Description of the Sub-Menu Service Models
From Metis Documentation
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| - | In | + | In Metis Smart Suite, [[Metis_Smart_Modeling_-_Models#Service|Service models]] will feed on the generated or manually input list of material in Metis Smart Quote to generate service items for the offer. In the Service Models Profile menu, the administrator can define and manage the Service Models which will be enabled for a group of users, as shown in the following example: |
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| + | [[File:MSM_Profiles_Service_Models.png|center|600x400px]] | ||
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| + | The Service Model Profiles defined in this menu can then be attributed at a version level to Metis Smart Quotes users. | ||
| - | + | 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. | |
| + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Service Model Profiles 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 list. | ||
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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. | ||
| - | + | * the second column contains the designation of the profile. | |
| - | + | * the third column titled Edition, contains a dropdown-list with the following options for the Service Model selected in the current Profile: | |
| - | + | ** '''Always active''' : The service model appears in Smart Quotes with a padlock and a ticked checkbox that cannot be edited. It will be enabled for all offers created by the users using that profile. | |
| + | ** '''Active by default''' : The service model appears in Smart Quotes with a ticked checkbox that can be edited. It can be disabled manually by the user in Metis Smart Quotes. | ||
| + | ** '''Inactive by default''' : The service model appears in Smart Quotes with an unticked checkbox that can be edited. It can be enabled manually by the user in Metis Smart Quotes. | ||
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| - | + | The contents of the Profiles table is sorted alphabetically. The order cannot be modified. | |
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| - | + | === Adding a Service Model Profile === | |
| - | + | In the '''Service Model Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Service Model Profile. When it is clicked, the '''Service Model Profile''' creation window opens, it allows to define all related information. | |
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| - | + | [[File:MSM_Profiles_Service_Models_Add.png|center|600x400px]] | |
| - | + | The properties of a profile consist of the profile name and the authorized service models. 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 service model profile table contains the service models that have been imported and made available for the version. | |
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| - | + | {{Note | |
| + | | If no service model is selected, no service model will be available to the Smart Quotes user. | ||
| + | }} | ||
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| - | + | A padlock icon might appear to indicate that the service model has been inherited. 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. 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. | |
| - | + | Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | |
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| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| - | + | Once all related mandatory and optional information have been set, the new Service Model Profile can be saved by validating the '''Service Model Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | |
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=== Creating a Duplicate Service Model Profile === | === Creating a Duplicate Service Model Profile === | ||
| - | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Service Model Profile window appears as shown in the following example: |
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| - | + | [[File:MSM_Profiles_Service_Models_Edit.png|center|600x400px]] | |
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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. | 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. | ||
The administrator can then define the properties of the new profile (i.e. the authorized service models). | The administrator can then define the properties of the new profile (i.e. the authorized service models). | ||
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| + | Once all related mandatory and optional information have been set, the new Service Model Profile can be saved by validating the '''Service Model Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Editing a Service Model Profile === | === Editing a Service Model Profile === | ||
| - | Selecting a | + | In the '''Service Model Profiles''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Service Model Profile. Selecting a Service Model Profile and clicking on it opens the '''Service Model Profile''' edition window where all related properties and information can be edited. |
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| + | [[File:MSM_Profiles_Service_Models_Edit.png|center|600x400px]] | ||
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Service Model Profile. Modifications applied to the selected Service Model Profile will only be saved once the Service Model Profile edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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| + | {{Note | ||
| + | | 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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=== Deleting a Service Model Profile === | === Deleting a Service Model Profile === | ||
| - | + | In the '''Service Model Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Service Model Profile. Selecting a Service Model Profile and clicking on it displays the following confirmation window. | |
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| + | [[File:MSM_Profiles_Service_Models_Delete.png|center]] | ||
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| - | + | Once the warning is confirmed, the selected Service Model Profile is removed from Metis Smart Suite and deleted from the Metis Database. | |
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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. | + | {{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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=== Previewing a Service Model Profile === | === Previewing a Service Model Profile === | ||
| - | Selecting a | + | In the '''Service Model Profiles''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Service Model Profile. Selecting a Service Model Profile from the list and clicking on it opens the '''Service Model Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Service Model Profile. |
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| - | + | [[File:MSM_Profiles_Service_Models_Preview.png|center|600x400px]] | |
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| - | + | {{Note | |
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||