Manage Areas Of Expertise
Note:
This feature is available in Meridian Portal only.
An expertise in Meridian Portal is a functional role that has the authority to review documents for compliance with specific technical requirements. An expertise works similar to a security role but applies only to document reviews. Examples of areas of expertise are: engineering, safety, and legal. A document might need to be reviewed for compliance with all three kinds of requirements but each expertise is only responsible for reviewing compliance to their own set of requirements. Each project type in Meridian Portal may have different areas of expertise and some expertise may be common to all project types. You assign areas of expertise to project types in the distribution matrix described in Manage the Distribution Matrix.
Instead of assigning a document review to specific project members, you assign it to these areas of expertise. That way, you can be sure that all types of requirements are represented in the review regardless of which project members perform the review. An expertise can be assigned as the lead reviewer, a required reviewer, or an optional reviewer. This also helps you to clearly see the differences when project members are assigned to different review responsibilities in separate project types, disciplines, or classifications. You assign project members to the areas of expertise for each project as described in Manage Project Membership.
To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.
To navigate to the Expertise page:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon 
.
The Account Settings page appears.
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In the Account Settings menu, click Expertise.
The Expertise page appears and shows the existing areas of expertise.
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Follow the appropriate procedures below.
To view the existing areas of expertise:
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From the list in the header toolbar, select the project type for which you want to view its areas of expertise.
You can select Any to view areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that are available for your selection.
To create a separate expertise set for a project type:
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From the list in the header toolbar, select a specific project type.
The expertise list updates to show the areas of expertise that are available for your selection.
The default expertise set appears with the Link icon 
.
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In the toolbar, click Copy 
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The Copy default expertises dialog box appears.
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Click Copy.
The default expertise set is added to the project type.
You can now add, edit, or delete areas of expertise for the project type.
To create an area of expertise:
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From the list in the header toolbar, select the project type for which you want to create an area of expertise.
You can select Any to create areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that are available for your selection.
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In the toolbar, click 
Add.
The Add new expertise dialog box appears.
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Type a name in the Name field and then click Save.
The new expertise appears in the list.
To edit an area of expertise:
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From the list in the header toolbar, select the project type for which you want to edit an expertise.
You can select Any to edit areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that are available for your selection.
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In the row of the expertise that you want to change, click Edit.
The Edit expertise dialog box appears.
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Change the name of the expertise and then click Save.
The expertise list updates to show the changed expertise.
To delete an area of expertise:
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From the list in the header toolbar, select the project type for which you want to delete an expertise.
You can select Any to delete areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that are available for your selection.
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In the row of the expertise that you want to change, click Delete expertise 
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A dialog box opens, asking you to confirm your choice.
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Click Delete.
The expertise list updates to show the remaining areas of expertise.
To view, add, or remove users assigned to an expertise:
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From the list in the header toolbar, select a project type. You can select Any to view areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that are available for your selection.
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In the row of the expertise that you want to change, click the Users icon .
The Expertise Tenant Users dialog appears and shows the users assigned to the expertise.
Choose between two options:
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To add a user to the expertise, click 
Add user(s) from tenancy.
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To remove a user from an expertise, click the Delete user icon .
To export an expertise list:
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From the list in the header toolbar, select the project type for which you want to export an expertise list.
You can select Any to export a list of areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that have been defined for your selection.
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In the header toolbar, click the Actions icon 
.
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Click Export CSV or Export XLSX.
The expertise list for the selected project type downloads to your PC where you can work with it.
To import an expertise list:
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From the list in the header toolbar, select the project type for which you want to import an expertise list.
You can select Any to import a list of areas of expertise applicable to any project type.
The expertise list updates to show the areas of expertise that have been defined for your selection.
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In the header toolbar, click the Actions icon .
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Click Import.
The Import Expertise dialog box appears.
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Click Import.
The Open dialog box appears.
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Select the CSV or XLSX file that you want to import and then click Open.
The file is imported and the results are shown in the Import Expertise dialog box.
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When you are finished importing files, click Close.
View Areas of Expertise