Understand workforce rota versioning and change summaries
Understand v1.3.0 version increments, snapshots and affected-employee calculation for amendments.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Rota register
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 → Workforce Rota & Notifications → Rota register.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the rota and note Version and Last distributed version.
- Make an authorised change with a reason.
- Save and review the new version.
- Open Audit Log and Delivery Log for the recorded change summary and recipient event.
What the module checks
- New rota starts at version 1.
- A changed, previously distributed rota increments version.
- Snapshots compare title, department, week, location, notes and normalised shifts.
- Affected employees are the union of employees in removed, added or changed shifts.
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: rota distribution notifications