Description of the Sub-Menu Notes - Revision history

Patrick at 09:06, 4 October 2013

2013-10-04T09:06:40Z

← Older revision		Revision as of 09:06, 4 October 2013
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-	In Metis Smart Suite, Notes are document add-ons to offers and systems when creating and documenting an offer. They can be used in cases when an offer or system requires more information to be supplied, such as special instructions. In the '''Notes''' sub-menu of Metis Smart Modeling the administrator can create a note that can be linked to either an offer or system.	+	In Metis Smart Suite, Notes are document add-ons to offers and systems when creating and documenting an offer. They can be used in cases when an offer or system requires more information to be supplied, such as special instructions or specific project details. In the '''Notes''' sub-menu of Metis Smart Modeling the administrator can create a note that can be linked to either an offer or system.


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-	Notes are created in this sub-menu, however, the contents of the notes are actually entered through Smart Quotes. The notes that have been created and appear in this sub-menu also appear under the '''Notes''' menu in Smart Quotes,	+	Notes are created in this sub-menu, however, the contents of the notes are actually entered through Smart Quotes. The notes that have been created and appear in this sub-menu also appear under the '''Notes''' menu in Metis Smart Quotes,
-	which is where the information can be entered.	+	which is where the information can be entered. An import functionality can also be set up for each Note to allow the End-user to enter standardized information in the fields.


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	== Defining a new Note==		== Defining a new Note==

-	~~The~~ "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the administrator to ~~add~~ a new ~~note to Metis Smart Suite~~. When ~~the '''Add''' button~~ is clicked, the '''Note''' window opens.	+	In the '''Notes''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main table allows the user/administrator to create a new Note. When it is clicked, the '''Note''' creation window opens, it allows to define all related information.


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

-
-	~~The window also contains the following fields for defining a Note:~~

	* '''External code''' : an additional reference for the note that the user can provide.		* '''External code''' : an additional reference for the note that the user can provide.
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	* '''Default Path''' : path where templates for the content of note will be stored and thus accessible to the end-user.		* '''Default Path''' : path where templates for the content of note will be stored and thus accessible to the end-user.
	* '''Default File''' : link to a default file for filling the note with the appropriate content.		* '''Default File''' : link to a default file for filling the note with the appropriate content.
		+

	The only requirement is to provide a name in one of the available languages for the new note in order for it be valid. Once all information is provided the new Note can be save and listed under the selected level by validating the window.		The only requirement is to provide a name in one of the available languages for the new note in order for it be valid. Once all information is provided the new Note can be save and listed under the selected level by validating the window.
		+
		+
		+	{{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 Note can be saved by validating the '''Note''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


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	}}		}}

-	~~== Modifying a Document ==~~

-	~~The "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to modify the properties of the note.~~

-	~~Selecting~~ a ~~note and clicking on~~ the '''~~Edit~~''' button opens the '''Note''' window~~. All of the fields that were available when creating a new note are still available~~ and can be ~~modified in this '''Edit''' window~~.	+	== Modifying a Note==
		+
		+	In the '''Notes''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Note. Selecting a Note and clicking on it opens the '''Note''' edition window where all related properties and information can be edited.


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



-	== Deleting a ~~Document~~ ==	+	== Deleting a Note==

-	~~The~~ "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete ~~an existing note. Multiple notes may be~~ selected ~~and deleted together~~. ~~When deleting~~ a ~~note,~~ the following ~~pop-up~~ window ~~appears:~~	+	In the '''Note''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main table allows the user/administrator to delete the selected Note. Selecting a Note and clicking on it displays the following confirmation window.


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-	~~The Smart Quotes user must confirm~~ the ~~message before~~ the ~~note can be~~ deleted.	+	Once the warning is confirmed, the selected Note is removed from Metis Smart Suite and deleted from the Metis Database.


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-	== Previewing a ~~Document~~ ==	+	== Previewing a Note==


-	~~The~~ "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see ~~the~~ properties of the selected ~~note. Selecting a note and clicking on the '''Preview''' button opens the '''~~Note~~''' window where the properties are displayed~~.	+	In the '''Notes''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Note.


	[[File:MSM_Data_Management_Notes_Preview.png\|center\|600x400px]]		[[File:MSM_Data_Management_Notes_Preview.png\|center\|600x400px]]
		+
		+
		+	Selecting a Note from the table and clicking on it opens the '''Note''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Note.


