Use this playbook to recreate the handoff in Trailhead and confirm that operations, inventory, and the guide all see the same result.
Before you start
- Act as
- An Operations or Inventory user allowed to check out gear
- Guide
- A guide with a prepared Seasonal Kit assignment
- Starting state
- The kit is Ready for checkout and every item has a decision
- Physical reality
- The prepared package and the guide are present for the handoff
Run the scenario
- 1OperationsTrailhead · Guide profile
Open the guide's prepared Seasonal Kit and compare it with the physical package.
Expected evidence
Every planned item is visible and the kit is marked Ready for checkout.
- 2OperationsTrailhead · Seasonal Kit checkout
After giving the physical package to the guide, confirm the handoff in Trailhead.
Expected evidence
The assignment changes to Checked out and the guide is shown as equipped.
- 3InventorySettleWise · Inventory
Review the kit items after the checkout is recorded.
Expected evidence
The items are no longer available lodge stock; custody now belongs to the guide.
- 4GuideTrailhead Mobile · Guide profile
Open the guide's Seasonal Kit area after the handoff.
Expected evidence
The assigned items, quantities, replacement values, and statuses are visible.
Scenario completed
The gear is in the guide's custody and visible in their mobile profile.
- Kit
- Ready for checkout→Checked out
- Custody
- Lodge→Guide
- Guide responsibility
- None→The full kit
If it does not match
- If the kit is not Ready for checkout, return to preparation and resolve every blocked or undecided item.
- If inventory still shows lodge custody, confirm that the physical handoff was recorded—not merely that preparation finished.
- If the guide cannot see the kit in mobile, verify that the assignment reached Checked out and that the correct guide account is open.