Description of the Menu Hierarchies
From Metis Documentation
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| - | + | Metis Smart Suite uses different catalog building blocks to sort and classify Positions. From the top to the later, the structure is the following : | |
| - | * Hierarchy Groups | + | |
| - | * Hierarchies | + | * '''Hierarchy Groups''' : groups hierarchies together |
| - | * Sections | + | * '''Hierarchies''' : defines the starting point of a Section structure and the first element to hold positions |
| + | * '''Sections''' : sorts positions | ||
| + | * '''Sub-Sections''' (optional) : sort positions in detail | ||
| + | * ''' Positions''' : system building block | ||
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| + | This scheme and the listed positions will be used to structure offers, to sort positions when browsing the catalogs in Metis Smart Quotes and also to set portfolios to users in Metis Smart Modeling. | ||
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== Hierarchy Groups == | == Hierarchy Groups == | ||
| - | + | Hierarchy groups act as a tool to organize the different hierarchies found in Metis. Hierarchy groups are the uppermost level in the classification of hierarchies, sections and positions. They can, for example, be used to set the main segments of the product catalog, like hardware and software. | |
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| + | When creating a new hierarchy group or editing an existing hierarchy group, the user can arrange which hierarchies are part of that hierarchy group, as well as arrange the order in which they appear in Metis Smart Modelling and Metis Smart Quotes. | ||
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| + | Hierarchy groups are found in Smart Modeling under the Hierarchies menu. Here the user can either add or edit an existing hierarchy group. In order to define access right to the created hierarchy groups, the Profile menu include a hierarchy sub-menu. See the corresponding [[Description_of_the_Sub-Menu_Hierarchies|section]] of this manual for additional information. | ||
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| + | [[File:MSM_Hierarchies_Hierarchy_Groups.png|center|600x400px]] | ||
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| + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Hierarchies Groups 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/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list. | ||
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| + | * '''Version''': Define which version the search should be done. | ||
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| + | * '''Hierarchy Group''': Enter search criteria of the hierarchy to be found. | ||
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| + | {{Video | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer> | ||
| + | | Creating a Hierarchy Group, Hierarchies and Sections. | ||
| + | }} | ||
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=== Creating a Hierarchy Group === | === Creating a Hierarchy Group === | ||
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| + | In the '''Hierarchy Group''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Hierarchy Group. When it is clicked, the '''Hierarchy Group''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Hierarchies_Hierarchy_Groups_Add.png|center|600x400px]] | ||
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| + | Here the user can enter a name for the new hierarchy group in the '''Description''' field for at least one of the available languages. The two tables below allow the user to select which hierarchies they would like to include in this new hierarchy group. Using the left and right arrows, the user can move hierarchies from one side to the other. Hierarchies can also be added from the right side to the left side by double clicking on a hierarchy. | ||
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| + | {{Note | ||
| + | | Multiple hierarchies can be selected and added from one side to another by selecting them all and using the appropriate arrow. | ||
| + | }} | ||
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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 Hierarchy Group can be saved by validating the '''Hierarchy Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Hierarchy Group === | === Modifying a Hierarchy Group === | ||
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| + | In the '''Hierarchy Groups''' 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 Hierarchy Group. Selecting a Hierarchy Group and clicking on it opens the '''Hierarchy Group''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Hierarchies_Hierarchy_Groups_Edit.png|center|600x400px]] | ||
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| + | The name of the hierarchy group can be modified in the '''Description''' field for any of the available languages. The user can also remove or add hierarchies in this group by using the two table in the lower part of the window and moving them between them by using the left and right arrows just like when adding a new hierarchy group. | ||
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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 Hierarchy Group. Modifications applied to the selected Hierarchy Group will only be saved once the Hierarchy Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/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 | ||
| + | | For hierarchy groups with a lock icon before them, it is only possible to edit the name of the hierarchy group. | ||
| + | }} | ||
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=== Deleting a Hierarchy Group === | === Deleting a Hierarchy Group === | ||
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| + | In the '''Hierarchy Groups''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Hierarchy Group. Selecting one or more Hierarchy Groups and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Hierarchies_Hierarchy_Groups_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Hierarchy Group is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | === Previewing a Hierarchy Group === | ||
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| + | In the '''Hierarchy Groups''' 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 Hierarchy Group. Selecting a Hierarchy Group from the list and clicking on it opens the '''Hierarchy Group''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy Group. | ||
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| + | [[File:MSM_Hierarchies_Hierarchy_Groups_Peview.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. | ||
| + | }} | ||
== Hierarchies == | == 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. | |
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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 [[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. | ||
