Mark a rota for weekly automatic send

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Store the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.

Before you start

• Access to Admin Area → Human Resources → Workforce Rota & Notifications → Create/Amend Rota.
• The Human Resource Management: Approve capability or administrator access.
• The correct employee, record, period or authorised evidence.

Follow these steps

1. Verify weekly automatic distribution settings are enabled.
2. Set Week starts to the next Monday.
3. Complete the rota.
4. Click Use weekly automatic send.
5. Verify status Scheduled and weekly automatic mode.
6. After the configured day/time and cron run, review Delivery Log.

What the module checks

• The action is permission-aware.
• Required values must pass the exact server-side validation.
• Verify the saved record and audit/log result.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

• If the control is missing, confirm the required HRM permission and module version 1.3.0.
• If saving fails, correct the exact field or state named in the validation message.
• If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.

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