Use the lease snapshot feature to create a historical picture of the lease that you can preserve before the lease is amended or otherwise modified. The snapshot can be created automatically when the Lease BP reaches a certain status, or you can create it manually whenever necessary. Automatic snapshot creation is set up in uDesigner.
To save an automatically created snapshot
- When the status of the Lease BP changes and a snapshot is created automatically, you receive a message.
Enter a title for the snapshot (if you want to overwrite the default title), and an optional description.
- Click OK. The snapshot is saved in Unifier.
To create a snapshot manually
- While in the Lease BP, choose File > Create Snapshot.
- Enter a title for the snapshot (if you want to overwrite the default title), and an optional description.
- Click OK. The snapshot is saved in Unifier.
To view and manage snapshots
- While in the Lease BP, choose View > Snapshots. The Snapshots window opens.
The snapshots are listed in the window. Manually created snapshots display Yes under the User Created column; system created snapshots display No.
- To save the snapshot as a PDF file, select a snapshot from the list and click Open.
Unifier displays the PDF file, which shows all the fields from the detail forms for all the tabs on the business process.
- To view snapshot properties and change the title or description of the snapshot, select a snapshot from the list and click Properties.
- To delete a snapshot, select a snapshot from the list and click Delete.
- Click Close when you a done viewing snapshots.