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| + | [[File:MSM_Hierarchies_Hierarchies.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | 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. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | 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. | ||
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| + | {{Note | ||
| + | | In the column titled ''Visible'', a check box will either be ticked or not ticked indicating whether the hierarchy is visible or not in Smart Quotes. | ||
| + | }} | ||
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| + | In Metis 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. | ||
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| + | {{Note | ||
| + | | In the '''Hierarchies''' sub-menu window, the hierarchies listed in the table have both their description and remark shown. | ||
| + | }} | ||
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| + | 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. | ||
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=== Creating a Hierarchy === | === Creating a Hierarchy === | ||
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| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Hierarchies_Add.png|center|600x400px]] | ||
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| + | * '''Description''': name for the new hierarchy for at least one of the available languages with a limit of 80 characters. | ||
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| + | * '''Remark''': remark concerning the hierarchy with a limit of 80 characters. | ||
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| + | * '''Visible''': Make the hierarchy visible or not in the hierarchies sub-menu by ticking the visible check-box. Ticking this check-box means that in Metis Smart Quotes in the Price menu when editing the material list of an offer, the hierarchy will not be visible from the list found on the top right corner of the Edit Material List window. Positions linked to this hierarchy will still be displayed however. | ||
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| + | In the lower part of the window the sections, sub-sections and positions are defined within the hierarchy. A designation column displays their names while an order number column displays the order numbers. | ||
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| + | '''Add section''' | ||
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| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Sections_Add_Section.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | 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. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | 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. | ||
| + | }} | ||
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| + | '''Add Position''' | ||
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| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Sections_Add_Positions.png|center|600x400px]] | ||
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| + | '''Delete''' | ||
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| + | 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. | ||
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| + | '''Arrows''' | ||
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| + | 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 | ||
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| + | {{Warning | ||
| + | | Unlike other delete buttons, there is no warning message to confirm the deletion of the sections, sub-sections and positions. | ||
| + | }} | ||
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| + | 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. | ||
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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 Hierarchy can be saved by validating the '''Hierarchy''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Hierarchy === | === Modifying a Hierarchy === | ||
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| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Hierarchies_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 Hierarchy . Modifications applied to the selected Hierarchy will only be saved once the Hierarchy edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/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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=== Deleting a Hierarchy === | === Deleting a Hierarchy === | ||
| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Hierarchies_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Hierarchy is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | === Previewing a Hierarchy === | ||
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| + | 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. | ||
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| + | [[File:MSM_Hierarchies_Hierarchies_Preview.png|center|600x400px]] | ||
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| + | Selecting a Hierarchy from the table and clicking on it opens the '''Hierarchy''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy. | ||
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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. | ||
| + | }} | ||
== Sections == | == Sections == | ||
| - | + | Sections are the building parts of hierarchies. Sections are used as an organizational tool in Metis; they can contain both positions and sub-sections. Sub-sections are an optional organizational level found below sections and can also contain positions. Therefore, a section can have both free potions and positions found under a sub-section. While it is optional to include sub-sections in a section, a position must be part of a section for it to be classified. Sections, together with sub-sections and positions serve to make up hierarchies. | |
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| + | Sections are found throughout both Metis Smart Modeling and Metis Smart Quotes. In Metis Smart Modeling we find sections by going to the Hierarchies menu, then in the Hierarchies sub-menu. Once in the sub-menu, adding or editing an existing hierarchy opens a window where the contents of the hierarchy can be changed. Sections can be added using the '''Add Section''' button, as well as adding sub-sections to sections and positions to both sections and sub-sections. In the window that opens when clicking on '''Add Section''', all the available sections will be listed, some having a lock icon in front of them meaning that they were created in the parent version. | ||
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| + | [[File:MSM_Hierarchies_Sections.png|center|600x400px]] | ||
