Standard Property Descriptions

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 tables with examples of their use.

If these properties do not fully meet your requirements, see Manage Custom Properties.

ClosedProcess Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Original Created By Text

Included

Included

Included

Full name of the user who created the document.  

Original Created On

Date

Included

Included

Included

Date when the document was created.

 

Approved By Text

Included

Included

Included

Names of the last reviewers who approved the document.  

Approved On

Date

Included

Included

Included

Date when the last reviewer approved the document.

 

Content Reviewed By Text

Included

Included

Included

Name(s) of the lead reviewer(s) who reviewed the content.  

Content Reviewed On

Date

Included

Included

Included

Date when the lead reviewer(s) reviewed the content.

 

Periodic Review Date

Date

Included

Included

Included

 

 

Periodic Review Group

Text

Included

Included

Included

 

 

ClosedDocument Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Document Number Sequence

Included

Included

Included

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

Included

Included

Included

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

Included

Included

Included

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

Included

Included

NOT Included

Rendition sheet size. Required for Meridian Cloud Business tier subscriptions and optional for other tiers.

A0, A1, ANSI A, ANSI B, ARCH A, ARCH B, ARCH C, ARCH D, ARCH E, and ARCH E1

Sheet Orientation Lookup

Included

NOT Included

NOT Included

Rendition sheet orientation.

Landscape, Portrait

Sheet Count Text

Included

Included

NOT Included

Total number of sheets in the set.

10

Sheet Number Text

Included

Included

NOT Included

Up to 10 characters that represent the ordinal number of the document within the sheet set. 1

Title

Text

Included,

Required

Included,

Required

Included,

Required

Short subject descriptions.

SCHEMATIC PIPING DIAGRAM

Title 2,

Title 3,

Title 4

Text

Included

NOT Included

NOT Included

Short subject descriptions.

SCHEMATIC PIPING DIAGRAM

Business Unit Lookup

Included

Included

Included

One or more divisions within the organization responsible for the facility.

MAINTENANCE & OPERATIONS

ClosedRevision Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Originator Reference

Text

Included

Included

Included

One or more alternative reference identifiers, for example, assigned by an external document creator.

 

Originator Revision

Text

Included

Included

Included

Alternative revision number or letter, for example, assigned by an external document creator.

 

Revision Text

Included

Included

Included

Number or letter that identifies the content of the document at a particular time.

A, 1, 2.1

Revision Purpose Text

Included

Included

Included

Reason for a specific revision. If a document type requires this property, the user is prompted for the value when the document workflow begins. FIELD CONDITIONS OBSERVED DURING ANNUAL INSPECTION

ClosedFacility Information

The properties in this set form a plant breakdown structure (PBS) hierarchy. The properties are listed in the order of precedence.
The available values of each property and specified by the combination of the values of the properties above it.

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Region Hierarchical Lookup

Included

Included

NOT Included

Geographical area (label + code) where the facility is located (e.g., EU - Europe). Required for Meridian Cloud Business tier subscriptions and optional for other tiers. EUROPE | EU
Plant Hierarchical Lookup

Included

Included

NOT Included

Name of the facility within the selected region. Required for Meridian Cloud Business tier subscriptions and optional for other tiers.

PROCESSING PLANT

ClosedFunctional Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Area Hierarchical Lookup

Included

NOT Included

NOT Included

Geographical space within the selected plant. BUILDING A
Unit Hierarchical Lookup

Included

NOT Included

NOT Included

Physical unit within the selected area.

WAREHOUSE

System Hierarchical Lookup

Included

NOT Included

NOT Included

Functional system within the selected unit. ELECTRICAL

ClosedBuilding Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Building Hierarchical Lookup

Included

NOT Included

NOT Included

Building identifier within the selected plant. BUILDING B
Floor Hierarchical Lookup

Included

NOT Included

NOT Included

Floor identifier within the selected building. 2

Room

Hierarchical Lookup

Included

NOT Included

NOT Included

Room identifier within the selected floor.

201

ClosedTransmission Classification

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Type

Hierarchical Lookup

Included

NOT Included

NOT Included

Type of the system within the selected Region.

Lines, Station

Sub-type

Hierarchical Lookup

Included

NOT Included

NOT Included

Sub-type of the selected Type.

High Voltage, Low Voltage

Transmission ID

Hierarchical Lookup

Included

NOT Included

NOT Included

Identifier of the selected system Sub-type.

123456-AB

Components

Hierarchical Lookup

Included

NOT Included

NOT Included

Components of the specified Transmission ID.

Tower, Sub-station, Transformer

ClosedDocument Classification

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Discipline Lookup

Included,

Required

Included,

Required

Included,

Required

Engineering discipline (label + code). Can be used to specify a distribution list, for example, of recipients of review packages. Required for Meridian Cloud Business tier subscriptions and optional for other tiers. ARCHITECTURAL | CB
Classification Lookup

Included,

Required

Included,

Required

Included,

Required

Category (label + code) within the engineering discipline. Can be used to specify a distribution list, for example, of recipients of review packages. Required for Meridian Cloud Business tier subscriptions and optional for other tiers. STRUCTURE DRAWING | STD
Purchase Order ID Text

Included

Included

Included

Financial system reference ID.  

ClosedOrganization Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Organization Description Lookup

Included

Included

Included

Organization (label + code) that created the document. ACME ENGINEERING | EPC

ClosedApproval Information

Standard properties

Name

Data Type

Facility/

Transmission Document

Generic Document

Project Document

Description

Examples

Release Purpose Lookup

Included

Included

NOT Included

Intended purpose of a specific revision. DETAILED DESIGN, FOR AS-BUILT