Hagerman IntelliModules for Accruent Meridian: Validate, Load, and Sync Documents
Hagerman IntelliModules are add-on tools for Accruent Meridian, developed by Hagerman. They enforce your naming and metadata rules when documents enter a Meridian vault and keep document properties in step with your other business systems.
- Guided wizards for importing, deriving, and reviewing documents
- Bulk import from a validated Excel spreadsheet, including vendor submittals
- Automatic sync of project, asset, location, and work order data
- Connects to CMMS, CAFM, project management, and management of change systems
Have Questions?
Request InfoCore IntelliModules for Your Meridian Vault
IntelliModules has three modules:
| Module | What it does |
|---|---|
| iWizConnection | Configurable wizards that apply your business rules when people add or change documents |
| IntelliPort | Validates and bulk-imports documents listed in a Smart Excel Template |
| IntelliSync | Keeps inherited document properties in sync with an external system of record |
iWizConnection
| Wizard | What it does |
|---|---|
| Import Wizard | Prompts for metadata when a document is added, validates it against your systems of record, and builds the file name and path from your standards |
| Derive/Promote Wizard | Creates new documents, one at a time or in batches, from existing documents or templates, with properties filled in |
IntelliPort
IntelliPort imports documents into Meridian from a Smart Excel Template that you configure to match your metadata rules. The template has a header section (values applied to every document) and one row per document. It includes menus, macros, cell validation, and drop-down lists, so you can send it to vendors to fill in with their submittals.
Before import, IntelliPort checks every cell:
- Values match an external data source (for example, project numbers, disciplines, document classes, or assets)
- Required cells aren't blank
- Number and date cells contain valid numbers and dates
- Every listed file exists in the staging folder
Cells that fail are color-coded by the rule they broke. Once every cell passes, IntelliPort imports the documents in a batch, sets their properties, fills in inherited properties from your systems of record (for example, project description, manager, and status from the project number), and stores each file in the right path with the right name.
IntelliSync
IntelliSync uses a key property, such as a project number, to keep inherited properties on every document in step with an external system. When a project's manager, status, or dates change in your project system, IntelliSync updates the documents. It can be configured for any data source, including work orders, locations, and assets.
Systems IntelliModules Connects To
| System | Example data |
|---|---|
| CMMS (maintenance management) | Assets, work orders |
| CAFM (facility management) | Locations |
| Project management | Project lists, managers, status, dates |
| Management of change (MOC) | Change records |
How to Get IntelliModules
IntelliModules is configured for each customer's Meridian vault and business rules by Hagerman. Talk with our team.
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