How to create a job snapshot

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[[Image: finestragestionecommessa.png|thumb|500px|right]]
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[[Image: finestragestionecommessa.png|thumb|500px|right|The order management window]]
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{{NB|To enter into this box in Opera Job Management: from ''Jobs'' menu, select the voice ''Edit jobs'' and then the buttom [[Image:tastogestione.png]]}}
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{{NB|To access this pane in Opera Job Management: from the ''Job Management'' menu, select the ''Management'' item followed by the [[Image:tastogestione.png]]}}
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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.  
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A '''snapshot''' means a snapshot of the job, recording the status and all the information that was entered at the time. These states can then be selected through a drop-down menu. The main use of this function is to avoid creating many different job orders in case, for example, a customer requests different quotes for the same job, which perhaps maintain the same structure but differ in the coloring of fixtures or accessories. In this way, all these small variations can be grouped in the same job order without necessarily having to recreate a new one.
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[[Image:barrasnapshot.png|500px]]
 
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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.
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[[Image:barrasnapshot.png|500px|La barra delle snapshot]]
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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.
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The snapshot management bar consists of a drop-down menu [[Image:keyomenutendina.png]] that allows you to select the desired snapshot from those already created, an information bar, and function keys [[Image:tastopiu.png]] [[Image:tastomeno.png]] [[Image:keyodiverso.png]] that allow you to insert, create, or edit a snapshot, respectively.
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The current status of the job order is identified in the snapshot field by a "-" entry. When this item is selected new entries and changes in the job order types will be possible.
{{BR}}
{{BR}}
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==How to create a snapshot==
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==Creating a snapshot==
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[[File:snapshot1.png]]
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[[Image:gestionesnapshot1.png|thumb|left|500px|The starting order]]
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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.
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Let us see in detail how to use these functions with an example job order, consisting of the two types shown in the figure opposite, with white coloring. Suppose now that the customer wishes to have an estimate of both the current job order and the same types with a different coloring. With the standard procedure you would duplicate the current job order, creating a new one and making in that one the change on the color.
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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:
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In this case, we will proceed differently: as a first step, it is necessary to store the current state of the job order, creating an initial snapshot. clicking on the [[Image:tastopiu.png]] button will open a picture in which several fields appear to be filled in:
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*'''Name''': Name to give to the snapshot
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*'''Nome''': Title to be given to the snapshot
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*'''Date/Hour''': Date and hour of creation of the snapshot (filled in automatically)
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*'''Data/Ora''': Date and time of snapshot creation (they are filled in automatically)
*'''Desc''': Snapshot description
*'''Desc''': Snapshot description
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*'''Snapshot index''': it indicates in which position of the list will appear (filled in automatically)
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*'''Snapshot index''': Snapshot index: indicates where in the list it will appear (automatically filled in)
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*'''Save windows price''': it allows to mantain prices unchanged.
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*'''Salva prezzi tipologie''': allows prices to remain unchanged.
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By pushing the botton  [[Image:tastook.png]] it will be created the snapshot and added in the list.
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Pressing the [[Image:tastook.png]] button will create the snapshot and insert it into the list.
{{BR}}
{{BR}}
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[[Image:gestionesnapshot2.png|thumb|left|500px]]
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[[Image:gestionesnapshot2.png|thumb|left|500px|The modified order]]
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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...).
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We will now proceed to change the colors of the job order according to the directions. Once finished it will be sufficient to repeat the steps given above to create a new snaphot, to which we will give a new name and description. At this point our job order will contain two distinct variants of the types, while the general data of the job order (so the data of the client, construction site etc..) will remain unchanged.
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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.
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At any time now, you will be able to click on the [[Image:keyomenutendina.png]] button related to the snapshot to be able to choose from the available snapshots. In the image to the side you can see the result after creating our two example snapshots.
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[[Image:listasnapshot.png|thumb|right|400px]]
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[[Image:listasnapshot.png|thumb|right|400px|Le snapshot create]]
{{BR}}
{{BR}}
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{{NOTES| The example has been simplified, but you can understand that the types can be completely differents from one snapshot to anothers}}
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{{NOTE|The example is intentionally simplified, but note that the types can differ completely from snapshot to snapshot}}
{{BR}}
{{BR}}
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==How to modify a snapshot==
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==Deleting a snapshot==
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[[Image:cancellasnapshot.png|thumb|right|500px|La conferma di cancellazione]]
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[[Image:cancellasnapshot.png|thumb|right|500px|Confirmation of cancellation]]
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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.
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To make a deletion, it is sufficient to select the affected snapshot from the list that appears by pressing the [[Image:keyomenutendina.png]] button and then press the [[Image:keyminus.png]] button: a message will appear (image to the side), which should be confirmed with the [[Image:keyosi.png]] button if we intend to delete
{{BR}}
{{BR}}
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{{NB|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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==Editing a snapshot==
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After selecting a snapshot from the drop-down menu, it is generally not possible to edit it. However, through pressing the [[image:keydiverse.png]] button, it is possible to make changes from the selected snapshot, which will be applied to the current state of the job. The starting snapshot will remain unchanged in the archive.
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<!-- HELP: JM/W6312 -->
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[[Category: JM/Manuale]]

