Share a collection with a group of users.

Share a collection with a group of users. NOT everybody.

Maurizio

Sweco Belgium
  • Maurizio Dal Magro
  • Mar 19 2019
  • Future consideration
  • Attach files
  • Ludwig Hauser commented
    26 Jan, 2023 01:25pm

    An other use case: setting up a set of templates for copy for specific branches or roles or topics

  • Jeremy Laurin commented
    24 Aug, 2020 10:46pm

    hyperlink to the collection would be nice.

  • Malcolm Tuttle commented
    26 Nov, 2019 01:34am

    We have many doc in our facility with some user not as adept at searching than others. Collections I can share with specific groups would ease a lot of pain, reduce many hours wasted searching for docs and stop duplicate procedures being produced when they are not found.

  • Frank Moenkemeyer commented
    8 Nov, 2019 08:17am

    The use case is that engineering, shop floor specifies which documents need to be changed or are required in a project. Document Controllers adding the documents then to projects and send them to contractors.

     

    Usually the engineers/shop floor  are working in explorer and not in meridian.

  • Chris Tsangarides commented
    11 Jun, 2019 07:44pm

    Thank you, everyone, for your suggestion and additional comments.

    This idea has made an impact and is now on the Meridian roadmap. Stay tuned for updates.


    Chris Tsangarides
    Product Manager
    Accruent

  • Don Hodges commented
    17 Apr, 2019 07:02pm

    I could see an additional  use in hiding collections for feeding Explorer jobs.  We have to make Shared Global collections now so that Explorer can see them but it makes the user community see them too, when they shouldn't need to see them.  We could share them with a group that the Explorer service account or administrators could see.

  • Dan Biancucci commented
    4 Apr, 2019 11:26am

    We have 1500 users throughout our facility and this is one of the biggest complaints and request. Our equipment specialist would like to have the ability to create their private collection and share these collections to maintenance teams, it would be most helpful for off shift maintenance crews during breakdowns.

     

    The current options of for Private & Shared Collection is very limited.

  • Chris Tsangarides commented
    25 Mar, 2019 05:54pm

    Legacy ID: MER-I-119

    Idea created at: 2018-Jul-23

    Referenced customer:

    COMMENTS:

    Rudi Pieters Jul 25, 2018 Makes sense to me in general, but a few concrete use cases would help to build the business case for this.

    maurizio.dalmagro@swecobelgium.be Jul 25, 2018 A collection of P&ID mentioned on the 'Drawing Index'. Share this collection only with a group of users.

    Matthias Peterka Nov 29, 2018 Very useful idea. Accoding to german law we have to carry out various technical audits by external experts on a regular basis. For this audits we have to provide various drawings and documents stored in Meridian. The respective internal colleagues can select the relevant documents and assign them to a shared collection. Matthias Peterka European Central Bank

    Vesa Peltonen Jan 4, 2019 Our users often have a need to communicate about an ad hoc bunch of documents. They would want to send an email or a chat message to a colleague where they could refer to a "bunch of documents" with a URL. Like: Hello, in the meeting we talked about matter XXX. It is all about there documents: URL In Power user there is a functionality: "Send to email recipient". This is close but that feature sends a bunch of links to the recipient. Then the recipient must open each link separeately and there is no way to have an overview in Meridian like "okay, this is what my colleague sent me". In my view this kind of shareable "collections" would not need to be permanently visible for the receiving or sending user. Users could choose to save it as a collection but it would not happen automatically. That is becuse the use of such ad-hoc collections would clutter the UI pretty soon. The above describes what the users really need. I would however settle with dynamic collections that can be shared with a user group. We have our documents split into projects. It would be a great improvement to be able to create shared collections that are visible for the project team only.

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