Description of the Menu Users - Revision history

Patrick: /* Adding an Employee */

2013-11-05T16:03:14Z

Adding an Employee

← Older revision		Revision as of 16:03, 5 November 2013
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	** '''Last Name''': this is the user's last name. This field is also mandatory to describe the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters.		** '''Last Name''': this is the user's last name. This field is also mandatory to describe the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters.
	** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.		** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.
-	** '''Language''': this is the user's application default '''[[Description_of_the_Menu_Versions_Languages\|language]]'''. This parameter sets the language in which Metis's graphic user interface and its content are displayed by default to the user. A pop-up window contains the available languages defined for the version. Select a language then press enter to save the entry.	+	** '''Language''': this is the user's application default '''[[Description_of_the_Menu_Versions_Languages\|language]]'''. This parameter sets the language in which Metis' graphic user interface and its content are displayed by default to the user. A pop-up window contains the available languages defined for the version. Select a language then press enter to save the entry.
	** '''Password''': this is the user's password. Enter a password then press enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters		** '''Password''': this is the user's password. Enter a password then press enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters
	** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window containing authorized sales groups defined for the version (see the [[#Sales Groups\| Sales Groups]] section below), select the appropriate language then press enter to save the entry.		** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window containing authorized sales groups defined for the version (see the [[#Sales Groups\| Sales Groups]] section below), select the appropriate language then press enter to save the entry.

Patrick: /* Adding an Employee */

2013-11-05T16:03:02Z

Adding an Employee

← Older revision		Revision as of 16:03, 5 November 2013
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	** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.		** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.
	** '''Language''': this is the user's application default '''[[Description_of_the_Menu_Versions_Languages\|language]]'''. This parameter sets the language in which Metis's graphic user interface and its content are displayed by default to the user. A pop-up window contains the available languages defined for the version. Select a language then press enter to save the entry.		** '''Language''': this is the user's application default '''[[Description_of_the_Menu_Versions_Languages\|language]]'''. This parameter sets the language in which Metis's graphic user interface and its content are displayed by default to the user. A pop-up window contains the available languages defined for the version. Select a language then press enter to save the entry.
-	** '''Type''': this setting defines which type of user is being created. The drop-down list allows to select between : online, offline and offline connected '''[[Metis_Smart_Suite_-_Architecture\|mode]]'''.
	** '''Password''': this is the user's password. Enter a password then press enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters		** '''Password''': this is the user's password. Enter a password then press enter to save the entry. The password is encrypted at input time and at display time. This field is limited to 20 characters
	** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window containing authorized sales groups defined for the version (see the [[#Sales Groups\| Sales Groups]] section below), select the appropriate language then press enter to save the entry.		** '''Sales Group''': this is the sales group to which the user belongs to. A pop-up window containing authorized sales groups defined for the version (see the [[#Sales Groups\| Sales Groups]] section below), select the appropriate language then press enter to save the entry.

Patrick: /* Adding an Employee */

2013-11-05T16:02:31Z

Adding an Employee

← Older revision		Revision as of 16:02, 5 November 2013
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	*'''MAIN'''		*'''MAIN'''
-	** '''Employee ~~Cod~~'''e: this code is an ID for the user. It must be unique. This field is mandatory to save the user. Enter a code then press on enter to save the entry. This field is limited to 20 characters.	+	** '''Employee Code''': this code is an ID for the user. It must be unique. This field is mandatory to save the user. Enter a code then press on enter to save the entry. This field is limited to 20 characters. Uniqueness is enforce by Metis Smart Suite throughout the whole environment.
	** '''Last Name''': this is the user's last name. This field is also mandatory to describe the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters.		** '''Last Name''': this is the user's last name. This field is also mandatory to describe the user. Enter a last name then press on enter to save the entry. This field is limited to 40 characters.
	** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.		** '''First Name''': this is the user's first name. Enter a first name then press on enter to save the entry. This field is limited to 40 characters.

