Description of the Menu Design
From Metis Documentation
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| - | The Design menu allows to configure the offer. | + | The '''Design''' menu allows the Smart Quotes user to configure the offer with the help of configuration masks. |
To configure the offer, the Smart Quotes user should fill in the modeling masks that have been designed for each system and/or subsystem. | To configure the offer, the Smart Quotes user should fill in the modeling masks that have been designed for each system and/or subsystem. | ||
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In these modeling masks, the Smart Quotes user can type in some values, tick / untick checkboxes, select items from drop-down lists or radio-buttons, etc. | In these modeling masks, the Smart Quotes user can type in some values, tick / untick checkboxes, select items from drop-down lists or radio-buttons, etc. | ||
| - | The Design menu consists of buttons, a column and a drawing pad, as shown in the following examples: | + | The '''Design''' menu consists of buttons, a column and a drawing pad, as shown in the following examples: |
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| - | Under the Design tab, the following buttons are available: | + | Under the ''Design'' tab, the following buttons are available: |
* [[#Add | Add]] | * [[#Add | Add]] | ||
* [[#Delete | Delete]] | * [[#Delete | Delete]] | ||
| - | * [[# | + | * [[#Add from Template | Add from Template]] |
{{Note | {{Note | ||
| - | | The buttons are hidden if the Smart Quotes user | + | | The buttons are hidden if the Smart Quotes user selects a mask or a group of masks in the column below the buttons area. |
}} | }} | ||
| - | The column lists the systems and the subsystems added to the current offer. Below each system or subsystem | + | The column lists the systems and the subsystems added to the current offer. Below each system or subsystem, the masks that have been designed to help the Smart Quotes user to configure the system or the subsystem are displayed. |
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For some masks named a group of masks, there could be a set of masks. | For some masks named a group of masks, there could be a set of masks. | ||
| - | The following icons allow to distinguish a mask from a group of masks: | + | The following icons allow the Smart Quotes user to distinguish a mask from a group of masks: |
| - | + | {|style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5" | |
| - | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5" | + | |
!style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | ||
!style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ||
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| - | + | The contents of the drawing pad vary according the item selected in the column to the left of the drawing pad. | |
| + | If a system or a sub-system is selected, the drawing pad shows a graphical representation of the systems and/or the subsystems added to the current offer. By default, the systems and sub-systems are located in the top left corner of the drawing pad. The Smart Quotes user can move each icon manually by dragging and dropping the desired icon anywhere into the drawing pad. | ||
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| + | If a mask or a group of masks is selected, the corresponding mask or group of masks is displayed. | ||
On the drawing pad, when right-clicking on the graphical representation of a system or of a subsystem, [[#Description of the Right-Click Menu Features|additional features]] are available. | On the drawing pad, when right-clicking on the graphical representation of a system or of a subsystem, [[#Description of the Right-Click Menu Features|additional features]] are available. | ||
| - | + | {{Note | |
| + | | The following default icon appears in the case where, for example, no icon has been defined for a system or a sub-system: | ||
| - | + | [[File:MetisSmartQuotesSystemDefaultIcon.PNG|center]] | |
| + | }} | ||
| - | + | For some masks, an information icon may appear in the corner, as shown in the following example: | |
| - | + | [[File:MetisSmartQuotesHelpfileForMask.PNG|center]] | |
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| + | This means that a help file has been added to the mask to provide further indications to the Smart Quotes user. Clicking on the information icon opens the corresponding help file. | ||
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| - | + | == Add == | |
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| + | The ''Add'' button allows the Smart Quotes user to add a new system to the current offer, as from the [[Description of the Menu Project|Project menu]]. Upon clicking on this button, the [[Description of the Menu Project#Adding a System|New System]] window appears. | ||
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| + | The Smart Quotes can select the desired system and fill in the required fields (refer to the [[Description of the Menu Project#Adding a System|Adding a System section]] in the Project Menu). | ||
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| + | Upon saving, the system is added to the offer and its graphical representation appears on the top left corner of the drawing pad. | ||
== Delete == | == Delete == | ||
| - | The | + | The ''Delete'' button allows the Smart Quotes user to delete a system or a subsystem. Upon clicking on this button, a pop up window appears asking the Smart Quotes user to confirm the deletion of the system or the subsystem. If the Smart Quotes user confirms, the system and/or the subsystem is deleted from the drawing pad and from the column to the left of the drawing pad. |
