Description of the Sub-Menu Hierarchies - Revision history

PatrickG: /* Duplicating a Hierarchy Profile */

2014-01-22T15:43:57Z

Duplicating a Hierarchy Profile

← Older revision		Revision as of 15:43, 22 January 2014
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	=== Duplicating a Hierarchy Profile ===		=== Duplicating a Hierarchy Profile ===

-	In order to create a new hierarchy profile,the administrator can also duplicate an existing profile by selecting it and then clicking on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:	+	In order to create a new hierarchy profile, the administrator can also duplicate an existing profile by selecting it and then clicking on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:


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	\| This allows to create new hierarchy profile quicker.		\| This allows to create new hierarchy profile quicker.
	}}		}}
-

	=== Editing a Hierarchy Profile ===		=== Editing a Hierarchy Profile ===

PatrickG: /* Adding a Hierarchy Profile */

2014-01-22T15:42:50Z

Adding a Hierarchy Profile

← Older revision		Revision as of 15:42, 22 January 2014
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	{{Note		{{Note
-	\| ~~Mandatory fields are~~ displayed ~~in '''bold''' or~~ with a ~~red triangle in front of~~ the ~~field~~.	+	\| Hierarchies and hierarchy Groups displayed with a padlock (inherited from another version) can be authorized or not for the profile beeing edited or created.
	}}		}}


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

	=== Duplicating a Hierarchy Profile ===		=== Duplicating a Hierarchy Profile ===

Patrick at 07:32, 16 October 2013

2013-10-16T07:32:41Z

← Older revision		Revision as of 07:32, 16 October 2013
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-	~~The~~ left hand ~~part~~ of the ~~Hierarchies~~ window allows the administrator to ~~search for a hierarchy profile by its profile name; the full profile name is not necessary~~. The ~~administrator can enter some characters and the~~ search ~~function returns all~~ the ~~entries that contains~~ the ~~entered characters~~. The ~~search~~ results are ~~listed under the '''Search''' button~~. ~~After~~ a ~~search,~~ the ~~search button is greyed out until~~ the ~~search criterion is modified. If the administrator selects an~~ entry in the ~~search result, the profile is automatically selected in the Profiles table~~.	+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Hierarchy Profiles 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. Selecting a line from the result list will automatically select the corresponding entry in the main list.
		+


-	The hierarchy profiles ~~table~~ consist of two columns:	+	The hierarchy profiles list consist of two columns:
	* the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties.		* the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties.
-
	* the second column contains the designation of the profile.		* the second column contains the designation of the profile.
		+

	The contents of the Profiles table is sorted and displayed in alphabetical order and can thus not be modified.		The contents of the Profiles table is sorted and displayed in alphabetical order and can thus not be modified.
		+


	=== Adding a Hierarchy Profile ===		=== Adding a Hierarchy Profile ===

-	~~To create a new profile~~, ~~the administrator has to click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. ~~The hierarchy profile window appears as shown in~~ the ~~following example:~~	+	In the '''Hierarchy Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Hierarchy Profile. When it is clicked, the '''Hierarchy Profile''' creation window opens, it allows to define all related information.


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-	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists.	+	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. The hierarchy profile window consists of two tabs:
-		+
-	The hierarchy profile window consists of two tabs:	+
	* Hierarchy Groups		* Hierarchy Groups
	* Hierarchies		* Hierarchies

-	~~Both tables contain the hierarchies and the hierarchy groups defined in the [[Description of the Menu Hierarchies \| Hierarchies menu]].~~
-
-	A hierarchy profile is defined by its name and the hierarchy groups and hierarchies which are selected within the two available tabs. Based on how the objects where created in Metis Smart Modeling, they may be linked together. This means that in order for provide access to a specific set of positions, the administrator should authorize hierarchies which are linked to the group which was also given access to.
-
-	~~In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited.~~

-	In both tabs, by clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized hierarchies or hierarchies groups first, then the unauthorized ones. The reverse order is also possible.	+	Both tables contain the hierarchies and the hierarchy groups defined in the [[Description of the Menu Hierarchies \| Hierarchies menu]]. A hierarchy profile is defined by its name and the hierarchy groups and hierarchies which are selected within the two available tabs. Based on how the objects where created in Metis Smart Modeling, they may be linked together. This means that in order for provide access to a specific set of positions, the administrator should authorize hierarchies which are linked to the group which was also given access to. In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited. In both tabs, by clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized hierarchies or hierarchies groups first, then the unauthorized ones. The reverse order is also possible. In both tabs, by clicking on the header of the '''Hierarchy Groups''' or '''Hierarchies''' column, it is possible to sort the contents of the table alphabetically. It is also possible to search for Hierarchy Groups or Hierarchies by clicking on the magnifying glass icon.

