TrailheadGuides & AssignmentsPeople
WF-04Readiness

Review Person Readiness

A name in the Guides list is not enough: management needs a clear ready-or-blocked decision before that person enters a staffing plan.

Track

People

Phase

Readiness

Starts with

Staffing readiness unclear

Ends with

Ready or blocked decision

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WF-04
  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

Management is preparing to staff work and needs to understand a person's current readiness. Role, access progress, contact details, documents, and active state must remain visible together without treating active as proof that every credential is complete.

What starts it

A manager opens Guides or a guide detail before staffing work.

How it unfolds

ManagerOperationsSystem
  1. 1

    The manager filters or searches the Guides list.

    Manager

    Inactive people remain findable for history even when excluded from new staffing choices.

  2. 2

    The manager opens the person's guide detail.

    Manager

    One view brings identity and operational readiness context together.

  3. 3

    Trailhead shows role, invitation, onboarding, contact, and active state.

    System

    These distinct states prevent an invitation or active flag from hiding another gap.

  4. 4

    The manager reviews stored professional documents and license indicators.

    Manager

    Missing, expiring, or incomplete evidence remains visible.

  5. 5

    The manager resolves profile errors or marks the person inactive when necessary.

    Manager

    Blocking the person preserves history while preventing a new invalid selection.

  6. 6

    The manager returns to staffing with a ready or blocked decision.

    Manager

    This is the key moment: staffing proceeds from an explicit decision, not from the active flag alone.

Who's involved

Manager

Reviews the person and makes the ready-or-blocked staffing decision.

Operations

Uses the resulting decision when returning to staffing.

System

Keeps role, invitation, onboarding, documents, and active state visible.

What each person sees

Manager

A guide detail with role, access progress, contact, active state, and documents.

Why: Reach an explainable ready-or-blocked staffing decision.

Operations

An active eligible person, or a person excluded from new assignment choices.

Why: Build teams without hiding readiness gaps.

The rule to remember

Active makes a person selectable; readiness still requires an explicit review of role, access, contact, and credentials.