Triark Cloud uses consistent terms to help you manage projects, documents, and approvals with clarity.

This glossary will help you get familiar with key words and phrases you’ll see throughout Triark.

📖 Key Terms

Project
A workspace that groups documents, people, tasks, and metadata for a specific job, customer, or site.

Document
A metadata-driven folder that holds multiple revisions of the same technical content.

Revision
A version of a file that belongs to a document, showing what changed over time.

Draft
An unpublished revision still under preparation, before approvals.

Reference
A link between a document and another object in Triark (like a product, folder structure, wbs, zone , or another document) showing relationships.

Workflow
A sequence of review and approval steps a revision goes through before being released.

Explorer
A visual tool to navigate the connections between projects, documents, and products.

Metadata
Descriptive fields used to search and categorize content, such as status, category, owner, or project number.

Status
A lifecycle marker showing a document’s stage (e.g., Draft, Approved, Archived).

Category
A label to group documents by type, discipline, or topic (e.g., Electrical, Mechanical).

Folder
A container inside a project to further organize documents.

Role
A permission set defining what a user can do (Admin, Writer, Reader).

Permission
A specific rule controlling who can view, edit, approve, or delete items.

Approval
A confirmation step in a workflow where someone with authority signs off on a revision.

Audit Trail
A record of actions performed on documents, showing who did what and when.

Zone
A location or functional area in a project to which documents can be tied.

Person
A user or external contact linked to documents, workflows, or projects for traceability.

Company
An organization you work with, tracked in the CRM module and linkable to documents or projects.

📌 Status and Categories

Status Examples

• Draft
• For Review
• Approved
• Archived

Category Examples

• Mechanical
• Electrical
• Instrumentation
• Process
• Safety

📋 Quick Reference to Lifecycle Terms

✅ Draft — an early version, not yet released
✅ Revision — a controlled, numbered change to a document
✅ Approved — officially signed off and ready for use
✅ Archived — inactive, kept for historical reference