Description of the Sub-Menu Hierarchies
From Metis Documentation
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| - | + | In Metis Smart Modeling, [[Description_of_the_Menu_Hierarchies#Hierarchies|hierarchies]], [[Description_of_the_Menu_Hierarchies#Hierarchy_Groups|hierarchy groups]] and [[Description_of_the_Menu_Hierarchies#Sections|sections]] can be defined in order to sort all the different material and service positions created or imported into the application. The Hierarchy profile menu allows the administrator to define and manage the hierarchies and hierarchy groups in order to make them available to user in version or individually. | |
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| - | + | [[File:MSM_Profiles_Hierarchies.png|center|600x400px]] | |
| - | === Deleting a Hierarchy | + | |
| + | {{Note | ||
| + | | Remember that the positions available in the version and to the Metis Smart Quotes user depends on the authorized hierarchies and hierarchy groups. | ||
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| + | The hierarchy profiles defined in this menu can then be attributed to a version level to Metis Smart Quotes users. | ||
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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 Hierarchy Profiles 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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| + | The hierarchy profiles list consist of two columns: | ||
| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties. | ||
| + | * the second column contains the designation of the profile. | ||
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| + | The contents of the Profiles table is sorted and displayed in alphabetical order and can thus not be modified. | ||
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| + | === Adding a Hierarchy Profile === | ||
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| + | In the '''Hierarchy Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Hierarchy Profile. When it is clicked, the '''Hierarchy Profile''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Add_Hierarchies.png|center|600x400px]] | ||
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| + | The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. The hierarchy profile window consists of two tabs: | ||
| + | * Hierarchy Groups | ||
| + | * Hierarchies | ||
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| + | Both tables contain the hierarchies and the hierarchy groups defined in the [[Description of the Menu Hierarchies | Hierarchies menu]]. A hierarchy profile is defined by its name and the hierarchy groups and hierarchies which are selected within the two available tabs. Based on how the objects where created in Metis Smart Modeling, they may be linked together. This means that in order for provide access to a specific set of positions, the administrator should authorize hierarchies which are linked to the group which was also given access to. In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited. In both tabs, by clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized hierarchies or hierarchies groups first, then the unauthorized ones. The reverse order is also possible. In both tabs, by clicking on the header of the '''Hierarchy Groups''' or '''Hierarchies''' column, it is possible to sort the contents of the table alphabetically. It is also possible to search for Hierarchy Groups or Hierarchies by clicking on the magnifying glass icon. | ||
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| + | Below the Hierarchy groups and Hierarchies tables, the '''All''' and '''None''' buttons allows the user to select or unselect all the entries in the table. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Add_Hierarchy_Goups.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | In these tabs, at least one hierarchy group and a hierarchy contained within that hierarchy group should be selected for the Metis Smart Quotes user to have positions available to create offers. If no hierarchy group is selected, no positions are available to the Smart Quotes user. If at least one hierarchy group has been selected but no hierarchies, the hierarchy group is displayed in the hierarchy groups drop-down menu of Metis Smart Quotes but neither hierarchies nor positions are available. | ||
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| + | {{Note | ||
| + | | Hierarchies and hierarchy Groups displayed with a padlock (inherited from another version) can be authorized or not for the profile beeing edited or created. | ||
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| + | Once all related mandatory and optional information have been set, the new Hierarchy Profile can be saved by validating the '''Hierarchy Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| + | === Duplicating a Hierarchy Profile === | ||
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| + | In order to create a new hierarchy profile, the administrator can also duplicate an existing profile by selecting it and then clicking on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The hierarchy profile window appears as shown in the following example: | ||
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| + | [[File:MSM_Profiles_Hierarchies_Edit_Hierarchy_Goups.png|center|600x400px]] | ||
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| + | All the settings from the original profile are displayed in the window and the only thing the user has to do is provide a unique name for his newly created hierarchy profile. After doing so, the user can modify the authorized hierarchy groups or hierarchies required and save the new hierarchy. It will immediately be displayed within the main list. | ||
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| + | {{Tip | ||
| + | | This allows to create new hierarchy profile quicker. | ||
| + | }} | ||
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| + | === Editing a Hierarchy Profile === | ||
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| + | In the '''Hierarchy Profiles''' 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 Profile. Selecting a Hierarchy Profile and clicking on it opens the '''Hierarchy Profile''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Edit_Hierarchies.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 Profile. Modifications applied to the selected Hierarchy Profile will only be saved once the Hierarchy Profile 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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| + | {{Note | ||
| + | | The application verifies if the name has changed and if it is already used within Metis Smart Suite. | ||
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| + | === Deleting a Hierarchy Profile === | ||
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| + | In the '''Hierarchy Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Hierarchy Profile. Selecting a Hierarchy Profile and clicking on it, if the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Hierarchy Profile is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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| + | {{Note | ||
| + | | The administrator cannot select several profiles at the same time. | ||
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| + | === Previewing a Hierarchy Profile === | ||
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| + | In the '''Hierarchy Profiles''' 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 Profile. Selecting a Hierarchy Profile from the list and clicking on it opens the '''Hierarchy Profile''' 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 Profile. | ||
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| + | [[File:MSM_Profiles_Hierarchies_Preview_Hierarchy_Goups.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. | ||
| + | }} | ||