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

Use this playbook to prepare one guide's Seasonal Kit and finish with every item explicitly resolved.

Before you start

Act as
An Operations user and an Inventory user
Guide
A guide who does not have an active Seasonal Kit checkout
Starting state
The Seasonal Kit inventory is stocked and prep has not started for this guide
Physical reality
Inventory can gather the standard items and confirm sizes or substitutions

Run the scenario

  1. 1OperationsTrailhead · Guide profile

    Start Seasonal Kit preparation for the guide.

    Expected evidence

    A guide-specific preparation task is created from the standard kit inventory.

  2. 2InventoryTrailhead · Guide Seasonal Kit

    Review every item and record whether it is ready, substituted, unavailable, or blocked.

    Expected evidence

    Every required item has a visible decision and unresolved items remain easy to identify.

  3. 3OperationsTrailhead · Guide Seasonal Kit

    For any blocked item, choose to wait, approve a substitute, or record an explicit exception.

    Expected evidence

    No blocked item disappears silently; each one has a recorded operational decision.

  4. 4InventoryTrailhead · Guide Seasonal Kit

    When every item is resolved, mark the kit Ready for checkout.

    Expected evidence

    The kit status changes to Ready for checkout without moving custody to the guide.

  5. 5GuideTrailhead Mobile · Seasonal Kit

    Open the Seasonal Kit area after inventory marks the package ready.

    Expected evidence

    The guide can see that the kit is ready for pickup, but it is not yet shown as checked out.

Scenario completed

Every required item has a decision and the kit is ready for checkout.

Kit preparation
Not started→Prep requested
Item readiness
Unknown→Decisions recorded
Kit status
Under review→Ready for checkout

If it does not match

  • If prep cannot start, confirm that the Seasonal Kit inventory contains active tracked items with available stock.
  • If the kit cannot be marked ready, review every unavailable, blocked, or undecided item and record its outcome.
  • If custody already belongs to the guide, confirm that checkout was not recorded before the physical handoff.