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Guides

Roles and eligibility

Distinguish what a person may do from the role they hold in a specific assignment.

A person may be eligible as a guide, assistant, or both. Eligibility controls which CIS booking-team slots they may occupy; the assignment records the one role they are performing for that commitment.

  • Every team requires a guide; an assistant is optional.
  • A dual-eligible person may fill either slot, but not both in the same team.
  • Mobile shows the role attached to the actual assignment.
  • Changing eligibility does not rewrite completed assignment history.

A requested guide is only a client preference. It never overrides eligibility, availability, or the actual booking-team assignment.

Next: build teams and resolve conflicts.