Description of the Menu Users
From Metis Documentation
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== Offices == | == Offices == | ||
| - | The administrator can define 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 Smart Suite to group the employees and provide structured statistics. In sub-menu offices are added, edited and deleted. Offices are important when calculating regional statistics. Once an office has been created, it can then be linked to a user through the employees sub-menu by editing the user and selecting the corresponding office under the section titled '''Address'''. | + | The administrator can define 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 Smart Suite to group the employees and provide structured statistics. In sub-menu offices are added, edited and deleted. Offices are important when calculating regional statistics. Once an office has been created, it can then be linked to a user through the employees sub-menu by editing the '''[[Description_of_the_Menu_Users#Employees|user]]''' and selecting the corresponding office under the section titled '''Address'''. |
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| - | 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 | + | 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 all the child versions. To see the list of offices of a specific version, select a version from the drop-down list. 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 | + | The table displays the name of the various offices and sales outlets. The content can be sorted alphabetically. |
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. | 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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=== Adding an Office === | === Adding an Office === | ||
| - | + | Before creating a new Office, the user/administrator should first check the version selected in the filter area. The new Office will be created in the select version. | |
| - | + | 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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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| + | Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''...''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottonm of the window. | ||