Description of the Menu Hierarchies
From Metis Documentation
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(→Hierarchies) |
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== Hierarchies == | == Hierarchies == | ||
| - | + | In this sub-menu, the user can add, delete, edit and preview hierarchies. 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 hierarchy, the user can arrange 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. | ||
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| + | 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 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. | ||
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| + | Hierarchies are also linked with 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 dropdown list found near the bottom of the window. | ||
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| + | Hierarchies are linked to positions as well. In the positions menu, then in the positions sub-menu, add or edit an exisiting position then move to the Hierarchies tab. A list of the hierarchies in which the position in linked to is shown. | ||
| + | In the column titled ''Visible'', a checkbox will either be ticked or not ticked indicating whether the hierarchy is visible or not in Smart Quotes. | ||
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| + | In Smart Quotes, hierarchies can be found under the Price menu when selecting a system and clicking on the Edit Material List button. The Edit Material list window will open with a list of hierarchies and hierarchy groups found at the top left of the window. | ||
| + | Here the user can edit the material list by searching through the hierarchies and adding positions to the system being edited. [screenshot of the edit material list window with the hierarchies at the right] | ||
=== Creating a Hierarchy === | === Creating a Hierarchy === | ||
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=== Deleting a Hierarchy === | === Deleting a Hierarchy === | ||
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== Sections == | == Sections == | ||