View Packages

Meridian Portal groups documents in packages to send them between project team members for different purposes (package types):

• Transmittal – delivered as part of a contractual obligation
• Return – returned to the sender for revision to comply with your organization’s standards
• Handover – transfer of ownership
• Approval – for final approval to release as documents of record
• Review – for review as complete and accurate
• External – for use and resubmission by external business partners
• For Information – for informational use only by external business partners
• Meridian process – sent to Meridian Enterprise and locked in Portal

The system uses a predefined workflow to control which tasks can be performed on the packages. At each step in the workflow, a package is assigned a status for easy identification. For an overview of the workflow in Meridian Portal, see Moving documents in the workflow.

Packages in Project Repository type projects can have the following statuses:

• Acknowledge – submitted by users with the Contractor role and that need to be acknowledged as having been received. Detailed information about the documents in a package cannot be viewed and the files cannot be viewed or downloaded for packages in this state. For details, see Acknowledging packages.
• Acknowledged – acknowledged as having been received. For details, see Acknowledging packages.
• Compliance check – require checking for compliance with your organization’s technical standards. For the non-technical compliance checks that Meridian Portal can perform, see Configuring document compliance rules.
• Returned – returned to the sender for revision because they failed to pass compliance checking.
• Accepted – passed compliance checking and are able to be routed for review, approval, or release as described in Accept Or Reject Incoming Documents.
• For approval – routed for review and comment by other project members as described in Approving or rejecting documents
• Canceled – routed for final approval but the request was canceled as described in Cancel an Approval Request.
• Complete – completed review and comment by other project members as described in Completing a review.
• Rejected – failed to pass compliance checking and returned for correction as described in Accept Or Reject Incoming Documents.
• Retracted – after the package was sent to a contractor but before they had made changes to the documents, access to the package was removed as described in Retract Packages.
• For information – packages sent for information purposes only as described in Sending packages.

Packages in Packages Only type projects have the following statuses:

• Draft – new packages created in Meridian Portal, not sent from Meridian Enterprise
• Open – packages that have not yet been sent
• Sent – packages that have been sent to a recipient for action
• Closed – packages that have been made inactive

Viewing a package shows information about the package and lists the documents that reside in the package.

1. Open the project that contains the packages that you want to view as described in Opening projects.

2. In the navigation bar, click the Packages icon or . The Packages page appears and lists all the packages in the current project to which you have access.

To sort the list:

• Click the heading of the column on which you want to sort the list. The list refreshes to show the documents sorted accordingly. The ascending or descending icon next to the column heading indicates the current sort order. To reverse the sort order, click the heading again.

1. Open the Packages page using the preceding task.

2. To the left of the Packages list, click the Select filter icon and then select the property values of the packages that you want to see. The number of packages that have each property value is shown in parentheses after the property value. For example, the Status filter might show For approval (12), which means that the project contains 12 packages with the status of For approval.

   1. Repeat to add more filters.
   2. Click this icon to remove a filter.
   OR

   Type part of a package number or description in the text box.

3. Click Filter. The list refreshes to show only the packages with the selected values.

1. Open the project that contains the document for which you want to view its package as described in Opening projects.
2. In the navigation bar, click the Documents icon . The Documents page appears and lists all the documents in the current project. Documents that are assigned to a package are indicated by the package icon in the Status column. To see the package name, hover the mouse pointer over the icon.
3. To open the package, click the package icon in the Status column. The Package Details page appears and shows information about the package and lists the documents that reside in the package.

1. Find the package that you want to view using the preceding task.
2. Click the number of the package that you want to view. The Package Details page appears and shows information about the package and lists the documents that reside in the package.
3. To view additional properties about a document:
   • In the Documents list, click the Item ID of the document. The Properties page of the document opens.

     OR

   • In the Documents list, select the row of the document (but don’t click its Document Number) and then in the Documents toolbar, click Details. The Properties page of the document slides into view from the right edge of the page.
     • Click the tab to close the slider.OR
     • In the Documents list, select another row to see its properties.