ANTEROS, Category: Quality

Quality

Quality Overview With the ANTEROS.qm module, you can get an overview of the quality of your data in the dashboard. For example, you can clearly see the status of the translations, which images are still too small or which product families do not yet have any images.
In order to improve the data in a targeted manner, simply click on a report to go directly to the list of objects to be improved.
The dashboard displays your own audit reports and the global reports of your colleagues. Reports can be defined via search queries and quality levels and compiled in report groups. As a short overview first the process of creating new reports with quality levels and their display on the dashboards. It is explained in more detail in later chapters. 1) Create quality levels under Quality -> Quality levels 2) Recalculate quality levels per maintenance process under Admin -> Maintenance 3) Select the quality level via advanced search and, if necessary, further search restrictions under Data maintenance -> Products/product series/media (set search to advanced) 4) Save the search as a new report by clicking the New icon in the upper right corner. If "Show in Dashboard" is set to Yes, the report will appear directly in the dashboard. 5) To place the report in a group in the dashboard, edit this group under Quality -> Report Groups and set the report in relation to the other reports in the Relations tab. With the arrow icons you can change the order of the reports in the report group. 6) Edit reports: If necessary, you can now or later open the report in the report editor under Quality -> Reports and make additions, e.g. to set a report as a starting point for another report.
Dashboard Overview The dashboard serves to show the current status of your entered data. Standardized and user-defined evaluations are displayed by means of column and bar charts. You have to create these reports yourself. Moreover, these reports can be combined into groups. Sie können nur die Berichte und Berichtsgruppen sehen, für die Sie die passende Berechtigung haben. Evaluations or reports are based on the search results of advanced searches that have been saved as reports. This means that each report contains saved search restrictions. The display of evaluations or reports can be customized and extended. You can create new reports as well as view, modify and use existing ones. Grouping into report groups is also available. The reports of the dashboard give you e.g. information about how many products are not assigned to a category or how many products are missing a product name. Furthermore, you can use the category selection to reduce the quality reports to the data of the categories. This way you can evaluate your data much easier in terms of completeness. The evaluations of the reports are based on the search results of the advanced search. The evaluations are updated every time the dashboard is opened. Search results are loaded based on the saved search template, ensuring that reports are up-to-date. You can also go directly to the Advanced Search results from the dashboard and make changes. For example, if you want to edit or complete the products without a product name, you can click to jump to the advanced search with the saved search mask. There the products are listed, which have e.g. no product names.
The dashboard is composed of several evaluations, which are grouped in report groups. These are shown in the following screenshot:
Report Groups The statistics are divided into products, product families, images, documents and information, the so-called report groups. Evaluations that only refer to product families, for example, are sorted into the corresponding report group. Reports can therefore be grouped. If you click on the name of a report within a report group, an extended search with the restrictions of this report is started. In addition, next to the name is the percentage of objects that fall under this report, and a symbol that contains either an up arrow or a down arrow. If the arrow points down, this means that lower percentages are better than higher and opposite for the arrow pointing up. The report groups are managed under the menu item Quality->Report Groups and the reports under Quality Levels->Reports.
In "Quality" and then "Report groups", you can group multiple reports that should e.g. apply to product families. For instance, you could define reports for product families such as "Product families without image", "Empty product families", "Product families with image" or "Product families with accessories". In this report group, only the number of product families that have no image and are empty are displayed in the dashboard.
Reports Overview Reports contain search queries that you can use to analyze and evaluate your data, images, and documents. You can create new reports and change or delete reports in this menu. You can group reports, display specific reports and report groups in the dashboard and customize the appearance of the dashboard. You can delete a report using the delete icon in the action column of the list or in the editor. Create a new report by saving it using the advanced search.
Create New Report Create Report Using Advanced Search Reports can be created by saving the search restrictions as a report in the advanced search menu. If you want to create a new report using the search, proceed as follows: First of all, you must consider for which type of object (product, product family, images, documents, ...) an extended search and thus a new report should be created. In the following example, an advanced search is performed for products. Now you can make search restrictions at will.
As can be seen from the previous screenshot, the advanced search specifically looks for products where the "Size" parameter has a value >= 52. The search results list is also updated according to this search restriction. Above the search form there is a selection list with the name "Reports".
It is possible to save the applied search restrictions and thus also search results in the form of a report via this display. You can display this in your dashboard and access the automatically updated search results at any time. To save the current search restrictions, click on the new icon (2^nd icon from the right). A dialog box will then open in which you can enter a unique code and name.