Patrick: /* Adding User Roles */

2013-11-05T16:00:39Z

Adding User Roles

← Older revision		Revision as of 16:00, 5 November 2013
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	* '''Sales''' : defines whether the User Role is related to Sales.		* '''Sales''' : defines whether the User Role is related to Sales.
	* '''Description''' : user-friendly name for the User Roles being created. It can be provided in all available languages. Those fields are limited to 50 characters.		* '''Description''' : user-friendly name for the User Roles being created. It can be provided in all available languages. Those fields are limited to 50 characters.
-	* '''Office''' : ~~???~~	+	* '''Office''' : link to a defined Office for statistical purposes
-	* '''Sales Groups''' : ~~???~~	+	* '''Sales Groups''' : link to a defined Sales Group for statistical purposes


	Once all related mandatory and optional information have been set, the new User Roles can be saved by validating the '''User Roles''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.		Once all related mandatory and optional information have been set, the new User Roles can be saved by validating the '''User Roles''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
-
-

	=== Editing User Roles ===		=== Editing User Roles ===

Patrick: /* User Roles */

2013-09-30T15:25:42Z

User Roles

← Older revision		Revision as of 15:25, 30 September 2013
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	== User Roles ==		== User Roles ==

-	The administrator can define the various User Roles to which the users and end-users can be linked to, as shown in the example below. User Roles are important for sorting employees into task based groups. Those roles are then used in Metis Smart Quotes to list the different employees in appropriate drop-down lists or simple lists. Once a user role has been created, it can then be linked to an employee through the employees sub-menu by editing it and selecting the corresponding user role under the section titled '''Main'''.	+	The administrator can define the various User Roles to which the users and end-users can be linked to, as shown in the example below. User Roles are important for sorting employees into task based groups. Those roles are then used in Metis Smart Quotes to list the different employees in appropriate drop-down lists or simple lists. Once a user role has been created, it can then be linked to an employee through the [[Description_of_the_Menu_Users#Employees\|employees]] sub-menu by editing it and selecting the corresponding user role under the section titled '''Main'''.


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-	The table displays the name of the various User Roles. The ~~contents~~ can be sorted by ~~alphabetic order~~ and searched through using the left-hand side search functionality.	+	The table displays the name of the various User Roles. The content can be sorted by alphabetically and searched through using the left-hand side search functionality. It allows the user/administrator to find User Roles based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list.


	{{Note		{{Note
-	\| ~~The~~ User Roles are visible to all versions.	+	\| User Roles are visible to all versions.
	}}		}}

	=== Adding User Roles ===		=== Adding User Roles ===

-	~~To create a~~ User ~~Role~~, ~~the administrator has to click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]].	+	In the '''User Roles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new User Roles. When it is clicked, the '''User Roles''' creation window opens, it allows to define all related information.

-	~~The '''User Role''' window is displayed and allows define it:~~

	[[File:MSM_Users_User_Roles_Add.png\|center\|600x400px]]		[[File:MSM_Users_User_Roles_Add.png\|center\|600x400px]]

-	~~In order to define a User Role the following information need to be provided:~~

-	* '''~~Code~~''' : the User ~~Roles~~ Code ~~is an~~ abbreviation or ID which will be used to identifies the users by the their User role to be listed in specific lists.	+	{{Note
-	* '''Sales''' : ~~this check-box~~ defines whether the User Role is related to Sales.	+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
-	* '''Description''' : ~~This fields allow the administrator to give~~ user-friendly name to the User Roles being created. It can be provided in all ~~activated~~ languages. Those fields are limited to 50 characters.	+	}}
		+
		+
		+	In order to define a User Role the following information needs to be provided:
		+
		+	* '''Code''' : abbreviation or ID which will be used to identifies the users by the their User role to be listed in specific lists.
		+	* '''Sales''' : defines whether the User Role is related to Sales.
		+	* '''Description''' : user-friendly name for the User Roles being created. It can be provided in all available languages. Those fields are limited to 50 characters.
	* '''Office''' : ???		* '''Office''' : ???
	* '''Sales Groups''' : ???		* '''Sales Groups''' : ???

-	~~Validate the window to save the newly created User role.~~

		+	Once all related mandatory and optional information have been set, the new User Roles can be saved by validating the '''User Roles''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


-	~~=== Deleting User Roles ===~~

-	~~The administrator can delete a~~ User ~~Role by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link~~=~~]]. A confirmation window appears as shown in the following example:~~	+	=== Editing User Roles ===

		+	In the '''User Roles''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected User Roles. Selecting a User Roles and clicking on it opens the '''User Roles''' edition window where all related properties and information can be edited.

-	~~[[File:MSM_Users_Users_Roles_Delete.png\|center]]~~

		+	[[File:MSM_Users_User_Roles_Edit.png\|center\|600x400px]]

-	~~To delete the User Role, validate the warning window.~~

		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new User Roles. Modifications applied to the selected User Roles will only be saved once the User Roles edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.