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}} | }} | ||
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| + | == Add from Template == | ||
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| + | The ''Add from Template'' button allows the Smart Quotes user to add pre-configured systems to the offers. The Smart Quotes user can re-use a system with pre-defined values in the masks when creating offers. | ||
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| + | This buttons appears once the Smart Quotes user as created at least one system template (see the section [[#Description of the Right-Click Menu Features|Description of the Right-Click Menu Features]] below). | ||
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| + | Upon clicking on this button, a window appears as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesSelectSystemTemplate.png|center]] | ||
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| + | This window lists all the system templates made the Smart Quotes user. | ||
{{Note | {{Note | ||
| - | | | + | | The system templates cannot be shared. Each Smart Quotes user sees the system templates that he/she has personnaly created. |
}} | }} | ||
| - | + | Upon selecting a template and validating, the system is added to the offer with the values defined in the masks at the time the system template has been created and saved. Also, the graphical representation of the system appears on the top left corner of the drawing pad. | |
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The available options are as it follows: | The available options are as it follows: | ||
| - | * Add: to add a subsystem to the selected system. The list of subsystems | + | * Add: to add a subsystem to the selected system. The list of subsystems appearing in the ''Add'' menu option are those defined by the administrator as compatible with the selected system. Some subsystems may be greyed out after they have been added to a system. This could be due to a limitation set by the administrator (i.e. the maximum quantity of subsystem that can be added to a system has been reached). Once a subsystem is added, the same window as in the [[Description of the Menu Project#Adding a Sub-system|Project tab]] opens. The Smart Quotes user can then define the properties of the sub-system. |
{{Note | {{Note | ||
| - | | The '' | + | | The ''From My Templates'' option allows the Smart Quotes user to add a pre-configured subsystem as with the [[#Add from Template | Add from Template]] funtion. |
}} | }} | ||
| - | * Delete: to delete the selected system or subsystem | + | {{Note |
| - | * Copy: to copy the selected system or subsystem. To paste the copied system, the Smart Quotes user can right-click on a blank part of the drawing pad (i.e. anywhere except on a graphical representation of a system or of a subsystem) then click on the | + | | The ''Add'' option is inactive when right-clicking on a subsystem or if the selected system does not accept subsystems. |
| + | }} | ||
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| + | * Delete: to delete the selected system or subsystem. The behaviour described in the above [[#Delete | Delete]] section applies. | ||
| + | * Reserve / Free: to reserve the selected system or subsystem. If a system or a subsystem is reserved, an icon appears in the header as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesDesignMenuReservedSystem.png|center]] | ||
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| + | The name of the user having reserved the system or subsystem appears when hovering the mouse over the icon. | ||
| + | When a system or a subsystem is reserved, the other users cannot edit the contents of the masks or the material list of the system / subsystem. | ||
| + | However, any user is able to free a reserved system / subsystem by right-clicking on the system / subsystem. For reserved system, the ''Reserved'' option is replaced by a ''Free'' option. Once a system / subsystem has been freed, the system / subsystem becomes fully editable again. | ||
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| + | * Copy: to copy the selected system or subsystem. To paste the copied system, the Smart Quotes user can right-click on a blank part of the drawing pad (i.e. anywhere except on a graphical representation of a system or of a subsystem) then click on the ''Paste'' option. The system is copied with the same name, parameters and settings defined for the original system. However, changes applied to the original system are not carried over to the copied system and vice versa. | ||
{{Note | {{Note | ||
| - | | When copying a system which has a subsystem linked to it, the subsystem is also copied. | + | | When copying a system which has a subsystem linked to it, the subsystem is also copied with its properties. |
}} | }} | ||
| - | * Paste: to paste a copied subsystem to a selected system. The subsystem is copied with the same name, parameters and settings defined for the original subsystem. However, changes applied to the original | + | * Paste: to paste a copied subsystem to a selected system. The subsystem is copied with the same name, parameters and settings defined for the original subsystem. However, changes applied to the original subsystem are not carried over to the copied subsystem and vice versa. The subsystem can only be copied to an authorized system (i.e. the subsystem must be configured as linkable with the selected system) and if the maximum number of linkable subsystems has not been reached for the selected system (this limit is defined by the administrator). |
