlinks
      • New Unit Type added - Required / Not Required
  • The logic used to display Actual Events in the Advanced Helpdesk - Events Timeline has been changed

  • The Settings > Contracts landing page links, relevant to the management of Schedules of Rates, have been duplicated so that they also appear on the Settings > Finance landing page

  • Changes have been made to the Master Schedule Of Rate Groups functionality:

    • The Translation Strings for Schedule Of Rates Master Groups have been updated throughout MRI Evolution to be Master Schedule Of Rates Group(s)

    • A new State Model has been applied
    • The Master Rate Item sub navigation grid has been updated
    • The Master Rate Item page has been updated
  • Changes have been made to the Contracts - Schedule Of Rates functionality:

    • Schedule Of Rates grid changes:

    • Column filters have been enabled

    • Query filter has been enabled

    • A show history toggle button has been added

    • New Status toolbar button group to manage the States of the Schedule Of Rate records

    • The updated Schedule Of Rates input panel is opened from the grid

  • Locations - Stock Resources sub navigation added

    • A new sub navigation page entitled Stock Resources has been added to the Locations input panel

    • The Stock Resources sub navigation contains a grid of Resources that have been assigned to the current Location

    • The assignment of Resources to Stock Locations is used in Evolution Go activities as a short cut to quickly see the Stock levels in the Stock Locations associated with their Resource record

  • Resources - Stock Locations sub navigation added

    • A new Sub Navigation page entitled Stock Locations has been added to the Resources input panel

    • The Stock Resources sub navigation contains a grid of Locations that the current Resource has been assigned to

    • The assignment of Resources to Stock Locations is used in Evolution Go activities as a short cut to quickly see the Stock levels in the Stock Locations associated with their Resource record

 Release 5.8.1.0

Available from 5.8.0.0

May 2022

5.8.0.0 Introduced:

  • Re-branding changes of company and product names, colours, logos and styling:

    • Master Header

    • New Favicon

    • Splash Screen

    • Terms and Conditions

    • Login Screens

    • Self Registration and Forgot Password screens

    • Task Grid Colourisation

    • Navigation Menu Items

    • Widgets colours and styling

    • System Reports

    • Pages and Fields throughout the system

    • Grids throughout the system

    • Modal popups

    • Input Panel Splitters Style Changes

    • Application Names

    • Licence Names

    • Services Illustration Images
    • Contact Tasks
  • Updates to the Advanced Helpdesk, Events sub navigation:
    • The Events sub navigation has been divided into two tabs; Events and Timeline.
      • Search, queries and column filter functionality has been added to the Events grid
      • The Timeline tab has been added to display SLA target dates and Events related to the current Task in a linear graphical timeline
  • Updates to the Inuitive BI Widget setup
    • It is now possible to define the display order for Dashboards displayed in an Intuitive BI widget

  • The size of the Task Step Answer text field (F_TASK_ANS.TA_ANS_QUESTION) has been increased to 4000 characters to be consistent with the Instruction Step Text field (F_IN_STEPS.INSTP_TEXT)

 Release 5.8.0.0

Available from 5.7.1.0

February 2022

5.7.1.0 Introduced:

  • A page has been added to Settings\Surveys to maintain Survey Preferences. In version 5.7.1.0 the available preferences include the settings related to the new Guest Response feature that allows users who do not have their own MRI Evolution accounts to submit responses to Surveys

  • Updates to the Supply Chain Surveys page toolbar buttons
  • Updates to the Advanced Helpdesk and Advanced Helpdesk, Events sub navigation:
    • Updates to the toolbar buttons

    • View Event Map functionality added - When the user clicks the View Event Map button, a new map window for Task Events is opened. The map displays pins for each of the F_EVENTS records linked to the current Task. The position of each Event is based on Latitude and Longitude information received for Events that are generated from user actions in the Evolution Go Tasks activity, such as starting travel, arrival on site etc.. The map will also show a pin position representing the Latitude and Longitude of the Building where the Task takes place

  • New Licence Type to allow a User Account to be used as the authenticating account in the new page for external users submitting Survey Responses
 Release 5.7.1.0

Available from 5.7.0.0

January 2022

5.7.0.0 Introduced:

  • Updates to Accounts and Roles input panels
  • Updates to the Advanced Helpdesk
  • New Contract View Settings page
  • Updates to Contracts input panel
  • New Grades system entity
  • New Grade Profiles system entity
  • Updates to Instruction Sets input panel
  • Updates to Instruction Steps input panel
  • Updates to ISM Resource Grid Information panel
  • Updates to ISM grid
  • Updates to Locales input panel
  • Updates to Location Types input panel
  • Updates to Locations input panel
  • Updates to Mobile Audits input panel
  • New Mobile Audits reports for Score Cards
  • Updates to Resource Skills input panel
  • Updates to Scheduled Task Templates input panel
  • Updates to SLA Editor input panel
  • Updates to Stock input panel
  • New and updated Survey Reports to Support Images and Dynamic Panels
  • Updates to Supply Chain Survey input panel
  • Updates to Work & Access Survey input panel
  • Updates to Table Register input panel
  • Updates to Task Preferences input panel
  • Updates to Task User Preferences input panel
  • Updates to User Preferences input panel
  • Updates to User Self Management input panel
 Release 5.7.0.0

Available from 5.6.0.0

July 2021

5.6.0.0 Introduced:

  • Improvements to the Survey Designer, including new question types and importing and exporting to/from the Survey's associated JSON file (Questions and so on)
  • Updates to Mobile Audits and Mobile Audit Templates
  • Updates to the Skills input panel
  • New Task Preferences related to Assign Ownership of Tasks
  • New Assign Ownership of Tasks functionality
  • Updates to the Advanced Helpdesk
  • Updates to the Tasks grid
  • Updates to Work Access Survey Templates
 Release 5.6.0.0

