Replace the primary guide on one safe sample Program and verify the synchronized day assignment and protected history.
Before you start
- Act as
- A Management user
- Starting state
- An editable Program linked to a CIS day with execution not started
- Replacement
- Another active, guide-eligible, available person without a conflict
Run the scenario
- 1ManagerTrailhead Management · Programs · Program detail
Choose Replace Guide, select the replacement, enter a reason, and confirm.
Expected evidence
The Program shows the replacement while the assistant remains unchanged.
- 2ManagerTrailhead Management · CIS · Assigned day
Open the same CIS day and review the guide and replacement history.
Expected evidence
The CIS day shows the same replacement and the reason is traceable without changing completed work.
- 3ManagerTrailhead Management · Program audit and allocation
Verify the Program revision, access allocation, linked IN/OUT transfer when present, and replacement reason.
Expected evidence
Every current record names the replacement, while protected completed history still names the original Guide.
- 4GuideTrailhead Mobile · Calendar and notifications
Refresh the replacement Guide's assigned day and inspect the reminder-delivery state.
Expected evidence
The replacement assignment is visible. A pending or failed reminder is observable and retryable; it is not presented as guaranteed delivery.
Scenario completed
CIS and Program show the replacement
- Day-level guide assignment
- Original guide→Validated replacement guide
- Replacement trace
- No change recorded→Reason and audit event visible
If it does not match
- Replacement is blocked after Program execution starts.
- Role, active-state, availability, duplication, or assignment conflicts must be resolved before saving.
- If the CIS day and Program show different guides, synchronization failed and Management must stop before execution.