-	~~{{Note~~
-	~~\| Multiple User Roles may be selected and deleted together.~~
-	}}

-	~~=== Editing User Roles ===~~

-	~~Selecting a User Role and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link~~=~~]] displays the~~ User ~~Role property window, as shown in the following example:~~	+	=== Deleting User Roles ===

		+	In the '''User Roles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected User Roles. Selecting one or more User Roles and clicking on it displays the following confirmation window.

-	~~[[File:MSM_Users_User_Roles_Edit.png\|center\|600x400px]]~~

		+	[[File:MSM_Users_Users_Roles_Delete.png\|center]]

-	~~The administrator can modify all settings (see "Adding a User Roles" for a description) of the User Role by validating the window.~~

-	~~=== Preview ===~~	+	Once the warning is confirmed, the selected User Roles is removed from Metis Smart Suite and deleted from the Metis Database.

-	~~Selecting a~~ User ~~Role and clicking on~~ the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] ~~displays~~ the User ~~Role property window, as shown in~~ the ~~following example:~~	+
		+
		+	=== Previewing User Roles ===
		+
		+	In the '''User Roles''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main table/list allows the user/administrator to see all properties and information related to the selected User Roles. Selecting a User Roles from the table/list and clicking on it opens the '''User Roles''' preview window.


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-	In this ~~view~~ the User Roles properties ~~cannot~~ be ~~edited~~.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new User Roles.
		+
		+
		+	{{Note
		+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
		+	}}

Patrick: /* Sales Groups */

2013-09-30T15:17:37Z

Sales Groups

← Older revision		Revision as of 15:17, 30 September 2013
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	== Sales Groups ==		== Sales Groups ==

-	The administrator can define the various sales groups to which the users and end-users can belong to, as shown in the example below. Sales groups are important when calculating regional statistics. Once a sales group has been created, it can then be linked to a user through the employees sub-menu by editing the user and selecting the corresponding sales group under the section titled '''Main'''.	+	The administrator can define the various sales groups to which the users and end-users can belong, as shown in the example below. Sales groups are important when calculating regional statistics. Once a sales group has been created, it can then be linked to a user through the [[Description_of_the_Menu_Users#Employees\|employees]] sub-menu by editing the user and selecting the corresponding sales group under the section titled '''Main'''.


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-	The table displays the name of the various sales groups. The ~~contents~~ can be sorted ~~by alphabetic order~~.	+	The table displays the name of the various sales groups. The content of the table can be sorted alphabetically.


	{{Note		{{Note
-	\| The sales groups are visible to all versions.	+	\| The sales groups are visible to all versions. Special care should be taken when deleting a sales group from the list.
	}}		}}


-	Information defined in this menu is then made available in the Employee ~~submenu~~ in order to link a user user to a sales group.	+	Information defined in this menu is then made available in the Employee sub-menu in order to link a user user to a sales group.


	{{Tip		{{Tip
-	\| As Sales Groups are common to all versions, it is recommended to create only Sales groups which an be used within the whole Metis environment.	+	\| As Sales Groups are common to all versions, it is recommended to create only Sales groups which can be used within the whole Metis environment.
	}}		}}

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	=== Adding a Sales Group ===		=== Adding a Sales Group ===

-	~~To create a sales group~~, ~~the administrator has to click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. ~~The~~ '''Sales Group''' window ~~is displayed and~~ allows to ~~enter the name of the new sales group:~~	+	In the '''Sales Group''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Sales Group . When it is clicked, the '''Sales Group''' creation window opens, it allows to define all related information.


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-	~~The administrator has to type~~ in ~~the name~~ of the ~~sales group and validate the window to save the entry. This~~ field ~~is limited to 30 characters~~.	+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}


-	~~=== Deleting a Sales Group ===~~	+	The administrator has to type in the name of the sales group and validate the window to save the entry. This field is limited to 30 characters.

-	The administrator can delete a sales group by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]]. A confirmation window appears as shown in the following example:

-	[~~Screenshot~~ of the ~~confirmation pop-up~~ window]	+	Once all related mandatory and optional information have been set, the new Sales Group can be saved by validating the '''Sales Group''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.

-	~~To delete the sale group, validate the warning window.~~
-
-	~~{{Note~~
-	~~\| Multiple sales groups may be selected and deleted together.~~
-	}}


	=== Editing a Sales Group ===		=== Editing a Sales Group ===

-	~~Selecting a sales group and clicking on~~ the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] ~~displays~~ the ~~sales group designation window, as shown in~~ the ~~following example:~~	+	In the '''Sales Group''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Sales Group. Selecting a Sales Group and clicking on it opens the '''Sales Group''' edition window where all related properties and information can be edited.


