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''' is a saved version of the job, capturing the state and all entered information at that moment. These saved states can be selected via a drop-down menu. The main purpose is to avoid creating multiple separate job orders when a customer, for example, requests different quotes for the same job—perhaps with the same structure but different colors for fixtures or accessories. This way, all variations can be grouped in one job order without duplicating it.
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[[Image:barrasnapshot.png|500px]]
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[[Image:barrasnapshot.png|500px|The snapshot bar]]
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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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The snapshot management bar includes a drop-down menu [[Image:keyomenutendina.png]] to select from existing snapshots, an info bar, and function buttons [[Image:tastopiu.png]] [[Image:tastomeno.png]] [[Image:keyodiverso.png]] to add, delete, or modify snapshots.
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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 current state of the job is marked with a “-” in the snapshot field. Selecting this item allows editing the job order and entering new data.
{{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|thumb|left|500px]]
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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’s walk through how to use snapshots using a sample job order, which includes two types (both white). Suppose the customer also wants a quote with a different color. Normally, you'd duplicate the job, make the color change, and create a new job order.
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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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Instead, we'll use snapshots. First, save the current state by creating an initial snapshot. Click the [[Image:tastopiu.png]] button to open a window with the following fields:
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*'''Name''': Name to give to the snapshot
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*'''Name''': title for the snapshot
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*'''Date/Hour''': Date and hour of creation of the snapshot (filled in automatically)
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*'''Date/Time''': auto-filled date and time of snapshot creation
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*'''Desc''': Snapshot description
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*'''Desc''': description of the snapshot
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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''': auto-filled index (position in the list)
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*'''Save windows price''': it allows to mantain prices unchanged.
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*'''Save typology prices''': keeps current prices 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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Press [[Image:tastook.png]] to create the snapshot and add it to the list.
{{BR}}
{{BR}}
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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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Next, change the job’s colors as needed. When done, repeat the process above to create another snapshot with a different name and description. Your job order will now include two variations, while all general job data (e.g. client, construction site) remains the same.
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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, click [[Image:keyomenutendina.png]] in the snapshot section to choose from available snapshots. See the result in the image below after creating both example snapshots.
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[[Image:snapshot2.png|thumb|right|400px]]
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[[Image:listasnapshot.png|thumb|right|400px|Created snapshots]]
{{BR}}
{{BR}}
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{{NOTE| 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|This is a simplified example—note that types can vary completely between snapshots.}}
{{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 delete a snapshot, select it from the list via [[Image:keyomenutendina.png]] and press [[Image:keyminus.png]]. A confirmation message will appear—click [[Image:keyosi.png]] to confirm deletion.
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{{BR}}
{{BR}}
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==Editing a snapshot==
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By default, snapshots cannot be edited after being selected from the menu. However, by clicking [[Image:keydiverse.png]], you can apply changes from the selected snapshot to the current state. The original snapshot remains unchanged in the archive.
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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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<!-- HELP: JM/W6312 -->
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[[Category: JM/Manuale]]

Latest revision as of 18:52, 18 September 2025

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 is a saved version of the job, capturing the state and all entered information at that moment. These saved states can be selected via a drop-down menu. The main purpose is to avoid creating multiple separate job orders when a customer, for example, requests different quotes for the same job—perhaps with the same structure but different colors for fixtures or accessories. This way, all variations can be grouped in one job order without duplicating it.

The snapshot bar

The snapshot management bar includes a drop-down menu Image:keyomenutendina.png to select from existing snapshots, an info bar, and function buttons Image:tastopiu.png Image:tastomeno.png File:Keyodiverso.png to add, delete, or modify snapshots.

The current state of the job is marked with a “-” in the snapshot field. Selecting this item allows editing the job order and entering new data.


Creating a snapshot

File:Gestionesnapshot1.png
The starting order

Let’s walk through how to use snapshots using a sample job order, which includes two types (both white). Suppose the customer also wants a quote with a different color. Normally, you'd duplicate the job, make the color change, and create a new job order.

Instead, we'll use snapshots. First, save the current state by creating an initial snapshot. Click the Image:tastopiu.png button to open a window with the following fields:

  • Name: title for the snapshot
  • Date/Time: auto-filled date and time of snapshot creation
  • Desc: description of the snapshot
  • Snapshot index: auto-filled index (position in the list)
  • Save typology prices: keeps current prices unchanged

Press Image:tastook.png to create the snapshot and add it to the list.


File:Gestionesnapshot2.png
The modified order

Next, change the job’s colors as needed. When done, repeat the process above to create another snapshot with a different name and description. Your job order will now include two variations, while all general job data (e.g. client, construction site) remains the same.

At any time, click Image:keyomenutendina.png in the snapshot section to choose from available snapshots. See the result in the image below after creating both example snapshots.

File:Listasnapshot.png
Created snapshots


Note NOTE:
This is a simplified example—note that types can vary completely between snapshots.


Deleting a snapshot

Confirmation of cancellation

To delete a snapshot, select it from the list via Image:keyomenutendina.png and press File:Keyminus.png. A confirmation message will appear—click File:Keyosi.png to confirm deletion.


Editing a snapshot

By default, snapshots cannot be edited after being selected from the menu. However, by clicking File:Keydiverse.png, you can apply changes from the selected snapshot to the current state. The original snapshot remains unchanged in the archive.

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