Use safe sample client details to confirm how reusable guest context is maintained.
Before you start
- Client
- A sample client record you may update
- Boundary
- Do not change the CIS itinerary or required work
Run the scenario
- 1ManagerClients
Open the sample client and review the existing context.
Expected evidence
Reusable details and history are visible separately from a trip document.
- 2ManagerClient profile
Add one confirmed preference or follow-up note and save.
Expected evidence
The update remains available in the client history.
Scenario completed
The confirmed client context is visible for future preparation.
- Client context
- Unconfirmed or outdated→Confirmed and reusable
If it does not match
- The client record is read-only for your role.
- The detail belongs to one trip and should be recorded in its CIS instead.