The following additional options are possible: Public You can specify whether the report is a public report. This allows you to specify whether only your user is allowed to view the report or whether all users of your PIM system have access to it. If you create a public report, it can be modified and deleted by any user. Show on Dashboard At this point you can specify whether this report should be displayed on the dashboard or not. Progress bar This option can be used to adjust the graphical display of the progress bar. This can be useful to make the evaluation more understandable for the user by means of a progress bar within the dashboard. The progress bar on the dashboard represents the number of objects found in the overall context. For example, the percentage of products that do not have a product name in relation to the total number of existing products.
If "0% = red" is selected for the display of the progress bar, the bar will initially be red and with increasing percentage change first to orange, then to green. This can be illustrated by the following example: For example, a report provides information on whether a parameter value is set or available for the parameters "DN" and "PN". If this is the case for none or few products, the evaluation is considered negative. One could therefore say that the fewer parameter values there are, the worse. Accordingly, the progress bar has the color red, as shown in the following screenshot.
The option 100% = red can also be selected. In this case the progress bar will be green if the number of search results or the percentage is low. As the percentage increases, the color of the bar changes first to orange and then to red. This setting option therefore behaves contrary to "0% = red". If, for example, a report is to provide information on how many product families no image has been assigned to, this option would be useful. If this case applies to all or many product families, the evaluation can be regarded as negative. Consequently, one could say that the more product families that do not have an image assignment, the worse. As can be seen in the following screenshot, there are currently only a few product families without images assigned. As a result, the progress bar is displayed in green.
The option "Without color gradation" displays the color of the bar independent of the percentage. This display option is particularly suitable for neutral information, such as how many product families have been assigned accessories.
You can edit an already existing report. To do this, you must select the corresponding report via the "Reports" drop-down menu. The reports are divided into "Global reports", "Public reports" and "My reports". After you have selected a report, the report name, in this case "Products with accessories", will be displayed. Furthermore, the search restrictions of this report are loaded. In the screenshot below, you can see that quality levels were used for the search result filtering. You can also edit the report at this point. To do this, you can easily delete existing filters or add new ones. Changes must be saved by clicking the save icon. In doing so, the previously existing search restrictions will be overwritten.
Create Report Using the Editor You can also create a new report using the editor in the menu item Quality->Reports. Click on the 'New'-icon in the bar above the tabs. A small window will open with a pre-generated code for your new report. You can change this code or accept the automatically generated one. You confirm the creation of the report by clicking the 'Create'-button. Now an empty report opens in the editor and you can enter your data in the different tabs. The report only appears in the overview on the left side once you have saved it.
General tab Overview You can enter elementary data in the "General" input area. The mandatory fields are indicated by a different colour. The information in this tab includes code, sort criteria, name, description and synonyms.
Name In this field, the name of the object can be added.
Description You should enter an explanation in the "Description" field. The description can be displayed in the lists, in print, web or apps. You can format this description by using the formatting elements in the toolbar.
Public If you decide that your report should be public, any user can use and edit your report. If the report is not public, only the user who created it can access and edit it.
Dashboard tab In this tab, you can customize the representation of the report in the dashboard. Starting with whether the report should be displayed in the dashboard at all. You can also set the color gradation of the progress bar. Here you have 3 options to choose from: 0% = red: Lower percentages are considered "bad" here. The low percentage range is represented by a red color, the middle by a yellow and the high by a green. (Example: Minimum requirements webshop fulfilled) 100% = red: High percentages are considered "bad" here. The high percentage range is represented by a red color, the middle by a yellow and low by a green. (Example: Empty product family) Without color gradation: Here the three percent ranges are not distinguished by different colors and by default the progress bar is permanently displayed in INCONY blue.
Relations Tab In the Relations tab, you can set a basic report in relation to your currently selected report. This adjusts and displays the percentage display in the dashboard in relation to the base report. The current report builds on the results of the basic report. The assignment of a basic report is also displayed on the dashboard.
