Keep the published rule in service while you review changes, or pause future runs when the rule should stop.

Steps

  1. Open Automations and choose the rule at the intended property.
  2. Edit and save a draft. Unpublished changes means the published version remains active while you prepare the update.
  3. Run Review and test, review the changes, and choose Activate updated version to publish them.
  4. Choose Pause from the automation list to stop future execution. Check work already in progress separately.
  5. To reuse a rule, choose Copy and select another permitted property. Review that property’s services, room mappings, templates, and financial limits before activating its copy.
  6. Open Run history to inspect completed, skipped, failed, and approval-dependent actions. Resolve the displayed reason before retrying an uncertain result.

Before handover, record the rule’s purpose, owner, active version, and relevant service or payment policies for the next manager.