Version History

What's New?

Contractor v2.1.0.0 contains changes to the Contractor Gateway to add or improve functionality in Invoicing, Dashboard Documents and Permits:

• Invoicing:

  • The invoice modal popup available from a Task has been changed to include an Invoice Description field

  • A configuration option has been added to allow a Level of Completion to be set against a Task when an Invoice is attached via Contractor Gateway

  • When an invoice is added to a Task within Contractor Gateway, if that Task has an associated Purchase Order within MRI Evolution, then a Payment record will be added to the Purchase Order.

  Note: When Multiple Purchase Orders exist against the Task in MRI Evolution then the Payment will be added to the first active Purchase Order found

  • Upon adding an Invoice to a Task within Contractor Gateway an Event will be added to the Task within MRI Evolution containing the invoice details

  • If a document was attached to the Invoice within Contractor Gateway, then this will be added as a document against the MRI Evolution Task. If there is a Purchase Order against the Task in MRI Evolution, then the Document will also be assigned to the Purchase Order

  • Events will show in the Task timeline within Contractor Gateway

• Dashboard Documents:

  • The ability to select a document Class and Sub Class has been added to the Dashboard document section

• Permits

  • Permits can now be created within Contractor Gateway without the need to be associated to a Task

  • A configuration option has been added to specify the Contract that non-Task associated Permits will be created under.

  Note: A Contract is required for Permit creation within MRI Evolution when there is no assigned Task, if this configuration option is not set then the Task selection will be mandatory

Known Issues

• Purchase Orders:

  • Deleting or cancelling a Purchase Order from MRI Evolution will not delete the Invoice from Contractor Gateway. Deleting the payments on the Purchase Order will delete the invoice from Contractor Gateway

What's New?

Contractor v2.0.0.0 contains changes to the Contractor Gateway UI/UX to make it look and feel more part of the MRI suite.

Note: An upgrade to MRI Evolution version 6.1.2.0 is required for this release as it utilises new web services that have been added to MRI Evolution for the quote functionality.

• New fields added to Task pages:

  • The following fields have been added to the task grid and slide out draw:

    • Level of completion

    • Task Sub Class

  • Optionally the task financial fields can be displayed within task slide out draw. The visibility of these fields is controlled via the configuration app per supplier

• Task Completion:

  • Contractor now changes the status of tasks in MRI Evolution to Complete

  • When a task is complete within Contractor Gateway the task will be completed in MRI Evolution if there are no other open time records

• Redesign of Completion Progress page

  • The visibility of this page is controlled via the "Allow Users to manage Time Records in Gateway" setting per supplier within the configuration app

• Housekeeping Settings

  • Two new settings have been added that will remove Completed tasks and History/Cancelled quotes from the Contractor after x days

    • Housekeeping days for Completed Tasks

    • Housekeeping days for History/Cancelled Quotes

  • These settings can be configured in the Configuration app per supplier

• Invoice Document Upload:

  • New settings have been added to allow an invoice document to be uploaded against a task

  • The visibility of these fields is controlled per supplier within the Configuration app

  • When a document is uploaded against a task the document will be associated with the task using the specified Document Class and Sub Class set in the configuration app

  • Note: Currently the "Show Date", "Show Number", "Show Net" and "Show Tax" fields are not integrated with Evolution. These fields are intended to be utilised when Contractor is integrated with QPM in a future release

• Manage Quotes

  • New functionality has been added to allow Contractors to manage quotes that have been requested from them via the MRI Evolution Requested Quotes functionality

  • A new section has been added to the Contractor Gateway dashboard to allow users to view quotes that require their input

  • The quotes grid allows users to view and manage the quotes issued to them

  • Clicking on a quote in the grid will take the user to a page where they can view the details of the quote

    • From this page users can perform the following functions:

      • Upload Document

      • Add Support Costs against the quote items

        • Before quote submission the users must add their supporting costs against each quote item

        • To add supporting costs users can click on a quote item within the grid of the quote page

      • Submit Quotes

      • View reasons for Quotes Rejected and Quotes Returned

What's New?