The report "Has accessories" is displayed in this report group. This report states that a total of 2.2% of products currently have accessories assigned to them. The report below has the name "Has spare parts" and after the name of this report "-Has accessories (5)" is displayed. This indicates that the report "Has accessories" is the basic report of "Has spare parts". In this case it means that the evaluation of the "Has Spare Parts" report depends on the evaluation of "Has Accessories". In concrete terms this means that of the products that have accessories, 40% even have accessories AND spare parts. The evaluation is therefore based on the evaluation results of the "Has accessories" report. This can also be seen from the scaling below the percentage display. "Has accessories" provides 5 products out of a total of 226 to which an accessory is assigned. The "Has Spare Parts" report evaluates the report conditions only for these 5 products. The 5 products can be taken from the basic report.
Translations tab This tab contains all texts and corresponding translations associated with this object. By default, the "Local uses only" checkbox is selected and thus only texts used in the current product family appear in the list below. To prevent inconsistent text changes, the "Texts" tab is deactivated as soon as changes are made in any other tab. After saving your changes, the "Texts" tab will be reactivated.
Changes tab There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Report groups Overview Each report group lists the reports assigned to it. For each report, a bar is displayed showing the percentage of objects found. The number of objects found per report is also displayed under "Number". Clicking on the name of the report takes you to the advanced search with the saved search mask and the search results.. The list of reports can be limited using either the simple or the advanced search. If you want to edit a report, you can switch to the editing mask by clicking on the pencil symbol. The arrow next to the bar indicates which percentage is desirable, i.e. whether the goal is to reach 100% or 0%. When evaluating products that have a product name, the goal is to achieve 100% so that each product has a product name. In this case, the arrow would point right/up. When evaluating product families that do not have a complete description, for example, 0% is desirable, because the fewer incomplete descriptions, the better. In this case the arrow points to the left/down. Roughly speaking, the arrows show the desirable improvement tendencies.
General tab Overview You can enter elementary data in the "General" input area. The mandatory fields are indicated by a different colour. The information in this tab includes code, sort criteria, name, description and synonyms.
Code The " Code " input field allows you to enter an identifier or code for the product family. You must select a code that is unique to the catalog, otherwise you will receive an error message when saving. It is recommended that you choose a descriptor that is easy to understand and remember. After clicking on the New symbol, the system always sets a code based on the current time (to the millisecond). However, this code is not "speaking", meaning not always easy to understand and remember, and can make later searches or changes more tedious. For this reason, you can also provide your own separate identifier in the Code field. Recommendation: Only use letters and numbers for the code and, if possible, only a dot, hyphen or underscore as special characters in the code. The use of the special characters @ ' " \ = ß will prompt an error message, as these characters are not allowed.
Sort key Besides changing the order of objects by arrow keys or drag & drop, the “Sort key” data entry field lets you enter character strings according to which the product families are sorted and displayed one below the other. The products are sorted lexically in ascending order, like in a dictionary. Please note that unlike in a dictionary, capital letters precede lowercase letters (e.g. order: A,B,... a,b,..). You can also use numbers. This only works, however, if the numbers are of a fixed length with leading zeros(e.g. length 4, 0001-9999). This field is preset with a number in the input form. This number is based on the current time. If you retain this field, your objects are sorted chronologically according to the time of entry.
Name In this field, the name of the object can be added.
Description You should enter an explanation in the "Description" field. The description can be displayed in the lists, in print, web or apps. You can format this description by using the formatting elements in the toolbar.
Synonyms You can define any number of synonyms. Synonyms are alternative terms your customers or staff can also search for, e.g. "wrench" as a synonym for "monkey-wrench". Use the button with the plus symbol to add more synonyms, the arrows can be used to sort them and the button with the X to remove synonyms. Note: The synonyms are technically linked to the dictionary entry of the name. This means that changing synonyms will affect every instance where the dictionary entry of the name is used. For example, if a synonym is added, the new synonym will also be added to all other data objects that use the same dictionary entry with the name. When setting another dictionary entry for the name, all synonyms of the new dictionary entry will also be applied. If no synonyms are stored for the new dictionary entry, the list of synonyms will also be empty after setting. If the name of the dictionary entry is deleted, the previous synonyms are also removed from the data object.
Relations tab Here you can create relations to the reports that are to be assigned to the selected report group. You can use the selection list to create a new relation, the X-button to cancel an existing relation, and the arrows to change the order of the assigned reports.
Translations tab This tab contains all texts and corresponding translations associated with this object. By default, the "Local uses only" checkbox is selected and thus only texts used in the current product family appear in the list below. To prevent inconsistent text changes, the "Texts" tab is deactivated as soon as changes are made in any other tab. After saving your changes, the "Texts" tab will be reactivated.