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| + | In Smart Quotes, sections can be found through the '''[[Description_of_the_Menu_Prices|Price]]''' menu by selecting a system and clicking on the Edit Material List button. A window opens where the system is listed at the top with all the sections and positions belonging to it found below. | ||
| + | Here the user may alter the material list by adding sections, sub-sections and positions to the system. The sections and positions shown in the bottom right corner are directly related to which hierarchy group and hierarchy is selected. | ||
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| + | Adding a section or position is done simply by double clicking on it. Once added, sections and positions can then be moved using the up and down arrows found in the middle of the window. | ||
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| + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Sections 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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=== Creating a Section === | === Creating a Section === | ||
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| + | In the '''Sections''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Section. When it is clicked, the '''Section''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Hierarchies_Sections_Add.png|center|600x400px]] | ||
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| + | Here the user must enter a name for the new section in the '''Description''' field for at least one of the available languages with a character limit of 80. | ||
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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 Section can be saved by validating the '''Section''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Section === | === Modifying a Section === | ||
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| + | In the '''Section''' 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 Section. Selecting a Section and clicking on it opens the '''Section''' edition window where all related properties and information can be edited. The name of the section can be edited here in the '''Description''' field for each of the available languages. | ||
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| + | [[File:MSM_Hierarchies_Sections_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 Section. Modifications applied to the selected Section will only be saved once the Section edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/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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| + | |||
| + | {{Warning | ||
| + | | All modification applied to a section will be show everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section). | ||
| + | }} | ||
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=== Deleting a Section === | === Deleting a Section === | ||
| + | |||
| + | In the '''Sections''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Section. Selecting one or more Section and clicking on it displays the following confirmation window. | ||
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| + | |||
| + | [[File:MSM_Hierarchies_Sections_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Section is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | |||
| + | {{Warning | ||
| + | | A deleted section will be removed everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section). This may induce issues when removing a section containing positions and/or sub-sections. | ||
| + | }} | ||
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| + | === Previewing a Section === | ||
| + | |||
| + | In the '''Section''' 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 Section. | ||
| + | |||
| + | Selecting a Section from the list and clicking on it opens the '''Section''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Section. | ||
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| + | |||
| + | [[File:MSM_Hierarchies_Sections_Preview.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||
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| + | == Segments == | ||
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| + | In Metis Smart Suite, Segments can be used to sort and classify positions in an alternate form from the catalogs represented by the Hierarchies. In addition, special functionalities are implemented in Metis Smart Quotes to use and view those segments. For example, an administrator could determine that pricing functions are only available on segments instead of the whole ensemble. | ||
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| + | [[File:MSM_Hierarchies_SegmentView.png|center|600x400px]] | ||
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| + | The list shown in the main window displays all the Segments available in Metis Smart Modeling. It can be sorted alphabetically using the small arrows in the table headers. | ||
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| + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Segments based on its name. The search is triggered by selecting the appropriate version and typing a keyword or only a letter in the field 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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| + | === Creating a new Segment === | ||
| + | |||
| + | In the '''Segment View''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Hierarchies_SegmentView_Add.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Segment can be saved by validating the '''Segment''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| + | |||
| + | |||
| + | === Editing a Segment === | ||
| + | |||
| + | In the '''Segment View''' 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 Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Hierarchies_SegmentView_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 Segment. Modifications applied to the selected Segment will only be saved once the Segment 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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| + | === Deleting a Segment === | ||
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| + | In the '''Segment View''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Attributes_Attributes_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Segment is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | === Previewing a Segment === | ||
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| + | In the '''Segment View''' 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 Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment. | ||
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| + | [[File:MSM_Hierarchies_SegmentView_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. | ||
| + | }} | ||