Contractor v1.3.1.0 contains enhancements to the integration with MRI Evolution, it also included resolved defects.

The integration enhancements relate to: Time Records, Documents, Events, Work Permits, SLA Targets and the creation of Resources:

• Creating Time Records in MRI Evolution:

  • Contractor is now aware of Time Records added to Tasks within MRI Evolution; if a Time Record is added to a Task with a state of “Sent to Contractor”, the Time Record will be sent to Contractor

• Class and Sub-Class added to document upload:

  • Document Classes and Sub Classes can now be selected when uploading a Document within Contractor

  • Document Classes and Sub classes are published from MRI Evolution

• Add "Building Code" field in Gateway, Kiosk and Relay:

  • Building Code is now concatenated with Building Name

• Financial Values/Timeline Events:

  • A new field for “Financial Value” has been added to Events allowing the user to add a financial value when creating an Event

  • Call Event Types can now be published from MRI Evolution to allow users to pick an Event Type when creating an Event

• Gateway Permit Submission:

  • Permits that have been rejected can now have their questionnaires re-submitted as well as the whole Permit

  • Updates to Permits within MRI Evolution will now send changes to Contractor whilst the Permit is in the “With Supplier” state

• Task completion in MRI Evolution when completed from Contractor:

  • Tasks completed via Gateway/Kiosk/Relay will now update the Task status within MRI Evolution to “Complete” rather than just setting the Level of Completion

• Gateway Grid refresh:

  • Refresh buttons have been added to the following grids to allow the user to manually refresh the grid:

    • Tasks

    • Compliance

    • Permits

    • Resources

• Permit Survey responses are rejected when the associated Permit is rejected:

  • Permit Survey responses are now rejected if/when the associated Permit is rejected allowing the user to submit new Survey results

• Add additional SLA Targets to Task:

  • The following SLA Targets have been added to the Task details within Gateway, Kiosk and Relay:

    • Respond

    • Scheduled

    • Contain

• Gateway Task Grid Filter:

  • Users can now filter the Task grid by Due Date by supplying a from/to date

  • Users can now multi-select Task statuses to filter the Task grid

• Gateway Resource Creation:

  • When creating Resources from Contractor Gateway, the system will now set the “TeamWorks User” and the “TeamWorks Resource” flags within MRI Evolution

Resolved Defects

The following defects have been resolved for this release:

• Missing content while submitting a Permit to Work from Contractor Gateway
• Document update fails when updating MRI Evolution from Gateway due to unlimited characters in Gateway Document name
• Documents sent with a Task from MRI Evolution are not available against the Task in Gateway
• When MRI Evolution users remove a Task from Contractor, all Time Records including completed ones are removed
• Deleting a Resource in Gateway throws an error

What's New?

Configuration App:

• New option added to Supplier settings for “Create Evolution Resources Only”
• Option to control whether users can create Time Records via Gateway; "Allow Users to complete Tasks in Gateway" renamed to "Allow Users to create Time Records in Gateway"

Gateway:

• Integration with MRI Evolution Go Tasks activity: Time record updates and Events from MRI Evolution Go are now integrated with Gateway, this includes updates/deletes (From MRI Evolution) of Time Records, Event insert/update/delete) and Task Status updates
• Ability to create Resources from Gateway that are “MRI Evolution only” Resources
• New REST service to handle CRUD operations on Resources in Contractor
• Building Address has been added to the Location pane within Task details
• Signature pad survey questions are now displayed within all Apps
• Updated “Spinner” hide/show for consistency across Apps
• Document upload survey questions now allow upload of images
• Updated UI font to match contractor Logo
• Additional fields made editable for draft Permits (Title, Telephone No, Valid From, Valid To, Task/Building/Location)
• Removed ability to update Documents via gateway as updates cannot currently be reflected in MRI Evolution
• Added the ability to view previous submissions of Compliance Surveys in Gateway for record-keeping, even after the survey has been unassigned in MRI Evolution
• Added Resource Documents section to the Edit Resource Page
• Compliance Surveys now support the full range of responses from MRI Evolution
• Now sending back Submitted By information to MRI Evolution when submitting Compliance Surveys from Gateway
• Added Total Core Time displayed in Hours/Minutes on the Task Completion Report