Changes tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Quality Levels Overview Create new quality level To create a new quality level, click on the new icon. A dialog box will then open in which you can either enter a unique code or accept the code generated by ANTEROS. The newly created quality level is loaded in the editor on the right. This editor can now be used to enter further information and set options. Edit existing quality level If you want to edit a quality level that already exists, select it in the selection list on the left. This will display the quality level in the editor to the right. In this case, you can edit and supplement both information that has already been entered, as well as any setting options. Important: Changes to the data conditions or new quality levels require a recalculation for all data objects. They will otherwise not be correctly reflected in the dashboard and advanced search. So, after completing your work on the quality levels, perform the recalculation via Maintenance. Maintenance is located under Admin -> Maintenance. Before you run the maintenance, select Recalculate Quality Levels in the Data Processor.
General tab On the General tab, you can specify a unique code, name and description for the quality level. A code will initially be generated automatically, but this can also be adapted according to your interests.
The quality indicator above the product family/product editor or in the "Quality" tab only shows the quality levels that have been activated. To do this, select "Yes" in the "Show in quality indicator/tab" of the quality level you want to display.
To display a quality level as a data check under "Maintenance" in the "Perform data checks" maintenance process, select "Yes" under "Display 'Data check' in maintenance process".
In "Result if data conditions not fulfilled" you can choose between "No value", "Error" and "Warning" to indicate how data conditions that have not been fulfilled should be labeled.
Using the options "Consider inherited parameter values", "Consider inherited category links" and "Consider inherited media links", you can select whether the parameter values or the respective links should be considered when fulfilling data conditions.
Categories tab The Categories tab allows you to store categories in a quality level. This is only calculated for product data that have these categories or sub-categories of them.
Data conditions tab You can select data conditions by navigating within the tree and selecting the conditions you want. To do this, search for the property you want to restrict by using the search field or by looking for the specific data fields in the group trees below, e.g. to select the German name simply choose General -> Texts -> Names in all languages -> Name in German. Important: In the case of parameters, you can select both the parameter code as well as the value of the product or product family to apply restrictions to it. When you select a property, it will be highlighted in blue. To add a selected property to a quality level, click "Apply". Subsequently, you can still specify the condition in terms of which the property is to be evaluated. The following options are available: Is available: In this case, a value must be stored in the product data for the condition to be fulfilled. equal: A value must be entered in the input field to the right of "equal". The condition is fulfilled by the objects that have the identical value. >, >=, <, <=: Values can be entered in the input field to the right of the corresponding operators. is not present: In this case, no value must be present in the product data for the condition to be met. has minimum length, has maximum length: A number of characters that a text parameter may have as a minimum or maximum can be entered in the input field on the right. starts with: A value must be specified in the input field to the right of "starts with". This means that the object must start with this value. ends with: A value must be specified in the input field to the right of "ends with". The object must end with this defined value. contains: A value must be entered in the input field to the right of "contains". The object must contain this specified value anywhere in the object.
Select data conditions by navigating within the tree and selecting the desired condition. To do this, click on one of the headings "General", "Texts", "Media" or "Parameters". The properties are partly grouped; click on the arrow symbol to open the group. If you select a property, it will be highlighted in blue. To add a selected property to a quality level, click "Apply". You can then specify the condition for which the property is to be evaluated. The following options are available: Exists In this case, a value must be stored in the product data in order for the condition to be fulfilled. Equals A value must be entered in the input field to the right of "Equal". The condition is fulfilled by the objects that have the identical value. >, >=, <, <= Values can be entered in the input field to the right of the corresponding operator. Doesn't exist in this case, no value must be stored in the product data
Relations tab In this tab, you can create predecessor quality levels. This defines that these quality levels must be fulfilled before the quality level opened in the editor can be fulfilled.
Changes tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Data checks Overview This Quality menu subitem maintains data checks that are either automatically run with each save/import or are initiated via the "Run Data Checks" maintenance process for all or selected data objects.
General Tab The General tab allows you to set the time when the data check should be executed, along with the usual information, code, name and description. The following options are available: The data check should be executed automatically each time changes are saved Failure to perform the data check should result in a failure and thus prevent saving The data check can be selected in the "Execute data checks" maintenance process
Category Tab The Categories tab allows you to restrict the data check to certain categories. This way you can cause this data check to only be executed for data objects that are located in the corresponding category area.
Data conditions tab The data conditions that form the basis of the data check are maintained in this tab. The same principle is used for the quality levels.
Changes Tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Overview

