The two core modules, IntelliWizards and IntelliPort, allow customers to quickly validate and load drawings and documents into a Meridian Vault according to configurable business rules. IntelliModules also provides easy integration with existing systems-of-record, such as Locations Management Systems (CAFM), Maintenance Management Systems (CMMS) for Assets and Work Orders, Project Management Systems (CPPM) for Project Lists, and Management of Change Systems (MOC).
This is a collection of configurable tools, or Wizards, to align Meridian with each customer’s unique needs, ensuring it perfectly fits the business requirements.
This Import Wizard is used when documents are added to the Meridian vault, allowing for quick entry of the metadata properties while consistently applying the business requirements. The file path and file name are automatically calculated from the entered metadata according to the organization’s standards. Many features are included to make it quick and easy to describe documents in a consistent manner, validating the input and leveraging existing systems-of-record such as Locations Management Systems (CAFM), Maintenance Management Systems (CMMS) for Assets and Work Orders, Project Management Systems (CPPM) for Project Lists, and Management of Change Systems (MOC).
The Search Wizard simplifies finding documents and creating collections by utilizing the same wizard interface as the Import Document Wizards. This wizard leverages the same lookup and external data systems to perform searches.
This wizard allows single or batch derivations and promotions of documents. It copies the file and populates or defaults properties, allowing new documents to be quickly created from existing documents or forms/templates.
Metadata Quality Assurance Wizard
This wizard flags documents when any changes are made to the metadata and tracks reviews of the metadata for quality assurance.
This tool intelligently imports files into Meridian using a list of documents from an Excel Spreadsheet. One or more Smart Excel Templates can be configured to exactly match the metadata requirements and business rules. The template includes a header section and a section to list documents with a row for each document. Values in the header cells are applied to all documents during the import, while those within the list of documents are applied to each individual document. The smart spreadsheet includes menus, configurable macros, cell validation rules, and embedded lists to assist with consistency data entry. The spreadsheet can be provided to external vendors, who are asked to populate it as part of all documentation submittals. Upon receipt of the smart spreadsheet, IntelliPort is used to fully validate every cell for each listed document before import.
Examples of validation include:
- Ensuring cells values match a value from an external data source (e.g. validate Project Numbers, Disciplines, Document Classifications, Assets)
- Ensuring any required cells are not left blank
- Confirming that numeric cells and date cells contain a valid number or date value
- Validating that all of the listed filenames can be found in the staging folder(s)
Any cells that do not pass validation are highlighted in different colors depending on the validation rule that failed. A color key is provided indicating the reason the cell failed validation. Once all cells pass validation, the list of documents is batch imported into Meridian and all property values are set for each listed document according to the spreadsheet. IntelliPort will match up any key values from each cell with the other configured systems-of-record and populate additional inherited properties. For example, the spreadsheet may have one cell in the header for the Project Number which is matched up with the project in the Project Management System to populate all inherited properties (Project Description, Manager, Date, Project Status, etc.). Files are always stored in the proper path and named in Meridian according to the configured rules.
IntelliSync keeps all inherited document properties synchronized in a Meridian Vault with an external system-of-record based on a Key Property. For example, if a Project Management system is used to manage various data about projects (e.g. Project Manager, Project Status or Dates); IntelliSync will ensure any updates in that system are synchronized to all documents. This tool is sufficiently configurable to work with any external data source or system, such as Work Orders, Locations, or Assets.
This module automatically generates email notifications when documents are released or when workflow events occur that require someone's action.
Release Notification Emails
Notifies people when documents are released, informing them that a new version of a document is now available. Each document can be assigned a group (or multiple groups) to be notified. The email is generated automatically upon releasing the document.
Workflow Notification Emails
Each Workflow transition within each Workflow Template can be configured to generate an email. Each transition can perform a query to an external database for a list people to optionally send the email. For example, a transition to send documents for Checker Review can offer a list of Checkers. The user can select the appropriate Checker from the list. The subject of the email is fully configurable and automatically generated for consistency. The body of the email is configurable using HTML templates and can include a list of all documents, with any properties, in a chart within the email. A comment/note can be provided by the user and included in the email body.