How to create a job snapshot

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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]]}}
{{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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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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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|The snapshot bar]]
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[[Image:barrasnapshot.png|500px|La barra delle 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 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 state of the job is marked with a “-” in the snapshot field. Selecting this item allows editing the job order and entering new data.
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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.
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{{BR}}
{{BR}}
==Creating a snapshot==
==Creating a snapshot==
[[Image:gestionesnapshot1.png|thumb|left|500px|The starting order]]
[[Image:gestionesnapshot1.png|thumb|left|500px|The starting order]]
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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 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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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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*'''Nome''': Title to be given to the snapshot
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*'''Data/Ora''': Date and time of snapshot creation (they are filled in automatically)
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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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*'''Desc''': Snapshot description
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*'''Name''': title for the snapshot
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*'''Snapshot index''': Snapshot index: indicates where in the list it will appear (automatically filled in)
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*'''Date/Time''': auto-filled date and time of snapshot creation
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*'''Salva prezzi tipologie''': allows prices to remain unchanged.
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*'''Desc''': description of the snapshot
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Pressing the [[Image:tastook.png]] button will create the snapshot and insert it into the list.
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*'''Snapshot index''': auto-filled index (position in the list)
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*'''Save typology prices''': keeps current prices unchanged
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Press [[Image:tastook.png]] to create the snapshot and add it to the list.
{{BR}}
{{BR}}
[[Image:gestionesnapshot2.png|thumb|left|500px|The modified order]]
[[Image:gestionesnapshot2.png|thumb|left|500px|The modified order]]
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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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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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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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[[Image:listasnapshot.png|thumb|right|400px|Le snapshot create]]
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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:listasnapshot.png|thumb|right|400px|Created snapshots]]
{{BR}}
{{BR}}
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{{NOTE|The example is intentionally simplified, but note that the types can differ completely from snapshot to snapshot}}
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{{NOTE|This is a simplified example—note that types can vary completely between snapshots.}}
{{BR}}
{{BR}}
==Deleting a snapshot==
==Deleting a snapshot==
[[Image:cancellasnapshot.png|thumb|right|500px|Confirmation of cancellation]]
[[Image:cancellasnapshot.png|thumb|right|500px|Confirmation of cancellation]]
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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
 
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{{BR}}
 
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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}}
==Editing a snapshot==
==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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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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[[Category: JM/Manuale]]
[[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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