TrailheadGuides & AssignmentsAssignments
AS-02Team construction

Build a Guide and Assistant Team

A CIS needs a field team, and every slot must be filled by an active, eligible, available person without assigning anyone twice.

Track

Assignments

Phase

Team construction

Starts with

CIS needs a field team

Ends with

Valid team in CIS draft

Build a valid booking team and observe role, availability, and duplicate-slot safeguards.

Before you start

Act as
Ops or a guide manager editing a CIS
People
Active, role-eligible people with known availability
Starting state
The CIS draft has no team for the booking range

Run the scenario

  1. 1OperationsTrailhead · CIS booking teams

    Select an eligible guide and, if needed, an eligible assistant.

    Expected evidence

    Only valid slot choices can be added to the draft.

  2. 2SystemTrailhead · Team editor

    Try selecting the same dual-eligible person for both slots.

    Expected evidence

    Trailhead prevents the duplicate-slot team.

Scenario completed

Valid team in CIS draft

CIS draft team
Not built→Valid team added

If it does not match

  • If a person is missing, confirm they are active and eligible for that slot.
  • If the team cannot be added, review date conflicts and duplicate people.