Description of the Menu Hierarchies

In Metis Smart Suite hierarchies are created to make managing data much easier for the user; they act as a tool to organize the different sections, sub-sections and positions found in Metis. When creating a new hierarchy or editing an existing one, the user can define how the sections, sub-sections and positions are arranged in that particular hierarchy. They are used in a variety of different instances throughout Metis, both in Smart Modeling and in Smart Quotes.

Since hierarchies are used to organize data, they can also be manipulated to restrict which data certain users have access to. This is done through the use of [[Description_of_the_Sub-Menu_Hierarchies|Hierarchy Profiles]]. In Metis Smart Modeling in the Profiles menu, then in the Hierarchies sub-menu the user can create hierarchy profiles. After naming the hierarchy profile, the user can then select which hierarchies are to be included in the profile as well as the option to select entire hierarchy groups for the profile. For additional information about defining which hierarchies are accessible to which group of users, please refer to the corresponding section.

| Hierarchies are also linked with [[Metis_Smart_Modeling_-_Systems#Systems|Systems]]. Once in the Systems menu, then in Systems sub-menu, a system can either be added or edited and the hierarchy used for that system can be selected from the Hierarchy drop-down list found near the bottom of the window.

| Hierarchies are linked to [[Description_of_the_Menu_Positions|positions]] as well. In the positions menu, then in the positions sub-menu, add or edit an existing position then move to the Hierarchies tab. A list of all the hierarchies in which the position in linked to is shown.

On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Hierarchies based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main table.

In the '''Hierarchies''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Hierarchy. When it is clicked, the '''Hierarchy''' creation window opens, it allows to define all related information.

* '''Description''': name for the new hierarchy for at least one of the available languages with a limit of 80 characters.  

* '''Remark''': remark concerning the hierarchy with a limit of 80 characters.

Sections and sub-sections can be added to the hierarchy using the "add Section" button. Clicking on the button opens a new window with a list of all the available sections which can be added. Once the first section has been added, the user can then select that section and add either sub-sections or positions to it or continue adding other sections by selecting the hierarchy icon found at the top of the list. The destination of the added section or sub-section is dependent on which section or sub-section is currently selected.

| While the hierarchy icon is selected, the user may only add sections. All the other buttons have been disabled until a section or sub-section has been selected.

 

| A sub-section is the lowest level the user can add. Positions may be added to sub-sections, however, no sections can be added to a sub-section. Nothing may be added to a position.

Positions can be added to any section or sub-section configured within the hierarchy. Clicking on the "Add Position" button will bring up a window allowing to select one or more positions form the complete list. In order to find the appropriate positions a complete "search" functionality is available to the user. The search results will then be displayed in the list on the right-hand side. The destination of the added position is dependent on which section or sub-section is currently selected.

Selecting any section, sub-section or position and clicking the "Delete" button will delete the selected item. Multiple items may be selected at the same time and deleted together.

Using the left and right arrows, the user can move sections to become sub-sections, positions from sections to sub-sections and vice-verse. The up and down arrows let the user change the order of the sections, sub-sections and positions within the hierarchy

The second tab is the '''Variants''' tab. Here the user is presented with a list of variants which are not authorized. No edition is allowed under this tab. The information displayed is defined within the '''[[Description_of_the_Sub-Menu_Variants|Variants]]''' menu of Metis Smart Modelling.

| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.

In the '''Hierarchies''' 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 Hierarchy . Selecting a Hierarchy  and clicking on it opens the '''Hierarchy ''' edition window where all related properties and information can be edited. The name of the hierarchy can be edited here as well as any other properties that were available when adding a new hierarchy, e.g., Adding sections, sub-sections and positions or creating a remark for the hierarchy. Refer to the above section for details.

In the '''Hierarchies''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Hierarchy. Selecting one or more Hierarchy and clicking on it displays the following confirmation window.

Once the warning is confirmed, the selected Hierarchy is removed from Metis Smart Suite and deleted from the Metis Database.

In the '''Hierarchies''' 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 Hierarchy.  

| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.