TrailheadGuides & AssignmentsAssignments
AS-06Team change

Reassign a Booking Team

Operating needs change after confirmation, so the current team must change without erasing history or notifying unchanged people again.

Track

Assignments

Phase

Team change

Starts with

Saved team needs change

Ends with

Revised assignment visible

Replace one person on a saved team and confirm current visibility, preserved history, and targeted notification.

Before you start

Act as
Ops editing a saved CIS
Current team
A saved guide or assistant assignment
Replacement
An active, eligible, available person

Run the scenario

  1. 1OperationsTrailhead · CIS booking teams

    Replace one member and save the revised team.

    Expected evidence

    The current team changes while prior field history remains.

  2. 2GuideTrailhead Mobile · Assignments

    Refresh the assignment as the newly added person.

    Expected evidence

    The revised role and schedule are visible with one new notification.

Scenario completed

Revised assignment visible

Current booking team
Original assignmentRevised assignment
Replacement notification
Not createdAvailable

If it does not match

  • If an unchanged person is alerted again, new-member detection is incorrect.
  • If completed work changes, the reassignment has overwritten history.