With the ANTEROS.qm module, you can get an overview of the quality of your data in the dashboard. For example, you can clearly see the status of the translations, which images are still too small or which product families do not yet have any images.

In order to improve the data in a targeted manner, simply click on a report to go directly to the list of objects to be improved.

The dashboard displays your own audit reports and the global reports of your colleagues. Reports can be defined via search queries and quality levels and compiled in report groups.

As a short overview first the process of creating new reports with quality levels and their display on the dashboards. It is explained in more detail in later chapters.

1) Create quality levels under Quality -> Quality levels

2) Recalculate quality levels per maintenance process under Admin -> Maintenance

3) Select the quality level via advanced search and, if necessary, further search restrictions under Data maintenance -> Products/product series/media (set search to advanced)

4) Save the search as a new report by clicking the New icon in the upper right corner. If "Show in Dashboard" is set to Yes, the report will appear directly in the dashboard.

5) To place the report in a group in the dashboard, edit this group under Quality -> Report Groups and set the report in relation to the other reports in the Relations tab. With the arrow icons you can change the order of the reports in the report group.

6) Edit reports: If necessary, you can now or later open the report in the report editor under Quality -> Reports and make additions, e.g. to set a report as a starting point for another report.

Dashboard

Overview

The dashboard serves to show the current status of your entered data. Standardized and user-defined evaluations are displayed by means of column and bar charts. You have to create these reports yourself. Moreover, these reports can be combined into groups. Sie können nur die Berichte und Berichtsgruppen sehen, für die Sie die passende Berechtigung haben.

Evaluations or reports are based on the search results of advanced searches that have been saved as reports. This means that each report contains saved search restrictions. The display of evaluations or reports can be customized and extended. You can create new reports as well as view, modify and use existing ones. Grouping into report groups is also available. The reports of the dashboard give you e.g. information about how many products are not assigned to a category or how many products are missing a product name. Furthermore, you can use the category selection to reduce the quality reports to the data of the categories. This way you can evaluate your data much easier in terms of completeness.
The evaluations of the reports are based on the search results of the advanced search. The evaluations are updated every time the dashboard is opened. Search results are loaded based on the saved search template, ensuring that reports are up-to-date. You can also go directly to the Advanced Search results from the dashboard and make changes. For example, if you want to edit or complete the products without a product name, you can click to jump to the advanced search with the saved search mask. There the products are listed, which have e.g. no product names.

The dashboard is composed of several evaluations, which are grouped in report groups. These are shown in the following screenshot:

Report Groups

The statistics are divided into products, product families, images, documents and information, the so-called report groups. Evaluations that only refer to product families, for example, are sorted into the corresponding report group. Reports can therefore be grouped. If you click on the name of a report within a report group, an extended search with the restrictions of this report is started. In addition, next to the name is the percentage of objects that fall under this report, and a symbol that contains either an up arrow or a down arrow. If the arrow points down, this means that lower percentages are better than higher and opposite for the arrow pointing up.

The report groups are managed under the menu item Quality->Report Groups and the reports under Quality Levels->Reports.

In "Quality" and then "Report groups", you can group multiple reports that should e.g. apply to product families.
For instance, you could define reports for product families such as "Product families without image", "Empty product families", "Product families with image" or "Product families with accessories". In this report group, only the number of product families that have no image and are empty are displayed in the dashboard.

Reports

Overview

Reports contain search queries that you can use to analyze and evaluate your data, images, and documents. You can create new reports and change or delete reports in this menu.

You can group reports, display specific reports and report groups in the dashboard and customize the appearance of the dashboard. You can delete a report using the delete icon in the action column of the list or in the editor. Create a new report by saving it using the advanced search.

Create New Report

Create Report Using Advanced Search

Reports can be created by saving the search restrictions as a report in the advanced search menu.
If you want to create a new report using the search, proceed as follows:

First of all, you must consider for which type of object (product, product family, images, documents, ...) an extended search and thus a new report should be created.

In the following example, an advanced search is performed for products. Now you can make search restrictions at will.

As can be seen from the previous screenshot, the advanced search specifically looks for products where the "Size" parameter has a value >= 52. The search results list is also updated according to this search restriction.

