Description of the Menu Hierarchies
From Metis Documentation
(→Hierarchies) |
(→Hierarchies) |
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{{Note | {{Note | ||
| Hierarchies are linked to 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. | | Hierarchies are linked to 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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On the left-hand side of the window, a '''Search''' feature is found. This feature for hierarchies contains the following search criteria: | On the left-hand side of the window, a '''Search''' feature is found. This feature for hierarchies contains the following search criteria: | ||
| - | * '''Version''': | + | * '''Version''': Define which version the search should be done. |
| - | * '''Hierarchy''': | + | * '''Hierarchy''': Enter search criteria of the hierarchy to be found. |
| - | When | + | When ready, the '''Search''' can be launched by clicking of the corresponding button and the results will be displayed in the list below. |
=== Creating a Hierarchy === | === Creating a Hierarchy === | ||
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| + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to add a new hierarchy. When clicked, the '''Hierarchy''' window opens. There are two tabs in this window, the first is the '''General''' tab which allows the user to set the following information related to the new hierarchy: | ||
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| + | * '''Description''': Enter a name for the new hierarchy for at least one of the available languages with a limit of 80 characters. | ||
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| + | * '''Remark''': Enter a 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 nr column displays the order numbers. | ||
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| + | '''Add section''' | ||
| + | Sections and sub-sections can be added to the hierarchy using this button. Clicking on the button opens a new window with a list of all the available sections that 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. 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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| + | 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''' | ||
| + | Positions can be added to any section or sub-section configured within the hierarchy. Clicking on this button will bring up a window allowing to select one or more positions form the complete list. | ||
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| + | *Delete: Selecting any section, sub-section or position and clicking this button will delete the selected item. Multiple items may be selected at the same time and deleted together. | ||
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| + | ****DONE****{IBN: multiple selection?} | ||
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| + | The destination of the added section, sub-section or position is dependant on what the user has currently selected. | ||
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| + | {{Note | ||
| + | | Unlike other delete buttons, there is no warning message to confirm the deletion of the sections, sub-sections and positions. | ||
| + | }} | ||
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| + | *Arrows: Using the left and right arrows, the user can move sections to become sub-sections, positions from sections to sub-sections and vice versa. 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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| + | The second tab is the '''Variants''' tab. Here the user is presented with a list of variants which are not authorized. | ||
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| + | [screenshots of hierarchy added with sections, sub-sections and positions added. also add in a remark and click the visible checkbox.] | ||
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| + | ****DONE****{IBN: details are missing. E.g. buttons are incative as long as a section / subsection has not been selected; the window that opens when clicking on add section or add position etc.} | ||
| - | In the | + | {{Note |
| + | | In the '''Hierarchies''' sub-menu window, the hierarchies listed in the table have both their description and remark shown. | ||
| + | }} | ||