Description of the Sub-Menu Hierarchies
From Metis Documentation
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| - | In | + | 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. |
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| + | [[File:MSM_Profiles_Hierarchies.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | Remember that the positions available in the version and to the Metis Smart Quotes user depends on the authorized hierarchies and hierarchy groups. | ||
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| + | The hierarchy profiles defined in this menu can then be attributed to a version level to Metis Smart Quotes users. | ||
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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. | |
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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 | + | |
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| - | After a search, the search button is greyed out until the search criterion is modified. | + | |
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| - | 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 | + | 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: |
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| + | [[File:MSM_Profiles_Hierarchies_Add_Hierarchies.png|center|600x400px]] | ||
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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. | ||
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* 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. | |
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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. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Add_Hierarchy_Goups.png|center|600x400px]] | ||
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| + | {{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. | ||
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=== Deleting a Hierarchy Profile === | === Deleting a Hierarchy Profile === | ||
| - | The administrator can delete a profile by selecting it and then clicking on the | + | 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: |
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| - | If the profile has been attributed to | + | [[File:MSM_Profiles_Hierarchies_Delete.png|center]] |
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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. | ||
To delete the profile, click on the ''Yes'' button. | To delete the profile, click on the ''Yes'' button. | ||
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| - | + | {{Note | |
| + | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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| + | | The administrator cannot select several profiles at the same time. | ||
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