TrailheadGuides & AssignmentsAssignments
AS-06Team change

Reassign a Booking Team

Operating needs change after confirmation, so the current team must change without erasing history or notifying unchanged people again.

Track

Assignments

Phase

Team change

Starts with

Saved team needs change

Ends with

Revised assignment visible

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AS-06
  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 replaces a guide or assistant on a saved CIS. Trailhead validates the replacement, records the current assignment, notifies only newly added people, and leaves downstream Fishing review separate.

What starts it

Ops edits a saved booking team to remove or replace a person.

How it unfolds

OperationsManagerGuideSystem
  1. 1

    Ops opens the existing CIS booking team

    Operations

    The saved team is the starting point for the change.

  2. 2

    The manager reviews the team and change reason

    Manager

    The decision is based on current operating needs without rewriting completed work.

  3. 3

    Ops removes or replaces the affected person

    Operations

    Guide and assistant slots remain explicit during the edit.

  4. 4

    Trailhead checks the replacement's role and availability

    System

    An invalid replacement is blocked under the same rules as a new team.

  5. 5

    Ops saves the revised booking team

    Operations

    This is the key moment: current commitment changes while historical field work remains intact.

  6. 6

    Trailhead notifies only newly added people

    System

    Unchanged people do not receive duplicate assignment alerts.

  7. 7

    Mobile refreshes to show the current team and schedule

    Guide

    Any Program or report effect remains a separate Fishing review.

Who's involved

Operations

Edits and saves the current team.

Manager

Reviews why staffing must change.

Guide

Sees the current assignment after refresh.

System

Validates replacements and notifies only newly added people.

What each person sees

Operations

The saved team, replacement selectors, and validation

Why: Change current staffing safely.

Guide

The current mobile assignment and role

Why: Follow the revised work rather than stale staffing.

The rule to remember

Reassignment updates current commitment, preserves history, and alerts only newly added people.