Meridian Portal provides a set of properties that represent the industry best practices and business processes that are built into Portal. These properties are described in the following table with examples of their use.
If these properties do not fully meet your requirements, see Creating and editing properties.
|
Name |
Data |
Facility/
Transmission Document |
Generic Document
|
Project Document
|
Description |
Examples |
|---|---|---|---|---|---|---|
|
Process Information property set |
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| Original Created By | Text |
|
|
|
Full name of the user who created the document. | |
|
Original Created On |
Date |
|
|
|
Date when the document was created. |
|
| Approved By | Text |
|
|
|
Names of the last reviewers who approved the document. | |
|
Approved On |
Date |
|
|
|
Date when the last reviewer approved the document. |
|
| Content Reviewed By | Text |
|
|
|
Name(s) of the lead reviewer(s) who reviewed the content. | |
|
Content Reviewed On |
Date |
|
|
|
Date when the lead reviewer(s) reviewed the content. |
|
|
Periodic Review Date |
Date |
|
|
|
|
|
|
Periodic Review Group |
Text |
|
|
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|
|
|
Document Information property set |
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| Document Number | Sequence |
|
|
|
Unique identifier assigned by Meridian Portal that associates all revisions, versions, and project copies. This is the primary identifier and search criterion of documents. The number can be sequential and concatenated with other property values. Read-only. Because this property is read-only, if this property is mapped to a Meridian Enterprise vault property in a synchronization job, it will be ignored. |
12345 <Discipline Code>-<Sequence> |
|
Document Range |
Lookup |
|
|
|
Type of document number: Automatic and assigned by the system as described in Configure the Document Number Syntax or Manual and entered manually by the user. |
Automatic |
|
Master Document Number |
Text |
|
|
|
Document number assigned by Meridian Enterprise for reference inside Meridian Portal. Read-only. If the document was newly created in Meridian Portal, it will be empty. Can be used to generate the Meridian PortalDocument Number property as described in Configure the Document Number Syntax. |
12345-01 |
| Sheet Size | Lookup |
|
|
|
Rendition sheet size. |
A0, A1, ANSI A, ANSI B, ARCH A, ARCH B, ARCH C, ARCH D, ARCH E, and ARCH E1 |
| Sheet Orientation | Lookup |
|
|
|
Rendition sheet orientation. |
Landscape, Portrait |
| Sheet Count | Text |
|
|
|
Total number of sheets in the set. |
10 |
| Sheet Number | Text |
|
|
|
Up to 10 characters that represent the ordinal number of the document within the sheet set. | 1 |
| Title, Title 2, Title 3, Title 4 |
Text |
|
|
|
Short subject descriptions. |
SCHEMATIC PIPING DIAGRAM |
| Business Unit | Lookup |
|
|
|
One or more divisions within the organization responsible for the facility. |
MAINTENANCE & OPERATIONS |
| Revision Information property set | ||||||
|
Originator Reference |
Text |
|
|
|
One or more alternative reference identifiers, for example, assigned by an external document creator. |
|
|
Originator Revision |
Text |
|
|
|
Alternative revision number or letter, for example, assigned by an external document creator. |
|
| Revision | Text |
|
|
|
Number or letter that identifies the content of the document at a particular time. |
A, 1, 2.1 |
| Revision Purpose | Text |
|
|
|
Reason for a specific revision. | FIELD CONDITIONS OBSERVED DURING ANNUAL INSPECTION |
|
Facility Information property set The properties in this set form a plant breakdown structure (PBS) hierarchy. The properties are listed in the order of precedence. |
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| Region | Hierarchical Lookup |
|
|
|
Geographical area (label + code) where the facility is located (e.g., EU - Europe). | EUROPE | EU |
| Plant | Hierarchical Lookup |
|
|
|
Name of the facility within the selected region. |
PROCESSING PLANT |
|
Functional Information property set |
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| Area | Hierarchical Lookup |
|
|
Geographical space within the selected plant. | BUILDING A | |
| Unit | Hierarchical Lookup |
|
|
Physical unit within the selected area. |
WAREHOUSE |
|
| System | Hierarchical Lookup |
|
|
Functional system within the selected unit. | ELECTRICAL | |
|
Building Information property set |
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| Building | Hierarchical Lookup |
|
|
Building identifier within the selected plant. | BUILDING B | |
| Floor | Hierarchical Lookup |
|
|
Floor identifier within the selected building. | 2 | |
|
Room |
Hierarchical Lookup |
|
|
Room identifier within the selected floor. |
201 |
|
|
Transmission Classification property set |
||||||
|
Type |
Hierarchical Lookup |
|
|
|
Type of the system within the selected Region. |
Lines, Station |
|
Sub-type |
Hierarchical Lookup |
|
|
|
Sub-type of the selected Type. |
High Voltage, Low Voltage |
|
Transmission ID |
Hierarchical Lookup |
|
|
|
Identifier of the selected system Sub-type. |
123456-AB |
|
Components |
Hierarchical Lookup |
|
|
|
Components of the specified Transmission ID. |
Tower, Sub-station, Transformer |
|
Document Classification property set |
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| Discipline | Lookup |
|
|
|
Engineering discipline (label + code). Can be used to specify a distribution list, for example, of recipients of review packages. | ARCHITECTURAL | CB |
| Classification | Lookup |
|
|
|
Category (label + code) within the engineering discipline. Can be used to specify a distribution list, for example, of recipients of review packages. | STRUCTURE DRAWING | STD |
| Purchase Order ID | Text |
|
|
|
Financial system reference ID. | |
|
Organization Information property set |
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| Organization Description | Lookup |
|
|
|
Organization (label + code) that created the document. | ACME ENGINEERING | EPC |
|
Approval Information property set |
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| Release Purpose | Lookup |
|
|
|
Intended purpose of a specific revision. | DETAILED DESIGN, AS-BUILT |
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