Test a Tip Automation Rule
- 29 Oct 2024
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Test a Tip Automation Rule
- Updated on 29 Oct 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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Overview
When creating or editing rules, they can be placed in test mode. When in test mode, test distributions are created using historical data and new distributions from updated DSS data are not created. Test distributions cannot be approved and do not add tip earnings to the DSS. If deleted, test distributions can be recreated at any time by placing the rule in test mode again.
Once generated, test distributions are accessed on the Test tab of the Tip Automation page.
Security
Only users with the following permission will be able to generate test distributions:
Labor → Tip Automation → Generate Test Distributions
Turn On Test Mode for a Tip Automation Rule
Follow these steps to place a tip automation rule in test mode and generate test distributions:
Click steps to expand for additional information and images.
1) From the Tip Automation page, open the Tip Automation Rules sidesheet.
2) Select the desired tip automation rule.
3) Turn on the Test Mode toggle.
4) Save the rule.
5) Select the dates that test distributions will be generated for.
When testing a weekly rule, a minimum of seven days must be selected. A test distribution will be created for each week that ends within the selected dates.
6) Click Generate + Save.
Review a Test Distribution
Follow these steps to review a generated test distribution:
Click steps to expand for additional information and images.
1) Navigate to the Tip Automation page.
2) Select the Test tab.
3) Click View for the desired test distribution.
The Tip Distribution Details page will open.
4) Review the contributor and receiver details.
5) When the test distribution is no longer needed, select Delete from the action menu.
Once deleted, the test distribution cannot be recovered. Test distributions can be recreated at any time by placing the rule in test mode again.
Turn Off Test Mode for a Tip Automation Rule
Follow these steps to turn off test mode for a tip automation rule:
Click steps to expand for additional information and images.
1) From the Tip Automation page, open the Tip Automation Rules sidesheet.
2) Select the desired tip automation rule.
3) Turn off the Test Mode toggle.
4) Save the rule.
Once test mode is deactivated, regular distributions will be generated when DSS data is updated if the rule is active and the rule effective date has passed.
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