-	In both tabs, by clicking on the header of the '''Hierarchy Groups''' or '''Hierarchies''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for Hierarchy Groups or Hierarchies by clicking on the magnifying glass icon.

	Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table.		Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table.
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	\| In these tabs, at least one hierarchy group and a hierarchy contained within that hierarchy group should be selected for the Metis Smart Quotes user to have positions available to create offers. If no hierarchy group is selected, no positions are available to the Smart Quotes user. If at least one hierarchy group has been selected but no hierarchies, the hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither hierarchies nor positions are available.		\| In these tabs, at least one hierarchy group and a hierarchy contained within that hierarchy group should be selected for the Metis Smart Quotes user to have positions available to create offers. If no hierarchy group is selected, no positions are available to the Smart Quotes user. If at least one hierarchy group has been selected but no hierarchies, the hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither hierarchies nor positions are available.
	}}		}}
		+
		+
		+	{{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 Hierarchy Profile can be saved by validating the '''Hierarchy Profile''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+


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	=== Editing a Hierarchy Profile ===		=== Editing a Hierarchy Profile ===

-	In ~~order to modify a hierarchy profile~~,~~the administrator can select it and then click on~~ the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]]. ~~The hierarchy profile window appears as shown in~~ the ~~following example:~~	+	In the '''Hierarchy Profiles''' 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 Hierarchy Profile. Selecting a Hierarchy Profile and clicking on it opens the '''Hierarchy Profile''' edition window where all related properties and information can be edited.


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-	~~All parts~~ of the ~~hierarchy profile can~~ be ~~modified within this windows~~. ~~After modifications have been set, validate~~ the window ~~in order to save~~ all changes.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy Profile. Modifications applied to the selected Hierarchy Profile will only be saved once the Hierarchy Profile edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.


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	\| The application verifies if the name has changed and if it is already used within Metis Smart Suite.		\| The application verifies if the name has changed and if it is already used within Metis Smart Suite.
	}}		}}
		+


	=== Deleting a Hierarchy Profile ===		=== Deleting a Hierarchy Profile ===

-	~~The administrator can delete a profile by selecting it and then clicking on~~ the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]]. A confirmation window ~~appears as shown in~~ the ~~following example:~~	+	In the '''Hierarchy Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Hierarchy Profile. Selecting a Hierarchy Profile and clicking on it, if the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile.


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-	If the ~~profile has been attributed to versions and profile groups~~, the ~~confirmation window indicates the number of versions~~ and ~~profile groups using this profile.~~	+	Once the warning is confirmed, the selected Hierarchy Profile is removed from Metis Smart Suite and deleted from the Metis Database.
-		+
-	~~To delete the profile, click on~~ the ~~''Yes'' button~~.	+


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	=== Previewing a Hierarchy Profile ===		=== Previewing a Hierarchy Profile ===

-	~~The administrator can preview a profile by selecting it and then clicking on~~ the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]]. ~~The hierarchy profile~~ window ~~appears as shown~~ in the ~~following example:~~	+	In the '''Hierarchy Profiles''' 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 Hierarchy Profile. Selecting a Hierarchy Profile from the list and clicking on it opens the '''Hierarchy Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy Profile.


