Use this playbook to reach a clear staffing decision from the Guides workspace.
Before you start
- Act as
- A guide manager or operations user
- Starting state
- A person profile exists and staffing is being considered
Run the scenario
- 1ManagerTrailhead · Guides
Search for the person and open their guide detail.
Expected evidence
The detail shows role, invitation, onboarding, contact, and active state.
- 2ManagerTrailhead · Guides · Documents
Review stored documents and license indicators, then resolve any profile error or active-state issue.
Expected evidence
Readiness gaps remain visible, and an inactive person is excluded from new assignment choices.
Scenario completed
Management has an explicit ready or blocked decision.
- Assignment selection
- Potentially available→Eligible or excluded
- Readiness decision
- Unclear→Ready or blocked
If it does not match
- If the person is missing, clear the Guides list filters and confirm the lodge context.
- If active and credentials disagree, treat active as selection eligibility and keep the credential gap visible.