TrailheadGuides & AssignmentsAssignments
AS-08Program staffing changeNo assistant eval · Coverage unknown

Replace a Program Day Guide

A Program already exists, but its guide must change for one CIS day before execution without letting the CIS and Program disagree.

Track

Assignments

Phase

Program staffing change

Starts with

Created Program needs another guide

Ends with

CIS and Program show the replacement

You are here

AS-08
  1. AS-01Capture Requested Guides And POA Capacity
  2. AS-02Build A Guide And Assistant Team
  3. AS-04Confirm A New Assignment
  4. AS-05View Today And Upcoming Assignments
  5. AS-06Reassign A Booking Team
  6. AS-07Adjust CIS Team Coverage
  7. AS-08Replace A Program Day Guide
  8. AS-09Block A Program With A Missing Guide License

The situation

Management replaces the primary guide from the existing Program. Trailhead validates the replacement, requires a reason, and updates the CIS day, Program, allocation, and linked transfer together while preserving the assistant and history.

What starts it

The assigned guide cannot perform one Program day and execution has not started.

How it unfolds

ManagerGuideSystem
  1. 1

    Management opens the created Program and affected day

    Manager

    Replace Guide is available only while the Program is still editable and execution has not started.

  2. 2

    Management chooses Replace Guide

    Manager

    The primary guide changes through this dedicated action, not through generic Program editing or mobile.

  3. 3

    Management selects the replacement and records a reason

    Manager

    The assistant remains unchanged because this action applies only to the primary guide for that day.

  4. 4

    Trailhead validates role, active state, availability, and conflicts

    System

    An ineligible, unavailable, duplicated, or conflicting guide cannot replace the current guide.

  5. 5

    Trailhead saves one synchronized day-level replacement

    System

    This is the key moment: the CIS day, Program, allocation, and linked transfer change together or none of them change.

  6. 6

    Trailhead records the audit event and publishes the current assignment

    System

    Trailhead records the replacement and rebuilds pending reminder delivery. Any delivery failure remains visible for retry; it does not roll back the synchronized assignment.

Who's involved

Manager

Authorizes the day-level change and records its reason in Management.

Guide

Receives the replacement assignment and sees the current work.

System

Validates the replacement and keeps every linked day record synchronized.

What each person sees

Manager

Replace Guide on the affected Program, eligible choices, and required reason

Why: Change one day safely from the authorized surface.

Guide

The replacement Program assignment and current reminder-delivery state

Why: Follow the work currently assigned without stale staffing.

The rule to remember

Only Management can replace the primary guide for one unstarted Program day, and the CIS and Program must change together.