Use this playbook to update professional evidence from mobile and review it in Guides.
Before you start
- Act as
- A guide, then a guide manager
- Starting state
- A professional document is missing, expiring, replaced, or unclear
- Have ready
- A legible image or file of the updated evidence
Run the scenario
- 1GuideTrailhead mobile · Profile · Professional Documents
Select the document, scan or upload it, crop it, review it, and submit.
Expected evidence
The updated document appears on the guide's profile with its current evidence state.
- 2ManagerTrailhead · Guides · Guide detail · Documents
Open the same guide and review the updated document and readiness indicator.
Expected evidence
The new evidence is readable, while any still-unmatched requirement remains visible.
Scenario completed
Updated evidence and any remaining gap are visible to management.
- Professional evidence
- Needs attention→Updated
- Management visibility
- Prior evidence→Current evidence
If it does not match
- If the upload is unreadable, recapture it with the full document visible and good lighting.
- If management still sees old evidence, confirm that the upload completed on the same guide profile.
- If a requirement still appears open, treat it as unresolved until the planned evidence-to-requirement matching can confirm it.