Description of the Sub-Menu Variants

From Metis Documentation

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-	Description of the different functionalities and their impact on the other windows/menus of Metis.	+	In Metis Smart Suite, this menu, the administrator can define and manage the variants, as shown in the following example:
-	=== Creating a Variant Profil ===	+	[Screenshot of the Profiles / Variants screen]
-	=== Modifying a Variant Profil ===
-	=== Deleting a Variant Profil ===	+
		+	The variant profiles defined in this menu can then be attributed at a version level and to the Metis Smart Quotes users, as shown in the following examples:
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		+
		+	[Screenshot of the Versions + Edit a Version + Profiles + Focus on variant field]
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		+	[Screenshot of the Profiles + Profile Group + Focus on the Variant field]
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		+	[Screenshot of the Smart Quotes + Project + Edit Offer + Focus on the Variant field]
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		+	*** to check with LAB if it is possible to define a variant at the system level or if is a RfC ****
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		+
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		+	The left hand part of the Variants window allows the administrator to search for a variant 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 / Variants 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 variants 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.
		+
		+
		+	=== Adding a Variant Profile ===
		+
		+	To create a new profile, the administrator can click on the '''Add''' button. The Variant Profile window appears as shown in the following example:
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		+	[Screenshot of the empty Variant 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 variant profile table contains the variants that have been imported and made available for the version.
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		+	*********** Check if the variants is not SEN specific. Otherwise, check if the other customers will have to proceed this way as well (import PMD) or if an edit option is planned ***********
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		+	If no variant is selected, no variant is available to the Smart Quotes user.
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		+	A padlock icon might appear to indicate that the variant has been inherited.
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		+	By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized variants first, then the unauthorized ones. The reverse order is also possible.
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		+	By clicking on the header of the '''Variants''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a variant by clicking on the magnifying glass icon.
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		+	Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.
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		+
		+	=== Creating a Duplicate Variant Profile ===
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		+	To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly.
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		+	To do so, the administrator must select a profile and then click on the '''Duplicate''' button. The Variant Profile window appears as shown in the following example:
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		+	[Same screenshot as in the Edit]
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		+	By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.
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		+	The administrator can then define the properties of the new profile (i.e. the authorized variants).
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		+	=== Editing a Variant Profile ===
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		+	Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example:
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		+	[Screenshot of a variant profile]
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		+	If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears.
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		+	The administrator can edit the profile name and the authorized variants.
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		+
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		+	=== Deleting a Variant Profile ===
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		+	The administrator can delete a profile by selecting it first 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.
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		+
		+	=== Previewing a Variant Profile ===
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		+	Selecting a profile and clicking on the ''Preview'' button displays the properties of the profile, as shown in the following example:
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		+	[Same screenshot as in the Edit]
		+
		+	The properties of a profile consist of:
		+	* the profile name
		+	* the authorized variants
		+
		+
		+	The properties are not editable.

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Revision as of 12:04, 24 July 2013