Description of the Menu Hierarchies
From Metis Documentation
(→Hierarchies) |
(→Sections) |
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== 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. | |
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. | 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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| - | In Smart Quotes, sections can be found through the | + | 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. | 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. | ||
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. | 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. | ||
| - | On the left-hand side of the window, a '''Search''' feature is found. | + | 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 === | ||
| - | + | 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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| - | + | {{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. | |
| - | Selecting a | + | |
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| + | === 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. | ||
[[File:MSM_Hierarchies_Sections_Edit.png|center|600x400px]] | [[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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| 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). | | 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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| - | + | Once the warning is confirmed, the selected Section is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| 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. | | 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 === | === 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. | |
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| + | 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 | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
}} | }} | ||