A CIS needs a field team, and every slot must be filled by an active, eligible, available person without assigning anyone twice.
Track
Assignments
Phase
Team construction
Starts with
CIS needs a field team
Ends with
Valid team in CIS draft
Ops staffs a CIS for its booking dates. A guide is required, an assistant is optional, and Trailhead checks role and availability before the team enters the draft.
Ops opens booking teams while creating or editing a CIS.
The full booking range defines the availability window.
Eligibility allows selection for this slot; it does not itself assign work.
A conflict diverts staffing to resolution instead of allowing an invalid team.
The assistant slot may remain empty when the booking does not need it.
A dual-eligible person still receives one explicit role in this team.
This is the key moment: the valid guide-and-assistant combination becomes part of the draft, not a daily Program approval.
Selects the people for each booking-team slot.
Provides staffing judgment when the team needs review.
Enforces active state, role eligibility, availability, and unique slots.
Guide and optional assistant selectors with eligibility and conflict feedback
Why: Build a valid team before saving the CIS.
The selected people, roles, and booking range
Why: Block invalid role, overlap, or duplicate-slot combinations.
Every team needs one eligible guide; an assistant is optional, and nobody fills both slots.