TrailheadGuides & AssignmentsAssignments
CX-01Shared role concept

Role Eligibility Versus Assignment

A person may be able to work as guide, assistant, or both, but every booking team must say which one they are doing now.

Track

Assignments

Phase

Shared role concept

Starts with

Eligible roles recorded

Ends with

One assignment role visible

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CX-01
  1. CX-01Role Eligibility Versus Assignment

The situation

Role eligibility defines the slots where a person may be selected. A booking-team assignment then records one explicit role without changing eligibility or rewriting completed history.

What starts it

A person is added, edited, or selected for a booking team.

How it unfolds

OperationsManagerGuideSystem
  1. 1

    Ops records the roles the person may perform

    Operations

    Eligibility describes capability across future staffing choices.

  2. 2

    Trailhead filters the booking-team slots available

    System

    Only eligible people appear for each role.

  3. 3

    Ops chooses one role for the specific booking team

    Operations

    This is the key moment: assignment records what the person is doing now, not everything they may do.

  4. 4

    Trailhead prevents the person from filling both slots

    System

    Dual eligibility never becomes two roles in the same team.

  5. 5

    Mobile shows the role attached to the assignment

    Guide

    Changing future eligibility does not rewrite completed assignment history.

Who's involved

Operations

Records eligibility and selects a role for a specific team.

Manager

Keeps role eligibility separate from current commitment.

Guide

Sees the role held in the actual assignment.

System

Filters slots and prevents one person from holding both roles in one team.

What each person sees

Operations

Eligibility flags and role-specific team slots

Why: Select a valid role without confusing capability with commitment.

Guide

Guide or assistant on the actual mobile assignment

Why: Know which role applies to this work.

The rule to remember

Eligibility says what a person may do; assignment says the one role they hold on this team.