CIS
Capture passenger needs
Record the trip-specific preparation details needed by the lodge and assigned team.
Open a passenger from the CIS and record only the details needed to prepare and deliver this trip safely. Do not rely on general notes when a structured answer is available.
Capture only useful trip context
- Record dietary, medical, clothing, and gear needs when relevant.
- Add fishing interests, non-fishing activities, service preferences, and document or license context where the trip requires them.
- Use notes to explain practical preparation needs without replacing a structured answer when one is available.
- Make safe, relevant context available to the people preparing the trip.
Use the passenger record, not a trip-wide note
Dietary, medical, clothing, gear, document, and preference context should remain attached to the correct passenger whenever it differs within the group.
| Need | Handoff |
|---|---|
| Client-specific service or itinerary preparation | CIS trip context |
| Guide readiness, credentials, or gear accountability | Guides |
| Field decision context | Field Knowledge |
| Daily Program and report | Fishing |
Next: review and save the CIS.