A guide to deciding if you need to edit an existing Snapshot or create a new one.
It’s important to think carefully about editing a Snapshot and ask yourself first if you’re needing to edit an existing Snapshot, or start a new one.
The answer is simple - the edit Snapshot button should only be used in one of two circumstances:
- You didn't complete the Snapshot. Either you got called away (for whatever reason - fire alarms, meetings and "dinner's ready" have all been cited as reasons people couldn't finish in one go!) or you hit the "save" button too soon and were taken to an incomplete set of results. Use the edit button to go back in and finish off.
- There was a mistake in any of the answers given, and you need to correct them.
In any other situation you’ll probably want to do another Snapshot rather than edit an old one.
Remember you’ll only be able to edit a Snapshot if you’re the person that originally created it, or a Team Admin for the account. If you're not seeing the edit icon next to a Snapshot that's probably why! The User Name for the person who completed it can be displayed as one of the columns in the Snapshots table.
We’ve built in a helpful reminder within the Edit Snapshot screen to save any confusion resulting in losing a previous Snapshot!
Important reminder: when we come to view the change over time for the Participant or Group, that can only happen if there is more than one Snapshot to compare. If you've edited an existing Snapshot, that's still only one Snapshot, even though you've filled it out twice! You’re going to want to create a new Snapshot instead.