Find Items

By default, when you first open Explorer from the landing page, you can see all of the documents or assets in the repository, depending on which view is active, Documents or Assets. If Explorer was opened by another application such a computerized maintenance management system (CMMS), you might be viewing only the items in the repository that are related to a document or asset in the other application. Only documents in the Masters or Documentation scopes of a repository are available to you in Explorer. Documents in a project or that are archived are not available to you. You can use filters to see only the items that meet criteria that you determine.

Note:

You must be assigned to at least the Asset Viewer role to view assets. You must be assigned to at least the Documentation Viewer or Master Reviewer roles to view documents.

ClosedView All Items in Repository

To view all items in the repository:

  1. In the menu bar, click the Documents icon A black piece of paper. or the Assets icon An icon which depicts several black shapes. to select the type of item that you want to see.

    If you selected a different view, the page refreshes to show your selected item type.

  2. If any filters are applied to the view, click the remove icon A black x. in the filter oval to reset the view.

You can also view related documents or assets from these pages.

ClosedView Items with Specific Property Values

Note:

Newly uploaded documents or changes to property values made by other Meridian Cloud apps can take up to 10 minutes before they can be found in Explorer.

To view only items with specific property values:

  1. Click A blue filter icon. Add a Filter.

  2. Select the names of the properties for the items that you want to see.

  3. Click Apply.

    The selected properties appear in the filter bar.

  4. Click a filter.

  5. Select the values for the items that you want to see.

  6. Click Update.

    The available values are only those that are present for all of your selected properties. The list refreshes to show only the items that match your selected property values. The oval to the right of the view name A pale blue oval with the number 12 in its center. indicates the quantity of found items.

  7. Repeat steps 4-6 for each filter.

    Click the remove icon A black x. on the filter to remove an unwanted filter.

The provided search values appear in the search page URL. This URL can be used for integration with other applications.

ClosedView Documents with Specific Text

To view only documents that contain specific text:

  1. Click A blue filter icon. Add a Filter.

  2. Select Document Content.

  3. Click Apply.

    The filter appears in the filter bar.

  4. Click the filter.

  5. Select a search option.

  6. Type a word or phrase contained in the documents that you want to find.

  7. Click Apply.

    The list refreshes to show only the items that match your selected text. The oval to the right of the view name A pale blue oval with the number 12 in its center. indicates the quantity of found items.

    Click the remove icon A black x. in the filter oval to remove the filter.

ClosedSort the Items List

To sort the items list:

  1. Click the heading of the column on which you want to sort the list.

    The list refreshes to show the items sorted accordingly. The ascending A gray up arrow.or descending A gray down arrow. icon next to the column heading indicates the current sort order.

  2. To reverse the sort order, click the heading again.

ClosedExport Search Results

The Export option appears if the search returns up to 1000 documents.

Export search results:

  1. Click Export.

  2. Choose between two options:

    • To export search results to CSV:

      1. Click Export search result to CSV.

        The Export CSV dialog opens.

      2. Click Export CSV.

    • To export search result to XLSX.

      1. Click Export XLSX

        The Export XLSX dialog opens.

      2. Click Export XLSX.

 

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