Above the search form there is a selection list with the name "Reports".

It is possible to save the applied search restrictions and thus also search results in the form of a report via this display. You can display this in your dashboard and access the automatically updated search results at any time.

To save the current search restrictions, click on the new icon (2^nd icon from the right). A dialog box will then open in which you can enter a unique code and name.

The following additional options are possible:
Public
You can specify whether the report is a public report. This allows you to specify whether only your user is allowed to view the report or whether all users of your PIM system have access to it. If you create a public report, it can be modified and deleted by any user.
Show on Dashboard
At this point you can specify whether this report should be displayed on the dashboard or not.
Progress bar
This option can be used to adjust the graphical display of the progress bar. This can be useful to make the evaluation more understandable for the user by means of a progress bar within the dashboard. The progress bar on the dashboard represents the number of objects found in the overall context. For example, the percentage of products that do not have a product name in relation to the total number of existing products.

If "0% = red" is selected for the display of the progress bar, the bar will initially be red and with increasing percentage change first to orange, then to green.

This can be illustrated by the following example:
For example, a report provides information on whether a parameter value is set or available for the parameters "DN" and "PN". If this is the case for none or few products, the evaluation is considered negative. One could therefore say that the fewer parameter values there are, the worse. Accordingly, the progress bar has the color red, as shown in the following screenshot.

The option 100% = red can also be selected. In this case the progress bar will be green if the number of search results or the percentage is low. As the percentage increases, the color of the bar changes first to orange and then to red. This setting option therefore behaves contrary to "0% = red".

If, for example, a report is to provide information on how many product families no image has been assigned to, this option would be useful. If this case applies to all or many product families, the evaluation can be regarded as negative. Consequently, one could say that the more product families that do not have an image assignment, the worse.
As can be seen in the following screenshot, there are currently only a few product families without images assigned. As a result, the progress bar is displayed in green.

The option "Without color gradation" displays the color of the bar independent of the percentage. This display option is particularly suitable for neutral information, such as how many product families have been assigned accessories.

You can edit an already existing report. To do this, you must select the corresponding report via the "Reports" drop-down menu. The reports are divided into "Global reports", "Public reports" and "My reports".
After you have selected a report, the report name, in this case "Products with accessories", will be displayed. Furthermore, the search restrictions of this report are loaded. In the screenshot below, you can see that quality levels were used for the search result filtering. You can also edit the report at this point. To do this, you can easily delete existing filters or add new ones. Changes must be saved by clicking the save icon. In doing so, the previously existing search restrictions will be overwritten.

Create Report Using the Editor

You can also create a new report using the editor in the menu item Quality->Reports. Click on the 'New'-icon in the bar above the tabs. A small window will open with a pre-generated code for your new report. You can change this code or accept the automatically generated one. You confirm the creation of the report by clicking the 'Create'-button.
Now an empty report opens in the editor and you can enter your data in the different tabs.

The report only appears in the overview on the left side once you have saved it.

General tab

Overview

You can enter elementary data in the "General" input area. The mandatory fields are indicated by a different colour. The information in this tab includes code, sort criteria, name, description and synonyms.

Name

In this field, the name of the object can be added.

Description

You should enter an explanation in the "Description" field. The description can be displayed in the lists, in print, web or apps. You can format this description by using the formatting elements in the toolbar.

Public

If you decide that your report should be public, any user can use and edit your report. If the report is not public, only the user who created it can access and edit it.

Dashboard tab

In this tab, you can customize the representation of the report in the dashboard. Starting with whether the report should be displayed in the dashboard at all. You can also set the color gradation of the progress bar. Here you have 3 options to choose from:

0% = red: Lower percentages are considered "bad" here. The low percentage range is represented by a red color, the middle by a yellow and the high by a green. (Example: Minimum requirements webshop fulfilled)

100% = red: High percentages are considered "bad" here. The high percentage range is represented by a red color, the middle by a yellow and low by a green. (Example: Empty product family)

Without color gradation: Here the three percent ranges are not distinguished by different colors and by default the progress bar is permanently displayed in INCONY blue.

Relations Tab

In the Relations tab, you can set a basic report in relation to your currently selected report. This adjusts and displays the percentage display in the dashboard in relation to the base report. The current report builds on the results of the basic report.

The assignment of a basic report is also displayed on the dashboard.

The report "Has accessories" is displayed in this report group. This report states that a total of 2.2% of products currently have accessories assigned to them.