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-	~~When previewing a hierarchy profile~~, the ~~user has no~~ edition ~~possibilities~~.	+	{{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 at 07:23, 16 October 2013

2013-10-16T07:23:21Z

← Older revision		Revision as of 07:23, 16 October 2013
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-	In Metis Smart Modeling, Hierarchies~~, group of~~ hierarchies and sections can be defined in order to sort all the different material and service positions created or imported into the application. The Hierarchy profile menu allows the administrator to define and manage the hierarchies and hierarchy groups in order to make them available to user in version or individually.	+	In Metis Smart Modeling, [[Description_of_the_Menu_Hierarchies#Hierarchies\|hierarchies]], [[Description_of_the_Menu_Hierarchies#Hierarchy_Groups\|hierarchy groups]] and [[Description_of_the_Menu_Hierarchies#Sections\|sections]] can be defined in order to sort all the different material and service positions created or imported into the application. The Hierarchy profile menu allows the administrator to define and manage the hierarchies and hierarchy groups in order to make them available to user in version or individually.

Patrick at 12:53, 23 July 2013

2013-07-23T12:53:09Z

← Older revision		Revision as of 12:53, 23 July 2013
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	}}		}}

		+
		+	=== Duplicating a Hierarchy Profile ===
		+
		+	In order to create a new hierarchy profile,the administrator can also duplicate an existing profile by selecting it and then clicking on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Hierarchies_Edit_Hierarchy_Goups.png\|center\|600x400px]]
		+
		+
		+	All the settings from the original profile are displayed in the window and the only thing the user has to do is provide a unique name for his newly created hierarchy profile. After doing so, the user can modify the authorized hierarchy groups or hierarchies required and save the new hierarchy. It will immediately be displayed within the main list.
		+
		+
		+	{{Tip
		+	\| This allows to create new hierarchy profile quicker.
		+	}}
		+
		+
		+	=== Editing a Hierarchy Profile ===
		+
		+	In order to modify a hierarchy profile,the administrator can select it and then click on the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Hierarchies_Edit_Hierarchies.png\|center\|600x400px]]
		+
		+
		+	All parts of the hierarchy profile can be modified within this windows. After modifications have been set, validate the window in order to save all changes.
		+
		+
		+	{{Note
		+	\| The application verifies if the name has changed and if it is already used within Metis Smart Suite.
		+	}}


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	\| The administrator cannot select several profiles at the same time.		\| The administrator cannot select several profiles at the same time.
	}}		}}
		+
		+
		+	=== Previewing a Hierarchy Profile ===
		+
		+	The administrator can preview a profile by selecting it and then clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Hierarchies_Preview_Hierarchy_Goups.png\|center\|600x400px]]
		+
		+
		+	When previewing a hierarchy profile, the user has no edition possibilities.

Patrick at 12:30, 23 July 2013

2013-07-23T12:30:47Z

← Older revision		Revision as of 12:30, 23 July 2013
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-	In ~~this menu~~, the administrator ~~can~~ define and manage the hierarchies and hierarchy groups~~, as shown~~ in ~~the following example:~~	+	In Metis Smart Modeling, Hierarchies, group of hierarchies and sections can be defined in order to sort all the different material and service positions created or imported into the application. The Hierarchy profile menu allows the administrator to define and manage the hierarchies and hierarchy groups in order to make them available to user in version or individually.

-	~~[Screenshot of the Profiles / Hierarchies screen]~~

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

-	~~Remember that the positions available in the version and to the Metis Smart Quotes user depends on the authorized hierarchies and hierarchy groups.~~

		+	{{Note
		+	\| Remember that the positions available in the version and to the Metis Smart Quotes user depends on the authorized hierarchies and hierarchy groups.
		+	}}

-	~~The hierarchy profiles defined in this menu can then be attributed at a version level to Metis Smart Quotes users, as shown in the following examples:~~

		+	The hierarchy profiles defined in this menu can then be attributed to a version level to Metis Smart Quotes users.

-	~~[Screenshot of the Versions + Edit a Version + Profiles + Focus on Hierarchy field]~~

-		+	The left hand part of the Hierarchies window allows the administrator to search for a hierarchy profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button. After a search, the search button is greyed out until the search criterion is modified. If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table.
-	~~[Screenshot of the Profiles + Profile Group + Focus on the 2 Hierarchy fields]~~	+
-		+
-		+
-	~~[Screenshot of the Smart Quotes + Price + Edit Material List + Focus on the Hierarchy Groups fiels + Hierarchy table]~~	+
-		+
-		+
-		+
-	The left hand part of the Hierarchies window allows the administrator to search for a hierarchy profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button~~, as shown in the following example:~~	+
-		+
-	~~[Screenshot of the Profiles / Hierarchies screen + screenshot with some search results (ex~~. ~~profile) & button greyed]~~	+
-		+
-	After a search, the search button is greyed out until the search criterion is modified.	+
-		+
-	If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table.	+


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	* the second column contains the designation of the profile.		* the second column contains the designation of the profile.

