View Packages

Meridian Portal groups documents in packages to send them between project team members for different purposes (package types):

  • Transmittal: Delivered as part of a contractual obligation

  • Return: Returned to the sender for revision to comply with your organization's standards

  • Handover: Transfer of ownership

  • Approval: For final approval to release as documents of record

  • Review: For review as complete and accurate

  • External: For use and resubmission by external business partners

  • For Information: For informational use only by external business partners

  • Meridian process: Sent to Meridian Enterprise and locked in Portal

The system uses a predefined workflow to control which tasks can be performed on the packages. At each step in the workflow, a package is assigned a status for easy identification. For an overview of the workflow in Meridian Portal, see Workflow Actions.

ClosedStatuses of Project Repository-type Projects

Packages in Project Repository-type projects can have the following statuses:

  • Acknowledge: Submitted by users with the Contractor role and that need to be acknowledged as having been received. Detailed information about the documents in a package cannot be viewed and the files cannot be viewed or downloaded for packages in this state. For details, see Acknowledge Packages.

  • Acknowledged: Acknowledged as having been received. For details, see Acknowledge Packages.

  • Compliance check: Require checking for compliance with your organization's technical standards. For the non-technical compliance checks that Meridian Portal can perform, see Configure Document Compliance Rules.

  • Rejected: Returned to the sender for revision because they failed to pass compliance checking.

  • Returned: Returned to the sender for the first iteration of revision.

  • Accepted: Passed compliance checking and are able to be routed for review, approval, or release as described in Accept Or Reject Incoming Documents.

  • For approval: Routed for review and comment by other project members as described in Approve or Disapprove Documents

  • Canceled: Routed for final approval but the request was canceled as described in Cancel an Approval Request.

  • Complete: Completed review and comment by other project members as described in Complete a Review.

  • Rejected: Failed to pass compliance checking and returned for correction as described in Accept Or Reject Incoming Documents.

  • Retracted: After the package was sent to a contractor but before they had made changes to the documents, access to the package was removed as described in Retract Packages.

  • For information: Packages sent for information purposes only as described in Send Packages.

ClosedView All Packages

Viewing a package shows information about the package and lists the documents that reside in the package.

Only members with the role Project Owner can see all the packages in a project. Other users can only see their own packages.

To view all packages:

  1. Open the project that contains the packages that you want to view as described in Open Projects.

  2. In the navigation bar, click the Packages icon An icon depicting a piece of paper next to a briefcase..

    The Packages page appears and lists all the packages in the current project to which you have access.

ClosedView Review Packages

Viewing a review package shows information about the package and lists the documents that reside in the package.

Each review package has one of the statuses described in the following table. The status changes as the package is reviewed and approved.

Note:

Only project owners can see all the packages in a project. Other users can only see their own packages.

ClosedPackage States

Review package states
Status

Bar Color

 Description
In Review

blue

The package has been assigned to reviewers for comments and responses on the individual documents in the package.
Not in Progress

gray

No action necessary.
Completed

green

The lead reviewer has assigned a final response to the package and sent it back to Meridian Enterprise.
Finalizing

yellow

The lead reviewer has stopped receiving comments and responses for the package and is collating them before assigning a final response.
Rejected

red

 The package was rejected in Meridian Enterprise. The package should contain a new document that lists the documents that were rejected and the reasons why they were rejected. You can view the new document like any other document as described in Download Documents From Packages.

ClosedView Contents of Review Package

  1. If you received an email notification about the review package, click the link in the email.

    Your browser opens to the Portal sign-in page.

  2. Sign in as described in Sign In to Meridian Cloud.

    After you have successfully signed in, the package opens in a new Package Details page.

OR

  1. Open the project that contains the package that you want to view as described in Open Projects.

  2. In the navigation bar, click the Packages icon An icon depicting a piece of paper next to a briefcase..

    The Packages page appears and lists all the packages in the current project to which you have access.

  3. If you do not have the Type filter as one of your active filters:

    1. Click Add a Filter at the top of the page.

    2. Select the Type filter.

    3. Click Apply.

      The filter appears to the right of the Add a Filter button.

  4. Click the right half of the filter button.

    The filtering options appear. You may be able to select from preset values or enter filtering criteria.

  5. Select Review from the Type filter.

  6. Click Update.

    The Packages list is filtered to only display the review packages.

  7. If you want to save your filter criteria for future use, see Save a Search.

  8. Click the package number that you want to view.

    The Package Details page appears.

The areas of the Package Details page are:

  • Package Details: Shows the current properties of the package.

  • Documents to Review: Lists the documents that the package contains for review, how many reviews have been performed on each, and the related responses. A number in the header indicates the quantity of documents in the package.

  • Reviewers: Lists the names of the project members that have been assigned to review the package, their roles in the review, and how many of the documents each member has reviewed. The current state of each member's review is indicated by a colored bar in the left column. Hover the mouse pointer over the bar to see the name of the state.

ClosedSort the List

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

    The list refreshes to show the documents sorted accordingly. The ascending or descending icon next to the column heading indicates the current sort order.

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

ClosedFilter the Packages Page

  1. Open the Packages page using the preceding task.

  2. Choose between two options:

    • To apply filters:

      1. Click Add a Filter at the top of the page.

      2. Select the field you want to filter by.

        The filter appears to the right of the Add a Filter button.

      3. Click the right half of the filter button.

        The filtering options appear. You may be able to select from preset values or enter filtering criteria.

      4. Select or enter your filter criteria.

      5. Click Update.

        Records matching your filter criteria appear.

      6. If you want to save your filter criteria for future use, see Save a Search.

    • Open a Saved Search.

ClosedView a Package that Contains a Specific Document

  1. Open the project that contains the document for which you want to view its package as described in Open Projects.

  2. In the navigation bar, click the Documents icon Multiple pieces of paper stacked on each other..

    The Documents page appears and lists all the documents in the current project. Documents that are assigned to a package have a value in the Package Number column.

  3. To open the package, click the package number in the Package Number column.

    The Package Details page opens in a new tab and shows information about the package and lists the documents that reside in the package.

ClosedView Package Contents

  1. Find the package that you want to view using the preceding task.

  2. Click the number of the package that you want to view.

    The Package Details page opens. This page shows information about the package and lists the documents in the package.

  3. To view additional properties about a document:

    • In the Documents list, click the Item ID of the document.

      The Properties page of the document opens.

    • In the Documents list, select the row of the document (but don't click its Document Number) and then in the Documents toolbar, click Details.

      The Properties page of the document slides into view from the right edge of the page.

      Click the A blue x. tab to close the slider, or in the Documents list, select another row to see its properties.

    To learn about the response codes recorded for documents in a package that has been reviewed, see Document Response Codes.

 

Accruent logo in white text.

© Copyright Accruent 2024Privacy PolicyTerms of UseLegal