The report below has the name "Has spare parts" and after the name of this report "-Has accessories (5)" is displayed. This indicates that the report "Has accessories" is the basic report of "Has spare parts". In this case it means that the evaluation of the "Has Spare Parts" report depends on the evaluation of "Has Accessories".

In concrete terms this means that of the products that have accessories, 40% even have accessories AND spare parts. The evaluation is therefore based on the evaluation results of the "Has accessories" report. This can also be seen from the scaling below the percentage display. "Has accessories" provides 5 products out of a total of 226 to which an accessory is assigned. The "Has Spare Parts" report evaluates the report conditions only for these 5 products. The 5 products can be taken from the basic report.

Translations tab

This tab contains all texts and corresponding translations associated with this object. By default, the "Local uses only" checkbox is selected and thus only texts used in the current product family appear in the list below.
To prevent inconsistent text changes, the "Texts" tab is deactivated as soon as changes are made in any other tab. After saving your changes, the "Texts" tab will be reactivated.

Changes tab

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Report groups

Overview

Each report group lists the reports assigned to it. For each report, a bar is displayed showing the percentage of objects found. The number of objects found per report is also displayed under "Number". Clicking on the name of the report takes you to the advanced search with the saved search mask and the search results.. The list of reports can be limited using either the simple or the advanced search. If you want to edit a report, you can switch to the editing mask by clicking on the pencil symbol.

The arrow next to the bar indicates which percentage is desirable, i.e. whether the goal is to reach 100% or 0%. When evaluating products that have a product name, the goal is to achieve 100% so that each product has a product name. In this case, the arrow would point right/up.
When evaluating product families that do not have a complete description, for example, 0% is desirable, because the fewer incomplete descriptions, the better. In this case the arrow points to the left/down.

Roughly speaking, the arrows show the desirable improvement tendencies.

General tab

Overview

Code

The " Code " input field allows you to enter an identifier or code for the product family. You must select a code that is unique to the catalog, otherwise you will receive an error message when saving. It is recommended that you choose a descriptor that is easy to understand and remember.

After clicking on the New symbol, the system always sets a code based on the current time (to the millisecond). However, this code is not "speaking", meaning not always easy to understand and remember, and can make later searches or changes more tedious. For this reason, you can also provide your own separate identifier in the Code field.

Recommendation: Only use letters and numbers for the code and, if possible, only a dot, hyphen or underscore as special characters in the code. The use of the special characters @ ' " \ = ß will prompt an error message, as these characters are not allowed.

Sort key

Besides changing the order of objects by arrow keys or drag & drop, the “Sort key” data entry field lets you enter character strings according to which the product families are sorted and displayed one below the other.
The products are sorted lexically in ascending order, like in a dictionary.

Please note that unlike in a dictionary, capital letters precede lowercase letters (e.g. order: A,B,... a,b,..). You can also use numbers.
This only works, however, if the numbers are of a fixed length with leading zeros(e.g. length 4, 0001-9999).

This field is preset with a number in the input form. This number is based on the current time. If you retain this field, your objects are sorted chronologically according to the time of entry.

Name

In this field, the name of the object can be added.

Description

Synonyms

You can define any number of synonyms. Synonyms are alternative terms your customers or staff can also search for, e.g. "wrench" as a synonym for "monkey-wrench". Use the button with the plus symbol to add more synonyms, the arrows can be used to sort them and the button with the X to remove synonyms.

Note: The synonyms are technically linked to the dictionary entry of the name.
This means that changing synonyms will affect every instance where the dictionary entry of the name is used.
For example, if a synonym is added, the new synonym will also be added to all other data objects that use the same dictionary entry with the name.
When setting another dictionary entry for the name, all synonyms of the new dictionary entry will also be applied.
If no synonyms are stored for the new dictionary entry, the list of synonyms will also be empty after setting.
If the name of the dictionary entry is deleted, the previous synonyms are also removed from the data object.

Relations tab

Here you can create relations to the reports that are to be assigned to the selected report group.
You can use the selection list to create a new relation, the X-button to cancel an existing relation, and the arrows to change the order of the assigned reports.

Translations tab

Changes tab

In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Quality Levels

Overview

Create new quality level
To create a new quality level, click on the new icon. A dialog box will then open in which you can either enter a unique code or accept the code generated by ANTEROS. The newly created quality level is loaded in the editor on the right. This editor can now be used to enter further information and set options.

