Description of the Sub-Menu Notes
From Metis Documentation
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| - | Notes can be used in cases | + | 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. |
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| + | [[File:MSM-Data-Management-Notes.png|center|600x400px]] | ||
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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 Smart Quotes, | ||
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| - | == | + | == 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. |
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| - | + | [[File:MSM_Data_Management_Notes_Add.png|center|600x400px]] | |
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| - | + | The window also contains the following fields for defining a Note: | |
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| + | * '''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. | ||
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| - | + | == Modifying a Document == | |
| - | The | + | 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. | ||
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| + | [[File:MSM-Data-Management-Notes-Edit.png|center|600x400px]] | ||
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| + | By validating the window all changes will be saved. | ||
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== Deleting a Document == | == Deleting a Document == | ||
| - | The | + | 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: |
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| - | + | [[File:MSM_Data_Management_Notes_Delete.png|center]] | |
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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. | ||
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| + | {{Note | ||
| + | | Notes which have a lock cannot be deleted by the administrator. | ||
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| + | [[File:MSM-Data-Management-Notes-Delete.png|center]] | ||
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| + | }} | ||
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== Previewing a Document == | == Previewing a Document == | ||
| - | The | + | 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. |
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| - | + | [[File:MSM_Data_Management_Notes_Preview.png|center|600x400px]] | |