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

Standard properties
Name	Data Type	Facility/ Transmission Document	Generic Document	Project Document	Description
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

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

Revision 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

Facility Information

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

Functional 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

Building 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

Transmission 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

Document 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.

Organization 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

Approval Information