Understanding scopes

Meridian Enterprise manages a wide variety of documents and the information about them. This might seem excessive and daunting compared to the tasks that you regularly perform. Scopes are a way of limiting vault functionality and information to named sets that are easier to use. You may select a scope that more closely meets your needs without experiencing information overload.

Scopes limit your ability to create or work with the following objects:

• Custom (and standard) commands
• Document types
• Folder types
• Workflow definitions
• Project definitions
• Reference types
• Navigation views
• Reports

Scopes also limit some Meridian Enterprise functions:

• Folder access is restricted to a folder and its subfolders that are defined by the scope.
• Searches are restricted to accessible folders.

Note    You may not work with any other objects than those defined in a scope. If no scope provides the functionality or folder access that you need, consult a system administrator.

For example, a vault used for managing facilities might define scopes for as-built documents, design projects, archived documents, or maintenance management. A vault used for managing AEC documents might define a different scope for each customer. And a vault used for manufacturing documents might define different scopes for standard parts, active projects, and inactive projects.