TrailheadGuides & AssignmentsPeople
WF-05Credentials

Maintain Professional Documents

A credential gap can put upcoming work at risk, and uploading evidence only helps when its meaning remains clear to both guide and management.

Track

People

Phase

Credentials

Starts with

Professional evidence needs attention

Ends with

Updated evidence remains visible

You are here

WF-05
  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

A professional document is missing, expiring, replaced, or unclear before upcoming work. The guide maintains the evidence while management reads the result for readiness, without treating one upload as proof that every requirement is met.

What starts it

The guide or manager notices a professional-document or license gap.

How it unfolds

GuideManagerSystem
  1. 1

    The guide opens Professional Documents from mobile Profile.

    Guide

    The guide maintains evidence directly rather than sending an untracked copy to operations.

  2. 2

    The guide selects the document or credential that needs attention.

    Guide

    Missing, expired, and expiring evidence remain distinct conditions.

  3. 3

    The guide scans, crops, reviews, and submits updated evidence.

    Guide

    This is the key moment: the guide confirms the exact evidence management will use for readiness.

  4. 4

    Trailhead stores the document against the guide's profile.

    System

    The document is preserved as professional evidence, not as a booking assignment or financial record.

  5. 5

    The manager sees the updated document and readiness indicator in Guides.

    Manager

    Management can use the evidence without editing the guide's uploaded file.

  6. 6

    Trailhead keeps any unmatched requirement visible.

    System

    The current product stores and displays evidence; automatic matching to every beat requirement remains planned.

Who's involved

Guide

Captures and submits their own professional evidence from mobile.

Manager

Reads the updated evidence and its readiness indicator in Guides.

System

Stores evidence against the correct profile and keeps unresolved requirements visible.

What each person sees

Guide

Professional Documents in mobile Profile with capture and upload controls.

Why: Keep personal professional evidence current.

Manager

Read-only document evidence and license indicators in Guides.

Why: Use current evidence in person-readiness decisions.

The rule to remember

Uploading evidence updates the guide's record; it does not silently prove that every professional requirement is satisfied.