Accruent Meridian Enterprise 2021 Configuration Guide

Link Tags And Documents

The relationships between tags (assets) in the maintenance management system and Meridian Enterprise documents can be made with Meridian using two methods:

  • Direct linking with properties (property matching)
  • Indirect linking with tags (tag references)

    Note:

    A variation of this method allows linking to a single document or tag in a folder to represent linking to all of the documents or tags in that folder. For more information about this variation, see Configure Linking To Folders.

Both property matching and tag linking rely on arguments passed to Meridian from the maintenance management system. These arguments identify the asset currently selected in the maintenance management system and in some cases, other assets that are related to it. For example, when the user has a work order selected in Maximo and opens its Linked Documents page, arguments are passed to Meridian Explorer that identify the selected work order, (optionally) its associated equipment (and location), and the item associated with the equipment. The values used to identify the tags are typically the primary key values from the Maximo database although any parameter provided by the maintenance management system can be used.

With both linking methods, only documents that are explicitly published from the Meridian Enterprise vault will be shown in the maintenance management system. A document is published with the maintenance management system by setting its Status – Published property to True.