Description of the Sub-Menu Notes

From Metis Documentation

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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.
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		+	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]
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		+	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.
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		+	Multiple notes may be selected and deleted together.
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		+	When deleting a note, the following pop-up window appears:
		+
		+	[Screen shots of the delete note window]
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		+	The Smart Quotes user must confirm the message before the note can be deleted.
		+
		+	== Previewing a Document ==
		+
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		+	The '''Preview''' button allows the user to see the properties of the selected note.
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		+	Selecting a note and clicking on the '''Preview''' button opens the '''Note''' window where the properties are displayed.
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		+
		+	{{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.
		+	}}

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Revision as of 11:05, 30 July 2013