Overview

CIS is Trailhead's operating record for a client trip. The name refers to both the area and the record it produces: each booked trip becomes "a CIS" the whole lodge can rely on. Use it to build the booking, itinerary, passenger context, assigned team, and required fishing work before the lodge begins delivery.

The operating journey

1. Create the CIS — Record the group, booking dates, lodge context, and trip-wide notes.
2. Plan travel and stays — Keep arrival, departure, lodge stays, and responsibility handoffs in chronological order.
3. Add passengers and needs — Confirm who is travelling and capture only the preparation context relevant to this trip.
4. Add the booking team — Select the guides or assistants responsible for the CIS and confirm their roles and dates. This happens while creating the CIS and is confirmed during review.
5. Review and save — Check the complete trip before it becomes the operating reference. Saving a new team creates assignment visibility and notifications; it does not approve a daily Program.
6. Define required Fishing work — Make the exact dates and groups requiring Programs visible so Fishing can plan, execute, report, and close them.
7. Mark non-fishing days — Keep intentional travel, transfer, and rest days visible without creating false missing-Program blockers.

Start with the task in front of you

Next: create a CIS.