Description of the Sub-Menu Hierarchies
From Metis Documentation
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| - | + | In this menu, the administrator can define and manage the hierarchies and hierarchy groups, as shown in the following example: | |
| - | + | [Screenshot of the Profiles / Hierarchies screen] | |
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| - | === Deleting a Hierarchy | + | 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 at a version level to Metis Smart Quotes users, as shown in the following examples: | ||
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| + | [Screenshot of the Versions + Edit a Version + Profiles + Focus on Hierarchy field] | ||
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| + | [Screenshot of the Profiles + Profile Group + Focus on the 2 Hierarchy fields] | ||
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| + | [Screenshot of the Smart Quotes + Price + Edit Material List + Focus on the Hierarchy Groups fiels + Hierarchy table] | ||
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| + | The left hand part of the Hierarchies window allows the administrator to search for a hierarchy profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button, as shown in the following example: | ||
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| + | [Screenshot of the Profiles / Hierarchies screen + screenshot with some search results (ex. profile) & button greyed] | ||
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| + | After a search, the search button is greyed out until the search criterion is modified. | ||
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| + | If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table. | ||
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| + | The hierarchy profiles table 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. | ||
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| + | * the second column contains the designation of the profile. | ||
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| + | The contents of the Profiles table is sorted in alphabetical order. | ||
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| + | === Adding a Hierarchy Profile === | ||
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| + | To create a new profile, the administrator clicks on the '''Add''' button. The hierarchy profile window appears as shown in the following example: | ||
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| + | [Screenshot of the empty Hierarchy Profile window] | ||
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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. | ||
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| + | The hierarchy profile window consists of two tabs: | ||
| + | * Hierarchy Groups | ||
| + | * Hierarchies | ||
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| + | In these tabs, at least one hierarchy group and one hierarchy must be selected for the Metis Smart Quotes user to have positions. | ||
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| + | The tables contain the hierarchies and the hierarchy groups available in the [[Description of the Menu Hierarchies | Hierarchies menu]]. | ||
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| + | 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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| + | *** if possible, add an hyperlink to the Hierarchy groups drop-down menu in Smart Quotes (Price / Edit Material List) *** | ||
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| + | In both tabs, a padlock icon might appear to indicate that the hierarchy or the hierarchy group has been inherited. | ||
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| + | 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. | ||
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| + | 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 by alphabetical order. 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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| + | === Deleting a Hierarchy Profile === | ||
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| + | The administrator can delete a profile by selecting it and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | If the profile has been attributed to some versions and some profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
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| + | To delete the profile, click on the ''Yes'' button. | ||
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| + | 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. | ||