What's New in the 2022.0 Release

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In Meridian Power Settings, you can now:

• View, download, and upload custom configuration settings.

• View standard configuration settings.

• Verify the upload results (for custom settings) and the last update date of your settings.

• Download a mapping file with the name and description of properties, document types and scopes of your tenancy.

• Download templates for all PowerWeb settings.

This feature is supported for Meridian Cloud Business subscriptions only.

You can now allow Document Controllers to have documents revised by internal users such as a Document Controller, Project Owner, or Contributor. This setting is configured on the Matching Criteria tab of your Document Settings, and it is configured per project type.

This setting is used to control the new Set Under Change command, described in the Portal Improvements section below.

If a user with a contractor role has not uploaded documents or received any packages, you can change the user's role to an internal role.

The Cloud Connector has been updated to version 2021.3.

A new Set Under Change command has been added to the Actions menu on the Clipboard. When a package is received and accepted from a contractor, small modifications on the received documents may be necessary. To support this use case, the documents can be assigned by a Document Controller or Project Owner to an internal member. Meta data changes can be done by the Document Controller, but more technical work can be performed by an internal user with the Contributor role. When a document is under change, only the current Assignee can make changes to the document.

The Upload new revisions setting described in the Administration Improvements section above must be enabled for the project type to utilize this functionality.

When you navigate to the Landing page of a project, you can now see an Under Change tile in the In Progress column of the Documents table. If you click this tile, Portal will display all documents currently in Under Change status.

You can also find documents in Under Change status on the Documents page of a project.

You can now export data about the status of your documents from the tenant-level or project-level Dashboard. To export data about your document status, click the More Details link in the Document Status tile and then follow these steps.

In the scenario where a document with references is sent to Portal from Meridian Enterprise and the document is sent back to Meridian Enterprise with a missing reference, the document is now delivered as expected.

If you want to prevent users from being able to send documents with missing references, we recommend you set the Document submittal with missing referenced documents setting for the appropriate user role to Fail. You can configure this setting on the Reference Rules tab.

Editing properties is now disabled for released documents if:

1. The workflow lockdown setting is enabled, and

2. One of the following is true:

   • The document type is Facility, Transmission, or some type derived from these document types, OR

   • The document type requires an e-signature.

You can now select a new Redlined Documents navigation view from the view list in PowerWeb. When you select this navigation view, the view pane displays all documents which have the Document with redlines or Document has Rendition Redlines properties set to True.

This navigation view is organized in the following hierarchy:

1. Discipline

2. Classification Description

3. Document

The behavior of the Include CAD References setting when sending documents to Meridian Portal has been modified. Now, when the user sends the document to Portal with CAD references for revision, non-editable reference documents are included for information. Previously, they were included for revision.

For more information about this setting, see the linked article above.

In the scenario where the value of the Document Range field is set to Manual and the document is sent to Portal, the value of the field no longer changes to Automatic when the document is returned to PowerWeb.