How to create a job snapshot

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Note N.B: To enter into this box in Opera Job Management: from Jobs menu, select the voice Edit jobs and then the buttom Image:tastogestione.png

For snapshot it means a screenshot of the job, that records the status and all information included in that moment. These status can be selected by a drop-down menu. The main application of this function is to avoid to create many jobs, for example the customer could request differents quotations for the same job and structures but in differents colors and accessories. For this reason it is possible to assemble all these changes in the same job without creating a new one.

The snapshot bar is composed by: a drop-down menu, Image:tastomenutendina.png which let you to select a snapshot needed among those already created, an information bar and function boxes Image:tastopiu.png Image:tastomeno.png Image:tastodiverso.png which allows to insert, create or modify a snapshot.

The current status of the job has been identified in the field snapshot from a voice -. When this voice is selected, it will be possible to insert and change inside type of the job.

How to create a snapshot

Now we can see how to use these function with an example job, composed by two types, as showed below, with white color. Now we suppose that the customer requests a quotation for the job indicated and for the same types but with different color. With standard procedure you should duplicate the current job, create a new one and change the color.

In these case we will preoceed in different way: first of all save the current status of the job, by creating a first snapshot. If you click on the box Image:tastopiu.png it will open a box in which it will appear different fields to fill in:

  • Name: Name to give to the snapshot
  • Date/Hour: Date and hour of creation of the snapshot (filled in automatically)
  • Desc: Snapshot description
  • Snapshot index: it indicates in which position of the list will appear (filled in automatically)
  • Save windows price: it allows to mantain prices unchanged.

By pushing the botton Image:tastook.png it will be created the snapshot and added in the list.

Now we proceed to modify the colors of the job according to the information. Once finished the procedure, please repeat the previous steps to create a new snapshot, we will give a name and a description of it. At this point our job will incluedes two different variants of types, meanwhile general information of the job will remain unchanged (such customer information, building site information and so on...).

Now every time it will be possible to push the botton Image:tastomenutendina.png linked to the snapshot and choose between the screeshots availables. In the immage below you can see the result of the two our snapshot examples.

Note NOTE:
The example has been simplified, but you can understand that the types can be completely differents from one snapshot to anothers

How to modify a snapshot

La conferma di cancellazione

To delete, it is enough select the snapshot involved from the list that appears by pushing the button Image:tastomenutendina.png and then pushing the following one Image:tastomeno.png: it will appear a message (immage on the side below), and you have to confirm it with the botton Image:tastosi.png if you want to cancel it.

Note N.B: After selecting the snapshot from a drop-down menu, generally you cannot modify it. However, by pushing the button image:tastodiverso.png it is possible to esecute changes starting from selected snapshot, which will be apply to the current job status. The starting snapshot will be unchanged in the archive.
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