Kiosk:

• Requirements field name updated to match Gateway

Relay:

• Requirements field name updated to match Gateway

Resolved Defects:

• Task Status are not updated when the Resources are Created/Deleted: Task status now updated when adding/removing Resources
• Kiosk – Logout of Kiosk without adding a Task to Visit leaves the Visit open: Added popup question so user can either log out and end Visit or log out only
• Tasks: Timeline Event does not show all assigned Resources: When adding multiple Resources at the same time the Timeline Event now shows all Resources that were added
• Permits tab: Show All Permits button does nothing: Show All button was not clearing filters, button press now shows all Permits
• Tasks not being removed from Contractor once completed or cancelled in MRI Evolution: Task would not remove unless the Contractor state was set to “Remove from Contractor” this has now been changed so Complete/Cancelled Tasks are removed from Contractor
• Some Task data not being synced to MRI Dreamscape: Scheduled Date and Compliance type are now sent to Contractor
• Suspended Surveys cannot be assigned before a Supplier has been onboarded: Surveys are now sent when the Supplier has already been onboarded and the state of a Survey is set to Active. Adding suspended Surveys to an already onboarded supplier will send them to Contractor in a suspended state. NO surveys are sent during onboarding as this is an MRI Evolution function
• When a Task is sent to Contractor, any Survey actions where the survey template is suspended are no longer sent with the Task, only Surveys with an active template are sent
• Fixed an issue where invalid Survey JSON would display the Compliance Survey blank and continue loading
• Fixed Date Format when viewing responses of Task Questionnaires answered in Gateway

What's New?

Contractor v1.2.1.0 is a compatibility update to support the new Supply Chain Surveys and Work and Access Surveys in versions of MRI Evolution 5.5.0.0 or greater, it also included resolved defects.

Configuration App:

• The Contractor Integration User Group will be created automatically if it does not exist when adding a new MRI Evolution System

Gateway, Kiosk and Relay:

• Supply Chain Surveys and Work and Access Surveys from MRI Evolution are now supported

Resolved Defects

The following defects have been resolved for this release:

Gateway:

• Resolved an issue with opening certain Task Questionnaires from Gateway
• Resolved an issue where Telephone No. could be removed from a Permit on Status change

Kiosk and Relay:

• Resolved an issue where Start/Finish Work may not show in the Task Progress tab

What's New?

Configuration App:

• Ability to create TAG App users (MRI Dreamscape users) via configuration App
• Added settings to enable Geo Location/NFC and QR code for touch-less kiosk
• Tag assignment types added for Site/Building/Location

Gateway:

• When a Task is sent to Contractor, any existing documents associated to the Task are also sent
• Implemented Supplier Compliance survey expiry to update MRI Evolution with expiry dates and check for expired answers and show surveys accordingly
• Added Compliance survey cancelled state model
• Added ability to view previous submissions/answers of a Compliance survey
• Added suspended state flag to survey templates
• Added unassigned state flag to Supplier surveys
• When on-boarding a Supplier, any existing active survey templates are now sent to Contractor
• When on-boarding a Supplier, any existing notifications are now sent to Contractor
• Added Task survey state model integration to MRI Evolution
• Added integration of Resource documents between MRI Evolution and Contractor
• Update of Time Records from Gateway now adds an Event to the Time Record within MRI Evolution

Kiosk:

• Added support for a touch-less user journey (Geo Location/NFC/QR scanning)

Relay:

