You can access the Systems setting in the Control Panel to add and manage the systems and subsystems assigned to products in SI.
SI uses systems and subsystems as a way to organize and group items within a project. Many of the reports in SI have a Report Definitions "By System" to group the report data by systems and subsystems.
To access the Systems setting, click the following icon.
This will open the following form.
Add and Manage Systems
You can add as many new systems and subsystems as you would like to.
Subsystems are limited to one level.
To add a new system:
1/ Click New.
2/ Add a name and abbreviation for the system. The default abbreviation is the first ten characters of the name.
3/ Add a description or use snippets for the description.
You have the option to change the case of the description and Spell Check to fix spelling errors.
4/ Click Save.
Assign System to Product
Systems and subsystems are usually not present in the supported product libraries, so they are not automatically created in SI when you add products from the library. Also, having systems and subsystems in the CSV import file is not mandatory.
You can individually assign systems and subsystems to the products in the catalog in their Edit form.
You can also use the Mass Update feature to simultaneously assign systems and subsystems to multiple products.
If you add a product to a project with a system assigned, where that system doesn't exist, the system and the subsystem will be added to the project. The system can always be changed within a project if needed.
Additional Functions within the Project Editor
In the Project Editor, you have the following additional functions to set up the systems in the project.
Add Notes
In Projects, the systems have an additional Notes field for adding internal notes.
Update Systems
You can add systems from your global list of systems or create new ones.
You can use the Move Up button and the Move Down button to set the order of your systems.
You can use the Promote button and the Demote button to create the hierarchy of systems and subsystems.
If you create a new system within a project and want to add it to your global list, select the system in your list and click the Save as Default button.
Import/Export Configurations
You can export a system configuration (list) from a project to make it available to other users to import as the system list for their projects.
When exporting, you will prompted to enter a name.
When importing, you can also rename or delete any saved system configurations.