{{Note | {{Note | ||
| - | | The | + | | The ''Paste'' option is inactive when right-clicking on a subsystem. |
| + | }} | ||
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| + | * Save as Template: to save a system or a subsystem configured by the Smart Quotes user as a template. The values defined in the masks at the time the system or subsystem are saved are stored. The templates are personal. They cannot be shared between the users. When clicking on this option, the ''New System Template'' window appears as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesDesignMenuNewSystemTemplate.png|center]] | ||
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| + | The Smart Quotes user can provide a description and additional comments before saving the template. | ||
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| + | {{Note | ||
| + | | The description defined in this window is taken as the [[Description of the Menu Project#Adding a System |system or subsystem's description]] when adding the system / subsystem template to the offer. | ||
}} | }} | ||
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== Misconfiguration == | == Misconfiguration == | ||
| - | If the Smart Quotes user does not configure properly the | + | If the Smart Quotes user does not configure properly the properties in the masks of a system / subsystem (e.g. missing values, inconsistent values, un-selected items, etc.), it may not be possible for the user to access to the [[Description of the Menu Price | Price]], [[Description of the Menu Documents | Documents]] and [[Description of the Menu Order | Order]] menus, as shown in the following example: |
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The table contains the following details for each misconfigured system or sub-system: | The table contains the following details for each misconfigured system or sub-system: | ||
| - | * a description of the error | + | * a description of the limitation or of the error |
* the expected or the maximum authorized value | * the expected or the maximum authorized value | ||
* the value inputted by the Smart Quotes user | * the value inputted by the Smart Quotes user | ||
* the difference between the inputted value and the maximum authorized value | * the difference between the inputted value and the maximum authorized value | ||
| - | To be able to access to | + | To be able to access to these menus, the Smart Quotes user has to modify accordingly his/her selection in the configuration masks. |
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| + | A ''Debug Mode'' button is available in the right-hand side corner. By clicking on this button, the Smart Quotes user can save a debug file in the ''Debug_<Offer Number>.dbg'' format. | ||
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| + | {{Note | ||
| + | | Debug file cannot be opened by Smart Quotes user. Debug files can only be read by some administrators. | ||
| + | }} | ||
== Configuration Mask Restrictions == | == Configuration Mask Restrictions == | ||
| - | In some cases, the Smart Quotes user may not be able to edit the properties of a system or | + | In some cases, the Smart Quotes user may not be able to edit the properties of a system or subsystem using the configuration masks. |
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| + | If the system or the sub-system is [[#Description of the Right-Click Menu Features | reserved]] or is in [[Description of the Menu Project#Adding a System | Expert mode]], the Smart Quotes user cannot edit the configuration masks (they are in a read-only mode). The ''Expert mode'' must be disabled to edit the configuration masks. | ||
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| + | {{Note | ||
| + | | For more information about the Expert mode, please refer to the [[Description of the Menu Price#Expert and Metis Smart Quotes (MSQ) Modes | Price menu]]. | ||
| + | }} | ||
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If the offer has been [[Description of the Menu Documents#Blocking an Offer | locked]] or [[Description of the Menu Order | ordered]], the Smart Quotes user cannot edit the configuration masks (they are in a read-only mode), as shown in the following example: | If the offer has been [[Description of the Menu Documents#Blocking an Offer | locked]] or [[Description of the Menu Order | ordered]], the Smart Quotes user cannot edit the configuration masks (they are in a read-only mode), as shown in the following example: | ||
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| - | However, the Smart Quotes user can still copy a system or a subsystem using the [[#Description of the Right-Click Menu Features | right-click menu option]]. The copied system or subsystem can then be | + | However, the Smart Quotes user can still copy a system or a subsystem using the [[#Description of the Right-Click Menu Features | right-click menu option]]. The copied system or subsystem can then be pasted to another offer. |
| - | If the Smart Quotes user is not authorized to use a system or a subsystem, the user does not see at all the configuration masks, as shown in the following example: | + | If the Smart Quotes user is not authorized to use a system or a subsystem or if a system or a subsystem no longer exists in the portfolio, the user does not see at all the configuration masks, as shown in the following example: |
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{{Video | {{Video | ||
| - | | <mediaplayer width='400' height='300 | + | | <mediaplayer width='400' height='300'>File:Design_Menu_Overview.mp4</mediaplayer> |
| Overview of the Design menu. | | Overview of the Design menu. | ||
}} | }} | ||