BlueCielo Meridian Asset Management Module 2013 User's Guide | BlueCielo ECM Solutions

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NEW  Linking objects to a document

Linking an object to a document creates a Meridian Enterprise reference between the selected document and the selected objects in the vault. The reference is made with the TagObject Reference type. The reference becomes the link between document data in the vault and asset data in the maintenance management system that enables users of either system to view the data in the other system.

Tip    Linking objects to a document and linking documents to an object as described in NEW Linking documents to an object accomplish the same thing. The only difference is the point of reference, an object or a document. You can use either method depending on which is more convenient for you.

To link objects to a document:

  1. Select the document to which you want to link objects. For information on finding documents, see the BlueCielo Meridian Enterprise User’s Guide.
  2. View the objects that are currently linked to the document as described in NEW Viewing linked objects. Confirm that the objects that you want to link are not already linked.
  3. Click Edit. The page becomes editable.
  4. Click Find Objects. The page shows the object search fields similar to the following figure.

The page contains two sections. You use the top section to search for objects to link to the current document. The bottom section shows all of the objects that match the search criteria and that are not yet linked to the current document.

  1. Type search criteria in the top section of the page and click Find. Any matching objects appear in the bottom section. Only the first 10 objects are shown. To view more objects, select a quantity from Page size or click Next.
  2. Select the objects in the bottom section of the page that you want to link to the current document and click Link. The objects are removed from the bottom section of the page.

    Tip    Select the checkbox in the header row to add or remove all of the found objects from your selection.

    Note    The links are created immediately after clicking the button, not after clicking OK or Apply as is usual. Also, clicking Cancel does not revoke the actions that you have taken while in edit mode.

  3. When you are finished linking objects, click OK or click View linked objects.

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