BlueCielo Meridian Asset Management Module 2017 User's Guide

Creating tags from asset tags

If you want to link documents to tags in the vault that represent asset tags in the document, the tags must exist first. Depending on its configuration, the Asset Management Module might create tags automatically from data in your maintenance management system. If not, you will need to create them manually. The Asset Management Module makes this relatively easy by using the information that is stored in the asset tags.

To create vault tags from asset tags:

1. Select the document in PowerUser that contains the asset tags for which you want to create vault tags. For information on finding documents, see the BlueCieloMeridian Enterprise User’s Guide.
2. Display the asset tags as described in Viewing asset tags.

3. Select the rows that contains the tags for which you want to create vault tags.

   Tip    

   To select multiple rows:

   • Hold down the Ctrl key and click to select individual tags.
   • Select one row and then hold down the Shift key and click another row to select a range of rows.
   • Click and drag the pointer across rows.
4. Click New Tag. If the vault tag type is configured to show a property wizard for new tags, the wizard  appears for the first new tag to be created.
5. Select or type the appropriate values in the property wizard. If you selected multiple rows and you want the values to be applied to all of the new tags, select Skip this wizard for all other objects of this type.
6. If present, click Next and complete the remaining pages of the wizard.

7. When you are finished entering values on the last page of the wizard, click Finish. A new tag is created using the property values that you typed in the wizard. The name of the new tag appears in the Tag column and the checkbox in the Ref column is selected to indicate that a link (Meridian Enterprise reference) has been created between the tag and the current document. The Status value of the asset tag displays OK.

   If you selected Skip this wizard for all other objects of this type, new tags are created for each of the selected rows using identical property values that you typed in the wizard. If not, the wizard reappears for each new tag so that you can type values for that tag.

   No further action is necessary to link the tags to the current document.

8. When you are finished creating new tags, click Close.