Available from 5.5.1.0

May 2021

5.5.1.0 introduced:

  • Updates to the Gantt chart in the Projects module
  • Updates to the Advanced Helpdesk
  • Update to the Contact input panel
  • Update to the grid user personalisation window
 Release 5.5.1.0

Available from 5.5.0.0

January 2021

5.5.0.0 introduced:

  • Supply Chain Surveys

  • Work and Access Surveys

  • Task Appointments

  • Skill Requirements for Tasks

  • Task Assignment Enhancements

    • Enhanced Resource Filtering Rules

    • Open Resource Planner from Helpdesk and Tasks Grid

    • Redesigned Time Records Page

  • Resource Planner Enhancements

  • Bulk Restore & Restore to Previous State

  • Rejection and Cancellation Reasons

 Release 5.5.0.0

Available from 5.3.0.0

March 2020 5.3.0.0 introduced Supplier Status, the ability to set the visibility of Hazard & Alerts across MRI Evolution platforms, the redesign of the Advanced Helpdesk and a variety of features for Contractor Gateway Release 5.3.0.0

Available from 5.2.0.0

November 2019 5.2.0.0 introduced Login Background images being uploaded on a per server instance basis, Resource Statuses, Asset Preferences and improvements to Work Permits, including the ability to view and edit from the Advanced Helpdesk Release 5.2.0.0

Available from 5.1.0.0

August 2019 5.1.0.0 introduced Account Profiles to allow greater flexibility for defining the Validation Rules that apply to User Accounts Release 5.1.0.0

Available from 5.0.0.0

June 2019

5.0.0.0 introduced an icon refresh and improvement features to grids and filters.

 Release 5.0.0.0

Available from 4.9.0.0

 October 2018 4.9.0.0 introduced the ability to view a Contacts Task history directly from the Contact screen Release 4.9.0.0

Available from 4.8.0.0

May 2018

4.8.0.0 introduced new features to enhance GDPR functionality within MRI Evolution

Release 4.8.0.0

Available from 4.7.0.0

March 2018

4.7.0.0 introduced Asset Classifications and Groups. Enhancement was also added to the BIM viewer to allow greater integration

Release 4.7.0.0

Available from 4.6.0.0

September 2017

BIM Manager

The BIM Manager allows for BIM documentation and information to be stored and viewed within MRI Evolution

Release 4.6.0.0

Available from 4.5.6.0

August 2017

PPM Enhancements

4.5.6.0 introduced some enhancements to PPMs and the ability to assign multiple suppliers to Contracts

Release 4.5.6.0

Available from 4.5.3.0

May 2017

Evolution Go Resource Integration

Evolution Go Resource Integration allows Users to view Resources current Locations and send Notifications to Evolution Go mobile Users via MRI Evolution

Release 4.5.3.0

Available from 4.5.1.0

December 2016

New Work In Progress module

Enhancements to the Sales Invoice Rule Groups

 Release 4.5.1.0

Available from 4.5.0.0

October 2016

PPM Improvements

Enhancements have been made to PPMs and Instruction Sets.

Release 4.5.0.0

Available from 4.4.8.0

September 2016

Feature Release

New features introduced to MRI Evolution including Planned Maintenance Summary, Master Rates Cost Matrix, Service Catalogue and Supplier Quote Grid Widget

 

Release 4.4.8.0

Available from 4.4.7.0

June 2016

General enhancements added to MRI Evolution

Release 4.4.7.0

 

Available from 4.4.6

 June 2016

Asset Hierarchies

Enhanced functionality to Asset and Task management, utilising a means of grouping Assets together and defining systems that they are constituent parts of.

The ability to create multi Asset Tasks has also been created.

 

Release 4.4.6.0

Available from 4.4.5

May 2016

Building Structures.

Enhanced functionality to Building Structures to enable Countries, Floors, Areas, Regions and Portfolios to be created within the Property and Estates structure.

Excitech Integration

Excitech FX360 is a space management tool that takes floor plans and allows definition of rooms, desks, staff and other building fabric entities. Excitech FX360 can now be integrated with MRI Evolution so that information entered into Excitech can be auto-updated in MRI Evolution.

Release 4.4.5.0

Available from 4.4.4.0

March 2016

Intuitive BI

Intuitive BI dashboards allow a User to create dashboards using key business data. The interface is easy to use and highly configurable. Components are created which can then be added to dashboards.

Release 4.4.4.0

Available from 4.4.1.0

December 2015

Payment Mechanisms

A Payment Mechanism (PayMech) is a way for a FM provider to calculate the price of the services that have been delivered.

Release 4.4.1.0

Available from 4.4.0.0

November 2015

Attributes

Attributes allow data to be added to MRI Evolution beyond the capabilities of the standard database schema.

Attributes allows the system administrator to create required fields and dictate the value types stored against many entities in MRI Evolution.

Release 4.4.0.0

 

Available from 4.3.2.0

March 2015

Event Matrix

The Event Matrix allows a structure to be applied to Events so that if a User adds a certain Event to an entity only child Events will show.

Release 4.3.2.0

Available from 4.3.0.0

February 2015

Compliance Tasks

When maintaining Buildings and Assets it is sometimes a requirement to prove that certain Regulations and Compliance Types have been met, to prove that Government or Industry specific standards are being adhered to.

Live View

Live View allows a business to use a single widget to show geographical and numerical summaries

Release 4.3.0.0