Another Check-In · P01
Itinerary evidence
40 minutes. · 10 slides
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Work through the lesson
Use these explanations alongside the slide guide. Expand any section to read its full explanation.
Before the demonstration
- Your assigned responsibility
- The correct training record
- Evidence of the result
Today’s outcome
Learner preserves evidence lineage and routes imported plans through normal approval.
Read the full explanation
Before we begin, check these prerequisites: S01 and R04; matching import/correct/override/promote grants; fictional records. The intended outcome is: Learner preserves evidence lineage and routes imported plans through normal approval. Keep a note of the training identity and date so that you can recognize the result. We will pause before any action that your role or the exercise does not authorize.
Import preview
- For import, download the itinerary template, upload a fictional CSV and inspect row errors and planned locations
In this step
Start with the supported itinerary template and a fictional file. Inspect each row and proposed location in preview. A file that uploads successfully may still contain errors that prevent a valid plan.
Read the full explanation
For import, download the itinerary template, upload a fictional CSV and inspect row errors and planned locations. Start with the supported itinerary template and a fictional file. Inspect each row and proposed location in preview. A file that uploads successfully may still contain errors that prevent a valid plan. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Validated draft import
- Repair supported coordinate/radius issues in preview or correct the CSV
- confirm only validated rows and inspect imported draft periods
In this step
Repair the supported coordinate or radius issue in preview, or correct the original file. Confirm only validated rows. Imported periods remain drafts and still need the normal review process before approval.
Read the full explanation
Repair supported coordinate/radius issues in preview or correct the CSV; confirm only validated rows and inspect imported draft periods. Repair the supported coordinate or radius issue in preview, or correct the original file. Confirm only validated rows. Imported periods remain drafts and still need the normal review process before approval. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Location promotion
- Review private location proposals with duplicate candidates and choose a permitted promotion/link/rejection decision
In this step
Compare a private proposal with possible duplicates before choosing an authorized decision. Promotion, linking and rejection have different effects. Keep a clear reason so the shared location list remains understandable.
Read the full explanation
Review private location proposals with duplicate candidates and choose a permitted promotion/link/rejection decision. Compare a private proposal with possible duplicates before choosing an authorized decision. Promotion, linking and rejection have different effects. Keep a clear reason so the shared location list remains understandable. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Master and snapshot
- For disputed evidence open Itinerary Evidence and distinguish future master change from entry-snapshot correction
In this step
A master-location correction affects future use, while an entry snapshot preserves the historical plan. Identify which evidence needs correction before acting. Moving a master pin does not automatically rewrite earlier entry snapshots.
Read the full explanation
For disputed evidence open Itinerary Evidence and distinguish future master change from entry-snapshot correction. A master-location correction affects future use, while an entry snapshot preserves the historical plan. Identify which evidence needs correction before acting. Moving a master pin does not automatically rewrite earlier entry snapshots. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Correction history
- Enter correction reason, re-evaluate or record authorized override and inspect history/report without rewriting original GPS
In this step
Document the reason, apply only the correction or override you are authorized to make, and inspect the new evaluation and history. Preserve the original GPS observation so that later reviewers can trace the decision.
Read the full explanation
Enter correction reason, re-evaluate or record authorized override and inspect history/report without rewriting original GPS. Document the reason, apply only the correction or override you are authorized to make, and inspect the new evaluation and history. Preserve the original GPS observation so that later reviewers can trace the decision. I will pause here so you can identify the control or result that tells us where we are in the workflow.
Common problems
- Assuming imported equals approved
- changing master and expecting old snapshots to change
- substituting corrected GPS for original observation
A useful support report
The task and record
The expected result
The actual message
The authorized next step
Read the full explanation
Let us consider the mistakes that can disrupt this workflow. Assuming imported equals approved; changing master and expecting old snapshots to change; substituting corrected GPS for original observation. Describe what you expected and what the application actually showed before choosing a remedy. Preserve the relevant record and error. The role responsible for a review or configuration change should make that decision. Do not borrow broader access simply to finish the exercise.
Guided practice
- Import one validated training plan as draft; on a separate disputed record explain and apply a documented entry correction or override, then trace history
Evidence to show
The correct training case
The result or permitted decision
Your explanation of the next step
Read the full explanation
Now it is your turn. Import one validated training plan as draft; on a separate disputed record explain and apply a documented entry correction or override, then trace history. Work within the assigned training role. When you finish, show the result and explain which identity and date it belongs to. If the exercise includes a restricted action, explain the decision and its authorized owner rather than carrying it out without approval.
Practice debrief
- Correct context and permitted action
- A result you can trace
- A clear next step if blocked
Expected result
Learner preserves evidence lineage and routes imported plans through normal approval.
Read the full explanation
The expected outcome is: Learner preserves evidence lineage and routes imported plans through normal approval. Walk me through the record you used and the result you found. Explain these workflow checkpoints in order: For import, download the itinerary template, upload a fictional CSV and inspect row errors and planned locations. Repair supported coordinate/radius issues in preview or correct the CSV; confirm only validated rows and inspect imported draft periods. Review private location proposals with duplicate candidates and choose a permitted promotion/link/rejection decision. For disputed evidence open Itinerary Evidence and distinguish future master change from entry-snapshot correction. Enter correction reason, re-evaluate or record authorized override and inspect history/report without rewriting original GPS. For an exception, name the evidence you would preserve and the person with authority to take the next action.