-	The contents of the Profiles table is sorted in alphabetical order.	+	The contents of the Profiles table is sorted and displayed in alphabetical order and can thus not be modified.


	=== Adding a Hierarchy Profile ===		=== Adding a Hierarchy Profile ===

-	To create a new profile, the administrator ~~clicks~~ on the ~~'''~~Add~~'''~~ button. The hierarchy profile window appears as shown in the following example:	+	To create a new profile, the administrator has to click on the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The hierarchy profile window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Hierarchies_Add_Hierarchies.png\|center\|600x400px]]

-	~~[Screenshot of the empty Hierarchy Profile window]~~

	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists.		The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists.
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	* Hierarchies		* Hierarchies

-	~~In these tabs, at least one hierarchy group~~ and ~~one~~ hierarchy ~~must be selected for~~ the ~~Metis Smart Quotes user to have positions~~.	+	Both tables contain the hierarchies and the hierarchy groups defined in the [[Description of the Menu Hierarchies \| Hierarchies menu]].

-	~~The tables contain the hierarchies~~ and the hierarchy groups available ~~in the [[Description of the Menu Hierarchies \| Hierarchies menu]]~~.	+	A hierarchy profile is defined by its name and the hierarchy groups and hierarchies which are selected within the two available tabs. Based on how the objects where created in Metis Smart Modeling, they may be linked together. This means that in order for provide access to a specific set of positions, the administrator should authorize hierarchies which are linked to the group which was also given access to.
-		+
-		+
-	~~If no hierarchy group is selected, no positions are available to~~ the Smart ~~Quotes user~~. ~~If at least one hierarchy group has been selected but no hierarchies~~, the ~~hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither~~ hierarchies ~~nor positions~~ are ~~available.~~	+
-		+
-	* if possible, add an hyperlink to the Hierarchy groups drop-down menu in Smart Quotes (Price / Edit Material List) *	+

	In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited.		In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited.
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	Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table.		Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table.
		+
		+
		+	[[File:MSM_Profiles_Hierarchies_Add_Hierarchy_Goups.png\|center\|600x400px]]
		+
		+
		+	{{Note
		+	\| In these tabs, at least one hierarchy group and a hierarchy contained within that hierarchy group should be selected for the Metis Smart Quotes user to have positions available to create offers. If no hierarchy group is selected, no positions are available to the Smart Quotes user. If at least one hierarchy group has been selected but no hierarchies, the hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither hierarchies nor positions are available.
		+	}}
		+


	=== Deleting a Hierarchy Profile ===		=== Deleting a Hierarchy Profile ===

-	The administrator can delete a profile by selecting it and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example:	+	The administrator can delete a profile by selecting it and 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]~~

-	If the profile has been attributed to ~~some~~ versions and ~~some~~ profile groups, the confirmation window indicates the number of versions and profile groups using this profile.	+	[[File:MSM_Profiles_Hierarchies_Delete.png\|center]]
		+
		+
		+	If the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile.

	To delete the profile, click on the ''Yes'' button.		To delete the profile, click on the ''Yes'' button.

-	~~Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.~~

-	~~'''~~Note~~:'''~~ The administrator cannot select several profiles at the same time.	+	{{Note
		+	\| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.
		+	}}
		+
		+
		+	{{Note
		+	\| The administrator cannot select several profiles at the same time.
		+	}}

Patrick at 11:33, 23 July 2013

2013-07-23T11:33:09Z

← Older revision		Revision as of 11:33, 23 July 2013
Line 1:		Line 1:
-	~~Description of~~ the ~~different functionalities~~ and ~~their impact on~~ the ~~other windows/menus of Metis. Describe also how~~ the ~~profiles inherited from a parent works (esp. when deleted etc.).~~	+	In this menu, the administrator can define and manage the hierarchies and hierarchy groups, as shown in the following example:

