Description of the Menu Users
From Metis Documentation
(→Offices) |
(→Offices) |
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In the '''Offices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Office. When it is clicked, the '''Office''' creation window opens, it allows to define all related information. | In the '''Offices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Office. When it is clicked, the '''Office''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Users_Offices_Add.png|center|600x400px]] | ||
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| - | + | The office data displayed in this window consists of the following properties: | |
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| - | The office data consists of the following properties: | + | |
* '''MAIN''' | * '''MAIN''' | ||
| - | ** '''Office Name''': | + | ** '''Office Name''': 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. |
| - | ** '''Main Language''': | + | ** '''Main Language''': main language which will be defined for all employees linked to the office. |
* '''COMPANY''' | * '''COMPANY''' | ||
| - | ** '''Company Name 1-4''': | + | ** '''Company Name 1-4''': Office's company name, which can spread over 4 fields if required. |
*'''ADDRESS''' | *'''ADDRESS''' | ||
| - | ** '''Street''': | + | ** '''Street''': Office's street address |
| - | ** '''Zip Code''': | + | ** '''Zip Code''': Office's zip code |
| - | ** '''City''': | + | ** '''City''': Office's location information |
| - | ** '''Building''': | + | ** '''Building''': Office's building designation |
* '''CONTACT''' | * '''CONTACT''' | ||
| - | ** '''Main Tel''': | + | ** '''Main Tel''': Office's main phone number |
| - | ** '''Main Fax''': | + | ** '''Main Fax''': Office's main fax number |
| - | Once all | + | Once all related mandatory and optional information have been set, the new User can be saved by validating the '''Users''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
| + | === Editing an Office === | ||
| - | = | + | In the '''Offices''' 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 Office. Selecting an office and clicking on it opens the '''Office''' edition window where all related properties and information can be edited. |
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| + | [[File:MSM_Users_Offices_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 Office. Modifications applied to the selected ... will only be saved once the ... 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 an Office === | |
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| - | = | + | In the '''Offices''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Office. Selecting an Office and clicking on it displays the following confirmation window. |
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| + | [[File:MSM_User_Offices_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected ... is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | An office created by an administrator of the parent version can be deleted by an administrator of the child version. | ||
| + | }} | ||
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=== Preview === | === Preview === | ||
| - | + | In the '''Offices''' 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 Office. | |
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| + | Selecting an Office from the table/list and clicking on it opens the '''Office''' preview window. | ||
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| - | For | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Office. |
{{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. |
}} | }} | ||