View a snapshot

Review snapshots of process maps posted for a project.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

About this task

Snapshots are helpful for seeing a process map and its configuration settings at the time the snapshot was added. You can view snapshots from and for main and linked process maps.

Note:

This task explains how to view a snapshot from the process map in which the note was created. The Preview option is not available for notes created in another model.

Procedure

1. Select the project to view a snapshot from.
2. From the project view, select the Notes icon () to open the Notes panel.
3. Select the Preview button on a note.
   The snapshot displays the preview in the main map window, along with its model's statistics.

   

   • On the preview map, you can adjust view of the primary and secondary metrics, select activities and connections to view, and zoom in and out. Viewing filters and routes is not possible from a snapshot preview, however.
   • Snapshots cannot be updated.
4. Once done viewing the snapshot preview, select Stop Preview to return to the previous map and filter tools, or select to preview a different snapshot.