Edit existing quality level
If you want to edit a quality level that already exists, select it in the selection list on the left. This will display the quality level in the editor to the right. In this case, you can edit and supplement both information that has already been entered, as well as any setting options.

Important:

Changes to the data conditions or new quality levels require a recalculation for all data objects. They will otherwise not be correctly reflected in the dashboard and advanced search. So, after completing your work on the quality levels, perform the recalculation via Maintenance. Maintenance is located under Admin -> Maintenance. Before you run the maintenance, select Recalculate Quality Levels in the Data Processor.

General tab

On the General tab, you can specify a unique code, name and description for the quality level. A code will initially be generated automatically, but this can also be adapted according to your interests.

The quality indicator above the product family/product editor or in the "Quality" tab only shows the quality levels that have been activated. To do this, select "Yes" in the "Show in quality indicator/tab" of the quality level you want to display.

To display a quality level as a data check under "Maintenance" in the "Perform data checks" maintenance process, select "Yes" under "Display 'Data check' in maintenance process".

In "Result if data conditions not fulfilled" you can choose between "No value", "Error" and "Warning" to indicate how data conditions that have not been fulfilled should be labeled.

Using the options "Consider inherited parameter values", "Consider inherited category links" and "Consider inherited media links", you can select whether the parameter values or the respective links should be considered when fulfilling data conditions.

Categories tab

The Categories tab allows you to store categories in a quality level. This is only calculated for product data that have these categories or sub-categories of them.

Data conditions tab

You can select data conditions by navigating within the tree and selecting the conditions you want. To do this, search for the property you want to restrict by using the search field or by looking for the specific data fields in the group trees below, e.g. to select the German name simply choose General -> Texts -> Names in all languages -> Name in German.

Important: In the case of parameters, you can select both the parameter code as well as the value of the product or product family to apply restrictions to it.

When you select a property, it will be highlighted in blue. To add a selected property to a quality level, click "Apply".

Subsequently, you can still specify the condition in terms of which the property is to be evaluated. The following options are available:

Is available: In this case, a value must be stored in the product data for the condition to be fulfilled.
equal: A value must be entered in the input field to the right of "equal". The condition is fulfilled by the objects that have the identical value.
>, >=, <, <=: Values can be entered in the input field to the right of the corresponding operators.
is not present: In this case, no value must be present in the product data for the condition to be met.
has minimum length, has maximum length: A number of characters that a text parameter may have as a minimum or maximum can be entered in the input field on the right.
starts with: A value must be specified in the input field to the right of "starts with". This means that the object must start with this value.
ends with: A value must be specified in the input field to the right of "ends with". The object must end with this defined value.
contains: A value must be entered in the input field to the right of "contains". The object must contain this specified value anywhere in the object.

Select data conditions by navigating within the tree and selecting the desired condition. To do this, click on one of the headings "General", "Texts", "Media" or "Parameters". The properties are partly grouped; click on the arrow symbol to open the group. If you select a property, it will be highlighted in blue. To add a selected property to a quality level, click "Apply".

You can then specify the condition for which the property is to be evaluated. The following options are available:

Exists In this case, a value must be stored in the product data in order for the condition to be fulfilled.
Equals A value must be entered in the input field to the right of "Equal". The condition is fulfilled by the objects that have the identical value.
>, >=, <, <= Values can be entered in the input field to the right of the corresponding operator.
Doesn't exist in this case, no value must be stored in the product data

Relations tab

In this tab, you can create predecessor quality levels. This defines that these quality levels must be fulfilled before the quality level opened in the editor can be fulfilled.

Changes tab

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Data checks

Overview

This Quality menu subitem maintains data checks that are either automatically run with each save/import or are initiated via the "Run Data Checks" maintenance process for all or selected data objects.

General Tab

The General tab allows you to set the time when the data check should be executed, along with the usual information, code, name and description. The following options are available:

The data check should be executed automatically each time changes are saved
Failure to perform the data check should result in a failure and thus prevent saving
The data check can be selected in the "Execute data checks" maintenance process

Category Tab

The Categories tab allows you to restrict the data check to certain categories. This way you can cause this data check to only be executed for data objects that are located in the corresponding category area.

Data conditions tab

The data conditions that form the basis of the data check are maintained in this tab. The same principle is used for the quality levels.

Changes Tab

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

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