TrailheadOperations & ReadinessReadiness and Triage
RT-02TriageNo assistant eval · Coverage unknown

Triage a Source Blocker

Identify the exact source record and owner behind a warning before asking for action.

Track

Readiness and Triage

Phase

Triage

Starts with

A blocker is visible but its resolution path is not yet assigned

Ends with

The exact source owner has a clear action and Operations retains follow-up

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RT-02
  1. RT-01Review Daily Readiness
  2. RT-02Triage a Source Blocker

The situation

A readiness signal shows that the day cannot proceed or close. Operations identifies whether the blocker belongs to the Program, trip promise, person, gear, account, travel handoff, client preparation, or another source and routes action there.

What starts it

A readiness signal requires action rather than observation.

How it unfolds

OperationsManager
  1. 1

    Open the blocker and its linked operating context

    Operations
  2. 2

    Classify which source scope owns the record

    Operations
  3. 3

    Identify the person responsible for the source correction

    Operations
  4. 4

    Send the owner to the exact record with the needed action

    Operations
  5. 5

    Keep the blocker open until the source signal changes

    Operations

Who's involved

Operations

Builds the cross-lodge picture, routes action, and retains follow-up.

Manager

Confirms priority, ownership, acceptance, or closure when required.

What each person sees

Operations

Cross-scope readiness signals linked to their trusted source context.

Why: Find the exact work that needs attention without copying its ownership.

Manager

The priority, named owner, accepted handoff, or closure evidence.

Why: Make the operating decision with explicit accountability.

The rule to remember

Operations routes and follows the blocker; the source owner changes the source record.