TrailheadGuides & AssignmentsAssignments
AS-04Assignment confirmation

Confirm a New Assignment

A valid draft team becomes real field work when the CIS is saved, and only newly assigned people should be notified.

Track

Assignments

Phase

Assignment confirmation

Starts with

Valid team ready to save

Ends with

New assignment visible

You are here

AS-04
  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 has finished a valid booking team. Saving the CIS records the assignment, identifies newly added people, and exposes the linked context in mobile without approving any daily Program.

What starts it

Ops saves a CIS with a newly assigned guide or assistant.

How it unfolds

OperationsGuideSystem
  1. 1

    Ops reviews the booking teams before saving

    Operations

    The final review confirms people, roles, and booking dates.

  2. 2

    Ops saves the CIS with the valid team

    Operations

    This is the key moment: the saved team establishes assignment visibility, not daily Program approval.

  3. 3

    Trailhead records each role against the CIS dates

    System

    Guide and assistant remain explicit assignment roles.

  4. 4

    Trailhead identifies newly added people

    System

    People already on the team are separated from genuinely new assignments.

  5. 5

    Trailhead creates notifications for newly assigned people

    System

    Unrelated CIS edits do not create duplicate assignment alerts.

  6. 6

    The assigned person opens the linked CIS context

    Guide

    Mobile now reflects the canonical booking-team assignment.

Who's involved

Operations

Reviews and saves the valid booking team.

Guide

Receives newly assigned work and opens its CIS context.

System

Records the assignment and notifies only newly added people.

What each person sees

Operations

The final booking team on the CIS

Why: Confirm who becomes operationally committed.

Guide

A new assignment notification linked to CIS context

Why: Understand the newly assigned work.

The rule to remember

Saving a new team creates assignment visibility and notifications, never daily Program approval.