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How can we improve MRI OnLocation?

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2 results found

  1. More Powerful Filters

    Currently the filters are very limited on the Contractors view. I need to FILTER contractors by Organizational Role (eg Contracts Owner). Also for Role No if this is easy.

    1 vote

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    0 comments  ·  Contractors  ·  Admin →
    Existing Feature  ·  Adminanonymous (Admin, MRI Software) responded

    Hi Peter,

    Thanks for reaching out. You can access advanced filters by clicking the 'filter' icon next to the search bar, this will allow you to filter by Role Type. Please reach out to support if this is not working for you.

    Thanks

    Karl

  2. Insurance Notification Emails

    Instead of having to create a member for insurance notification emails and allocating them as the insurance policy holder, add an email field to the contractor information for insurance notification emails.
    Best policy is to use a generic email address so that if an employee leaves, the organisation will still receive the insurance notification. We are creating a fake member for 95% of our organisations and adding them as the policy holder.

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    0 comments  ·  Contractors  ·  Admin →
    Existing Feature  ·  Adminanonymous (Admin, MRI Software) responded

    Hi Donna,

    Thanks for getting in touch.

    This feature already exists.

    When you are adding an insurance policy to an organization, on the Notification Recipients page you can uncheck the 'use default settings' box and add the generic email address for that organization to the 'send to this non-employee' field.

    For more information please check the help article linked here:

    https://helpdesk.whosonlocation.com/hc/en-us/articles/209794897-Add-or-update-a-contractor-insurance-policy

    Regards,

    Karl

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