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Description of the Menu Users - Metis Documentation

Description of the Menu Users

From Metis Documentation

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(Reset Password)
(Offices)
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== Offices ==
== Offices ==
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The administrator can define the various offices or sales outlets of his/her version and his/her children versions as shown in the following example:
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The administrator can define the various offices or sales outlets of his/her version and his/her children versions as shown in the example above. Those offices are used in Metis to group the employees.
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[Screenshot of the Users / Offices screen]
 
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The left hand part of the screen allows the administrator to filter the offices per version.
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[[File:MSM_Users_Offices.png|center|600x400px]]
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The version drop-down menu is populated with the current version as well as the children versions. To see the list of offices of a specific version, select a version from a drop-down list then click on the ''Filter'' button. The table on the right shows the list of offices for the desired version.
+
 
 +
The left hand part of the screen allows the administrator to filter the offices per version. The version drop-down menu is populated with the current version as well as the children versions. To see the list of offices of a specific version, select a version from a drop-down. The table on the right shows the list of offices for the selected version.
The table displays the name of the various offices and sales outlets. The contents can be sorted by alphabetic order.
The table displays the name of the various offices and sales outlets. The contents can be sorted by alphabetic order.
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Information defined in this menu is then made available in the Employee submenu, as shown in the following example:
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Information defined in this menu is then made available in the Employee sub-menu for the setting the office to which the employee is linked.
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+
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[Screenshot of the Users - Employees - add + focus on the office field]
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=== Adding an Office ===
=== Adding an Office ===
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To add an office, the administrator must first pay attention to the Version selected in the filter area. If the administrator has selected a version other than his/her version, the user is created in that specific version.
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To add an office, the administrator must first pay attention to the Version selected in the filter area. If the administrator has selected a version other than his/her version, the office is created in that specific version.
 +
 
 +
A click on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] displays the following window:
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 +
 
 +
[[File:MSM_Users_Offices_Add.png|center|600x400px]]
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A click on the ''Add'' button displays the following window:
 
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[Screenshot of the office window with empty fields]
 
The office data consists of the following properties:
The office data consists of the following properties:
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* Office Name: this is the designation of the office or of the sales outlet. This field is mandatory to save the office. Enter a designation then press on enter to save the entry. This field is limited to XX characters *** 50 characters? ***  
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* '''MAIN'''
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** '''Office Name''': this is the designation of the office or of the sales outlet. This field is mandatory to save the office. Enter a designation then press on enter to save the entry. This field is limited to 30 characters.
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** '''Main Language''': this is the main language which will be applied to all employees listed in the office.
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 +
* '''COMPANY'''
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** '''Company Name 1-4''': this is the Office's company name, which can spread over 4 fields if required.
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*'''ADDRESS'''
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** '''Street''': this is the Office's street address
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** '''Zip Code''': this is the Office's  zip code
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** '''City''': this is the Office's location information
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** '''Building''': this is the Office's building designation
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*** Check if this field is mandatory + description of the other fields to be added when they will exist + check if a office created by the parent version can be edited in the child version (as it is the case in QS) ??? ***
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* '''CONTACT'''
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** '''Main Tel''': this is the Office's main phone number
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** '''Main Fax''': this is the Office's main fax number
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Once all desired information related to the office are typed in, validate the window in order for the newly defined office to be created.

Revision as of 07:33, 17 December 2012

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