Use this playbook to complete the invited profile from mobile and make the submission visible to management.
Before you start
- Act as
- An invited guide with onboarding required
- Have ready
- Personal, contact, address, DNI, CUIL, photo, and required documents
Run the scenario
- 1GuideTrailhead mobile · Onboarding
Complete personal, contact, address, photo, DNI, and CUIL steps.
Expected evidence
The flow retains each completed section and continues to documents.
- 2GuideTrailhead mobile · Document capture
Scan or upload the required files, review extracted values, correct them, and submit.
Expected evidence
Onboarding shows a submitted state rather than returning to an incomplete step.
- 3ManagerTrailhead · Guides · Guide detail
Open the same guide profile and review onboarding visibility.
Expected evidence
The submitted profile and stored documents appear on the existing person profile.
Scenario completed
The reviewed onboarding profile is submitted for management visibility.
- Onboarding
- Required→Submitted
- Management visibility
- Incomplete profile→Submitted profile
If it does not match
- If operational tabs appear too early, confirm whether the profile is actually marked as requiring onboarding.
- If extracted values are wrong, correct them before submitting; OCR is only an entry aid.