BlueCielo Meridian Enterprise 2018 User's Guide
Creating review packages
A Meridian Portal review package is represented in Meridian Enterprise as a transmittal sheet (Microsoft Excel workbook) with Meridian Enterprise references to the other vault documents that are contained in the review package. The transmittal sheet also contains the document properties that accompany the documents to Meridian Portal.
The selected documents are linked to the transmittal sheet with references of the refM360PackageReference type. You can view these references and use them to navigate to the transmittal sheet as described in Viewing references. The documents are also placed under change by the Meridian360 account in the workflow that is configured for the document type of each document.
To create a new review package:
- Select the documents that you want to add to a package.
- Right-click over your selection. The shortcut menu appears.
- Point to Commands, point Meridian360, and then click Add to New Review Package. The Add to New Review Package dialog box appears.
- Click options or type values using the descriptions in the following table.
- Click Finish.
| Option | Description |
|---|---|
|
Package group |
|
|
Type |
The type of package. |
|
Name |
The name of the package. |
|
Description |
The description or instructions for the package recipients. |
|
Send out immediately |
Sends the package immediately after you click Finish. Otherwise, the package is sent at the next scheduled interval. |
|
Notify Reviewers |
Send an email notification to the members in the Reviewers list that the package has been sent. |
|
Update transmittal on send |
Updates the property values in the transmittal sheet to reflect the current values of the package documents, for example, revision numbers. |
| Details group | |
|
Due date |
Select a date when you expect a response from the recipient. |
|
Distribution code |
Select a distribution code from the list. The Reviewers list refreshes to show the names of the reviewers that are assigned to the selected distribution code. |
|
Reviewers |
The Meridian Portal project members that will be assigned to review the documents in the package. |
To add documents to an existing review package:
- Select the documents that you want to add to a package.
- Right-click over your selection. The shortcut menu appears.
- Point to Commands, point to Meridian360, and then click Add to Existing Review Package. The Add to Existing Review Package dialog box appears.
- Select the name of the package from Package Code and then click Finish.