TrailheadGuides & AssignmentsAssignments
AS-01Staffing demandAssistant eval authored · Coverage unknown

Capture Requested Guides And POA Capacity

Sales records guide preferences and unnamed POA guide spaces without creating operational assignments.

Track

Assignments

Phase

Staffing demand

Starts with

Guide preferences or POA capacity known

Ends with

Planning demand visible without assignments

Record requested guides and POA capacity without creating named assignments.

Before you start

Act as
Sales or Operations editing a sample CIS
Sample demand
One requested guide and two POA guide spaces

Run the scenario

  1. 1OperationsTrailhead · CIS · Guide Requirements

    Select a requested guide, enter two POA spaces, and save.

    Expected evidence

    The request remains a preference and the calendar exposes two unnamed POA rows.

  2. 2ManagerTrailhead · CIS · Operational Teams

    Prefill the requested guide into a team and run availability review.

    Expected evidence

    The team remains separate and cannot be added until its people are valid and available.

Scenario completed

Planning demand visible without assignments

Guide planning demand
Not recorded→Preferences and POA capacity visible

If it does not match

  • A requested-only guide must not reserve availability or appear as assigned work.
  • A POA guide row remains unnamed capacity; do not use it as proof of a confirmed person.