• Implemented ability to add Tasks to a Visit from Relay (touch-less user journey)

Tag Deployment:

• New Tag Deployment App added to the Contractor suite to enable touch-less user journey
• Ability to create/update/delete tag identities
• Tag identity applied to Site/Building/Location based upon Tag type set in configuration App

Resolved Defects:

• Building surveys that are setup as kiosk/relay and that needs to be carried out after Task completion go missing from the Task.
• Compliance surveys not getting pushed from MRI Evolution to Gateway
• Surveys deleted in MRI Evolution not deleting from Gateway/Kiosk/Relay
• If a hazard is removed from a Task in and re-added in MRI Evolution then that hazard duplicates in Gateway (Shows twice)
• Resource deletion in gateway not syncing back to MRI Evolution
• Address details are not displayed correct with the entered carriage returns, instead it just wraps all the word regardless if the word is split between two lines.
• When creating a new admin or Resource you cannot use an email or friendly that has been used previously, even if the account is deleted.
• Resource telephone number is displayed incorrectly when editing the record, if you use +

What's New?

Configuration App:

• Added ability to assign Level of Completion codes for Follow Up Required and Complete Tasks to MRI Evolution Environments
• Added an override for Suppliers to select custom Level of Completion codes (will default to Evo Environment codes)

Gateway:

• Added the ability to view previous submissions of Compliance Surveys in Gateway for record-keeping, even after the survey has been unassigned in MRI Evolution
• Added Resource Documents section to the Edit Resource Page
• Compliance Surveys now support the full range of responses from MRI Evolution
• Now sending back Submitted By information to MRI Evolution when submitting Compliance Surveys from Gateway
• Fixed an issue where invalid Survey JSON would display the Compliance Survey blank and continue loading
• Fixed Date Format when viewing responses of Task Questionnaires answered in Gateway
• Added Total Core Time displayed in Hours/Minutes on the Task Completion Report

Kiosk:

• Complete and Follow Up Level of Completion codes will now be sent to MRI Evolution for Complete/Follow up Tasks
• Added Task Status to the "Add Tasks" Grid
• Added an "Assigned to Me" to Task Status when "All Tasks" are being displayed on the Available Tasks Grid
• Added Pop Up to expand Task Long Description when tapping on the Task Long Description field
• Level of Completion Code will now be added to Task on completion if selected in the Config App
• Fixed an issue where UserId was being inserted into RES_SEQ field when assigning a Resource Ad-hoc in Kiosk
• Fixed a missing loading screen when completing a Task
• Reordered the Task Progress Questionnaire Lists to match the Questionnaires Page

Relay:

• Complete and Follow Up Level of Completion codes will now be sent to MRI Evolution for Complete/Follow up Tasks
• Added Pop Up to expand Task Long Description when tapping on the Task Long Description field
• Reordered the Task Progress Questionnaire Lists to match the Questionnaires Page

Integration Changes (Will affect all Apps):

• Supplier Surveys will now adhere to Expiry Dates and show multiple responses if Rejected or Submitted multiple times
• Documents assigned to Resources will be sent to MRI Evolution in the Default Repository and linked to the Resource
• Level of Completion Codes can now be published to Contractor from MRI Evolution using Publishing
• If configured in Config App, a specified Level of Completion will be set on the Task for Complete/Follow Up Tasks when completed in Kiosk or Relay
• Images that are now uploaded to Timeline Comments will now be shown in MRI Evolution as Task Documents
• Suspending of Compliance Survey Templates is now supported
• [Back End] Permits and Supplier Survey Integration have now been separated, with a new CIPermitSurveyIntegration Web Service for Permit Questionnaires
• Creation, Updating and Deleting of Timeline Entries in Contractor from MRI Evolution is now possible when adding Events to Tasks that are Sent to Contractor

Initial released version of the Contractor Application Suite consisting of the following applications:

• Contractor Gateway
• Contractor Kiosk
• Contractor Relay