TrailheadInventory & GearSeasonal Kit
SK-02Physical preparation

Seasonal Kit Prep For A Guide

A new guide is joining the season. The standard kit has to be physically prepared before it can be handed over.

Track

Seasonal Kit

Phase

Physical preparation

Starts with

Guide needs a prepared kit

Ends with

Kit ready for checkout

You are here

SK-02
  1. SK-01Seasonal Kit Inventory Setup
  2. SK-02Seasonal Kit Prep For A Guide
  3. SK-03Seasonal Kit Checkout
  4. SK-04Guide Views Assigned Seasonal Kit
  5. SK-08End-Of-Season Seasonal Kit Return
  6. SK-09Seasonal Kit Re-Checkout

The situation

A guide is confirmed for the season and will need the standard Seasonal Kit. The kit is not just a list — someone has to physically gather the items, check sizes, and deal with anything that is missing or unavailable before the guide can receive it.

What starts it

Operations starts kit prep from the guide's Trailhead profile.

How it unfolds

OperationsInventoryGuide
  1. 1

    Operations starts Seasonal Kit prep for the guide

    Operations

    Prep is started from the guide's profile, so the kit is tied to a specific person from the very beginning.

  2. 2

    Inventory receives the prep request

    Inventory

    The request lands as a physical task: gather the standard items for this guide.

  3. 3

    Inventory checks availability, sizes, substitutions, and missing components

    Inventory

    Real stock rarely matches the list perfectly — wrong sizes, items out of stock, or components that need a substitute.

  4. 4

    Inventory marks each item as ready, substituted, unavailable, or blocked

    Inventory

    Every item gets an honest status instead of a vague 'mostly done'. Blocked items are visible, not hidden.

  5. 5

    If something is blocked, operations decides how to proceed

    Operations

    Wait for stock, approve a substitute, or hand out the kit anyway with an explicit exception on record. The decision is deliberate, never silent.

  6. 6

    When every required item has a decision, inventory marks the kit ready for checkout

    Inventory

    This is the key moment: 'Ready' means every item is accounted for—not that someone stopped looking.

Who's involved

Operations

Starts the prep, follows its progress, and makes the call when something is blocked: wait, substitute, or proceed with an explicit exception.

Inventory

Does the physical work: gathers items, checks sizes and availability, and gives every required item a clear decision.

Guide

May see that a kit is being prepared, but takes no action yet. Nothing is theirs until the physical handoff.

What each person sees

Operations

The guide's kit moving through its states: requested, in inventory review, blocked, or ready.

Why: Know exactly which guides are ready for the season and what is holding the others up.

Inventory

A physical prep task with an item-by-item checklist and decisions.

Why: Work through the kit methodically and surface problems early.

Guide

At most, a note that their kit is being prepared.

Why: Reassurance that gear is coming — without any action to take yet.

The rule to remember

Starting prep is not checkout. Custody of the gear changes only when the physical kit is handed to the guide — never before.