Resources

MRI Evolution is designed to manage properties and sites over a wide geographical area. Individual Resources may be required to carry out Tasks at only one or two of these Buildings. Each Building you require the Resource to work at must be assigned to the Resource.

Facilities > Resources - Buildings

The link will open the Resource Building grid. It is a grid view that can be customised and sorted as normal.

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

To create Buildings see Building Register.

Skills can be used to filter the list of available Resources based on particular skills and qualifications that they may have.

Facilities > Resources - Skills

The link will open the Resource Skill grid. It is a grid view that can be customised and sorted as normal.

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

Click to view - Skills - Fields and Descriptions

Click Save and Close .

To create Skills see Skills

Secondary disciplines allow Resources to have primary skills but also show other areas where there is skill, so a Resource may be primarily an electrician with some experience in plumbing.

Facilities > Resources - Multi-Disciplines

The link will open the Resource Secondary Discipline grid. It is a grid view that can be customised and sorted as normal.

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

To create Disciplines see Discipline

Resources can be grouped together in Teams to aid filtering and reporting.

Facilities > Resources - Teams

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

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

To create Teams see Teams

Available from 5.8.1.0

The Stock Locations sub navigation contains a grid of Stock Locations that have been assigned to the current Resource. The sub navigation will only be displayed for Resources with an Evolution Go account linked to it, above.

The assignment of Stock Locations to Resources 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.

Available from 6.0.1.0

The Stock Locations grid has by default, three editable columns; Default Location, Default Van Stock Location and Stock Issue Approver.

After assigning Stock Location(s) to the Resource, check the relevant checkbox(es) for the assigned Resource:

• the Location to be the default Stock Location

• the default Van Stock Location

• a Stock Issue Approver for Stock in the current Location

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

Note: The sub navigation will not be displayed unless: both Stock and Evolution Go are licenced and the current Resource has been linked to an Evolution Go user account

Facilities > Resources - Stock Locations

The link will open the Resource Stock Locations grid. It is a grid view that can be customised and sorted as normal.

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

Available from 5.9.0.0

When Resources are assigned to a Task, a Time Record is created for the Resource against the Task. This sub navigation contains a history of Task Time Records against all Tasks for the current Resource.

By default, the grid excludes Time Records linked to Tasks that have a Historic status (i.e. REJECTED, CANCELLED, HISTORY). The grid includes a toggle for Show Historic Tasks that toggles the criteria to include Time Records linked to Tasks that have a Historic status.

Facilities > Resources - Task Time Records

The link will open the Task Time Records grid. It is a grid view that can be customised, filtered and sorted as normal.

Available from 5.9.0.0

Resources can flagged as On Duty or Off Duty and this drives certain areas of functionality in MRI Evolution, such as filtering Resources for Task assignment. This sub navigation contains a read only history of when the current Resource logged On and Off Duty.

Note: The sub navigation will not be displayed unless at least ONE of the following purchase keys is present: Integrated Services Module, FSI GO Data Publishing.

Facilities > Resources - On Duty History

The link will open the On Duty History grid. It is a grid view that can be customised and sorted as normal.

Absence Reasons are used to define why a Resource is unavailable for assignment to a Task. These may include: Sickness, Holiday, Training or Medical Appointments. The list can be customised as required.

Facilities > Resources - Absence Details

The link will open the Resource Absence grid. It is a grid view that can be customised and sorted as normal.

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

Click to view - Absences - Fields and Descriptions

Click Save and Close .

To create Absences see Absence Reasons

Available from 4.5.3

All PPM Templates where the current Resource has been set as the Default Resource can be viewed and where necessary reallocated to a different Default Resource from this grid.

Facilities > Resources - PPM Templates

The link will open the Resources / PPM grid. It is a grid view which can be searched, sorted and customised as normal.

Note: Opening a PPM from this grid will open the base PPM (FPPM) not the individual Task

To change the Default Resource associated with a PPM click the Reassign Resource , select the name of the new Resource from the drop down and click OK

Available from 4.5.3

All Scheduled Task templates where the current Resource has been set as the default Resource can be viewed and where necessary reallocated to different Resource from this grid.

Facilities > Resources - PPM

The link will open the Resources / Scheduled Task Template grid. It is a grid view which can be searched, sorted and customised as normal.

Note: Opening a Scheduled Task Template from this grid will open the base Scheduled Task (ScheduledTaskTemplates) not the individual Task

To change the Resource associated with a Scheduled Task Templates click Reassign Resource , select the name of the new Resource from the drop down and click OK