Britixo CRMBritixo CRM Enterprise Help Centre
Employee Document Versioning · How-to guide

Understand Employee Record Centre document validation

Review the code-backed v1.3.0 file, MIME, date and rollback controls used for replacement documents.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Exact navigation Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Replace
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.

What you need before you start

  • Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Replace.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Choose only an allowed file type.
  2. Keep the file at or below 10 MB.
  3. Confirm the detected MIME type is allowed, not only the filename extension.
  4. Enter valid issue/expiry dates and a replacement reason.
  5. Submit once and verify the new version.

Fields and options

Allowed extensionspdf, doc, docx, jpg, jpeg, png.
Maximum size10 MB.
File validationUses the existing secure document upload validation and detected MIME.
FilesystemRandom stored filename and 0640 permission.
RollbackNew file removed if database transaction fails.

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.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee document versioning
Use the Employee Record Centre →Review employee document version history →Review Employee Record Centre database tables →