Latest revision as of 20:09, 23 September 2024

The order management window
Note N.B: To access this pane in Opera Job Management: from the Job Management menu, select the Management item followed by the Image:tastogestione.png

A snapshot means a snapshot of the job, recording the status and all the information that was entered at the time. These states can then be selected through a drop-down menu. The main use of this function is to avoid creating many different job orders in case, for example, a customer requests different quotes for the same job, which perhaps maintain the same structure but differ in the coloring of fixtures or accessories. In this way, all these small variations can be grouped in the same job order without necessarily having to recreate a new one.


La barra delle snapshot

The snapshot management bar consists of a drop-down menu File:Keyomenutendina.png that allows you to select the desired snapshot from those already created, an information bar, and function keys Image:tastopiu.png Image:tastomeno.png File:Keyodiverso.png that allow you to insert, create, or edit a snapshot, respectively.

The current status of the job order is identified in the snapshot field by a "-" entry. When this item is selected new entries and changes in the job order types will be possible.


Creating a snapshot

File:Gestionesnapshot1.png
The starting order

Let us see in detail how to use these functions with an example job order, consisting of the two types shown in the figure opposite, with white coloring. Suppose now that the customer wishes to have an estimate of both the current job order and the same types with a different coloring. With the standard procedure you would duplicate the current job order, creating a new one and making in that one the change on the color.

In this case, we will proceed differently: as a first step, it is necessary to store the current state of the job order, creating an initial snapshot. clicking on the Image:tastopiu.png button will open a picture in which several fields appear to be filled in:

  • Nome: Title to be given to the snapshot
  • Data/Ora: Date and time of snapshot creation (they are filled in automatically)
  • Desc: Snapshot description
  • Snapshot index: Snapshot index: indicates where in the list it will appear (automatically filled in)
  • Salva prezzi tipologie: allows prices to remain unchanged.

Pressing the Image:tastook.png button will create the snapshot and insert it into the list.


File:Gestionesnapshot2.png
The modified order

We will now proceed to change the colors of the job order according to the directions. Once finished it will be sufficient to repeat the steps given above to create a new snaphot, to which we will give a new name and description. At this point our job order will contain two distinct variants of the types, while the general data of the job order (so the data of the client, construction site etc..) will remain unchanged.

At any time now, you will be able to click on the File:Keyomenutendina.png button related to the snapshot to be able to choose from the available snapshots. In the image to the side you can see the result after creating our two example snapshots.

File:Listasnapshot.png
Le snapshot create


Note NOTE:
The example is intentionally simplified, but note that the types can differ completely from snapshot to snapshot


Deleting a snapshot

Confirmation of cancellation

To make a deletion, it is sufficient to select the affected snapshot from the list that appears by pressing the File:Keyomenutendina.png button and then press the File:Keyminus.png button: a message will appear (image to the side), which should be confirmed with the File:Keyosi.png button if we intend to delete


Editing a snapshot

After selecting a snapshot from the drop-down menu, it is generally not possible to edit it. However, through pressing the File:Keydiverse.png button, it is possible to make changes from the selected snapshot, which will be applied to the current state of the job. The starting snapshot will remain unchanged in the archive.

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