	{{Note		{{Note
-	\| It is not possible ~~to edit~~ the ~~properties of a note in the '''Preview''' note window. This must~~ be ~~done with the '''Edit''' button~~.	+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
	}}		}}

Patrick: /* Defining a new Note */

2013-08-06T13:22:38Z

Defining a new Note

← Older revision		Revision as of 13:22, 6 August 2013
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		+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://http://www.xpert-technologies.ch/mediawikidev/images/3/36/VID_Defining_managing_notes.png'>File:Defining_and_managing_the_notes_OK.mp4</mediaplayer>
		+	\| Defining and managing notes.
		+	}}

	== Modifying a Document ==		== Modifying a Document ==

Patrick at 12:08, 30 July 2013

2013-07-30T12:08:37Z

← Older revision		Revision as of 12:08, 30 July 2013
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-	Notes can be used in cases ~~where~~ an offer or system ~~require~~ more information to be supplied, such as special instructions. In the '''Notes''' sub-menu the ~~user~~ can create a note that can be linked to either an offer or system.	+	In Metis Smart Suite, Notes are document add-ons to offers and systems when creating and documenting an offer. They can be used in cases when an offer or system requires more information to be supplied, such as special instructions. In the '''Notes''' sub-menu of Metis Smart Modeling the administrator can create a note that can be linked to either an offer or system.
		+
		+
		+	[[File:MSM-Data-Management-Notes.png\|center\|600x400px]]

-	~~[screenshot of notes being created in smart quotes]~~

	Notes are created in this sub-menu, however, the contents of the notes are actually entered through Smart Quotes. The notes that have been created and appear in this sub-menu also appear under the '''Notes''' menu in Smart Quotes,		Notes are created in this sub-menu, however, the contents of the notes are actually entered through Smart Quotes. The notes that have been created and appear in this sub-menu also appear under the '''Notes''' menu in Smart Quotes,
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-	== ~~Adding~~ a ~~Document~~ ==	+	== Defining a new Note==

-	[~~screenshot of~~ the add note window]	+	The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the administrator to add a new note to Metis Smart Suite. When the '''Add''' button is clicked, the '''Note''' window opens.

-	~~The '''Add''' button allows the user to add a new note. When the '''Add''' button is clicked, the '''Note''' window opens.~~

-	~~There are two radio buttons found at the top of the window, where the user may select between '''Offer''' and '''System''' level for the note~~.	+	[[File:MSM_Data_Management_Notes_Add.png\|center\|600x400px]]

-	~~The window also contains the following fields:~~

-	*External code: an additional reference for ~~the note that the user can provide.~~	+	The window also contains the following fields for defining a Note:
-	*Description: ~~The note can be named for each of the available languages.~~	+

		+	* '''External code''' : an additional reference for the note that the user can provide.
		+	* '''two radio buttons''' : allows the user may select what level the note should be linked to, between '''Offer''' and '''System'''.
		+	* '''Description''' : The note can be named for each of the available languages.
		+	* '''Default Path''' : path where templates for the content of note will be stored and thus accessible to the end-user.
		+	* '''Default File''' : link to a default file for filling the note with the appropriate content.

		+	The only requirement is to provide a name in one of the available languages for the new note in order for it be valid. Once all information is provided the new Note can be save and listed under the selected level by validating the window.

-	~~== Modifying a Document ==~~


-	~~[screenshot of the edit note button]~~	+	== Modifying a Document ==

-	The ~~'''~~Edit~~'''~~ button allows the user to modify the properties of the note.	+	The "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to modify the properties of the note.

	Selecting a note and clicking on the '''Edit''' button opens the '''Note''' window. All of the fields that were available when creating a new note are still available and can be modified in this '''Edit''' window.		Selecting a note and clicking on the '''Edit''' button opens the '''Note''' window. All of the fields that were available when creating a new note are still available and can be modified in this '''Edit''' window.
		+
		+
		+	[[File:MSM-Data-Management-Notes-Edit.png\|center\|600x400px]]
		+
		+
		+	By validating the window all changes will be saved.
		+
		+

	== Deleting a Document ==		== Deleting a Document ==

-	The ~~'''~~Delete~~'''~~ button allows the user to delete an ~~exisiting~~ note.	+	The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete an existing note. Multiple notes may be selected and deleted together. When deleting a note, the following pop-up window appears:

-	~~Multiple notes may be selected and deleted together.~~

-	~~When deleting a note, the following pop-up window appears~~:	+	[[File:MSM_Data_Management_Notes_Delete.png\|center]]

-	~~[Screen shots of the delete note window]~~

	The Smart Quotes user must confirm the message before the note can be deleted.		The Smart Quotes user must confirm the message before the note can be deleted.
		+
		+
		+	{{Note
		+	\| Notes which have a lock cannot be deleted by the administrator.
		+
		+
		+	[[File:MSM-Data-Management-Notes-Delete.png\|center]]
		+
		+	}}
		+
		+

	== Previewing a Document ==		== Previewing a Document ==


-	The ~~'''~~Preview~~'''~~ button allows the user to see the properties of the selected note.	+	The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see the properties of the selected note. Selecting a note and clicking on the '''Preview''' button opens the '''Note''' window where the properties are displayed.
		+

-	~~Selecting a note and clicking on the '''Preview''' button opens the '''Note''' window where the properties are displayed~~.	+	[[File:MSM_Data_Management_Notes_Preview.png\|center\|600x400px]]

Patrick at 11:05, 30 July 2013

2013-07-30T11:05:41Z

← Older revision		Revision as of 11:05, 30 July 2013
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-	~~Description~~ of the ~~different functionalities~~ and ~~their impact on~~ the ~~other windows/menus of Metis~~.	+	Notes can be used in cases where an offer or system require more information to be supplied, such as special instructions. In the '''Notes''' sub-menu the user can create a note that can be linked to either an offer or system.
		+
		+	[screenshot of notes being created in smart quotes]
		+
		+	Notes are created in this sub-menu, however, the contents of the notes are actually entered through Smart Quotes. The notes that have been created and appear in this sub-menu also appear under the '''Notes''' menu in Smart Quotes,
		+	which is where the information can be entered.
		+
		+

	== Adding a Document ==		== Adding a Document ==
		+
		+	[screenshot of the add note window]
		+
		+	The '''Add''' button allows the user to add a new note. When the '''Add''' button is clicked, the '''Note''' window opens.
		+
		+	There are two radio buttons found at the top of the window, where the user may select between '''Offer''' and '''System''' level for the note.
		+
		+	The window also contains the following fields:
		+
		+	*External code: an additional reference for the note that the user can provide.
		+	*Description: The note can be named for each of the available languages.
		+
		+

	== Modifying a Document ==		== Modifying a Document ==
		+
		+
		+	[screenshot of the edit note button]
		+
		+	The '''Edit''' button allows the user to modify the properties of the note.
		+
		+	Selecting a note and clicking on the '''Edit''' button opens the '''Note''' window. All of the fields that were available when creating a new note are still available and can be modified in this '''Edit''' window.

	== Deleting a Document ==		== Deleting a Document ==
		+
		+	The '''Delete''' button allows the user to delete an exisiting note.
		+
		+	Multiple notes may be selected and deleted together.
		+
		+	When deleting a note, the following pop-up window appears:
		+
		+	[Screen shots of the delete note window]
		+
		+	The Smart Quotes user must confirm the message before the note can be deleted.
		+
		+	== Previewing a Document ==
		+
		+
		+	The '''Preview''' button allows the user to see the properties of the selected note.
		+
		+	Selecting a note and clicking on the '''Preview''' button opens the '''Note''' window where the properties are displayed.
		+
		+
		+	{{Note
		+	\| It is not possible to edit the properties of a note in the '''Preview''' note window. This must be done with the '''Edit''' button.
		+	}}

Patrick at 07:13, 8 October 2012

2012-10-08T07:13:10Z

← Older revision		Revision as of 07:13, 8 October 2012
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	Description of the different functionalities and their impact on the other windows/menus of Metis.		Description of the different functionalities and their impact on the other windows/menus of Metis.
		+
		+	== Adding a Document ==
		+
		+	== Modifying a Document ==
		+
		+	== Deleting a Document ==

Patrick: Created page with "Description of the different functionalities and their impact on the other windows/menus of Metis."

2012-10-08T06:57:05Z

Created page with "Description of the different functionalities and their impact on the other windows/menus of Metis."

New page

Description of the different functionalities and their impact on the other windows/menus of Metis.