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-	~~The administrator can modify~~ the ~~designation~~ of the ~~sales group by validating~~ the window.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Sales Group . Modifications applied to the selected Sales Group will only be saved once the Sales Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.
		+
		+
		+
		+	=== Deleting a Sales Group ===
		+
		+	In the '''Sales Group''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Sales Group . Selecting one or more Sales Group and clicking on it displays the following confirmation window.
		+
		+
		+	[[File:MSM_Users_Sales_Groups_Delete.png\|center]]
		+
		+
		+	Once the warning is confirmed, the selected Sales Group is removed from Metis Smart Suite and deleted from the Metis Database.

	== User Roles ==		== User Roles ==

Patrick: /* Deleting an Office */

2013-09-30T15:09:53Z

Deleting an Office

← Older revision		Revision as of 15:09, 30 September 2013
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	{{Note		{{Note
-	\| An office created by an administrator of the parent version can be deleted by an administrator of ~~the~~ child version.	+	\| An office created by an administrator of the parent version for the current version can be deleted by an administrator of this child version.
	}}		}}
-
-

	=== Preview ===		=== Preview ===

Patrick: /* Preview */

2013-09-30T15:08:58Z

Preview

← Older revision		Revision as of 15:08, 30 September 2013
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	=== Preview ===		=== Preview ===

-	In the '''Offices''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Office.	+	In the '''Offices''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Office. Selecting an Office from the table/list and clicking on it opens the '''Office''' preview window.
-		+
-	Selecting an Office from the table/list and clicking on it opens the '''Office''' preview window.	+

Patrick: /* Offices */

2013-09-30T15:08:27Z

Offices

← Older revision		Revision as of 15:08, 30 September 2013
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	In the '''Offices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Office. When it is clicked, the '''Office''' creation window opens, it allows to define all related information.		In the '''Offices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Office. When it is clicked, the '''Office''' creation window opens, it allows to define all related information.
		+
		+
		+	[[File:MSM_Users_Offices_Add.png\|center\|600x400px]]


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-	Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''...''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottonm of the window.	+	The office data displayed in this window consists of the following properties:
-		+
-		+
-	~~[[File:MSM_Users_Offices_Add.png\|center\|600x400px]]~~	+
-		+
-		+
-		+
-	The office data consists of the following properties:	+

	* '''MAIN'''		* '''MAIN'''
-	** '''Office Name''': ~~this is the~~ designation of the office or of the sales outlet. This field is mandatory to save the office. Enter a designation then press on enter to save the entry. This field is limited to 30 characters.	+	** '''Office Name''': designation of the office or of the sales outlet. This field is mandatory to save the office. Enter a designation then press on enter to save the entry. This field is limited to 30 characters.
-	** '''Main Language''': ~~this is the~~ main language which will be ~~applied to~~ all employees ~~listed in~~ the office.	+	** '''Main Language''': main language which will be defined for all employees linked to the office.


	* '''COMPANY'''		* '''COMPANY'''
-	** '''Company Name 1-4''': ~~this is the~~ Office's company name, which can spread over 4 fields if required.	+	** '''Company Name 1-4''': Office's company name, which can spread over 4 fields if required.


	*'''ADDRESS'''		*'''ADDRESS'''
-	** '''Street''': ~~this is the~~ Office's street address	+	** '''Street''': Office's street address
-	** '''Zip Code''': ~~this is the~~ Office's zip code	+	** '''Zip Code''': Office's zip code
-	** '''City''': ~~this is the~~ Office's location information	+	** '''City''': Office's location information
-	** '''Building''': ~~this is the~~ Office's building designation	+	** '''Building''': Office's building designation


	* '''CONTACT'''		* '''CONTACT'''
-	** '''Main Tel''': ~~this is the~~ Office's main phone number	+	** '''Main Tel''': Office's main phone number
-	** '''Main Fax''': ~~this is the~~ Office's main fax number	+	** '''Main Fax''': Office's main fax number


-	Once all ~~desired information~~ related ~~to the office are typed in~~, ~~validate~~ the window ~~in order for~~ the ~~newly defined office to be created~~.	+	Once all related mandatory and optional information have been set, the new User can be saved by validating the '''Users''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


		+	=== Editing an Office ===

-	=~~== Deleting~~ an Office ~~===~~	+	In the '''Offices''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Office. Selecting an office and clicking on it opens the '''Office''' edition window where all related properties and information can be edited.

