How to: Maintain Opening History

Welcome to the Overtur Resource Center! This guide is designed to help you manage and maintain the history of door openings effectively. Whether you're new to Overtur or looking to optimize your workflow, this guide has you covered. By the end of this article, you will be able to:

• Describe the fundamental concepts of opening history management
• List best practices for tracking changes and versioning
• Use practical tips for merging and updating openings
• Identify useful tools to enhance your workflow
• Gain insights from real-world examples and case studies

Now, let's dive into maintaining the history of openings.

Fundamental Concepts
To handle duplicate openings where you need to merge new data into your original opening that has history (notes, pictures, etc.)

Best Practices
• Track Changes: Regularly monitor updates to ensure all changes are logged.
• Version Control: Utilize versioning to maintain a complete history of each opening.
• Data Consistency: Ensure that all relevant information is retained during updates.

*You will want to make sure merging opening data is a step you take right after uploading new data, so as not to add additional details to the opening you want to merge. Otherwise those new details will not transfer.

Practical Tips
1. Accessing the Feature:
o Enter your project and navigate to the side navigation bar.
o Click on "View Plans." Once the page loads, the Openings window will display.

2. Maintaining Opening History:
o Click on the opening for which you want to maintain history.
o Click "Show Schedule" to view the schedule list.
o Select an opening that is not itself and click "Preview Merge."

3. Merging Openings:
o In the Individual Merge Openings window, select the attributes to update.
o Click "Merge Selected" to merge attributes with the current opening.
o The selected opening will be deleted, and a message will confirm the successful merge.

Useful Tools
• Schedule List: View and manage opening details easily.
• Merge Functionality: Streamline updates and maintain history with ease.

Real-World Examples
• Project Updates: Seamlessly integrate new data while preserving historical records.
• Versioning Benefits: Enhance project accuracy by maintaining a complete history of changes.

By following these guidelines, you'll be well-equipped to manage and maintain the history of openings effectively, ensuring seamless project continuity and data integrity.