Playbook
Follow Trailhead operating scenarios as practical, shared playbooks.
Playbook is the interactive guide for understanding how the operation runs. It starts with a scenario, then shows the people involved, the responsibility handoffs, and the product behavior that keeps the record trustworthy.
Playbook begins when a commercial booking is handed to Trailhead as an operating trip. Upstream Sales and Booking workflows remain in Nanki's product boundary rather than becoming a second Trailhead scope.
Use the view that answers your question
| If you need to... | Use |
|---|---|
| Understand the operating narrative | Story |
| See steps and handoffs at a glance | Flow |
| Follow a safe client-facing playbook | Reproduce |
How Playbook maps to the documentation
Playbook is built scope by scope, so its scenario coverage grows over time. The documentation sections correspond to these Playbook scopes:
| Documentation section | Playbook scope | Interactive scenarios |
|---|---|---|
| Fishing | Fishing Operations | Available |
| Guides | Guides & Assignments | Available |
| CIS | Trips & CIS | Available |
Playbook also covers operating scopes beyond this first slice of the Product guide, such as Accesses & Landowners and Inventory & Gear, which already have interactive scenarios.
The documentation explains what each scope owns. Playbook shows how those scopes work together in a real operating scenario.