-	The administrator can delete an office by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]]. A confirmation window appears requesting validation to delete a specific office to which are linked a specific number of users or end-users, as shown in the following example:

		+	[[File:MSM_Users_Offices_Edit.png\|center\|600x400px]]

-	~~[[File:MSM_User_Offices_Delete.png\|center]]~~

		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Office. Modifications applied to the selected ... will only be saved once the ... edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.

-	~~Validate the window in order to delete the selected office.~~


-	~~{{Note~~	+	=== Deleting an Office ===
-	~~\| An office created by~~ an ~~administrator of the parent version can be deleted by an administrator of the child version.~~	+
-	}}	+

-	=~~== Editing~~ an Office ~~===~~	+	In the '''Offices''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Office. Selecting an Office and clicking on it displays the following confirmation window.

-	Selecting an office and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] displays the properties of the office that the administrator can modify, as shown in the following example:

		+	[[File:MSM_User_Offices_Delete.png\|center]]

-	~~[[File:MSM_Users_Offices_Edit.png\|center\|600x400px]]~~

		+	Once the warning is confirmed, the selected ... is removed from Metis Smart Suite and deleted from the Metis Database.

-	~~For details about the properties describing an office please refer to the "adding an office" section.~~

		+	{{Note
		+	\| An office created by an administrator of the parent version can be deleted by an administrator of the child version.
		+	}}

-	~~Once all desired information related to the office have been modified, validate the window in order for the changes to be stored.~~


	=== Preview ===		=== Preview ===

-	~~Selecting an office and clicking on~~ the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] ~~displays~~ the properties of the ~~office, as shown in~~ the ~~following example:~~	+	In the '''Offices''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Office.
		+
		+	Selecting an Office from the table/list and clicking on it opens the '''Office''' preview window.


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-	For ~~details about the properties describing an office~~ please refer to the ~~"adding an office"~~ section.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Office.


	{{Note		{{Note
-	\| ~~None~~ of ~~these fields~~ are ~~editable~~.	+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
	}}		}}

Patrick: /* Offices */

2013-09-30T15:00:24Z

Offices

← Older revision		Revision as of 15:00, 30 September 2013
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	== Offices ==		== Offices ==

-	The administrator can define various offices or sales outlets of his/her version and his/her children versions as shown in the example above. Those offices are used in Metis Smart Suite to group the employees and provide structured statistics. In sub-menu offices are added, edited and deleted. Offices are important when calculating regional statistics. Once an office has been created, it can then be linked to a user through the employees sub-menu by editing the user and selecting the corresponding office under the section titled '''Address'''.	+	The administrator can define various offices or sales outlets of his/her version and his/her children versions as shown in the example above. Those offices are used in Metis Smart Suite to group the employees and provide structured statistics. In sub-menu offices are added, edited and deleted. Offices are important when calculating regional statistics. Once an office has been created, it can then be linked to a user through the employees sub-menu by editing the '''[[Description_of_the_Menu_Users#Employees\|user]]''' and selecting the corresponding office under the section titled '''Address'''.


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-	The left hand part of the screen allows the administrator to filter the offices per version. The version drop-down menu is populated with the current version as well as the ~~children~~ versions. To see the list of offices of a specific version, select a version from a drop-down. The table on the right shows the list of offices for the selected version.	+	The left hand part of the screen allows the administrator to filter the offices per version. The version drop-down menu is populated with the current version as well as all the child versions. To see the list of offices of a specific version, select a version from the drop-down list. The table on the right shows the list of offices for the selected version.

-	The table displays the name of the various offices and sales outlets. The ~~contents~~ can be sorted ~~by alphabetic order~~.	+	The table displays the name of the various offices and sales outlets. The content can be sorted alphabetically.

	Information defined in this menu is then made available in the Employee sub-menu for the setting the office to which the employee is linked.		Information defined in this menu is then made available in the Employee sub-menu for the setting the office to which the employee is linked.
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	=== Adding an Office ===		=== Adding an Office ===

-	~~To add an office~~, the administrator ~~must~~ first ~~pay attention to~~ the ~~Version~~ selected in the filter area. ~~If the administrator has selected a version other than his/her version, the office is~~ created in ~~that specific~~ version.	+	Before creating a new Office, the user/administrator should first check the version selected in the filter area. The new Office will be created in the select version.

-	~~A click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] ~~displays~~ the ~~following~~ window:	+	In the '''Offices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Office. When it is clicked, the '''Office''' creation window opens, it allows to define all related information.
		+
		+
		+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
		+
		+
		+	Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''...''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottonm of the window.