-	~~=== Creating a Hierarchy Profil ===~~	+	[Screenshot of the Profiles / Hierarchies screen]

-	~~=== Modifying a Hierarchy Profil ===~~

-	=== Deleting a Hierarchy ~~Profil~~ ===	+	Remember that the positions available in the version and to the Metis Smart Quotes user depends on the authorized hierarchies and hierarchy groups.
		+
		+
		+	The hierarchy profiles defined in this menu can then be attributed at a version level to Metis Smart Quotes users, as shown in the following examples:
		+
		+
		+	[Screenshot of the Versions + Edit a Version + Profiles + Focus on Hierarchy field]
		+
		+
		+	[Screenshot of the Profiles + Profile Group + Focus on the 2 Hierarchy fields]
		+
		+
		+	[Screenshot of the Smart Quotes + Price + Edit Material List + Focus on the Hierarchy Groups fiels + Hierarchy table]
		+
		+
		+
		+	The left hand part of the Hierarchies window allows the administrator to search for a hierarchy profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button, as shown in the following example:
		+
		+	[Screenshot of the Profiles / Hierarchies screen + screenshot with some search results (ex. profile) & button greyed]
		+
		+	After a search, the search button is greyed out until the search criterion is modified.
		+
		+	If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table.
		+
		+
		+	The hierarchy profiles table consist of two columns:
		+	* the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties.
		+
		+	* the second column contains the designation of the profile.
		+
		+	The contents of the Profiles table is sorted in alphabetical order.
		+
		+
		+	=== Adding a Hierarchy Profile ===
		+
		+	To create a new profile, the administrator clicks on the '''Add''' button. The hierarchy profile window appears as shown in the following example:
		+
		+	[Screenshot of the empty Hierarchy Profile window]
		+
		+	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists.
		+
		+	The hierarchy profile window consists of two tabs:
		+	* Hierarchy Groups
		+	* Hierarchies
		+
		+	In these tabs, at least one hierarchy group and one hierarchy must be selected for the Metis Smart Quotes user to have positions.
		+
		+	The tables contain the hierarchies and the hierarchy groups available in the [[Description of the Menu Hierarchies \| Hierarchies menu]].
		+
		+
		+	If no hierarchy group is selected, no positions are available to the Smart Quotes user. If at least one hierarchy group has been selected but no hierarchies, the hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither hierarchies nor positions are available.
		+
		+	* if possible, add an hyperlink to the Hierarchy groups drop-down menu in Smart Quotes (Price / Edit Material List) *
		+
		+	In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited.
		+
		+	In both tabs, by clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized hierarchies or hierarchies groups first, then the unauthorized ones. The reverse order is also possible.
		+
		+	In both tabs, by clicking on the header of the '''Hierarchy Groups''' or '''Hierarchies''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for Hierarchy Groups or Hierarchies by clicking on the magnifying glass icon.
		+
		+	Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table.
		+
		+
		+	=== Deleting a Hierarchy Profile ===
		+
		+	The administrator can delete a profile by selecting it and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example:
		+
		+	[Screenshot of the confirmation pop-up window]
		+
		+	If the profile has been attributed to some versions and some profile groups, the confirmation window indicates the number of versions and profile groups using this profile.
		+
		+	To delete the profile, click on the ''Yes'' button.
		+
		+	Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.
		+
		+	'''Note:''' The administrator cannot select several profiles at the same time.

Patrick at 07:39, 8 October 2012

2012-10-08T07:39:48Z

← Older revision		Revision as of 07:39, 8 October 2012
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	Description of the different functionalities and their impact on the other windows/menus of Metis. Describe also how the profiles inherited from a parent works (esp. when deleted etc.).		Description of the different functionalities and their impact on the other windows/menus of Metis. Describe also how the profiles inherited from a parent works (esp. when deleted etc.).
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		+	=== Creating a Hierarchy Profil ===
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		+	=== Modifying a Hierarchy Profil ===
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		+	=== Deleting a Hierarchy Profil ===

Ibrahim: Creation of the page

2011-02-13T19:54:54Z

Creation of the page

New page

Description of the different functionalities and their impact on the other windows/menus of Metis. Describe also how the profiles inherited from a parent works (esp. when deleted etc.).