Overview

The guide's cycle, step by step

1. Review the CIS and your own IN/OUT duties.
2. The coordinator distributes guests across eligible guides; a sole guide receives all guests automatically.
3. Request sized equipment for your assigned guests. Inventory approves and reserves it; you confirm actual pickup separately.
4. Create the Program for your assigned guests. Equipment status is informational and does not block creation.
5. Execute the day, submit the Fishing Report and complete the normal operational closure.
6. When guest equipment is no longer needed, deposit selected items and report their return. Inventory inspection restores only usable items to availability.

Guest gear can span several field days. Program closure and a return report are separate from verified Inventory receipt.

Trailhead mobile guides the field-day story from a confirmed CIS assignment to a trusted record of what happened. Follow the journey in order when learning the app; return to the stage that matches the work already shown on your device.

The daily journey

1. Open the assignment — When Operations saves a CIS with a newly assigned guide, Trailhead sends that person an assignment notification. Open it to reach the linked CIS and confirm the assigned role. Unrelated CIS edits and unchanged team members should not produce duplicate alerts.
2. Read Calendar — Find the assigned work again, understand its state, and open the correct CIS or active Program.
3. Review the CIS — Confirm the trip, dates, itinerary, fishing requirements, and participating clients.
4. Request CIS gear — Review each client's needs, adjust the requested items, and submit the gear request.
5. Create the Program — Select clients and beat, resolve conflicts, notify the owner, and make the Program executable.
6. Execute and report — Follow the active timeline, complete the Program, and submit the Fishing Report.
7. Close trip gear — Return checked-out CIS equipment, record item issues, and follow Operations reconciliation.

The guide's workspace, permissions, and readiness still matter, but they support this daily journey instead of interrupting it.

Next: read Calendar and continue the assignment.