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.
Process Information
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 |
|
|
Document Information
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. | |
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 |
Revision Information
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 |
Facility 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.
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 |
Functional Information
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 |
Building Information
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 |
Transmission Classification
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 |
Document Classification
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. |
Organization Information
Approval Information
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 |