Description of the Sub-Menu Service Models
From Metis Documentation
(Created page with " === Creating a Service Model Profil === === Modifying a Service Model Profil === === Deleting a Service Model Profil ===") |
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| + | In this menu, the administrator can define and manage the service models as shown in the following example: | ||
| - | + | [Screenshot of the Profiles / Service Models screen] | |
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| - | === Deleting a Service Model | + | The service model profiles defined in this menu can then be attributed at a version level to Metis Smart Quotes users, as shown in the following examples: |
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| + | [Screenshot of the Versions + Edit a Version + Profiles + Focus on service model field] | ||
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| + | [Screenshot of the Profiles + Profile Group + Focus on the 2 service model fields] | ||
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| + | [Screenshot of the edit system services field in MSQ] | ||
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| + | Smart Quotes users may select service models from the '''Edit System''' window in Metis Smart Quotes. Selected service models appear in Smart Quotes under the services button on the Price tab for the selected system. | ||
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| + | The left hand part of the service model window allows the administrator to search for a service model 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: | ||
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| + | [Screenshot of the Profiles / service model screen + screenshot with some search results (ex. profile) & button greyed] | ||
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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 service model profiles table consist of three 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. | ||
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| + | * the second column contains the designation of the profile. | ||
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| + | * the third column titled Edition, contains a dropdown list of the following options for the service model profile: | ||
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| + | ** Always active: The service model appears in Smart Quotes with a padlock and a ticked checkbox that cannot be edited. | ||
| + | ** Active by default: The service model appears in Smart Quotes with a ticked checkbox that can be edited. | ||
| + | ** Inactive by default: The service model appears in Smart Quotes with an unticked checkbox that can be edited. | ||
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| + | The contents of the Profiles table is sorted in alphabetical order. | ||
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| + | === Adding a Service Model Profile === | ||
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| + | To create a new profile, the administrator can click on the '''Add''' button. The Service Model Profile window appears as shown in the following example: | ||
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| + | [Screenshot of the empty service model Profile window] | ||
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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. | ||
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| + | The service model profile table contains the service models that have been imported and made available for the version. | ||
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| + | If no service model is selected, no service model is available to the Smart Quotes user. | ||
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| + | A padlock icon might appear to indicate that the service model has been inherited. | ||
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| + | By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized service models first, then the unauthorized ones. The reverse order is also possible. | ||
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| + | By clicking on the header of the '''Service Models''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a service model by clicking on the magnifying glass icon. | ||
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| + | Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
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| + | === Creating a Duplicate Service Model Profile === | ||
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| + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | ||
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| + | To do so, the administrator must select a profile and then click on the '''Duplicate''' button. The Service Model Profile window appears as shown in the following example: | ||
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| + | [Same screenshot as in the Edit] | ||
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| + | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | ||
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| + | The administrator can then define the properties of the new profile (i.e. the authorized service models). | ||
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| + | === Editing a Service Model Profile === | ||
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| + | Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example: | ||
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| + | [Screenshot of a service model profile] | ||
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| + | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | ||
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| + | The administrator can edit the profile name and the authorized service models. | ||
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| + | === Deleting a Service Model Profile === | ||
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| + | The administrator can delete a profile by selecting it first and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | To delete the profile, click on the ''Yes'' button. | ||
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| + | 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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| + | '''Note:''' The administrator cannot select several profiles at the same time. | ||
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| + | === Previewing a Service Model Profile === | ||
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| + | Selecting a profile and clicking on the ''Preview'' button displays the properties of the profile, as shown in the following example: | ||
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| + | [Same screenshot as in the Edit] | ||
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| + | The properties of a profile consist of: | ||
| + | * the profile name | ||
| + | * the authorized service models | ||
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| + | The properties are not editable. | ||