TrailheadGuides & AssignmentsAssignments
AS-01Staffing preference

Capture a Requested Guide Preference

A returning passenger asks for a familiar guide, but the request must remain useful context rather than become a staffing promise.

Track

Assignments

Phase

Staffing preference

Starts with

Passenger preference known

Ends with

Preference visible for staffing

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AS-01
  1. AS-01Capture A Requested Guide Preference
  2. AS-02Build A Guide And Assistant Team
  3. AS-04Confirm A New Assignment
  4. AS-05View Today And Upcoming Assignments
  5. AS-06Reassign A Booking Team

The situation

Ops finds a requested-guide preference while preparing passenger context for a CIS. The preference stays visible to the guide manager while the actual booking team remains the operational commitment.

What starts it

Ops records a requested guide while preparing CIS passenger context.

How it unfolds

OperationsManager
  1. 1

    Ops reviews returning-passenger and previous-CIS context

    Operations

    Past context explains why the passenger may prefer a particular guide.

  2. 2

    Ops selects the requested guide from the CIS team context

    Operations

    The choice is limited to guides already represented in that booking context.

  3. 3

    Ops saves the requested-guide preference

    Operations

    This is the key moment: Trailhead stores a preference separately from the booking-team assignment.

  4. 4

    The guide manager reviews the preference with the CIS

    Manager

    Availability and role eligibility still determine whether the request can be honored.

  5. 5

    The manager carries the context into actual team planning

    Manager

    Only the saved booking team establishes an operational commitment.

Who's involved

Operations

Records the passenger's preference without presenting it as confirmed work.

Manager

Uses the preference as one input when building the actual booking team.

What each person sees

Operations

Passenger history and a requested-guide field

Why: Preserve useful relationship context during CIS preparation.

Manager

The preference beside the CIS staffing context

Why: Consider the request without mistaking it for a commitment.

The rule to remember

A requested guide is a preference; the booking team is the assignment.