TrailheadGuides & AssignmentsPeople
WF-03Onboarding

Complete Mobile Onboarding

The guide can sign in, but field work remains out of reach until their identity and professional profile are complete enough to trust.

Track

People

Phase

Onboarding

Starts with

Invited profile incomplete

Ends with

Onboarding profile submitted

You are here

WF-03
  1. WF-01Add A Person To The Guides List
  2. WF-02Invite A Person
  3. WF-03Complete Mobile Onboarding
  4. WF-04Review Person Readiness
  5. WF-05Maintain Professional Documents

The situation

An invited person has mobile access, but onboarding is still required. They need to provide identity, contact, and document information while remaining connected to the person profile operations created.

What starts it

The guide signs in while onboarding is still required.

How it unfolds

GuideSystemManager
  1. 1

    The guide opens the guided onboarding flow on mobile.

    Guide

    Capability-aware navigation keeps incomplete profiles away from normal operational screens.

  2. 2

    The guide completes personal, contact, and address information.

    Guide

    These details update the invited person profile already on file.

  3. 3

    The guide adds a profile photo and supplies DNI and CUIL information.

    Guide

    Identity details stay with the same person profile used at sign-in.

  4. 4

    The guide scans or uploads required identity and professional documents.

    Guide

    OCR helps capture values but does not make them trustworthy by itself.

  5. 5

    The guide reviews extracted details, corrects them, and submits onboarding.

    Guide

    This is the key moment: the guide, not OCR, confirms the profile that management will see.

  6. 6

    Trailhead records the submitted profile for management visibility.

    System

    Submission completes this journey without silently certifying every credential.

Who's involved

Guide

Supplies and reviews their own identity, contact, and professional information.

System

Guides required onboarding, assists document capture, and records the submission.

Manager

Receives the submitted profile for management visibility.

What each person sees

Guide

A step-by-step mobile flow for profile, DNI, CUIL, and document capture.

Why: Supply and confirm the information needed for normal field access.

Manager

The submitted onboarding and document state on the existing guide profile.

Why: Review readiness without reconciling a second identity.

The rule to remember

Onboarding enriches the invited person profile, and the guide must review any OCR-extracted values before submission.